--- title: "科技股下跌，投资者持续担忧 AI 支出——科技综述" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/293801715.md" description: "科技股下跌，投资者担心人工智能支出的持续性，尽管英特尔和 SAP 的财报表现积极。英特尔第二季度销售额达到 161 亿美元，超出预期，并将资本支出预测上调至超过 200 亿美元。SAP 报告了强劲的云业务增长，收入同比增长 11%，达到 98.8 亿欧元，净利润上升至 18.3 亿欧元。同时，欧盟初步发现 TikTok 在未成年人账户的数字安全标准方面存在违规行为" datetime: "2026-07-24T22:03:52.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293801715.md) - [en](https://longbridge.com/en/news/293801715.md) - [zh-HK](https://longbridge.com/zh-HK/news/293801715.md) generator: "portal-rs" --- # 科技股下跌，投资者持续担忧 AI 支出——科技综述 Shares of technology companies are lower as investors mulled quarterly results this week from Alphabet parent Google and Intel that showed unabated AI spending continues. Intel's business continues to turn around, demonstrated by a second quarter earnings report that came in well ahead of investors' expectations. The chip maker reported sales of $16.1 billion for the June quarter, up 25% from the year-earlier period and beating estimates from analysts by 11%. Intel projected that September quarter revenue will come in between $15.8 billion to $16.8 billion. Intel also raised its forecast for capital expenditures for this year to more than $20 billion up from $18 billion previously and said next year's capex will be "significantly above" this year's level. SAP climbed after the German business-software group logged strong revenue figures in 2Q, reassuring investors that growth at its cloud business remains healthy despite fears of disruption from artificial intelligence. The company said its current cloud backlog-a closely watched measure of sales that SAP expects over the coming year based on existing contracts-grew 26% at constant currencies, above expectations of around 24%. Reporting on a non-IFRS basis, SAP's total revenue increased 11% at constant currencies to 9.88 billion euros ($11.24 billion) from a year earlier. Analysts had forecast total revenue of 9.85 billion euros, according to a non-IFRS consensus provided by the company. SAP's net profit increased to 1.83 billion euros from 1.75 billion euros. TikTok may be in breach of the European Union's digital content rulebook, according to the EU's executive arm, which said it provisionally found that the company's rules for minors' accounts don't meet the bloc's safety standards. Write to Patrick Sheridan at patrick.sheridan@wsj.com (END) Dow Jones Newswires July 24, 2026 17:59 ET (21:59 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [INTC.US](https://longbridge.com/zh-CN/quote/INTC.US.md) - [SAP.US](https://longbridge.com/zh-CN/quote/SAP.US.md) - [INTW.US](https://longbridge.com/zh-CN/quote/INTW.US.md) - [LINT.US](https://longbridge.com/zh-CN/quote/LINT.US.md) - [INYY.US](https://longbridge.com/zh-CN/quote/INYY.US.md) - [04335.HK](https://longbridge.com/zh-CN/quote/04335.HK.md) - [SAP.DE](https://longbridge.com/zh-CN/quote/SAP.DE.md) - [GOOGL.US](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/zh-CN/quote/GOOG.US.md) ## 相关资讯与研究 - [SAP（XTRA:SAP）在其 10.39 亿欧元的股票架上申请中是否被合理估值？](https://longbridge.com/zh-CN/news/296923192.md) - [SAP 董事会成员 Thomas Heinrich Saueressig 购买了价值 267,450 欧元的 SAP 股份](https://longbridge.com/zh-CN/news/297051990.md) - [SAP 转向行业人工智能推动，以在各个行业实现企业范围的转型](https://longbridge.com/zh-CN/news/296771646.md) - [一周回顾 | SAP 累涨 1.31%，一致目标价高于现价](https://longbridge.com/zh-CN/news/297392788.md) - [瑞银将 SAP SE (0NW4) 的评级下调为持有](https://longbridge.com/zh-CN/news/296994105.md) --- > **免责声明: 本文仅供参考，不构成任何投资建议。**