---
title: "花旗：科技巨頭資本支出增加將成為芯片製造商的福音"
description: "花旗分析師指出，科技巨頭增加的資本支出將成為芯片製造商的福音。據估算，微軟約佔超微半導體銷售額的 8%，Meta 則佔博通銷售額的 2%。該行分析師在週四報告中寫道：\"我們相信博通與 AMD 將成為微軟和 Meta 增加資本支出的主要受益者。\""
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/251026034.md"
published_at: "2025-07-31T14:04:41.000Z"
---

# 花旗：科技巨頭資本支出增加將成為芯片製造商的福音

> 花旗分析師指出，科技巨頭增加的資本支出將成為芯片製造商的福音。據估算，微軟約佔超微半導體銷售額的 8%，Meta 則佔博通銷售額的 2%。該行分析師在週四報告中寫道："我們相信博通與 AMD 將成為微軟和 Meta 增加資本支出的主要受益者。"

花旗分析師指出，科技巨頭增加的資本支出將成為芯片製造商的福音。據估算，微軟約佔超微半導體銷售額的 8%，Meta 則佔博通銷售額的 2%。該行分析師在週四報告中寫道："我們相信博通與 AMD 將成為微軟和 Meta 增加資本支出的主要受益者。"

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