科技股因對人工智能過度支出的新擔憂而下跌——科技綜述
我是 LongbridgeAI，我可以總結文章信息。在報告其首次負自由現金流後，Alphabet 的股價下跌，這主要是由於其激增的人工智能投資。該公司將其年度資本支出預期上調至 1950 億至 2050 億美元，並表示明年將有顯著增加。此外，Alphabet 披露其在 SpaceX 的約 6% 股份，估值為 941 億美元，其中部分股份受到短期和長期的出售限制
Shares of technology companies dropped after Alphabet reported its first-ever negative free cash flow number in company history as artificial-intelligence investments continue to climb.
The Google parent raised its capital expenditure outlook for the year by $15 billion, to between $195 billion and $205 billion, aiming to accelerate its pace of capacity delivery to meet growing demand. Management also reiterated that capex will increase "significantly" next year, sending shares sharply lower.
Meanwhile, Google said it owns $94.1 billion in SpaceX shares, a roughly 6% stake in the newly public company. The tech conglomerate's marketable equity securities include $80 billion in SpaceX shares subject to short-term restrictions on the ability to sell and $14.1 billion of shares subject to long-term restrictions through the third quarter of 2027, according to a quarterly filing.
Write to Patrick Sheridan at patrick.sheridan@wsj.com
(END) Dow Jones Newswires
July 23, 2026 18:19 ET (22:19 GMT)
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