--- title: "科技股下跌，投資者持續擔憂 AI 支出——科技綜述" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/293801715.md" description: "科技股下跌，投資者擔心人工智能支出的持續性，儘管英特爾和 SAP 的財報表現積極。英特爾第二季度銷售額達到 161 億美元，超出預期，並將資本支出預測上調至超過 200 億美元。SAP 報告了強勁的雲業務增長，收入同比增長 11%，達到 98.8 億歐元，淨利潤上升至 18.3 億歐元。同時，歐盟初步發現 TikTok 在未成年人賬户的數字安全標準方面存在違規行為" 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，投資者持續擔憂 AI 支出——科技綜述 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. ### 相關股票 - [INTC.US](https://longbridge.com/zh-HK/quote/INTC.US.md) - [SAP.US](https://longbridge.com/zh-HK/quote/SAP.US.md) - [INTW.US](https://longbridge.com/zh-HK/quote/INTW.US.md) - [LINT.US](https://longbridge.com/zh-HK/quote/LINT.US.md) - [INYY.US](https://longbridge.com/zh-HK/quote/INYY.US.md) - [04335.HK](https://longbridge.com/zh-HK/quote/04335.HK.md) - [SAP.DE](https://longbridge.com/zh-HK/quote/SAP.DE.md) - [GOOGL.US](https://longbridge.com/zh-HK/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/zh-HK/quote/GOOG.US.md) ## 相關資訊與研究 - [SAP（XTRA:SAP）在其 10.39 億歐元的股票架上申請中是否被合理估值？](https://longbridge.com/zh-HK/news/296923192.md) - [SAP 計劃推出一個由 AI 驅動的統一入口，將銷售團隊與專業代理網絡連接起來](https://longbridge.com/zh-HK/news/296490170.md) - [SAP 董事會成員 Thomas Heinrich Saueressig 購買了價值 267,450 歐元的 SAP 股份](https://longbridge.com/zh-HK/news/297051990.md) - [SAP 轉向行業人工智能推動，以在各個行業實現企業範圍的轉型](https://longbridge.com/zh-HK/news/296771646.md) - [瑞銀將 SAP SE (0NW4) 的評級下調為持有](https://longbridge.com/zh-HK/news/296994105.md) --- > **免責聲明: 本文僅供參考，不構成任何投資建議。**