据金十数据报道，Meta试水外部算力租赁，光大证券最新研报表示，Meta进军云计算的底层逻辑是为巨额AI基础设施投资创造新的变现通道。
研报称，云计算是当前最快、最明确的收回巨额前期投入、提高当期回报率的方式，对外变现能力已成为支撑Meta持续扩大AI投资的现金流保证。
研报指出，Meta中长期持续加码AI算力的整体规划并未转向。
光大证券：Meta租赁外部算力不改扩产规划
2026-07-03 00:48:09
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