穆迪：AI投资侵蚀云厂商现金流
2026-07-25 22:46:21
据财联社报道，穆迪评级警告称，AI投资热潮正侵蚀大型云计算服务商的自由现金流，并推高资产负债表风险，投资者将更关注这些企业能否从巨额AI投入中获得足够回报。穆迪本周发布的研究报告称，微软(MSFT.US)、亚马逊(AMZN.US)、Alphabet(GOOGL.US)、Meta(META.US)、甲骨文(ORCL.US)及CoreWeave(CRWV.US)正从“轻资产”模式转向需要大规模建设数据中心等基础设施的“重资产”模式。
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