2 694
مشترکین
+4524 ساعت
+1537 روز
+68930 روز
آرشیو پست ها
2 696
Repost from 벨루가의 주식 헤엄치기
260708_미국 하이퍼스케일러 CAPEX 추정치 변화
(1) 2027(F) CAPEX vs. YTD
■ Microsoft: +48%
■ Alphabet: +90%
■ Meta: +34%
■ Amazon: 42%
■ Oracle: +36%
(2) 2027(F) CAPEX vs. 1Q26(A)
■ Microsoft: +33%
■ Alphabet: +27%
■ Meta: +15%
■ Amazon: +8%
■ Oracle: +26%
(3) 2027(F) CAPEX vs. YTD/1Q26
■ Total: $661bn → $997bn(+51%, YTD)
■ Total: $823bn → $997bn(+21%, 1Q26)
