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Metacapex单季度变化趋势(百万美元)
Metacapex单季度变化趋势(百万美元)
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所属报告:
IT服务Ⅱ行业北美云厂商资本开支与AI应用专题报告:AI驱动北美云厂资本开支快速上行云业务仍处于投入期-260509(17页).pdf
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相关数据
Metacapex单季度变化趋势(百万美元)
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行业数据
2025-11-25
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图表39MetaCapEx预期(BBGconsensus,百万美元)
fCDlubTku70gfCBDQVBFWO+8iOeZvuS4h+e+juWFg++8iSB8IHlveSB8CnwgLS0tIHwgLS0tIHwgLS0tIHwKfCAyMDE4IHwgMTUwMDAgfCAtIHwKfCAyMDE5IHwgMTYwMDAgfCA4LjAlIHwKfCAyMDIwIHwgMTcwMDAgfCAwLjElIHwKfCAyMDIxIHwgMzAwMDAgfCAyMi44JSB8CnwgMjAyMiB8IDcwMDAwIHwgNjguMCUgfAp8IDIwMjMgfCAyNTAwMCB8IC0xMy4zJSB8CnwgMjAyNCB8IDM1MDAwIHwgMzcuOCUgfAp8IDIwMjVFIHwgNjAwMDAgfCA1OS4zJSB8CnwgMjAyNkUgfCA2NTAwMCB8IDcuNyUgfAp8IDIwMjdFIHwgNjUwMDAgfCAxLjclIHwKCui1hOaWmeadpea6kO+8muWFrOWPuOWFrOWRiuOAgeWNjuWuieivgeWIuOeglOeptuaJgA==
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行业数据
2025-04-01
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Metacapex(百万美元)
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行业数据
2024-08-05
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METACapex变化(百万美元)
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其它
2024-07-10
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最新数据
开源模型参数规模在今年4月开始突破
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市场规模
2026-08-03
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不同任务中,推理模式相比普通模式的token消耗倍数范围
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商业模式
2026-08-03
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全球专业开发者规模(百万人)
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市场规模
2026-08-03
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中国汽车出口政策由规模导向转向高质量发展
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政策法规
2026-08-03
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营收四年CAGR近39%,8000亿规模持续创新高
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市场规模
2026-08-03
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公司 26Q1 含融资租赁的资本开支为 198 亿美元,同比增长 44.6%,低于彭博一致预期26.3%,2025 年全年共计资本开支达到 714.61 亿美元。根据公司 26Q1 业绩会指引,Meta将 2026 年资本开支指引由 1150-1350 亿美元上调至 1250-1450 亿美元,对应同比增长约74.9%-102.9%,主要受上游组件价格上涨,尤其是内存价格上涨影响,另有部分来自数据中心扩容需求。公司将继续扩张自有数据中心,并通过供应链协议锁定未来容量所需组件成本。
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当前图表所属:
IT服务Ⅱ行业北美云厂商资本开支与AI应用专题报告:AI驱动北美云厂资本开支快速上行云业务仍处于投入期-260509(17页).pdf
2026年北美云厂商行业报告:资本开支高增,AI云业务与新品落地
IT服务Ⅱ行业北美云厂商资本开支与AI应用专题报告:AI驱动北美云厂资本开支快速上行云业务仍处于投入期-260509
北美云厂商盈利预测与估值(单位:百万元)
三大科技巨头AI赋能核心业务(广告/电商)成效显著
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