三个皮匠报告—— 严选型全行业研究报告分享下载平台,您的专属行业智库!
欢迎来到三个皮匠报告!
登录
帮助中心
首页
最新
研搜
BETA
合集
英文
会议
数据
财报库
政策库
自研报告
入驻
您的当前位置:
首页
>
行业数据
>
图21、AI四大巨头CAPEX贡献2026年经济增长约三分之一
图21、AI四大巨头CAPEX贡献2026年经济增长约三分之一
行业数据
下载Excel
下载图片
原图定位
图片属性
图片格式:PNG
图片大小:85KB
图片尺寸:1748*896
同报告图片
/
4
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
所属报告:
2026年海外宏观经济年度报告:离不开的宽松-251202(26页).pdf
打包全文图表
相关数据
头部科技厂四年累计Capex投入份额
fCDlhazlj7ggICB8IOWbm+W5tOe0r+iuoUNhcGV45oqV5YWl5Lu96aKdIHwKfC0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS18CnwgQU1aTiAgIHwgMjglICAgICAgICAgICAgICAgICAgfAp8IE1TRlQgICB8IDI2JSAgICAgICAgICAgICAgICAgIHwKfCBHT09HICAgfCAyMiUgICAgICAgICAgICAgICAgICB8CnwgT1JDTCAgIHwgNyUgICAgICAgICAgICAgICAgICAgfAp8IE1FVEEgICB8IDE3JSAgICAgICAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8muWQhOWFrOWPuOS4mue7qeS8muOAgeWbveS/oeivgeWIuOe7j+a1jueglOeptuaJgOaVtOeQhg==
收藏
竞争格局
2026-07-16
原图定位
查看详情
全球主要半导体制造企业CAPEX一致预期年度(USDbn)
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
收藏
行业数据
2026-07-08
原图定位
查看详情
全球主要半导体厂商CAPEX同比增速vs五大设备商总市值相对于SOX的超额表现(截至CY26/7/2)
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
收藏
行业数据
2026-07-08
原图定位
查看详情
北美五大CSP大厂的CAPEX(单位:百万美元;%)
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
收藏
行业数据
2026-06-18
原图定位
查看详情
阿里巴巴Capex季度投资与变化情况(百万元、%)
收藏
行业数据
2026-06-12
原图定位
查看详情
各互联网与云厂Capex季度投资与变化情况(百万美元、%)
收藏
行业数据
2026-06-12
原图定位
查看详情
图7.与AI相关的CAPEX在2026年明显增长
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
收藏
行业数据
2026-06-02
原图定位
查看详情
图4.国内主要云厂商capex变化
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
收藏
行业数据
2026-06-02
原图定位
查看详情
图9.2024Q1-2026Q1北美四大云厂商CAPEX及增速
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
收藏
行业数据
2026-06-02
原图定位
查看详情
图8.2023-2026年全球9大云厂商CAPEX及增速
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
收藏
行业数据
2026-06-02
原图定位
查看详情
谷歌capex单季度变化趋势(百万美元)
fCDlraPluqYgICB8IOiwt+atjO+8iOS4jeWQq+iejei1hOenn+i1ge+8jOeZvuS4h+e+juWFg++8iSB8IFlvWSAgICB8IFFvUSAgICB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tfC0tLS0tLS0tfAp8IDFRMjIgICB8IDk5MDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgIHwgLSAgICAgIHwKfCAyUTIyICAgfCA3MjAwICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IC0gICAgICB8IC0gICAgICB8CnwgM1EyMiAgIHwgNzUwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCAtICAgICAgfCAtICAgICAgfAp8IDRRMjIgICB8IDgwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgIHwgLSAgICAgIHwKfCAxUTIzICAgfCA2MzAwICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IC0zNS43JSB8IDAuOSUgICB8CnwgMlEyMyAgIHwgODIwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCAxMC43JSAgfCA0NS4xJSAgfAp8IDNRMjMgICB8IDExMjAwICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgOTEuMCUgIHwgMTAuNyUgIHwKfCA0UTIzICAgfCAxMjMwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IDkxLjQlICB8IDQ1LjElICB8CnwgMVEyNCAgIHwgMTMwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCA2Mi4xJSAgfCAxMC43JSAgfAp8IDJRMjQgICB8IDEzNTAwICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMjkuNiUgIHwgMTAuNyUgIHwKfCAzUTI0ICAgfCAxMzIwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IDQzLjIlICB8IDI5LjYlICB8CnwgNFEyNCAgIHwgMTQ1MDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCA3MC4yJSAgfCA0My4yJSAgfAp8IDFRMjUgICB8IDE3NTAwICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgODMuNCUgIHwgMjkuNiUgIHwKfCAyUTI1ICAgfCAyMjUwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IDk1LjElICB8IDgzLjQlICB8CnwgM1EyNSAgIHwgMjgwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCAxMDcuNCUgfCA5NS4xJSAgfAp8IDRRMjUgICB8IDMyMDAwICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgIHwgLSAgICAgIHwKfCAxUTI2ICAgfCAzNjAwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IC0gICAgICB8IC0gICAgICB8CgrotYTmlpnmnaXmupDvvJrosLfmrYzlhazlj7jlhazlkYrjgIFCbG9vbWJlcmfjgIHmtZnllYbor4HliLjnoJTnqbbmiYA=
收藏
行业数据
2026-05-11
原图定位
查看详情
图32、后5G时代三大运营商CAPEX进入下行通道以释放利润(亿元)
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
收藏
行业数据
2026-05-11
原图定位
查看详情
微软Capex单季度变化趋势(百万美元)
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
收藏
行业数据
2026-05-11
原图定位
查看详情
图41、国内云厂Capex在2025-2027资本开支预估
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
收藏
行业数据
2026-05-11
原图定位
查看详情
中国互联网大厂CAPEX(百万人民币)
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
收藏
行业数据
2026-05-09
原图定位
查看详情
最新数据
全球全年龄段奶粉市场规模(亿美元)
收藏
行业数据
2026-07-30
原图定位
查看详情
全球酸奶及发酵乳制品市场规模(亿美元)
收藏
行业数据
2026-07-30
原图定位
查看详情
全球药用级益生菌市场规模(百万美元)
收藏
行业数据
2026-07-30
原图定位
查看详情
全球益生菌膳食补充剂市场规模及增速
收藏
行业数据
2026-07-30
原图定位
查看详情
全球拥有AKK专利菌株的核心企业
收藏
行业数据
2026-07-30
原图定位
查看详情
026年资本开支投资的预期,仅四大巨头 CAPEX的扩张将贡献 2026年经 济增 速的约三分之一。虽然 AI巨头 2026年的 CAPEX增速将会
行业数据
原图定位
当前图表所属:
2026年海外宏观经济年度报告:离不开的宽松-251202(26页).pdf
图9、美国联邦政府债务杠杆已逼近历史最高水平
图8、中低收入群体超额存款在财政与货币双紧周期内更早消耗尽
图7、富人持有大量美股,资产对美股的依赖度加剧
图6、美股在紧货币周期维持繁荣,2023年中以后与经济持续背离
下载图片或Excel,需升级至尊VIP会员或「预见者」VIP
立即去升级
客服
商务合作
小程序
服务号
回到顶部
折叠
微信扫码登录
微信扫码登录
双重福利,扫码领取!
关注公众号『三个皮匠报告』,免费领取报告
1.100+最新优质行业报告
2.每周免费精选报告分享
手机快捷登录
账号登录
记住密码
忘记密码?
验证即登录,未注册将自动创建账号
获取验证码
收不到验证码注意事项
登录代表您已阅读并同意
《三个皮匠服务条款》