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SaaS末日论：当恐惧代替思考

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    • 作为投资者，我们应当时刻反思：我们的反应是基于已经发生的事实，还是基于我们所恐惧的未来？
    • 作为投资者，我们应当时刻反思：我们的反应是基于已经发生的事实，还是基于我们所恐惧的未来？ 图片：BLOOMBERG

    DeeperDive is a beta AI feature. Refer to full articles for the facts.

    Chin Hui Leong

    Published Tue, Feb 10, 2026 · 04:41 PM

    本文由AI辅助翻译

    查看原文

    股市似乎犹豫不决。一方面，市场对投入人工智能（AI）基础设施的数千亿美元资金感到担忧。

    像Amazon、Alphabet、Meta Platforms和Microsoft这样的科技巨头，已共同承诺仅在2026年就投入超过6000亿美元的资本支出，这一数字轻松超过了新加坡全年的国内生产总值。

    投资者不禁要问：所有这些支出最终能带来回报吗？

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