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CNBC AI · 2026/7/31 20:17:54

Alphabet, Amazon and Microsoft added nearly $1.5 trillion in combined value this week
AI 中文解读
一觉醒来,科技圈又炸了!谷歌、亚马逊、微软这三大巨头,一周之内市值合计暴涨近1.5万亿美元,相当于凭空多出了好几个世界500强公司。这背后最直接的推手就是AI——市场对人工智能业务前景的狂热追捧,让资金疯狂涌入这些“卖铲人”的口袋。
简单说,这轮暴涨就是投资者在用真金白银给AI投票。亚马逊因为云服务和AI业务表现超预期,股价直接起飞;微软靠着AI工具和云计算的深度绑定,也吃到了大红利;谷歌则凭借AI在搜索和云端的落地,稳住了阵脚。与此同时,苹果和Meta因为AI故事讲得不够性感,市值反而缩水了——资金正在“用脚投票”,从AI叙事弱的公司流向强的公司。
对普通人来说,最直接的感受是:你用的云盘、网购推荐、搜索答案会越来越聪明。更重要的是,巨头们手里钱更多了,就会砸更多钱抢AI人才、拼算力,AI应用落地速度会明显加快。无论是工作中的智能助手,还是生活中的AI客服,体验升级可能就在未来几个月。投资者则要留意,这场AI“军备竞赛”正在加剧科技股分化,选对公司比选对行业更关键。
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TechAlphabet, Amazon and Microsoft added nearly $1.5 trillion in combined value this weekPublished Fri, Jul 31 20264:13 AM EDTUpdated Fri, Jul 31 20264:17 PM EDTAnnie Palmer@in/annierpalmer/Arjun Kharpal@/in/arjunkharpal/@ArjunKharpalWATCH LIVEKey PointsNearly $2 trillion has moved this week into or out of the six megacaps that have reported earnings this season so far.Amazon, Microsoft and Google added hundreds of billions of dollars to their market caps, while Apple and Meta saw their market valuations fall. Shares of Amazon ripped higher while Apple stock tumbled on Friday.In this articleMSFTAMZNGOOGLFollow your favorite stocksCREATE FREE ACCOUNTwatch nowVIDEO6:3906:39TD Cowen's Krish Sankar on Apple Q3 results: Expect memory issues to persist longerSquawk BoxWall Street is growing increasingly divided over AI's winners and losers after the world's largest technology companies reported earnings and affirmed or raised their capex forecasts, suggesting the spending spree isn't letting up yet. Nearly $2 trillion has moved this week into or out of the six megacaps that have reported earnings this season so far. The three biggest hyperscalers, Amazon, Microsoft and Alphabet, have all seen their market caps surge after posting strong cloud growth. It suggests that investors believe returns may be in sight after the companies committed to spend billions on AI. Microsoft gained over $600 billion in market cap this week, while Amazon and Alphabet both added more than $400 billion. On the other end, Meta has seen its stock plunge after earnings, as investors weren't sold on its AI investment strategy, erasing about $85 billion from its market cap this week. Apple suffered a steeper drop, losing more than $350 billion in market value, as the memory shortage weighed on its outlook.
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