市场资讯及洞察
US Earnings
Shares
Headline beats won't cut it: Wall Street wants proof that massive AI spending delivers real margins.
The Editorial Desk
•
October 5, 2026
US Earnings
AI
人工智能热潮正在引发一场电力竞赛，其影响远不止于芯片和软件领域。特斯拉、新纪元能源公司（NextEra Energy）和埃克森美孚（ExxonMobil）分别占据了支撑这一竞赛的三大物理基础设施环节。
