# Big Tech市值蒸发2.7万亿，AI支出成隐忧

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-06-25 00:26
- AIHOT 分数：70
- AIHOT 链接：https://aihot.virxact.com/items/cmqsb5nbc01jzslfuv9k1nnvm
- 原文链接：https://x.com/rohanpaul_ai/status/2069819410932728206

## AI 摘要

Startupfortune：大型科技公司本月市值蒸发2.7万亿美元。

主要担忧是资本支出。大型实验室预计2026年资本支出约7250亿美元，较去年的4100亿美元增长77%。

高盛更进一步，报告称预计到2030年这些实验室的AI支出将达到5.3万亿美元。

## 正文

Startupfortune： Big Tech has shed $2.7T in market value this month.

The main concern was about capex. The big labs are projected to spend around $725B on capital expenditure in 2026， a 77% jump from $410B last year.

Goldman Sachs goes further， and reporting that it expects AI spending by those labs to hit $5.3T by 2030.

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startupfortune. com/big-tech-has-lost-27-trillion-in-market-value-this-month-as-investors-question-whether-ai-can-pay-for-itself/