图表内容
图38:北美互联网五巨头Capex(亿美元)
400.0
30.0%
350.0
18.7%21.0%
14.4%
20.0%
300.0
10.0%10.4%
7.4%
4.4%4.7%
5.7%
10.0%
250.0-
-0.3%
1.9%
-1.9%
200.0
0.0%
150.0
-10.0%
100.0-
50.0
-20.0%
0.0
-30.0%
微软(MICROSOFT)
亚马逊(AMAZON)
谷歌(ALPHABET)
脸书(META PLATFORMS)
苹果(APPLE)
Q00
资料来源:Wind
浙商证券研究所