原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
$GOOGL updates FY 2026 capex guidance:
To $195B-$205B. Up from $180B-$190B.
Google is also expected to significantly increase capex in 2027.
This is perhaps the most bullish read through on upstream semis from a hyperscaler. https://t.co/dXiI0Ien8X
翻译：
$GOOGL 更新了2026财年的资本支出指导：
从1800亿美元-1900亿美元上调至1950亿美元-2050亿美元。
预计谷歌在2027年也将大幅增加资本支出。
这可能是超级大规模数据中心对上游半导体行业最为看好的预测。 https://t.co/dXiI0Ien8X
$GOOGL updates FY 2026 capex guidance:
To $195B-$205B. Up from $180B-$190B.
Google is also expected to significantly increase capex in 2027.
This is perhaps the most bullish read through on upstream semis from a hyperscaler. https://t.co/dXiI0Ien8X
翻译：
$GOOGL 更新了2026财年的资本支出指导：
从1800亿美元-1900亿美元上调至1950亿美元-2050亿美元。
预计谷歌在2027年也将大幅增加资本支出。
这可能是超级大规模数据中心对上游半导体行业最为看好的预测。 https://t.co/dXiI0Ien8X
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