阿克曼的潘兴广场称，华尔街预期因AI支出而惩罚超大规模云厂商（META:NASDAQ）
· seekingalpha.com
潘兴广场称，AI资本支出可能使超大规模云厂商收入较预测高出15%至35%。
Bill Ackman's Pershing Square (PS) said analyst estimates are underestimating the growth potential of major hyperscalers, arguing that consensus forecasts facto...