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# 半导体设备制造商$泛林集团
- URL: https://hyboox.com/ban-dao-ti-she-bei-zhi-zao-shang-fan-lin-ji-tuan/
- Published: 2026-11-06T23:21:58.000Z
- Updated: 2026-11-07T04:39:09.000Z
- Author: HB news
- Tags: 千里眼

美国科技企业的经营现金流仍在增长，但AI资本开支正在吞噬自由现金流。

尤其是微软、Alphabet、Meta、亚马逊和甲骨文，经营现金流增长29%，实际回购却减少83%。