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Wall Street isn’t worried about capital expenditures! Morgan Stanley: Next year, the five major cloud providers will spend $1.2 trillion in capital expenditures; by 2028, $1.4 trillion, with computing power increasing fourfold.

Wall Street isn’t worried about capital expenditures! Morgan Stanley: Next year, the five major cloud providers will spend $1.2 trillion in capital expenditures; by 2028, $1.4 trillion, with computing power increasing fourfold.

Capital expenditure figures are getting larger and larger, but Morgan Stanley believes this is not yet a problem. According to Chase Wind Trading Desk, Morgan Stanley analyst Brian Nowak's team released the latest research report on July 12, raising the 2027/2028 capital expenditure forecasts for the five
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The ChiNext Index fluctuated and rose by 1%, oil and coal stocks rallied against the trend, computing hardware continued to fall, the Hang Seng Tech Index dropped more than 1%, and most tech internet stocks declined.

The ChiNext Index fluctuated and rose by 1%, oil and coal stocks rallied against the trend, computing hardware continued to fall, the Hang Seng Tech Index dropped more than 1%, and most tech internet stocks declined.

``` On July 14, A-shares fluctuated and fell in the morning session, with all three major indexes dropping initially. The Shanghai Composite Index briefly fell below 3900 points before rapidly rebounding above 3900. The ChiNext Index rose 1%. Coal, oil and natural gas sectors rose against the trend, while commercial space,
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