大摩:手把手教你如何解析全球云AI供应链

智通财经
Mar 01, 2025

摩根士丹利于2025年2月28日发布了关于全球云AI供应链的研究报告,旨在为投资者提供分析框架,解读复杂的供应链数据。报告主要内容包括研究背景、分析框架、供应链关键参与者、供应链动态、行业展望等。提要研究背景与目的全球云AI供应链因大语言模型发展而愈发复杂,英伟达供应链涵盖众多公司与组件,数据解读困难。摩根士丹利在过往研究基础上,发布此报告提供分析框架,助投资者理解数据、剖析供应链。分析框架六因素...

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