摩根大通发表研究报告指,金山云(03896.HK) (KC.US) 公布第三财季业绩后股价大涨,相信集团正实现向人工智能的战略转型,并拥抱小米-W(01810.HK) 及金山整个集团所带来的财务效益。因此,该行认为,金山云的人工智能收入增长前景的确定性高于许多其他AI股。摩通相信,小米及金山软件(03888.HK) 对模型训练的GPU计算能力需求仍在增长,并将把大部分AI计算开支分配至金山云。...
Source Link摩根大通发表研究报告指,金山云(03896.HK) (KC.US) 公布第三财季业绩后股价大涨,相信集团正实现向人工智能的战略转型,并拥抱小米-W(01810.HK) 及金山整个集团所带来的财务效益。因此,该行认为,金山云的人工智能收入增长前景的确定性高于许多其他AI股。摩通相信,小米及金山软件(03888.HK) 对模型训练的GPU计算能力需求仍在增长,并将把大部分AI计算开支分配至金山云。...
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