对于关注中国科技巨头的投资者而言,近期英伟达计划恢复对华供应H20芯片的消息无疑是市场焦点。然而,摩根大通的最新分析为这股热情浇上了一盆冷水:这虽是增量利好,但远非“游戏规则的改变者”。 据追风交易台消息,7月16日摩根大通发表研报指出,在这场AI竞赛的初期,阿里的“卖铲”模式似乎能更快地为股东创造财务回报,而对腾讯来说可能短期利空。此前7月15日,高盛发表的研报则预计阿里和腾讯的资本开支将在...
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