贝尔德(Baird)技术策略师特德·莫顿森(Ted Mortonson)表示,过去两个季度,市场对“智能体型AI(Agentic AI)”的需求一直“极其强劲”,并预计这种趋势将“不仅仅在本季度,全年都将惠及所有主要云服务商”。Alphabet:云业务成最大看点Alphabet(GOOGL.O)将于本周三率先公布财报,市场关注点几乎完全聚焦在Google Cloud上。投资者担忧谷歌核心搜索...
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