9月5日，截至15：00，半导体板块为1742.93元/股，涨幅为3.41%。其中天岳先进20%涨停，佰维存储涨超12%，德明利涨10%，寒武纪涨近9%。近期阿里发布二季度财报显示，AI和云基础设施资本支出达386亿元，同环比分别+220%、+57%，大超市场预期。过去四个季度在AI方面累计投入超过1000亿人民币，同时重申未来三年投入3800亿元用于AI。此外引述《华尔街日报》报道，阿里正在开发...
Source Link9月5日，截至15：00，半导体板块为1742.93元/股，涨幅为3.41%。其中天岳先进20%涨停，佰维存储涨超12%，德明利涨10%，寒武纪涨近9%。近期阿里发布二季度财报显示，AI和云基础设施资本支出达386亿元，同环比分别+220%、+57%，大超市场预期。过去四个季度在AI方面累计投入超过1000亿人民币，同时重申未来三年投入3800亿元用于AI。此外引述《华尔街日报》报道，阿里正在开发...
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