天 风 海 外 团 队天风证券孔蓉:AI 仍在加速!算力基础设施还远没有到头, AI 应用的机会中国会赢!Q1:这轮财报季,多家全球科技公司业绩超预期,背后主要原因是什么?孔蓉:市场最关注的其实是上周Oracle的财报。财报公布后,股价大超预期,尤其对未来AI需求的指引非常强劲,披露有4000-5000亿美元的云和数据中心建设需求。整体看,本轮财报显示出一个核心特征:AI投入仍在不断加速。不仅是...
Source Link天 风 海 外 团 队天风证券孔蓉:AI 仍在加速!算力基础设施还远没有到头, AI 应用的机会中国会赢!Q1:这轮财报季,多家全球科技公司业绩超预期,背后主要原因是什么?孔蓉:市场最关注的其实是上周Oracle的财报。财报公布后,股价大超预期,尤其对未来AI需求的指引非常强劲,披露有4000-5000亿美元的云和数据中心建设需求。整体看,本轮财报显示出一个核心特征:AI投入仍在不断加速。不仅是...
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