行业动态追踪|人工智能系列人工智能行业:政策、技术、需求三维共振,中期持续构筑科技投资主线2025/09/10作者|东兴科技团队编辑|张永嘉#事件1、人工智能行业公司陆续公布财报,国产算力供需两旺,AI芯片龙头寒武纪上半年营收同比增长4348%达28.81亿元,阿里巴巴FY26Q1云智能集团收入同比增长26%,其季度CapEx投资达386亿元,创新高。2、国家发展改革委表示,围绕《关于深入实施“...
Source Link行业动态追踪|人工智能系列人工智能行业:政策、技术、需求三维共振,中期持续构筑科技投资主线2025/09/10作者|东兴科技团队编辑|张永嘉#事件1、人工智能行业公司陆续公布财报,国产算力供需两旺,AI芯片龙头寒武纪上半年营收同比增长4348%达28.81亿元,阿里巴巴FY26Q1云智能集团收入同比增长26%,其季度CapEx投资达386亿元,创新高。2、国家发展改革委表示,围绕《关于深入实施“...
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