2025云栖大会将近,机构:建议关注阿里巴巴算力芯片规格和资本开支计划

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Sep 22

9月22日早盘,港股三大指数低开低走,恒生科技指数一度跌近1.5%。A股同赛道规模最大的恒生科技指数ETF(513180)跟随指数震荡下行,持仓股中,舜宇光学科技、比亚迪电子、百度集团、华虹半导体等涨幅居前,快手、比亚迪股份、美团、海尔智家、京东集团等领跌。中信建投在近期研报中指出,2025年云栖大会将于9月24日开幕,三大主论坛+三大展馆探索AI前沿方向。其中,人工智能+馆将展示大模型和智能体...

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