和讯投顾张琪:未来20年机会新方向

和讯网
Sep 29

真正决定未来20年国运的安排,也许就藏在阿里云栖小镇的会场上。虽然这个会议已经过去很多天了,但其信息量相当爆炸。今天,我们不妨剖析开来,一起探索一下未来资本的发展方向究竟在哪里。吴泳铭宣布积极推进3800亿AI基建计划之后,阿里还要继续加注,目标更是惊人——到2032年,要把阿里云全球数据中心的能耗硬生生拉高10倍。话音刚落,资本市场瞬间反应过来,股价一路飙涨,市值突破3万亿。但如果你只盯着这些...

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