AI研报|大摩:180天,从“掉队者”到“AI赢家”的惊天逆转

AI创智记
Oct 06

就在六个月前,华尔街还在为谷歌深深担忧。这家互联网巨头在AI浪潮的初期,似乎显得步履蹒跚:ChatGPT的横空出世让它的搜索霸主地位显得摇摇欲坠,微软凭借与OpenAI的联盟在云战争中步步紧逼,而一场漫长的反垄断诉讼更是如同达摩克利斯之剑高悬头顶。市场上弥漫着一种情绪:谷歌是否已经老去?其核心商业模式是否面临着结构性风险?国际顶级投行摩根士丹利在2025年10月2日发布了一份重磅研究报告: 《约6...

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