从阿里到金蝶,资本市场寻找AI 受益股

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新的生产力在哪?全球急需一场技术性的变革来重塑生产关系。两年前,英伟达市值还不到1万亿美元,此后英伟达股价一路上涨。2025年9月22日,英伟达创出历史最高价184.55美元/股,成为全球首家市值突破4万亿美元的公司。面对市值持续高涨的疑问,英伟达CEO黄仁勋坚定认为,这不是炒作,这是重塑经济的更深层次的力量。9月24日,阿里巴巴宣布追加AI资本支出,未来三年阿里云将追加 3800 亿元人民币用于...

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