港股AI,中国科技突围的“新大陆”!

券商中国
Nov 24

10月帷幕之下,全球科技巨头再度以夺目的市场表现,昭示其无可撼动的“统治力”。英伟达于10月29日叩开5万亿美元市值之门,微软市值一度站上4万亿美元关口;OpenAI与AWS签署的380亿美元算力协议,也将亚马逊股价推至历史新高。美国科技七巨头的强势,直接带动纳指和标指走高。这场狂欢背后,本质上是AI产业从概念逐渐落地的缩影。大模型训练、云服务、算力需求都在快速变现,产业浪潮仍处在增长势头中。在...

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