一、核心投资逻辑:全栈自研 + 资本加码,自主算力生态进入爆发期2026 年 1 月底,阿里平头哥 “真武 810E” AI 芯片的发布,标志着 “通义大模型 + 阿里云 + 平头哥芯片” 构成的 “通云哥” 黄金三角正式成型,成为全球第二家具备 “大模型 + 云 + 芯片” 全栈自研能力的科技巨头,实现从 “算力采购商” 到 “算力定义者” 的战略跃迁。配合升级至 4800 亿元的 AI ...
Source Link一、核心投资逻辑:全栈自研 + 资本加码,自主算力生态进入爆发期2026 年 1 月底,阿里平头哥 “真武 810E” AI 芯片的发布,标志着 “通义大模型 + 阿里云 + 平头哥芯片” 构成的 “通云哥” 黄金三角正式成型,成为全球第二家具备 “大模型 + 云 + 芯片” 全栈自研能力的科技巨头,实现从 “算力采购商” 到 “算力定义者” 的战略跃迁。配合升级至 4800 亿元的 AI ...
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