美资第一鹰投资管理(First Eagle Investments Management)投资组合经理Christian Heck表示,阿里-W(09988.HK) 股价只反映公司的电子商务业务,未有反映其AI的潜力,认为阿里的网上零售业务提供一个保底价值,若进行计算,目前其AI业务是“完全免费”,换句话来说是一个免费的看涨期权。Heck表示,阿里之所以吸引,是在于公司涵盖广泛的AI业务,从...
Source Link美资第一鹰投资管理(First Eagle Investments Management)投资组合经理Christian Heck表示,阿里-W(09988.HK) 股价只反映公司的电子商务业务,未有反映其AI的潜力,认为阿里的网上零售业务提供一个保底价值,若进行计算,目前其AI业务是“完全免费”,换句话来说是一个免费的看涨期权。Heck表示,阿里之所以吸引,是在于公司涵盖广泛的AI业务,从...
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