高盛发表中国互联网报告表示,在业绩公布及中国网络产业考察之旅后,继续将云端与数据中心列为首选子产业,主要基于企业与AI代理增长,以及消费端AI助理普及,持续推动AI代币需求扩张,同时云端与词元(token)定价能力随之提升,涉及核心投资目标股份包括万国数据(09698.HK) 、世纪互联(VNET.US) 、阿里巴巴(09988.HK) 及金山云(03896.HK) 。该行将电子商务与移动出行...
Source Link高盛发表中国互联网报告表示,在业绩公布及中国网络产业考察之旅后,继续将云端与数据中心列为首选子产业,主要基于企业与AI代理增长,以及消费端AI助理普及,持续推动AI代币需求扩张,同时云端与词元(token)定价能力随之提升,涉及核心投资目标股份包括万国数据(09698.HK) 、世纪互联(VNET.US) 、阿里巴巴(09988.HK) 及金山云(03896.HK) 。该行将电子商务与移动出行...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.