《大行》高盛:云端与数据中心列中国互联网首选子产业 推荐阿里(09988.HK)及金山云(03896.HK)等

阿斯达克财经
Apr 02

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...

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