国金证券发布研报认为,AI已为云厂商带来业绩贡献,并且海外云厂商持续加大AI方面资本开支,为AI行业持续发展注入信心。AI行业持续发展性得到印证,对相关板块带动性将持续提升。
本文源自:金融界AI电报
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