IDC/智算中心行业跟踪点评：苹果+阿里重磅合作云和AI价值重估背景下IDC核心受益！

上海申银万国证...2025-02-12

本期投资提示：事件：据the information 消息，苹果将与阿里巴巴合作为国内iPhone 用户开发AI 功能。苹果自2023 年起开始测试来自国内的不同AI 大模型，包括百度（文心一言）、Deepseek、阿里巴巴（通义千问）等。预计简体中文版Apple Intelligence 将于4 月面向中国以外的用户发布。2025 预计AI 投资本土化、多元化、以推理为核心，并伴随云主线回归维持...

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IDC/智算中心行业跟踪点评：苹果+阿里重磅合作 云和AI价值重估背景下IDC核心受益！

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IDC/智算中心行业跟踪点评：苹果+阿里重磅合作云和AI价值重估背景下IDC核心受益！