小摩：预计基础设施即服务(IAAS)价值链将续表现优异推荐阿里及快手-W

新浪港股03-10

摩根大通发布研报称，对中国生成式人工智能（Gen AI）发展建立四个阶段的框架，并针对每个阶段制定投资策略，并认为GenAI的发展将对该行覆盖范围内的公司基本面及股价产生多年的影响，预期基础设施即服务（IAAS）价值链将继续表现优异，主要由于中国GenAI发展刚刚进入第二阶段的开端，并将伴随计算能力的快速增长。另外，高潜力的Gen 　　AI应用受益者亦可能表现出色，尽管不确定性和风险较高，该行推荐...

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AI）发展建立四个阶段的框架，并针对每个阶段制定投资策略，并认为GenAI的发展将对该行覆盖范围内的公司基本面及股价产生多年的影响，预期基础设施即服务（IAAS）价值链将继续表现优异，主要由于中国GenAI发展刚刚进入第二阶段的开端，并将伴随计算能力的快速增长。另外，高潜力的Gen\n　　AI应用受益者亦可能表现出色，尽管不确定性和风险较高，该行推荐...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-10/doc-inepeazm9674595.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0496365809.HKD","symbol_name":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC 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小摩：预计基础设施即服务(IAAS)价值链将续表现优异 推荐阿里及快手-W

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小摩：预计基础设施即服务(IAAS)价值链将续表现优异推荐阿里及快手-W