人工智能激发云计算订单释放相关基金重仓股大幅异动

东方财富2025-09-11

证券时报记者安仲文人工智能的快速发展，让公募QDII重仓的云计算赛道备受关注。最近，AI应用爆发正实质性推动云计算、大数据公司的订单释放，使得公募基金挖掘的云计算公司在港股、美股集体异动。9月10日，基金重仓的云计算板块显著走强，公募布局的金蝶国际、万国数据、微盟集团、明源云等集体异动，业内人士表示，这与海外云计算需求加速释放有关。甲骨文公司9月9日表示，得益于市场对其低成本云基础设施服务需求的...

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人工智能激发云计算订单释放 相关基金重仓股大幅异动

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人工智能激发云计算订单释放相关基金重仓股大幅异动