算力端侧股悉数上扬长飞光纤光缆涨8.89% 阿里CEO称AI资源整体将处于供不应求的状态

金吾资讯11-26

金吾财讯 | 算力端侧股悉数上扬，长飞光纤光缆(06869)涨8.89%，剑桥科技(06166)涨7.94%，中兴通讯(00763)涨4.27%，汇聚科技(01729)涨2.70%。消息面上，在阿里财报分析师电话会上，阿里巴巴集团CEO吴泳铭表示，目前，行业内不仅新的GPU基本上是“跑满”的，甚至是上一代或者是三年、五年前的前几代GPU都是跑满的。因此，未来三年之内不太可能出现人工智能泡沫。未来...

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算力端侧股悉数上扬，长飞光纤光缆(06869)涨8.89%，剑桥科技(06166)涨7.94%，中兴通讯(00763)涨4.27%，汇聚科技(01729)涨2.70%。消息面上，在阿里财报分析师电话会上，阿里巴巴集团CEO吴泳铭表示，目前，行业内不仅新的GPU基本上是“跑满”的，甚至是上一代或者是三年、五年前的前几代GPU都是跑满的。因此，未来三年之内不太可能出现人工智能泡沫。未来三年，人工智能资源整体将处于供不应求的状态。报告期内，阿里云业务收入同比增长34%，超出高盛31%的预期。其中，AI相关收入已占外部客户收入的20%，并连续第九个季度实现三位数增长。高盛表示，阿里巴巴在资本支出(CapEx)上的积极姿态，进一步强化了其AI战略的决心。报告显示，阿里巴巴当季资本开支同比大增80%至320亿元人民币，而同期竞争对手腾讯的资本开支则同比下降。高盛将阿里“更积极的资本开支计划”归因于其“AI基础设施能力和AI全栈产品”，并认为这与谷歌拥有专用TPU的全栈能力相似。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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算力端侧股悉数上扬 长飞光纤光缆涨8.89% 阿里CEO称AI资源整体将处于供不应求的状态

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算力端侧股悉数上扬长飞光纤光缆涨8.89% 阿里CEO称AI资源整体将处于供不应求的状态