高盛：云端与数据中心列中国互联网首选子产业推荐阿里(09988)及金山云(03896)等

智通财经04-02

智通财经APP获悉，高盛发布研报称，在业绩公布及中国网络产业考察之旅后，继续将云端与数据中心列为首选子产业，主要基于企业与AI代理增长，以及消费端AI助理普及，持续推动AI代币需求扩张，同时云端与代币定价能力随之提升，涉及核心投资目标股份包括万国数据-SW(09698)、世纪互联(VNET.US)、阿里巴巴-W(09988)及金山云(03896)。该行将电子商务与移动出行上调至第二选子产业，核心...

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高盛：云端与数据中心列中国互联网首选子产业 推荐阿里(09988)及金山云(03896)等

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高盛：云端与数据中心列中国互联网首选子产业推荐阿里(09988)及金山云(03896)等