$阿里巴巴-W(09_老虎社区_美港股上老虎

$阿里巴巴-W(09988)$从最近爆火的clawdbot可以看出云服务的需求token的需求是远远大于供给的，而且需求还在不断的扩大。AI应用还在不断的爆发。Token的需求在指数级的增长。最近看的CPU内存等供应链上游涨价可以看出行业迎来了景气周期。

阿里自研AI芯片亮相！股价能否再创新高？

据科创板日报，阿里平头哥官网上线高端AI芯片“真武810E” ，这款芯片已在阿里云实现多个万卡集群部署，并服务了国家电网、小鹏汽车等400多家客户。阿里成为继谷歌之后全球第二家具备“大模型+云+芯片”全栈自研实力的科技公司。【阿里能否重上去年10月高点？现在你的操作策略是？】

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