长飞光纤光缆现涨逾14% 互联网巨头有望先后加大AI基础设施投入

新浪网
21 Feb

长飞光纤光缆早盘一度涨超15%,截至发稿,股价上涨13.87%,现报20.20港元,成交额2.41亿港元。消息面上,阿里巴巴首席执行官吴泳铭表示,未来三年,集团在云和人工智能的基础设施投入将超越过去10年的总和。摩根士丹利认为,微软等国际公司,因为AI开支大幅增加,每个季度资本开支都上涨。如果阿里支出增加,也可以推测其他互联网巨头将会增加支出。申万宏源则表示,此前字节链推动产业链提升,预判阿里、...

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