建筑材料&新材料行业周报:阿里宣布加大AI和云计算基础设施投入,推动半导体材料需求

上海证券
25 Feb

(以下内容从上海证券《建筑材料&新材料行业周报:阿里宣布加大AI和云计算基础设施投入,推动半导体材料需求》研报附件原文摘录)核心观点新材料:阿里巴巴电话会宣布加大资本开支,AI和云计算基础设施投入增加,或推动半导体材料需求。2025年2月20日,阿里巴巴财报会上表示,未来三年阿里将围绕AI战略核心,在AI基础设施、基础模型平台及AI原生应用、现有业务的AI转型等三方面加大投入。其中,阿里计划在未来...

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