阿里资本支出超预期 国产算力全线爆发

投资快报
03 Mar

周五A股三大指数集体上涨,截至收盘,沪指涨0.85%,深成指涨1.82%,创业板指涨2.51%,北证50指数涨2.77%,科创50指数涨5.97%。全市场成交额22310亿元,较上日放量4396亿元。全市场超2800只个股上涨。市场资金聚焦主线方向做多,沪指创下1月中旬以来新高。周五最强的板块无疑是国产算力方向。液冷服务器、半导体、数据中心等AI上游算力硬件细分方向集体井喷爆发,寒武纪、中国联通、...

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