作者:周源/华尔街见闻 DeepSeek给英伟达链带来的影响,可谓起伏跌宕。截至3月5日,英伟达市值已缩水至2.8万亿美元。 就产业逻辑来说,折射在A股,也就是数据中心规模建设,究竟有没有被影响,分歧明显。 2月20日,阿里集团发布2025财年第三季度财报,三季度AI资本支出高达318亿元,环比增长80%。 这远超全球市场预期。 阿里似乎还嫌不够猛,于是有加了一把火。 2月24日,阿里集团宣布,...
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