You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中信建投:阿里資本開支超預期、央企開啓“AI+”行動,關注國產算力產業鏈
格隆匯 02-25 08:39
中信建投發文稱,阿里巴巴CEO吳泳銘表示,未來三年在雲和AI的基礎設施投入預計將超越過去十年的總和,2015-2024年(自然年),公司資本開支(購買設備與無形資產,不含土地)爲3272億元,意味着未來三年年均用於購買設備的資本開支有望超過1100億元。阿里將在AI基礎設施、基礎模型平臺及AI原生應用、現有業務的AI轉型等三方面加大投入。此外,國務院召開中央企業“AI+”專項行動深化部署會,將AI作爲企業十五五規劃的重點。我們建議關注一是國產算力產業鏈,包括GPU、IDC、光模塊、交換機、服務器等環節;二是以電信運營商爲代表的具備較強IT能力的央企,在加大自身AI投入的同時還能向其他央企賦能。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account