下一场AI战场是算力，而中国拥有成本优势（NVDA:NASDAQ）
· seekingalpha.com
分析师认为，随着模型商品化，中国将成为低成本AI算力供应商；2025年新增543 GW发电能力可能对西方科技利润构成压力。
Chinese AI stocks outperformed their U.S. peers during the technology sell-off, with most Chinese AI baskets rising in the week to Nov. 5 while their U.S. count...