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波浪理论学习—备忘录fan
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#BTC.
阿里
在大规模买卡用于AI建设。“截至 2026 年 6 月 30 日止季度,资本性支出676.78 亿元,较 2025 年同期的 386.76 亿元增长75%,包括采购周期波动、预期客户持续采用 AI 智能体带动的 CPU 算力增加,以及各类芯片组件价格上涨”。
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