EPISODE · Aug 18, 2026 · 7 MIN
大摩拆解中国AI算力账：3年回本隐忧
from 深度
大摩报告：中国AI算力3年回本，回报率13%-20%，仅为美国四成。自建、转租、MaaS为主要路径，MaaS利润率最高53%。中美差距源于芯片成本高3倍，AI商品化带来价格压力与产业链矛盾。
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大摩拆解中国AI算力账：3年回本隐忧
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