EPISODE · Sep 8, 2025 · 4 MIN
摩根士丹利深度研究：人工智能的“隐性成本”：水资源
from 左兜进右兜
本期我们来解读一份 摩根士丹利在 2025 年 9 月发布的研报《AI's Growing Thirst for Water》，研报共45页，需要英文原文的读者请看公众号对应文章文末。报告提出，随着人工智能算力基础设施的扩张，水资源正在成为一个被低估的关键限制因素。本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识星球圈子，《左兜进右兜/美股策略》在小宇宙查看该单集文稿
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