
$Alibaba(BABA.US) Currently, I don't see AI driving a dual-wheel profit point for the cloud. Without major changes in the paradigm, improvements in algorithms and hardware performance seem more likely to lead to lower cloud demand. I'm more inclined to think that edge computing power suppliers will get higher valuations, such as $NVIDIA(NVDA.US) or even $Apple(AAPL.US). Pingtouge's spin-off IPO could be a gamble for new listings, but from a global computing power market perspective, domestic computing power stocks won't see much growth.
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