Morgan Stanley Sell-side卖方

MS The Paths to 25 50 GenAI ROIC

Aug 3, 202623 pages页

From the report报告摘录Hyperscaler Infrastructure ROIC Advantage: Owned infrastructure delivers 40%+ ROIC vs. 25% for 3P infrastructure, driven by token efficiency and innovation (GOOGL, META, SPCX), critical for margin trajectory.

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