但斌称国内仅阿里字节能对标谷歌，英伟达市值或超10万亿美元

Group 1 - The core viewpoint is that the current AI boom is just beginning, and companies like Nvidia and Google are expected to reach a market value of over $10 trillion [1] - The only two domestic companies that can be compared to Google are Alibaba and ByteDance, while Tencent may be lagging behind [1] - Many domestic investors are increasing their holdings in Alibaba this quarter, indicating a positive sentiment towards the company [1]