传媒行业动态跟踪：国产AI云投资机会

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（以下内容从华福证券《传媒行业动态跟踪：国产AI云投资机会》研报附件原文摘录）投资要点：一、阿里云：国内公有云龙头，发行可转债加码算力布局阿里云领跑大数据公有云。根据IDC近日发布的报告，阿里云领跑中国数据基础设施市场，在大数据公有云市场中，阿里云以47%的市场份额超过第二名至第四名的总和。阿里宣布发行可转债用于算力投资。2025年9月11日，阿里宣布拟发行本金总额约32亿美元的零息可转换优先票据...

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