傳媒行業動態跟蹤：國產AI雲投資機會

華福證券

2025/09/17

（以下內容從華福證券《傳媒行業動態跟蹤：國產AI雲投資機會》研報附件原文摘錄）投資要點：一、阿里雲：國內公有云龍頭，發行可轉債加碼算力佈局阿里雲領跑大數據公有云。根據IDC近日發布的報告，阿里雲領跑中國數據基礎設施市場，在大數據公有云市場中，阿里雲以47%的市場份額超過第二名至第四名的總和。阿里宣佈發行可轉債用於算力投資。2025年9月11日，阿里宣佈擬發行本金總額約32億美元的零息可轉換優先票據...

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