天風國際維持阿里巴巴-W「買入」評級雲業務維持高增長Capex超預期

藍鯨財經

2025/09/29

藍鯨新聞9月29日電，天風國際表示，阿里巴巴本季度雲業務收入維持高增速且超一致預期，人工智能相關產品收入連續8個季度保持三位數增長。中國電商集團收入超預期，全站推和軟件開發服務費繼續驅動轉化率提升。AIDC業務盈利能力加強，虧損按年和按月均收窄。天風國際預計阿里巴巴FY 2026-2028年收入將為10306/11486/12793億元（前值10809/11057/11798億元）；考慮到公司持續...

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天風國際維持阿里巴巴-W「買入」評級 雲業務維持高增長Capex超預期

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天風國際維持阿里巴巴-W「買入」評級雲業務維持高增長Capex超預期