雲棲大會釋放重磅信號！阿里獲多家投行集體看多

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09/23

隨着雲棲大會舉辦，國內外多家知名投行看好阿里未來發展。9月22日，2026雲棲大會在杭州召開，阿里巴巴（BABA）(BABA.US)集團CEO吳泳銘、阿里千問LLM項目負責人劉大一恒等在大會上發表主題演講。今年雲棲大會，雲計算（885362）、AI、智能製造等衆多國內外頭部企業，多家算力、大模型產業鏈廠商集中亮相，算力生態合作成為本次雲棲大會一大看點。大會上，阿里巴巴（BABA）表示堅月供入AI...

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Alibaba has received a collective bullish view from several investment banks.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BABO":0.6,"ONLN":0.6,"BABU":0.6,"BABW":0.6,"DRAG":0.6,"BABA":1.97,"BABX":0.6,"KBAB":0.6,"BBYY":0.6,"CLIX":0.6,"09988":1.97,"BABC":0.6},"content_text":"隨着雲棲大會舉辦，國內外多家知名投行看好阿里未來發展。9月22日，2026雲棲大會在杭州召開，阿里巴巴（BABA）(BABA.US)集團CEO吳泳銘、阿里千問LLM項目負責人劉大一恒等在大會上發表主題演講。今年雲棲大會，雲計算（885362）、AI、智能製造等眾多國內外頭部企業，多家算力、大模型產業鏈廠商集中亮相，算力生態合作成為本次雲棲大會一大看點。大會上，阿里巴巴（BABA）表示堅月供入AI模型、AI芯片、AI雲為代表的AI基礎設施建設。吳泳銘在雲棲大會表示，公司將全力投入AI基礎設施建設，目標是到2032年，阿里雲運營的全球數據中心規模超過20GW。吳泳銘稱，當前客户AI需求非常強勁，將全力投入AI基礎設施建設，目標到2032年阿里雲運營的全球數據中心規模超過20GW。當天，平頭哥發布最強國產AI芯片真武V900，算力提升至真武M890的3倍。據悉，平頭哥AI芯片的年出貨量將大幅提升。阿里巴巴（BABA）集團戰略副總裁、ATH事業群MaaS業務線總裁文徵宣佈千問AI平台全面升級：以推動Agent進入生產作為建設核心，在模型服務基礎上新增對Agent服務、行業AI解決方案的支持，並推出了API優速模式、Agent Studio、千問AI座艙解決方案等一系列能力，幫助企業將智能轉化為生產力。此外，9月23日，阿里雲旗下AI智能體（886099）電腦Qwen Book首次亮相。這是一款能自主理解用户意圖並能不斷進化的AI智能體（886099）電腦，搭載了Skill鍵盤陣列、全局AI按鍵、語音手寫筆等多種交互入口和7x24小時執行重度任務的操作空間，解決AI辦公和生活中需要跨應用、跨Agent使用的痛點。Qwen Book還宣佈與當下最火熱的開源項目Omarchy展開合作，共同探索麪向Agent的新一代桌面操作系統。其中，美銀證券發布研報稱，維持阿里巴巴-W（HK9988）(09988，BABA.US)「買入」評級，美股目標價175美元，H股目標價172港元。阿里雲本周舉辦旗艦雲棲大會，阿里行政總裁吳泳銘重申對人工智能（885728）的長期承諾，強調隨着AI向機器智能推進，公司將持續投資AI模型、芯片及雲基礎設施。野村發表研報指，阿里2026年雲棲大會凸顯公司構建涵蓋模型、芯片及雲端容量的一體化AI基建堆棧野心。首席執行官吳泳銘認為，AI仍處於基建擴張早期，能力日增的智能體料帶動算力及token(詞元)消耗大幅增長。阿里目標於2032年全球營運數據中心容量達20吉瓦，對比該行目前估計約4吉瓦。容量料結合自有、租賃及第三方出資基建，限制直接資產負債表資本開支需求。該行認為此目標強化阿里雲及對外AI雲收入的長遠增長潛力，並估計當營運容量達20吉瓦時，對外AI雲收入至2032財年或有機會達1680億美元。該行維持阿里「買入」評級，美股目標價維持178美元不變，相當於2027年曆年(2028財年)市盈率22倍，對比目前約15倍。摩根士丹利（MS）也發布報告稱，阿里於2026雲棲大會釋出重點，該行認為2032年全球雲端產能逾20吉瓦，可提供通往約2400億美元雲端收入產能的路徑；同時通義千問快速變現支持需求，以及平頭哥滲透率上升，應有助產能擴張及利潤率上行。該行維持阿里巴巴（BABA）美股「增持」評級及目標價180美元，並視為首選股。華源證券研報指出，阿里2026雲棲大會開幕，表示長期戰略投入AI模型、AI芯片、AI雲三個方向。我們認為，阿里作為領先的雲服務商，有望持續提升從最底層的芯片到最上層的模型、應用的全棧能力，引領國內的AI創新進步，進一步拉動國產算力的持續需求。中銀國際也發布研報稱，短中期而言在內地AI市場更看好阿里巴巴-W（HK9988）(09988.HK)多過於騰訊控股（HK0700）(00700.HK)。更看好阿里的原因在於其雲端業務成長勢能持續加速，帶來確定、可見和可量化的AI資本回報。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}