摩根大通大幅上调阿里目标价,分析师称通过将云业务的AI Token收入转化为电商平台的抽成率优势,阿里正构建一个前所未有的商业飞轮。过去三个月阿里巴巴股价已跑赢中概互联网指数基金364个百分点,而分析师认为这仅仅是开始。据追风交易台消息,摩根大通在10月1日的报告中表示,基于对阿里巴巴云栖大会的深度调研,中国生成式AI的扩散速度预计将超越此前的SaaS浪潮。而阿里巴巴凭借其独特的"全栈+开放"战略...
Source Link摩根大通大幅上调阿里目标价,分析师称通过将云业务的AI Token收入转化为电商平台的抽成率优势,阿里正构建一个前所未有的商业飞轮。过去三个月阿里巴巴股价已跑赢中概互联网指数基金364个百分点,而分析师认为这仅仅是开始。据追风交易台消息,摩根大通在10月1日的报告中表示,基于对阿里巴巴云栖大会的深度调研,中国生成式AI的扩散速度预计将超越此前的SaaS浪潮。而阿里巴巴凭借其独特的"全栈+开放"战略...
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