中国最佳AI“赋能者”:动态PE12倍的阿里巴巴

华尔街见闻
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既是AI赋能者也是AI应用者,大摩认为阿里当前估值极具吸引力。 据追风交易台消息,摩根士丹利在5月13日的报告中唱多阿里,称考虑到AI需求激增的背景,阿里作为AI赋能者(云计算)和采用者(特别是电商领域)的双重身份,其云业务收入增长及利润率可能有潜在的上行空间。 大摩表示,阿里云是中国唯一一家为外部客户提供大量GPU容量的主要云服务商,预计收入增速将在2026财年加速至25%,将直接受益于...

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