阿里-W(09988.HK) (BABA.US) 将于今日(15日)公布截至3月底止2025财年第四季度业绩,摩根士丹利发表研究报告指,憧憬阿里将受惠于中国强劲的AI推理需求,预料即将公布的云业务收入增长表现,可成为下一个股价催化剂。大摩估算,若阿里云上季收入增长17%至20%,可驱动股价上扬1%至3%,假如收入增幅达到20%至25%,股价潜在上行空间达3%至8%。但如果云业务收入增幅逊预期,...
Source Link阿里-W(09988.HK) (BABA.US) 将于今日(15日)公布截至3月底止2025财年第四季度业绩,摩根士丹利发表研究报告指,憧憬阿里将受惠于中国强劲的AI推理需求,预料即将公布的云业务收入增长表现,可成为下一个股价催化剂。大摩估算,若阿里云上季收入增长17%至20%,可驱动股价上扬1%至3%,假如收入增幅达到20%至25%,股价潜在上行空间达3%至8%。但如果云业务收入增幅逊预期,...
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