行业深度报告:以云计算+AI为主线看阿里巴巴未来发展

浙商证券股份有...
May 28, 2025

人工智能的竞争是中美两国竞争的关键。在美国实行高端芯片对华出口封锁来限制中国人工智能产业发展的大背景下,中国形成了自己的AI 产业联盟,包括底层算力(华为升腾、寒武纪)+ 云计算基础设施(阿里云、华为云)+ 通用基础模型(DeepSeek、通义千问)。阿里巴巴,作为AI 产业联盟中重要的一环,将在人工智能的浪潮中实现快速增长,其增长机会包括四个方面,分别是AGI 端到端布局、云计算与AI 融合、...

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