在交出一份资本开支未达预期的2025财年四季报后,阿里巴巴集团(09988,以下简称“阿里”)旗下阿里云的动作明显提速。(详见财中社《“蔡吴”配首交完整年报:阿里“处在投入期”》)端午节前夕,阿里与思爱普(SAP)宣布达成战略合作。后者行业领先的企业级管理软件,将与阿里云基础设施及AI能力结合,加速企业客户的创新和数字化转型。与SAP签约前一周,阿里还与美图(01357)达成战略合作,阿里以2.5...
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