云计算+AI+即时零售三箭齐发,阿里迎来历史新拐点?

华尔街见闻
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分析师普遍认为,阿里已进入投资回报显现期,预计未来12-24个月内收入将实现持续两位数增长,利润增速随即时零售亏损收窄而加速。强劲的AI推理需求以及垂直行业大模型训练需求的增长,为阿里云带来新的增长动力;即时零售业务规模效应拐点显现,管理层设定的3年内1万亿元闪购GMV目标凸显了巨大的上行空间。阿里巴巴一季报发布后,汇丰、美银美林、摩根大通和花旗四大投行纷纷发布研报,对公司前景表示乐观。各机构普遍...

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