天风海外团队正文阿里巴巴云业务大超预期,英伟达四万亿美元AI指引,算力需求旺盛!重点公司财报AI进展阿里巴巴:云业务高速增长,Capex大超市场预期,自研AI芯片有望推出。云业务收入同比增长26%至334亿元,相较于上季度18%的增速显著加速,AI相关产品收入连续八个季度实现三位数增长,公司未来的战略重点是保持云业务的增速始终高于行业平均水平,以实现长期领先。本季度阿里巴巴CAPEX 386亿元,...
Source Link天风海外团队正文阿里巴巴云业务大超预期,英伟达四万亿美元AI指引,算力需求旺盛!重点公司财报AI进展阿里巴巴:云业务高速增长,Capex大超市场预期,自研AI芯片有望推出。云业务收入同比增长26%至334亿元,相较于上季度18%的增速显著加速,AI相关产品收入连续八个季度实现三位数增长,公司未来的战略重点是保持云业务的增速始终高于行业平均水平,以实现长期领先。本季度阿里巴巴CAPEX 386亿元,...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.