阿里今日发布截至2025年6月30日止季度业绩。云业务收入333.98亿元，同、环比提升26%、11%。单季度资本开支达386.76亿元，同、环比提升220%、57%，单季度云收入及资本开支均大超预期。此外，针对AI芯片政策与供应变化，公司已制定备用方案。无论行业出现何种变数，公司都将按计划推进3800亿元人民币的既定资本支出投资。叠加此前腾讯全年资本开支规划，2025年，仅腾讯与阿里资本开支就将...
Source Link阿里今日发布截至2025年6月30日止季度业绩。云业务收入333.98亿元，同、环比提升26%、11%。单季度资本开支达386.76亿元，同、环比提升220%、57%，单季度云收入及资本开支均大超预期。此外，针对AI芯片政策与供应变化，公司已制定备用方案。无论行业出现何种变数，公司都将按计划推进3800亿元人民币的既定资本支出投资。叠加此前腾讯全年资本开支规划，2025年，仅腾讯与阿里资本开支就将...
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