周末家里有事（开学），就没有更新阿里。大概率猜到也是高开的。关键是 哪些是可能持续的？这才是关键。阿里云本身的业绩很不错，26%增长。25Q2阿里云外部商业化营收333.98亿元，同比增长26%，增速创三年来新高。（预期21%）AI贡献AI相关产品收入连续8个季度实现三位数的同比增长，季度AI收入占外部商业化收入的比例已超过20%。（和微软云一样的占比了），参照微软云的增速可知，后续阿里云的增速还...
Source Link周末家里有事（开学），就没有更新阿里。大概率猜到也是高开的。关键是 哪些是可能持续的？这才是关键。阿里云本身的业绩很不错，26%增长。25Q2阿里云外部商业化营收333.98亿元，同比增长26%，增速创三年来新高。（预期21%）AI贡献AI相关产品收入连续8个季度实现三位数的同比增长，季度AI收入占外部商业化收入的比例已超过20%。（和微软云一样的占比了），参照微软云的增速可知，后续阿里云的增速还...
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