一、核心业务重构：从规模扩张到价值深耕的质变1、AI基建龙头地位稳固，商业化进入爆发期2025财年Q3（自然年2025Q2）阿里云交出超预期答卷：收入317.42亿元，同比增长 13%，较上季度7%的增速显著提速，且经调整EBITA达31.38亿元，同比激增33%，成为阿里内部盈利增速最快的核心业务。这一增长背后，AI驱动的结构性变革尤为关键。AI推理需求占新增算力采购的60%-70%，带动AI...
Source Link一、核心业务重构：从规模扩张到价值深耕的质变1、AI基建龙头地位稳固，商业化进入爆发期2025财年Q3（自然年2025Q2）阿里云交出超预期答卷：收入317.42亿元，同比增长 13%，较上季度7%的增速显著提速，且经调整EBITA达31.38亿元，同比激增33%，成为阿里内部盈利增速最快的核心业务。这一增长背后，AI驱动的结构性变革尤为关键。AI推理需求占新增算力采购的60%-70%，带动AI...
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