智通财经APP获悉，周三，阿里巴巴(BABA.US)涨逾2%，报166.10美元。高盛在一份最新报告中称，受益于企业对大模型的加速采用和计算需求的持续强韧，以阿里巴巴为代表的全栈式云厂商正迎来新的增长机遇。高盛认为，阿里巴巴凭借其领先的模型能力、47%的中国公有云市场份额以及多样化的芯片供应，处于有利地位，并具备国际化扩张的空间。
基于对行业前景的乐观看法，高盛将阿里巴巴的目标价从163美元上调至179美元，维持“买入”评级。高盛特别将其对阿里云的估值从每股ADS 36美元提升至43美元，并上调了阿里云在2026财年第二至第四季度的增长预期。
高盛分析师强调，中国云厂商在自研推理芯片方面取得进展，并采取“多芯片策略”，这意味着中国AI云行业的增长“已不再仅仅依赖于海外芯片供应”。这一转变，加之强劲的资本支出前景，为该行业带来了复合增长潜力。
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