天风国际维持阿里巴巴-W“买入”评级 云业务维持高增长Capex超预期

蓝鲸财经
Sep 29

蓝鲸新闻9月29日电,天风国际表示,阿里巴巴本季度云业务收入维持高增速且超一致预期,人工智能相关产品收入连续8个季度保持三位数增长。中国电商集团收入超预期,全站推和软件开发服务费继续驱动转化率提升。AIDC业务盈利能力加强,亏损同比和环比均收窄。天风国际预计阿里巴巴FY 2026-2028年收入将为10306/11486/12793亿元(前值10809/11057/11798亿元);考虑到公司持续...

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