更多一手调研纪要和海外投行研报数据，点击上面图片小程序我们上调阿里巴巴云计算业务（阿里云）2026 财年（和 2027 财年的增长预期，分别至 32% 和 40%—— 这一调整主要受资本支出增加、模型升级、战略合作伙伴关系建立及国际扩张加速驱动。阿里巴巴核心业务增长态势保持稳定，即时零售业务的单位经济亏损收窄进程也符合预期。基于此，我们将目标价上调至 200 美元，维持 “增持”（...
Source Link更多一手调研纪要和海外投行研报数据，点击上面图片小程序我们上调阿里巴巴云计算业务（阿里云）2026 财年（和 2027 财年的增长预期，分别至 32% 和 40%—— 这一调整主要受资本支出增加、模型升级、战略合作伙伴关系建立及国际扩张加速驱动。阿里巴巴核心业务增长态势保持稳定，即时零售业务的单位经济亏损收窄进程也符合预期。基于此，我们将目标价上调至 200 美元，维持 “增持”（...
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