摩根大通将阿里巴巴港股目标价大幅上调至240港元,称云计算和电商业务的增长料支撑其更高估值。分析师AlexYao等人在报告中表示,阿里云收入增速连续8个季度加快,2025年二季度同比增长26%,主要受互联网、自动驾驶和具身智能等领域的生成式AI需求驱动。预计中国生成式AI的普及速度可能会超过此前的软体即服务(SaaS)浪潮,因可提升效率的空间更广泛且部署门槛更低。预计未来12-36个月内,生成式...
Source Link摩根大通将阿里巴巴港股目标价大幅上调至240港元,称云计算和电商业务的增长料支撑其更高估值。分析师AlexYao等人在报告中表示,阿里云收入增速连续8个季度加快,2025年二季度同比增长26%,主要受互联网、自动驾驶和具身智能等领域的生成式AI需求驱动。预计中国生成式AI的普及速度可能会超过此前的软体即服务(SaaS)浪潮,因可提升效率的空间更广泛且部署门槛更低。预计未来12-36个月内,生成式...
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