消息面上,摩根大通预期,A公司云业务收入增长将在未来几季持续加速,因生成式AI工作负载将从试点阶段扩展到更广泛的部署,证明该公司有能力在中国捕捉并实现AI驱动需求。其相信,连续几个季度稳定的云业务增长动能,应能将投资者的焦点从短期支出转向更高质引擎增长的持续性,从而支持估值倍数扩张。(来源:格隆汇20260112《美股异动丨阿里巴巴大涨超7% 小摩预期阿里云收入增长将在未来几季持续加速》,相关个股...
Source Link消息面上,摩根大通预期,A公司云业务收入增长将在未来几季持续加速,因生成式AI工作负载将从试点阶段扩展到更广泛的部署,证明该公司有能力在中国捕捉并实现AI驱动需求。其相信,连续几个季度稳定的云业务增长动能,应能将投资者的焦点从短期支出转向更高质引擎增长的持续性,从而支持估值倍数扩张。(来源:格隆汇20260112《美股异动丨阿里巴巴大涨超7% 小摩预期阿里云收入增长将在未来几季持续加速》,相关个股...
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