招商证券国际发表报告指，阿里-SW(09988.HK) 去年12月底止第三财季财报公布后，受业绩不及预期拖累，收入/经调整EBITA较预期低2%/27%，主因电商增长疲弱、即时零售及AI产品投入增加，公司股价当日(20日)下跌约7%。报告指，市场焦点转向AI与云业务增张加速，公司提出未来五年相关业务收入达1,000亿美元的宏大愿景，对应40%覆合年增长率，将由其全栈AI能力、持续的模型/产品叠代...
Source Link招商证券国际发表报告指，阿里-SW(09988.HK) 去年12月底止第三财季财报公布后，受业绩不及预期拖累，收入/经调整EBITA较预期低2%/27%，主因电商增长疲弱、即时零售及AI产品投入增加，公司股价当日(20日)下跌约7%。报告指，市场焦点转向AI与云业务增张加速，公司提出未来五年相关业务收入达1,000亿美元的宏大愿景，对应40%覆合年增长率，将由其全栈AI能力、持续的模型/产品叠代...
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