阿里巴巴(BABA)盘前扬升1.48% 阿里云以40.1%市占率稳居中国最大AI云服务厂商

金吾财讯
Jul 06

金吾财讯 | 阿里巴巴(BABA)美股盘前扬升1.48%,最新报97.56美元,盘前成交额11.33亿美元。今日(7月6日)港股收涨1.97%,收盘价95.95港元。消息面上,沙利文新近发布的《开箱即用的AI云服务——2025中国全栈AI云服务市场报告》披露,2025年中国IaaS、PaaS、MaaS总市场规模达595.9亿元,其中阿里云总收入达239亿元,以40.1%的市场份额位列第一,超第二至第四名的总和,稳居中国最大AI云服务厂商。报告表示,阿里云已实现“芯片-云-模型-推理”的全栈自研,并全面迈入Agentic Cloud时代,对云产品进行Skill化、MCP化和CLI化改造,使其成为Agent可直接调用的能力模块。在芯片和算力基础设施层,阿里发布了基于平头哥新一代AI芯片真武M890的128卡超节点服务器,通信时延低至百纳秒级,满足Agentic时代的并发推理和大模型训练需求。在模型层,阿里最近两个月连续发布Qwen3.7-Max旗舰模型和Qwen3.7-Plus多模态大模型,在多个权威榜单中取得SOTA成绩。在推理层,阿里云百炼构建了大规模GPU资源集群,有效提升GPU资源利用率,同时在上下文缓存、吞吐弹性调度等方面提供了完整的解决方案。在MaaS层,阿里云推出了为Agent而生的全新AI产品官网“千问云”,模型服务全面Skill、CLI化,可让Agent工具高效地用模型和开发AI应用。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10