大行评级丨美银:阿里云栖大会强化全栈AI机遇,维持“买入”评级

格隆汇
Sep 23
美银证券发表研报指,阿里云本周举办旗舰云栖大会,阿里首席执行官吴泳铭重申对人工智能的长期承诺,强调持续投资AI模型、芯片及云基础设施,随着AI向机器智能推进。该行观察到客户需求强劲且迅速加速,公司对AI智能体有清晰战略承诺,持续发展递回自我改进(RSI)架构,并在基础设施、模型、平台及应用层面展现日益自主、自我强化的全栈能力。会议强化该行对阿里的正面看法,其行业领先的全栈AI生态使其可在AI堆叠多层捕捉价值,云业务带动近端变现及AI服务,应用及国际扩张支持较长期增长。下一个潜在催化剂为10月缄默期前发布的9月底止次季度更新。该行维持阿里“买入”评级,美股目标价175美元,H股目标价172港元。

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