大和发表研究报告，表示对阿里-W(09988.HK) 云业务盈利前景信心提升，目前预测截至今年9月底止次财季云收入将按年增长逾50%，在EBITA层面，预期云业务利润最快于第三财季可基本抵销AI实验室的亏损，成为集团AI投资的重要里程碑，快过此前预期。该行维持次财季云EBITA利润率为12%预测，但将第三财季预测由12.4%上调至约15%，认为AI收入占比较高，尤其是MaaS及IaaS，加上定价...
Source Link大和发表研究报告，表示对阿里-W(09988.HK) 云业务盈利前景信心提升，目前预测截至今年9月底止次财季云收入将按年增长逾50%，在EBITA层面，预期云业务利润最快于第三财季可基本抵销AI实验室的亏损，成为集团AI投资的重要里程碑，快过此前预期。该行维持次财季云EBITA利润率为12%预测，但将第三财季预测由12.4%上调至约15%，认为AI收入占比较高，尤其是MaaS及IaaS，加上定价...
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