美股異動｜阿里巴巴盤前漲超2% 機構料其受益於公有云消費的大幅增長

港股那點事

03-07

阿里巴巴(BABA.US)盤前漲2.57%，報143.55美元。消息面上，多家機構發研報看好阿里巴巴。其中，大摩發研報指，考慮到國企採用雲基礎設施將推動阿里市場份額提升，預期對阿里利好。大和亦指，阿里巴巴相對於同業更高的資本開支，將使其在未來數年內在雲端業務中獲得市場份額，並繼續推動其雲端業務的重新評級。該行認爲阿里最有能力成爲雲端運算市場的領導者，並從公有云消費的大幅增長中受益。考慮到雲端收入增長及交叉銷售機會，將阿里2025至2027財年每股盈利預測上調1%至3%。(格隆匯)

海量資訊、精準解讀，盡在新浪財經APP

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17:10","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2517681106","market":"sh","top_or_hot":-1,"title":"美股異動｜阿里巴巴盤前漲超2% 機構料其受益於公有云消費的大幅增長","media":"港股那點事","content":"<html><body><div>\n<p cms-style=\"font-L\"><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)盤前漲2.57%，報143.55美元。消息面上，多家機構發研報看好阿里巴巴。其中，大摩發研報指，考慮到國企採用雲基礎設施將推動阿里市場份額提升，預期對阿里利好。大和亦指，阿里巴巴相對於同業更高的資本開支，將使其在未來數年內在雲端業務中獲得市場份額，並繼續推動其雲端業務的重新評級。該行認爲阿里最有能力成爲雲端運算市場的領導者，並從公有云消費的大幅增長中受益。考慮到雲端收入增長及交叉銷售機會，將阿里2025至2027財年每股盈利預測上調1%至3%。(格隆匯)</p><div><img src=\"http://n.sinaimg.cn/spider20250307/151/w525h426/20250307/e343-8f93e93f7a5f8d1e877416d1b48a537a.png\"/><span></span></div>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n</div></body></html>","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta 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17:10</span>\n</p>\n</header>\n<article>\n<div>\n<p cms-style=\"font-L\"><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)盤前漲2.57%，報143.55美元。消息面上，多家機構發研報看好阿里巴巴。其中，大摩發研報指，考慮到國企採用雲基礎設施將推動阿里市場份額提升，預期對阿里利好。大和亦指，阿里巴巴相對於同業更高的資本開支，將使其在未來數年內在雲端業務中獲得市場份額，並繼續推動其雲端業務的重新評級。該行認爲阿里最有能力成爲雲端運算市場的領導者，並從公有云消費的大幅增長中受益。考慮到雲端收入增長及交叉銷售機會，將阿里2025至2027財年每股盈利預測上調1%至3%。(格隆匯)</p><div><img src=\"http://n.sinaimg.cn/spider20250307/151/w525h426/20250307/e343-8f93e93f7a5f8d1e877416d1b48a537a.png\"/><span></span></div>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n</div>\n<div class=\"bt-text\">\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-03-07/doc-inenvmwi2534207.shtml\">港股那點事</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4558","symbol_name":"雙十一","start_time":0,"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-03-07/doc-inenvmwi2534207.shtml","article_id":"2517681106","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2517681106","pubTimestamp":1741338600,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"阿里巴巴(BABA.US)盤前漲2.57%，報143.55美元。消息面上，多家機構發研報看好阿里巴巴。其中，大摩發研報指，考慮到國企採用雲基礎設施將推動阿里市場份額提升，預期對阿里利好。大和亦指，阿里巴巴相對於同業更高的資本開支，將使其在未來數年內在雲端業務中獲得市場份額，並繼續推動其雲端業務的重新評級。該行認為阿里最有能力成為雲端運算市場的領導者，並從公有云消費的大幅增長中受益。考慮到雲端收入增長及交叉銷售機會，將阿里2025至2027財年每股盈利預測上調1%至3%。(格隆匯)\n\n\n\n海量資訊、精準解讀，盡在新浪財經APP","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4558":"双十一","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4220":"综合零售","LU1880383366.USD":"东方汇理中国股票基金 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