3月3日,阿里巴巴-W股价在港股盘中大涨5.02%,引发市场高度关注。这主要是由以下几个原因所致:
一方面,阿里云业务表现持续向好。根据阿里巴巴最新公布的财报,阿里云当期实现收入317.42亿元,同比增长13%。阿里云的收入增长主要得益于人工智能相关业务收入大幅增长,尤其是随着DeepSeek人工智能大模型在各行业落地应用,推理算力需求大幅增长,直接拉动了阿里云业务。
另一方面,阿里巴巴在云计算和人工智能领域的持续重大投入,也增强了市场对其长期增长潜力的信心。阿里近期宣布将在未来三年内对人工智能基础设施、基础模型以及现有业务的人工智能改造等方向投入超过3800亿元,以把握AI时代的巨大机遇。
综上所述,阿里巴巴在云计算和人工智能领域的良好表现、未来重金投入布局以及DeepSeek等人工智能大模型落地应用推动了需求增长,从而支撑了阿里巴巴-W股价的大涨行情。
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