智通财经APP获悉，摩根大通发布研究报告称，阿里巴巴-SW(09988)股价自上月29日发布最新大语言模型“通义千问2.5”以来上升25%，对比MSCI中国指数升8%。自投资者关注DeepSeek影响导致英伟达(NVDA.US)股价上月24日急跌以来，阿里巴巴股价升37%，对比MSCI中国指数升12%。
该行指出，有3大因素推动阿里巴巴股价进一步上升，包括对作为中国云市场一级资产的阿里云进行估值重估，人工智能功能消费增加推动云收入估算正面修订，以及中国电商盈利估算的正面修订。该行仍视阿里巴巴为中国互联网股首选。
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