消息面上，云计算概念午后持续走强，截至发稿，新意网集团(01686)涨23.17%，报9.09港元；伟仕佳杰(00856)涨14.02%，报6.75港元；阿里巴巴-W(09988)涨12.66%，报136.2港元；明源云(00909)涨11.88%，报4.05港元；万国数据-SW(09698)涨10.57%，报48.1港元；中软国际(00354)涨9.98%，报6.5港元。
消息面上，阿里巴巴第三财季业绩大超预期，季度资本开支达318亿，环比大增80%。吴泳铭在业绩交流会上说，阿里将积极投资AI基础设施建设，未来三年在云和AI的基础设施投入预计将超越过去十年的总和。机构指出，重视AI云计算产业大机遇。三大运营商全部接入DeepSeek模型，阿里、腾讯、华为等巨头AI获新进展，AI云计算资本开支或将逐步提升。
Canalys数据显示，2024年第四季度，全球云基础设施服务支出同比增长20%，达到860亿美元。2024年全年，云支出同比增长20%，从2023年的2677亿美元增至2024年的3213亿美元。AI模型的快速扩展成为这一增长的核心驱动力，加速了云计算的普及。兴业证券表示，随着国内科技产业成长性信心提振，以及AI对云计算产业各环节的赋能及需求拉动，此前云计算海外映射的估值逻辑正全面修复。考虑到中美科技股的此前的背离，国内云计算龙头的估值修复有望持续发酵。
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