投资要点行业动向:阿里财报发布未来三年资本开支计划:有望超过过去十年之和。上周阿里发布2025财年第三季度财报,其核心业务加速增长,AI相关产品收入连续六个季度实现三位数同比增长,AI+云推动阿里云收入增速持续提升。阿里巴巴表示,未来将积极投资AI基础设施建设,未来三年集团在云和AI基础设施投入预计超过过去十年总和,新一轮数据中心投资大浪潮来袭。与此同时阿里云宣布加大海外云基础设施建设,将在全球...
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