《大行》花旗:阿里(09988.HK)致力于以更快速度抓住AI机会 维持目标价166元

阿斯达克财经
26 Feb

阿里-W(09988.HK) 今早(26日)股价抽上,最新报136.6元走高近4.6%,成交额逾139亿元。花旗发表报告指,据内媒报道,阿里旗下通义千问团队推出QwQ-Max-Preview深度思考模型,将在Qwen Chat中引入全新推理模型QwQ,并在Qwen2.5-Max基础上构建QwQ-MaxPreview。虽然QwQ模型仍处于预览阶段,但它具有很强的数学理解、编码和代理能力,似乎比Qwen2.5-Max更聪明、更有创造力。Qwen团队还表示,很快就会发布QwQ-Max正式版,并在iOS和安卓应用程序上提供。展望未来还将发布用于当地部署的较小型号,例如QwQ-32B。

花旗表示,上述进展显示阿里仍致力于以更快的速度抓住人工智能机会,公司最近宣布承诺未来三年投入3,800亿元人民币,该行维持阿里“买入”评级,目标价166港元,相当于预测2026财年市盈率10倍。(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-25 16:25。)

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