金吾财讯 | 阿里巴巴(BABA)盘前涨超4%，截至发稿，报138.1美元。消息面上，摩根大通认为，阿里巴巴是IAAS价值链股票，在第二阶段的表现将优于其互联网同行，同时在第三阶段也可能成为Gen AI应用受益者。日前，花旗表示，QwQ-32B展示在消费级GPU层面的低部署成本，可能显著提高其相较于其他现有产品的采用度。由于阿里云已开源超过200个模型，涵盖广泛的参数和多模态模型，对其开发进展持乐观态度，这可能在未来几个月加速企业和个人用户广泛采用AI。维持对阿里“买入”评级，美股目标价170美元，港股目标价为166港元。
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