“重估阿里”价值的焦点:AI时代的阿里云

华尔街见闻
18 Mar

高盛预计,3800亿资本开支中约80%将用于AI服务器,随着相关资本支出增加,阿里有望在2026财年和2027财年实现收入增长超过20%。根据瑞银举办的阿里管理层沟通会,短期内,阿里云的盈利重点将放在To-B端,通过其QWen模型提供MaaS解决方案,并利用现有云产品的交叉销售优势。长期来看,AI代理的应用有望进一步提升利润率。AI时代风卷云涌,阿里云不仅被视为阿里的新增长引擎,更成为投资者重估...

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