阿里云:再现成长 重估进行时

长江证券股份有...
22 Apr

AI驱动新周期来临, 阿里云迎来边际拐点自DeepSeek 发布以来,市场逐渐意识到云资源是一切AI 应用的根基,阿里云作为国内公有云最头部厂商迎来价值重估。从历史上看,应用启动云基础资源先行,2024 年开始随着国内AI 推进全面加速,基础资源需求快速增长,2024Q4 阿里云同比增长13%重归两位数增长。2025 年2 月阿里提出3 年投入 3800 亿建设云+AI 硬件基础设施超过过去十年...

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