传媒：阿里云的AIDC产业链

华福证券2025-02-12

（以下内容从华福证券《传媒：阿里云的AIDC产业链》研报附件原文摘录）投资要点：一、The Information报道，苹果和阿里巴巴或将为中国iPhone用户开发AI功能根据The Information报道，苹果与阿里巴巴合作，为中国的iPhone用户开发人工智能功能。阿里巴巴最新大模型已迭代至通义千问Qwen2.5-Ma，已在1月29日发布。二、DeepSeek算力需求大：用户访问量及日活数...

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ModelGallery均已支持DeepSeek-V3、DeepSeek-R1模型。阿里云可以为B端及C端客户提供接入DeepSeek的详细解决方案，用户覆盖广度和应用场景纵深都将得到极大提升。四、AIDC作为AI云的上游产业链，持续获益于算力需求的增长。DeepSeek的出现，使得算力需求结构发生改变，将推动人工智能向推理密集型计算转变。推理算力相较于训练算力，有更高的网络延时要求，故利好距离一线城市较近的一线城市周边的AIDC。阿里云作为中国最大的云服务商在一线城市周边AIDC已有布局。投资建议DeepSeek需求持续增长，看好阿里云AIDC产业链投资机会。建议关注：1.阿里巴巴；2.阿里云IDC：数据港、润建股份、浙大网新、世纪互联、万国数据等。风险提示云服务行业竞争加剧；AIDC行业竞争加剧等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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