算力行业点评：阿里季报Capex超预期，未来将继续加大在AI战略中的投入，关注阿里算力链

开源证券2025-02-22

（以下内容从开源证券《算力行业点评：阿里季报Capex超预期，未来将继续加大在AI战略中的投入，关注阿里算力链》研报附件原文摘录）事件：2025年2月20日晚，阿里巴巴发布最新季度业绩，季度资本开支超预期（1）业绩方面，季度收入2801.54亿元，同比增长8%；净利润464.34亿元，同比增长333%。云业务收入重回13%的双位数增长，其中AI相关产品收入连续六个季度实现三位数增长。（2）资本开支...

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