大行评级｜美银：上调阿里巴巴目标价至195美元重申“买入”评级

格隆汇2025-09-25

美银证券发表报告指，阿里巴巴举行2025云栖大会，阿里云CEO吴泳铭强调，为迎接人工智能超级智能(ASI)时代的到来，公司将在未来三年内，超越原定的3800亿元预算，进一步增加对人工智能和云端运算的投资。管理层预期，长远来看，全球可能仅会存在5至6个超级云端运算平台。有鉴于新ASI时代的巨大机会，公司将自身定位为全球领先的全栈AI服务提供商，提供顶级的大型模型、全球AI云端网络，以及开放且对开发者...

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大行评级｜美银：上调阿里巴巴目标价至195美元 重申“买入”评级

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大行评级｜美银：上调阿里巴巴目标价至195美元重申“买入”评级