大行评级丨野村：维持阿里巴巴“买入”评级云收入加速增长动能应能在未来几季持续

格隆汇11-26

野村发表研报指，阿里巴巴9月底止2026财年第二季度收入按年增5%，较市场共识预测高1%；合并调整后税息及摊销前利润(EBITA)91亿元，较该行预期高35%。管理层在电话会议中强调，观察到来自各行业对AI云端服务的需求持续强劲，支撑了其积压云合约的快速增长。该行续指，阿里指出中国AI领域的投资难以满足强劲的需求，并预测这种供需失衡的局面或持续至未来三年。因此，管理层不认为中国AI行业存在投资泡沫...

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大行评级丨野村：维持阿里巴巴“买入”评级 云收入加速增长动能应能在未来几季持续

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大行评级丨野村：维持阿里巴巴“买入”评级云收入加速增长动能应能在未来几季持续