浙商证券：维持阿里巴巴-W(09988)“买入”评级阿里千问破局云业务利润率提升可期

智通财经网01-06

智通财经APP获悉，浙商证券发布研报称，维持阿里巴巴-W(09988)“买入”评级，对应目标价为189.09港币，阿里巴巴作为国内领先的卡位AI全栈的云平台公司，云业务高景气+中期利润率提升的高确定性，将带来估值提升。浙商证券主要观点如下：阿里千问公测23天MAU破3000万，成全球增长最快AI应用之一，与豆包竞争AI入口阿里千问通过“免费+增值+B端开源”，同时与阿里生态融合，重点聚焦专业级场景...

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浙商证券：维持阿里巴巴-W(09988)“买入”评级 阿里千问破局 云业务利润率提升可期

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浙商证券：维持阿里巴巴-W(09988)“买入”评级阿里千问破局云业务利润率提升可期