大摩：阿里云目标逾20吉瓦支撑2400亿美元收入

智通财经14:48

【大摩：阿里云目标逾20吉瓦支撑2400亿美元收入】智通财经APP获悉，摩根士丹利发布研报称，阿里巴巴-W(09988.HK)于2026云栖大会释出重点，该行维持阿里美股(BABA.US)“增持”评级及目标价180美元，并视为首选股;该行认为，2032年全球云端产能逾20吉瓦，可提供通往约2,400亿美元云端收入产能的路径，同时通义千问(Qwen)快速变现支持需求，以及平头哥(T-Head)渗透率上升，应有助产能扩张及利润率上行。

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大摩：阿里云目标逾20吉瓦 支撑2400亿美元收入

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大摩：阿里云目标逾20吉瓦支撑2400亿美元收入