大和：阿里巴巴集团因AI商业化前景而长期展望向好_老虎社区_美港股上老虎

大和：阿里巴巴集团因AI商业化前景而长期展望向好

环球市场播报03-20

大和分析师在一份研究报告中称，尽管阿里巴巴集团第三财季的盈利能力弱于预期，但其长期前景依然看好。大和的分析师表示，大和“对盈利能力的看法比市场平均预期更为谨慎，但对阿里云的中期AI商业化前景持积极看法“，并指出阿里巴巴越来越注重其AI业务的商业化。他们表示，新的AI业务部门Token Hub很可能成为“可扩展token消费的核心商业化引擎“。开发人员使用token来衡量和支付AI的工作。这些分析师...

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Hub很可能成为“可扩展token消费的核心商业化引擎“。开发人员使用token来衡量和支付AI的工作。这些分析师称，虽然12月份当季食品配送业务亏损仍然很高，但他们预计下一季度亏损将收窄。这些分析师维持买入评级，但将目标价从191.00港元下调至184.00港元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}