$阿里巴巴-W(09_老虎社区_美港股上老虎

财经脱口秀Sam
01-27

$阿里巴巴-W(09988)$ 获批筹备购买NVIDIAH200芯片，这直接利好其云与AI业务布局。作为国内云服务龙头，高端芯片储备将增强其大模型训练与推理能力，中长期看有望在企业智能服务领域构建更强壁垒。我建议大家可关注其云业务毛利率是否随算力升级改善。

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