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美股異動|阿里巴巴盤前升超2% 機構料其受益於公有云消費的大幅增長
阿里巴巴(BABA.US)盤前升2.57%,報143.55美元。消息面上,多家機構發研報看好阿里巴巴。其中,大摩發研報指,考慮到國企採用雲基礎設施將推動阿里市場份額提升,預期對阿里利好。大和亦指,阿里巴巴相對於同業更高的資本開支,將使其在未來數年內在雲端業務中獲得市場份額,並繼續推動其雲端業務的重新評級。該行認為阿里最有能力成為雲端運算市場的領導者,並從公有云消費的大幅增長中受益。考慮到雲端收入增長及交叉銷售機會,將阿里2025至2027財年每股盈利預測上調1%至3%。(格隆匯)

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