异动解读 | 阿里千问月活破亿叠加云业务增长，阿里巴巴-W盘中大涨5%

异动解读01-14

阿里巴巴-W(09988)今日盘中大涨5%，市场表现强劲。

消息面上，阿里旗下AI助手"千问"月活跃用户数(MAU)已突破1亿，在学生和白领人群中增长迅猛，显示出公司在AI领域的领先优势。同时，中金公司发布研报维持阿里巴巴买入评级，预计阿里云未来三年收入年均复合增长率可望超过30%，海外业务有望成为核心增长动力之一。

此外，阿里云近期大幅增加资本开支预算，配合全球29个地域、92个可用区的基础设施网络，实现算力供给的规模化部署，增强了市场对公司长期增长潜力的信心。

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