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小小菜菜鸟儿
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小小菜菜鸟儿
小小菜菜鸟儿
·
09-29 14:52
我上周就上调了目标价200
大摩上调阿里目标价至200美元，看好其云计算业务增长前景
大摩认为，阿里正在成为“中国最佳AI赋能者”。不再把阿里云仅仅看作一个云计算业务，而是未来AI大爆发的核心基础设施。大幅上调云业务增长预期：基于阿里云强劲的需求和技术进步，大摩将阿里2026财年的云业务增长预期上调至32%，2027财年上调至40%。大摩继续上调阿里对未来的资本开支计划。大摩认为，阿里的核心业务增长保持得不错。
大摩上调阿里目标价至200美元，看好其云计算业务增长前景
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小小菜菜鸟儿
小小菜菜鸟儿
·
09-29 11:17
$远大医药(00512)$
啥时候能熬出来？
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小小菜菜鸟儿
小小菜菜鸟儿
·
09-23
200不是梦
阿里发布终端AI智能体，Qwen预告新品发布，“木头姐”周一入场
面向个人用户永久免费开放。
阿里发布终端AI智能体，Qwen预告新品发布，“木头姐”周一入场
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小小菜菜鸟儿
小小菜菜鸟儿
·
09-19
$FIT HON TENG(06088)$
庄家你够狠
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小小菜菜鸟儿
小小菜菜鸟儿
·
09-18
$远大医药(00512)$
这个**创新药没有催化剂，磨叽叽难受死了
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小小菜菜鸟儿
小小菜菜鸟儿
·
09-16
$远大医药(00512)$
该起飞了吧，创新药就你没涨
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小小菜菜鸟儿
小小菜菜鸟儿
·
09-16
$脑动极光-B(06681)$
看了三天，大涨三天，还是不敢进去
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小小菜菜鸟儿
小小菜菜鸟儿
·
09-16
$脑动极光-B(06681)$
疯狂了吗
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小小菜菜鸟儿
小小菜菜鸟儿
·
09-12
$双登股份(06960)$
看好AIDC龙头
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小小菜菜鸟儿
小小菜菜鸟儿
·
09-04
$FIT HON TENG(06088)$
真是垃圾股啊
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Yu等在报告中表示：“在云栖大会之后，我们对阿里云的前景愈发看好”。</p><p><strong>1、AI才是主角，阿里云价值重估</strong></p><p>这是本次报告最核心的观点。大摩认为，阿里正在成为“中国最佳AI赋能者”。不再把阿里云仅仅看作一个云计算业务，而是未来AI大爆发的核心基础设施。</p><p>大幅上调云业务增长预期：基于阿里云强劲的需求和技术进步，大摩将阿里2026财年的云业务增长预期上调至32%，2027财年上调至40%。这个增速在目前的体量下非常惊人了。</p><p>SOTP估值大头在云：在新的分部估值法（SOTP）下，阿里云的估值从之前的每股67美元，大幅提升到了84美元。在250美元的总估值中，云业务自己就占了三分之一，成了名副其实的价值担当。</p><p><strong>2、真金白银地“烧钱”，为AI未来下重注</strong></p><p>行动最真实。大摩继续上调阿里对未来的资本开支（Capex）计划。在2026至2028财年，阿里每年的资本开支将高达1300亿至1350亿人民币，远高于之前1000亿左右的预期。</p><p>这些钱主要就是用来建数据中心、买AI芯片。这表明阿里管理层对AI驱动的云需求极度看好，正在前瞻性的为未来的算力军备竞赛“囤积弹药”。</p><p><strong>3、技术、合作、出海，三驾马车齐发力。</strong></p><p>阿里在最近的云栖大会上，阿里秀出了一系列“肌肉”：</p><p>自研模型给力：发布了旗舰模型“通义千问3-Max”（Qwen3-Max），号称全球排名前三。</p><p>抱上<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>“大腿”：宣布和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在物理AI领域进行合作，这是强强联合。</p><p>加速出海：将在巴西、法国、荷兰等地启动新的数据中心，把云服务卖到全世界去。</p><p><strong>4、基本盘稳固，后院不起火。</strong></p><p>当然，光有AI故事还不行，主业电商必须稳住。大摩认为，阿里的核心业务增长保持得不错。</p><p>电商业务（CMR）：预计在2026财年能维持10%的稳健增长。</p><p>即时零售（QC）减亏：大家担心的“烧钱”业务——饿了么等即时零售，管理层承诺的亏损减半目标看起来也能实现。这保证了公司有充足的现金流去支持AI业务的投入。</p><p>总而言之，看阿里，未来要更多地用AI公司的估值逻辑，而不仅仅是电商公司。阿里云正在从一个成本中心，蜕变为驱动整个集团增长和价值重估的核心引擎。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩上调阿里目标价至200美元，看好其云计算业务增长前景</title>\n<style 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href=\"https://laohu8.com/S/MS\">摩根士丹利</a>上调了<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美国存托凭证（ADR）的目标价，看好其云计算业务增长前景。</p><p>受资本支出增加、模型升级、战略合作伙伴关系拓展及国际扩张加速推动，摩根士丹利基于对<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>云计算业务增长预期的上调，将阿里巴巴ADR目标价从165美元上调至200美元，维持“增持”评级。</p><p>此次评级上调反映了摩根士丹利对阿里巴巴云计算业务增长的乐观预期。分析师Gary Yu等在报告中表示：“在云栖大会之后，我们对阿里云的前景愈发看好”。</p><p><strong>1、AI才是主角，阿里云价值重估</strong></p><p>这是本次报告最核心的观点。大摩认为，阿里正在成为“中国最佳AI赋能者”。不再把阿里云仅仅看作一个云计算业务，而是未来AI大爆发的核心基础设施。</p><p>大幅上调云业务增长预期：基于阿里云强劲的需求和技术进步，大摩将阿里2026财年的云业务增长预期上调至32%，2027财年上调至40%。这个增速在目前的体量下非常惊人了。</p><p>SOTP估值大头在云：在新的分部估值法（SOTP）下，阿里云的估值从之前的每股67美元，大幅提升到了84美元。在250美元的总估值中，云业务自己就占了三分之一，成了名副其实的价值担当。</p><p><strong>2、真金白银地“烧钱”，为AI未来下重注</strong></p><p>行动最真实。大摩继续上调阿里对未来的资本开支（Capex）计划。在2026至2028财年，阿里每年的资本开支将高达1300亿至1350亿人民币，远高于之前1000亿左右的预期。</p><p>这些钱主要就是用来建数据中心、买AI芯片。这表明阿里管理层对AI驱动的云需求极度看好，正在前瞻性的为未来的算力军备竞赛“囤积弹药”。</p><p><strong>3、技术、合作、出海，三驾马车齐发力。</strong></p><p>阿里在最近的云栖大会上，阿里秀出了一系列“肌肉”：</p><p>自研模型给力：发布了旗舰模型“通义千问3-Max”（Qwen3-Max），号称全球排名前三。</p><p>抱上<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>“大腿”：宣布和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在物理AI领域进行合作，这是强强联合。</p><p>加速出海：将在巴西、法国、荷兰等地启动新的数据中心，把云服务卖到全世界去。</p><p><strong>4、基本盘稳固，后院不起火。</strong></p><p>当然，光有AI故事还不行，主业电商必须稳住。大摩认为，阿里的核心业务增长保持得不错。</p><p>电商业务（CMR）：预计在2026财年能维持10%的稳健增长。</p><p>即时零售（QC）减亏：大家担心的“烧钱”业务——饿了么等即时零售，管理层承诺的亏损减半目标看起来也能实现。这保证了公司有充足的现金流去支持AI业务的投入。</p><p>总而言之，看阿里，未来要更多地用AI公司的估值逻辑，而不仅仅是电商公司。阿里云正在从一个成本中心，蜕变为驱动整个集团增长和价值重估的核心引擎。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185840913","content_text":"9月29日，摩根士丹利上调了阿里巴巴美国存托凭证（ADR）的目标价，看好其云计算业务增长前景。受资本支出增加、模型升级、战略合作伙伴关系拓展及国际扩张加速推动，摩根士丹利基于对阿里巴巴云计算业务增长预期的上调，将阿里巴巴ADR目标价从165美元上调至200美元，维持“增持”评级。此次评级上调反映了摩根士丹利对阿里巴巴云计算业务增长的乐观预期。分析师Gary Yu等在报告中表示：“在云栖大会之后，我们对阿里云的前景愈发看好”。1、AI才是主角，阿里云价值重估这是本次报告最核心的观点。大摩认为，阿里正在成为“中国最佳AI赋能者”。不再把阿里云仅仅看作一个云计算业务，而是未来AI大爆发的核心基础设施。大幅上调云业务增长预期：基于阿里云强劲的需求和技术进步，大摩将阿里2026财年的云业务增长预期上调至32%，2027财年上调至40%。这个增速在目前的体量下非常惊人了。SOTP估值大头在云：在新的分部估值法（SOTP）下，阿里云的估值从之前的每股67美元，大幅提升到了84美元。在250美元的总估值中，云业务自己就占了三分之一，成了名副其实的价值担当。2、真金白银地“烧钱”，为AI未来下重注行动最真实。大摩继续上调阿里对未来的资本开支（Capex）计划。在2026至2028财年，阿里每年的资本开支将高达1300亿至1350亿人民币，远高于之前1000亿左右的预期。这些钱主要就是用来建数据中心、买AI芯片。这表明阿里管理层对AI驱动的云需求极度看好，正在前瞻性的为未来的算力军备竞赛“囤积弹药”。3、技术、合作、出海，三驾马车齐发力。阿里在最近的云栖大会上，阿里秀出了一系列“肌肉”：自研模型给力：发布了旗舰模型“通义千问3-Max”（Qwen3-Max），号称全球排名前三。抱上英伟达“大腿”：宣布和英伟达在物理AI领域进行合作，这是强强联合。加速出海：将在巴西、法国、荷兰等地启动新的数据中心，把云服务卖到全世界去。4、基本盘稳固，后院不起火。当然，光有AI故事还不行，主业电商必须稳住。大摩认为，阿里的核心业务增长保持得不错。电商业务（CMR）：预计在2026财年能维持10%的稳健增长。即时零售（QC）减亏：大家担心的“烧钱”业务——饿了么等即时零售，管理层承诺的亏损减半目标看起来也能实现。这保证了公司有充足的现金流去支持AI业务的投入。总而言之，看阿里，未来要更多地用AI公司的估值逻辑，而不仅仅是电商公司。阿里云正在从一个成本中心，蜕变为驱动整个集团增长和价值重估的核心引擎。","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1.5}},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483684539675344,"gmtCreate":1759115837161,"gmtModify":1759115838955,"author":{"id":"3569821580783764","authorId":"3569821580783764","name":"小小菜菜鸟儿","avatar":"https://static.tigerbbs.com/9eb1d936285e4ffad228db665aa10b72","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569821580783764","authorIdStr":"3569821580783764"},"themes":[],"htmlText":"<a 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啥时候能熬出来？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483684539675344","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481735439491536,"gmtCreate":1758635205545,"gmtModify":1758635207749,"author":{"id":"3569821580783764","authorId":"3569821580783764","name":"小小菜菜鸟儿","avatar":"https://static.tigerbbs.com/9eb1d936285e4ffad228db665aa10b72","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569821580783764","authorIdStr":"3569821580783764"},"themes":[],"htmlText":"200不是梦","listText":"200不是梦","text":"200不是梦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481735439491536","repostId":"1137893421","repostType":2,"repost":{"id":"1137893421","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1758625823,"share":"https://www.laohu8.com/m/news/1137893421?lang=&edition=full","pubTime":"2025-09-23 19:10","market":"hk","language":"zh","title":"阿里发布终端AI智能体，Qwen预告新品发布，“木头姐”周一入场","url":"https://stock-news.laohu8.com/highlight/detail?id=1137893421","media":"老虎资讯综合","summary":"面向个人用户永久免费开放。","content":"<html><head></head><body><p>近日， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 心流研究团队正式发布全新终端AI智能体iFlow CLI，面向个人用户永久免费开放。用户可通过自然语言命令在终端上直接执行任务，从而实现从文件整理到复杂工作流程的全面自动化。（36氪）</p><p>同时，阿里Qwen团队的负责人透露，<strong>阿里Qwen团队今晚要发布6个“新东西”，1个产品，2个开源模型，3个API接口。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5caf780e3e7348ea2509c6b8068d8f06\" title=\"\" tg-width=\"614\" tg-height=\"251\"/></p><p>另据透露，“木头姐”旗下的 <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> 和 <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> 周一共买入了99，090股<a href=\"https://laohu8.com/S/BABA\" title=\"阿里巴巴\" class=\"\">阿里巴巴</a>股票。</p><p>阿里巴巴盘前股价快速拉升，由下跌转为涨近1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748ca7b218d0812b59bceda608c0603\" title=\"\" tg-width=\"1296\" tg-height=\"396\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里发布终端AI智能体，Qwen预告新品发布，“木头姐”周一入场</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里发布终端AI智能体，Qwen预告新品发布，“木头姐”周一入场\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-23 19:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近日， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 心流研究团队正式发布全新终端AI智能体iFlow CLI，面向个人用户永久免费开放。用户可通过自然语言命令在终端上直接执行任务，从而实现从文件整理到复杂工作流程的全面自动化。（36氪）</p><p>同时，阿里Qwen团队的负责人透露，<strong>阿里Qwen团队今晚要发布6个“新东西”，1个产品，2个开源模型，3个API接口。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5caf780e3e7348ea2509c6b8068d8f06\" title=\"\" tg-width=\"614\" tg-height=\"251\"/></p><p>另据透露，“木头姐”旗下的 <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech 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