$阿里巴巴(BABA_老虎社区_美港股上老虎

神秘的野猪
10-20

$阿里巴巴(BABA)$ 新云系统要是真能削减82%的$英伟达(NVDA)$ 芯片用量，国际市场上除了美帝可真就无人能敌了。这季度云业务收入怕是要坐火箭，利润率更是能原地起飞，股价冲破200刀还不是探囊取物？看看人家$甲骨文(ORCL)$ ，光靠OpenAI一个大客户就把远期云收入预期吹上天，$阿里巴巴(BABA)$ 手里可是攥着全球15万云客户，三位数的增速根本停不下来。

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