市傳阿里雲端業務發展在內地受阻 失去主要客戶字節跳動
《華爾街日報》引述消息人士透露,阿里巴巴(09988.HK)的雲端業務在行業競爭加劇及面對內地政府更嚴格監管下,愈來愈難贏中國政府機關的合約。
阿里巴巴上季雲端業務收入按年增長37%,是自2014年在紐約上市以來的最低季度增幅。據悉,最近數個月部分大客戶棄用阿里巴巴雲端服務,其中字節跳動已放棄將海外業務的數據儲存在阿里雲,改為向阿里購買伺服器。
另外,據悉阿里雲近月亦難以與中國政府機關及企業洽商新合作,甚至連邀約開會都有困難,因為阿里巴巴及螞蟻集團正面對監管機構的審查。
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