《大行報告》瑞銀:內地雲服務市場迎結構改變 阿里(09988.HK)及騰訊(00700.HK)料受壓 首選百度(09888.HK)
瑞銀發表報告,內地雲服務市場面臨結構改變,支出由互聯網公司轉移到其他垂直行業,從公用雲轉移到私有雲和混合模式的轉變,以及最近的監管問題正在創造新的受益者,將為領先平台帶來壓力,預料阿里-SW(09988.HK)及騰訊(00700.HK)料受更多壓力。
在雲業務敞口中,瑞銀首選百度-SW(09888.HK),因為百度能捕捉更多非互聯網應用場景,尤其是毛利率高的自動駕駛領域。
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