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《大行報告》中金:阿里雲構建全線AI服務 持續釋放技術紅利
中金發表研究報告指,阿里巴巴(09988.HK)召開2023年阿里雲峰會,並提出要構建普惠的算力基礎設施,讓未來算力成本降至目前的10%或1%;同時也要讓AI普及到各行各業,並且提出阿里巴巴所有產品未來將接入「通義千問」大模型,進行全面改造。 報告指,阿里雲構建了全線AI服務,持續釋放技術紅利,並擁有全線AI佈局,包括模型即服務(MaaS)、平台即服務(PaaS)、基礎設施即服務(IaaS)三層架構。 中金表示,目前「通義千問」已經和多間不同行業的企業展開合作探索;結合阿里雲在面向企業客戶端深厚的技術能力和豐富經驗,中金認為未來有望激發B端市場的商業化價值。 該行維持對阿里巴巴的收入及盈利預測,同時維持其目標價為137元以及評級「跑贏行業」。(ca/k) ~
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