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美股異動|阿里巴巴盤前升超1% 管理層看好生成式AI的發展

阿里巴巴(BABA.US)美股盤前升超1%,報89.4美元。消息面上,阿里雲於2024雲棲大會上發佈通義千問新一代開源模型Qwen2.5,全系列涵蓋多個尺寸的大語言模型、多模態模型、數學模型和代碼模型,總計上架100多個模型,其中旗艦模型Qwen2.5-72B性能超越Llama 405B。

中金髮表研究報吿指,阿里巴巴管理層在阿里雲棲大會上表示,看好生成式AI的發展。該行相信,生成式AI的機會有利於拉開阿里雲和傳統雲廠商的差距,阿里雲在高階算力芯片佈局、軟體技術能力、算法應用等方面擁有競爭優勢;前瞻的大模型技術研發、率先引領雲端運算產業轉型能發揮公司的龍頭效應,在帶動企業擁抱AI的同時,也是阿里雲增速回温的重要驅動力。該行維持集團的“跑贏行業”評級及目標價109港元。

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