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大行評級|花旗:阿里巴巴確認與蘋果合作帶來正面影響 股價仍有上漲空間
格隆匯 02-14 14:05
花旗發表研報指,通過與阿里巴巴的合作,蘋果將能夠在中國提供在地化版本的Apple Intelligence,以滿足監管要求。另外,阿里巴巴被蘋果選中,印證了阿里巴巴在人工智能模型及技術能力的進步。花旗相信,除了許可條款之外,阿里巴巴亦可能受惠於大量應用程序開發人員的涌入,他們會在iPhone上升級或發佈他們的人工智能相關應用程序,並考慮將通義千問或阿里雲,作爲他們的模型或雲端服務選擇,這將開闢無限的人工智能或雲端相關的貨幣化機會。花旗提及,儘管阿里巴巴過去數週的股價表現強勁,但該行相信,鑑於未來採用通義千問或阿里雲服務,其股價仍有上漲空間,故重申阿里巴巴美股及港股的“買入”評級,同時維持目標價分別於138美元及137港元。
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