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大行評級|招銀國際:阿里巴巴大幅提升資本支出 本土AI基礎設施供應商受惠
格隆匯 02-25 10:37
阿里巴巴宣佈未來三年計劃投入至少3800億元用於建設雲計算和AI的基礎設施,預計投資規模將超越過去十年總和。招銀國際發表研報指,根據估算2026至2028年間阿里每年資本開支將高達約1200億元,預期中國的雲服務提供商正試圖加快雲計算基礎設施投資步伐,追趕海外同業,相信阿里提升資本開支將令國內AI基礎設施供應鏈企業受惠。另外,字節跳動近日亦宣佈2025年超過1500億元的資本開支計劃。招銀國際預期,阿里及字節跳動將引領國內雲服務資本投資,隨着AI模型的採用正爲各行業的生產力帶來改變,算力需求必將激增,相信中際旭創、生益科技、中興通訊、新易盛、寒武紀及天孚通信等可受惠。
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