招商证券：阿里云持续超预期持续推荐AI基础设施及应用

智通财经2025-02-25

智通财经APP获悉，招商证券发布研报称，根据阿里巴巴财报后的业绩交流电话会议，阿里云从中国春节开始看到推理需求出现爆发式增长，大约60%至70%的新增是对推理的需求，主要系DeepSeek-r1模型出色的性能及低廉的价格带动全行业需求大幅提升所致。随着推理需求的爆发，阿里云有望持续扩大客户群体，并扩展行业覆盖范围，有助于提高AI服务的整体利润率水平。DeepSeek带动国内推理需求大幅提升，云服务...

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招商证券：阿里云持续超预期 持续推荐AI基础设施及应用

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招商证券：阿里云持续超预期持续推荐AI基础设施及应用