美银：面对DeepSeek崛起，阿里巴巴料将加大AI投资力度

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美银：面对DeepSeek崛起，阿里巴巴料将加大AI投资力度

新浪美股2025-02-17

美银证券分析师在一份报告中写道，阿里巴巴可能会加大投资力度，以抓住云服务使用人工智能（AI）的趋势，并保持其市场领导地位。他们补充说，该公司在最近进行重组后强调，其两大核心业务是电子商务和云智能集团。

他们表示，投资建设AI基础设施服务有望优化运营效率。这些分析师还表示，DeepSeek的爆火应该会促使阿里巴巴加强对云计算和AI业务的投资承诺，并可能提振其云业务的收入和利润，无论是短期还是长期来看。

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