--- title: "晨星：阿里巴巴资本支出预期表明 AI 基础设施需求强劲" description: "晨星高级股票分析师谭绮蘅表示，阿里巴巴调整后的资本支出预期表明，对 AI 基础设施的需求甚至比预期的还要强劲。这家总部位于杭州的公司称，计划在 2 月份承诺的人民币 3,800 亿元基础上，增加对 AI 和云基础设施的支出，并在其于杭州举行的 2025 云栖大会上发布了一款新的大语言模型。谭绮蘅说，更多的需求意味著更积极的前景，并强调 AI 和云是阿里巴巴的亮点。" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/258799660.md" published_at: "2025-09-25T04:15:41.000Z" --- # 晨星：阿里巴巴资本支出预期表明 AI 基础设施需求强劲 > 晨星高级股票分析师谭绮蘅表示，阿里巴巴调整后的资本支出预期表明，对 AI 基础设施的需求甚至比预期的还要强劲。这家总部位于杭州的公司称，计划在 2 月份承诺的人民币 3,800 亿元基础上，增加对 AI 和云基础设施的支出，并在其于杭州举行的 2025 云栖大会上发布了一款新的大语言模型。谭绮蘅说，更多的需求意味著更积极的前景，并强调 AI 和云是阿里巴巴的亮点。 晨星高级股票分析师谭绮蘅表示，阿里巴巴调整后的资本支出预期表明，对 AI 基础设施的需求甚至比预期的还要强劲。这家总部位于杭州的公司称，计划在 2 月份承诺的人民币 3,800 亿元基础上，增加对 AI 和云基础设施的支出，并在其于杭州举行的 2025 云栖大会上发布了一款新的大语言模型。谭绮蘅说，更多的需求意味著更积极的前景，并强调 AI 和云是阿里巴巴的亮点。 ### Related Stocks - [BABA.US - 阿里巴巴](https://longbridge.com/zh-CN/quote/BABA.US.md) - [09988.HK - 阿里巴巴-W](https://longbridge.com/zh-CN/quote/09988.HK.md) - [KBAB.US - 2 倍做多阿里巴巴 ETF - KraneShares](https://longbridge.com/zh-CN/quote/KBAB.US.md) - [BABO.US - YieldMax BABA Option Income Strategy ETF](https://longbridge.com/zh-CN/quote/BABO.US.md) - [BABX.US - 2 倍做多 BABA ETF - GraniteShares](https://longbridge.com/zh-CN/quote/BABX.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Alibaba unveils new Qwen3.5 model for 'agentic AI era' | Alibaba has launched its new AI model, Qwen 3.5, which is designed for independent task execution and boasts significant | [Link](https://longbridge.com/zh-CN/news/276045126.md) | | Alibaba unveils Qwen3.5 as China’s chatbot race shifts to AI agents | Alibaba Group has launched its latest AI model, Qwen3.5, featuring advanced agentic capabilities amid rising competition | [Link](https://longbridge.com/zh-CN/news/276091034.md) | | Gorilla Technology Acquires Shackleton Finance to Establish Regulated Capital Platform and Fund AI Infrastructure Growth | Gorilla Technology Group Inc. has announced its acquisition of Shackleton Finance Limited to form Gorilla Technology Cap | [Link](https://longbridge.com/zh-CN/news/276237491.md) | | 3 no-brainer AI stocks to buy right now | These artificial intelligence (AI) stocks show promising upside for long-term investors. | [Link](https://longbridge.com/zh-CN/news/276392243.md) | | Infosys Unveils AI First Value Framework | Infosys Ltd :INFOSYS - INFOSYS UNVEILS AI FIRST VALUE FRAMEWORK | [Link](https://longbridge.com/zh-CN/news/276131501.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。