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大摩：阿里取代騰訊成為首選 擁完整AI優勢

Future Wealths
Future Wealths
12 3 月, 2026
One Min Read
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彭博報道，摩根士丹利將阿里巴巴(9988)上調為首選標的，取代騰訊(0700)。並稱，儘管阿里短期盈利承壓，但其掌控全棧AI（晶片、雲、模型、應用），構成了結構性優勢。

原文: https://finance.mingpao.com/fin/instantf/20260312/1773290972958/%E5%A4%A7%E6%91%A9-%E9%98%BF%E9%87%8C%E5%8F%96%E4%BB%A3%E9%A8%B0%E8%A8%8A%E6%88%90%E7%82%BA%E9%A6%96%E9%81%B8-%E6%93%81%E5%AE%8C%E6%95%B4ai%E5%84%AA%E5%8B%A2%22%20target=%22blank

Last Update: 12 3 月, 2026

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