中信发研报指，阿里正式发布大语言模型通义千问，并宣布未来阿里所有产品都将接入通义千问。该行认为，阿里云在技术实力和前沿趋势的把握仍然领先，有望成为国内大模型的重要提供者和产业智能化的基础设施，并进一步带动云业务的需求。中信表示，仍然看好阿里云作为国内龙头云厂商的领先优势，后续 AI 在集团业务和产业应用的落地亦有望推动阿里云的估值上升，维持对公司中长期数字化商业服务能力相对乐观的态度，续予公司港股及美股买入评级。该行又维持集团 23 至 25 财年的收入预测为 8,664 亿元、9,321 亿元、9,919 亿元，按年分别增 2%、8%、6%，予目标价为 142 港元。
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