알리바바 AI 수익성에 점점 더 관심
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~ More importantly, both firms increasingly see Alibaba's cloud profits helping finance its expensive AI push
~ Morgan Stanley expects cloud earnings to offset losses from Alibaba's AI Labs and Applications business during the December quarter. Citi sees a similar transition, arguing that cloud profitability could begin funding AI model training and investment costs, creating what analyst Alicia Yap described as self-sustaining AI economics
https://finance.yahoo.com/markets/stocks/articles/citi-morgan-stanley-put-alibaba-163929429.html