According to a report published by Morgan Stanley, Ali revealed its focus at the 2026 Yunqi Conference. The bank believes that in 2032, the global cloud production capacity will exceed 20 gigawatts, which can provide a path to cloud revenue production capacity of about 240 billion US dollars. At the same time, Tongyi Qianwen's rapid monetization support demand and the increase in penetration rate of Pingtou Ge should help expand production capacity and increase profit margins. The bank maintains Alibaba's US stock “plus” rating and target price of $180, and regards it as the preferred stock.

Zhitongcaijing · 4d ago
According to a report published by Morgan Stanley, Ali revealed its focus at the 2026 Yunqi Conference. The bank believes that in 2032, the global cloud production capacity will exceed 20 gigawatts, which can provide a path to cloud revenue production capacity of about 240 billion US dollars. At the same time, Tongyi Qianwen's rapid monetization support demand and the increase in penetration rate of Pingtou Ge should help expand production capacity and increase profit margins. The bank maintains Alibaba's US stock “plus” rating and target price of $180, and regards it as the preferred stock.