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阿里云：AI驱动下的全栈布 局与全球扩张机遇 白洋 分析员 SAC 执证编号：S0080520110002 SFC CE Ref：BGN055 yang3.bai@cicc.com.cn 徐卓楠 分析员 SAC 执证编号：S0080520080008 SFC CE Ref：BPR695 zhuonan.xu@cicc.com.cn 吴维佳, CFA 分析员 SAC 执证编号：S0080521010011 SFC CE Ref：BHR850 weijia.wu@cicc.com.cn 王秋婷 分析员 SAC 执证编号：S0080523030001 SFC CE Ref：BTK905 qiuting.wang@cicc.com.cn 刘泓蔚 分析员 SAC 执证编号：S0080524020012 hongwei.liu@cicc.com.cn 中金公司研究部 2026-01-14 0 概览 AI渗透与国际化扩张双轮驱动增长 我们估算未来3年阿里云收入CAGR有望超过30%。 利润率提升空间大，盈利韧性有望超预期 随着AI收入占比持续提高、海外高毛利业务占比提升，以及成本端规模效应的进一步显现，我们估算其利润率有 ...

Core Insights - The National Football League (NFL) is the world's most profitable professional sports league, with significant viewership growth and a strong fan base in the U.S. [1][2] - The NFL's total revenue for fiscal year 2024 exceeded $23 billion, with each of the 32 teams receiving a distribution of $416 million, reflecting an 8.9% increase from the previous year [2] Group 1: NFL and Technology Partnerships - The NFL is known for adopting technology to enhance fan experience and improve profitability [2] - Amazon Web Services (AWS) has been the NFL's primary cloud partner since 2017, utilizing AI and machine learning to analyze player data and provide real-time insights [5][6] - In 2024, the NFL and AWS expanded their partnership to include generative AI capabilities [6] Group 2: Amazon's Role - Amazon is the exclusive streamer of "Thursday Night Football" (TNF) and has invested approximately $1 billion annually for these rights [7][9] - Amazon's cloud computing service, AWS, is crucial for the NFL's data analysis and injury prevention efforts [5][8] - The NFL's choice to partner with Amazon over other major cloud providers indicates a strong commitment to AWS [8] Group 3: Nvidia's Contributions - Nvidia's GPUs are widely used in the NFL for AI training and virtual reality applications [9][10] - Various NFL teams utilize Nvidia technology for VR training simulations, particularly for quarterbacks [11][12] - Nvidia's technology is also employed by broadcasters to enhance the viewing experience through augmented reality [12]

The PGA Tour has taken its partnership with Amazon Web Services to the next level. Since 2021, the PGA Tour and AWS have partnered together to deliver technical breakthroughs that are reshaping golf’s digital landscape.But as the golf season kicked off Thursday with the Sony Open in Hawaii, the Tour has modernized operations and scaled up production capabilities using AWS AI infrastructure in a live production environment. CLICK HERE FOR MORE SPORTS COVERAGE ON FOXBUSINESS.COM The expanded partnership will ...

Core Insights - OpenAI has rapidly transformed from a relatively unknown entity to a tech giant valued at approximately $830 billion, currently seeking $100 billion in new capital to support its extensive commitments to cloud computing resources [1] Group 1: Partnerships and Financial Commitments - Microsoft has a long-standing relationship with OpenAI, having invested early in 2019 and now holding a 27% equity stake, with $250 billion in commitments for Azure cloud services [2] - OpenAI has also signed significant deals with Oracle, including a $300 billion commitment over five years for Oracle's cloud infrastructure [3] - The combined commitments from Microsoft and Oracle amount to $550 billion, although these are not guaranteed [8] Group 2: Financial Performance and Funding Needs - OpenAI plans to spend over half a trillion dollars with Microsoft and Oracle, in addition to approximately $800 billion in commitments with other cloud and chip providers [4] - The company generated $4.3 billion in revenue in the first half of 2025, with a $20 billion annualized run rate reported by CEO Sam Altman [4] - OpenAI's substantial spending necessitates outside funding, often negotiated through vendor financing methods such as equity and stock warrants [5] Group 3: Market Risks and Considerations - Critics have raised concerns about the circular financing deals that enable OpenAI to fund its infrastructure needs, highlighting the potential risks if the company fails to succeed [6] - The success of OpenAI is crucial not only for its own future but also for the broader industry, as its failure could have significant repercussions [6] - Investors are advised to consider the relative risks associated with Microsoft and Oracle stocks, given their similar valuations but differing risk profiles [7]

Core Viewpoint - Wall Street is underestimating the growth potential of Nvidia's Rubin architecture, which is expected to drive significant advancements in AI and related fields [1] Group 1: Company Performance - Nvidia has gained 38.9% in 2025, outperforming Amazon, which only gained 5.2% and was the worst performer among the "Magnificent Seven" stocks [2] - Nvidia's data center sales account for approximately 90% of its total revenue, with the remaining 10% coming from high-margin sectors such as gaming and robotics [5] - Nvidia's gross margin stands at 70.05%, indicating strong profitability [8] Group 2: Amazon's Business Model - Amazon's operating margin for its non-AWS business is only 4.1%, while AWS contributes 60% of Amazon's operating income despite being less than one-fifth of total sales [3][4] - AWS has high operating margins of 35.6%, but its growth has slowed due to increased competition from Microsoft, Google Cloud, and Oracle [4] Group 3: Future Growth Potential - Nvidia's new Rubin architecture, which includes six different chips, is designed for advancements in agentic AI, robotics, and autonomous driving, with deployments expected in the second half of 2026 [6][7] - Nvidia's innovation allows it to maintain high margins and continue growing earnings rapidly, suggesting strong future performance [7] - The potential for new revenue streams from the Rubin architecture could further enhance Nvidia's growth prospects [5] Group 4: Valuation Comparison - Nvidia is considered a better long-term investment compared to Amazon, despite Amazon's recent affordability due to faster earnings growth [8][10] - Nvidia's forward price-to-earnings ratio is 39, compared to Amazon's 30.1, justifying a higher valuation for Nvidia based on its growth potential [8][10] - Overall, Nvidia is viewed as the better buy for 2026, although Amazon is becoming more attractive as a value investment [11]

Core Viewpoint - First Trust Cloud Computing ETF (SKYY) provides thematic exposure to companies involved in cloud services, capturing trends in enterprise IT modernization and software delivery models [1] Group 1: Investment Proposition - SKYY targets companies that develop, enable, or deliver cloud services across various segments including infrastructure, platforms, and software [1] - The portfolio is primarily composed of technology and communication services firms, which may exhibit varying growth, profitability, and capitalization profiles [1] - SKYY serves as a satellite investment for growth-oriented investors, offering targeted participation in digital transformation and innovation [1] Group 2: Market Dynamics - The fund is likely to perform well when long-duration growth assets are favored, corporate IT budgets increase, and subscription models gain traction [1] - Potential challenges for SKYY include rising discount rates, cyclical spending pauses, and competitive disruptions in key subsectors [1] Group 3: Risk Considerations - A specific risk associated with SKYY is thematic concentration, which can lead to increased idiosyncratic risk due to narrow leadership or rapid product obsolescence [1]

Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure, relying on partners like Core Scientific for development [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misrepresented its ability to meet customer demand and concealed construction delays at its data centers, despite assurances of being able to capitalize on strong demand [5]. Stock Performance and Impact - On October 30, 2025, CoreWeave's stock dropped by $8.87 (over 6%) after the termination of a merger agreement with Core Scientific due to insufficient shareholder votes, falling from $139.93 to $131.06 per share [6]. - Following a revenue guidance reduction on November 10, 2025, due to delays from a third-party developer, the stock fell by $17.22 (over 16%), from $105.61 to $88.39 per share [7]. - A report on December 15, 2025, regarding delays in a major data center project led to an additional drop of $2.85 (over 3%), from $72.35 to $69.50 per share [8].

Core Points - The CoreWeave class action lawsuit has been initiated against CoreWeave, Inc. and its executives for alleged violations of the Securities Exchange Act of 1934 during the class period from March 28, 2025, to December 15, 2025 [1][3] - CoreWeave is accused of overstating its ability to meet customer demand and failing to disclose significant risks associated with its reliance on a single third-party data center supplier [3][4] - The lawsuit highlights a significant deal worth up to $11.9 billion with OpenAI announced shortly before CoreWeave's IPO, and a subsequent all-stock acquisition agreement with Core Scientific, which was later terminated due to insufficient shareholder votes [2][4] Allegations and Impact - Allegations include that CoreWeave's executives made misleading statements regarding the company's operational capabilities and the risks posed by its data center supplier, which were likely to negatively impact revenue [3][5] - Following the announcement of lower revenue guidance due to delays from a third-party data center developer, CoreWeave's stock price fell by over 16% [5] - A Wall Street Journal article revealed that delays were more severe than previously acknowledged, leading to an additional 3.4% drop in CoreWeave's stock price [6] Legal Process - Investors who purchased CoreWeave securities during the class period can seek appointment as lead plaintiff in the class action lawsuit, which allows them to represent the interests of all class members [7][8] - The lead plaintiff can select a law firm to litigate the case, and participation as lead plaintiff is not required to share in any potential recovery [8] About the Law Firm - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [9]

You don't need to be a hedge fund manager to see the value in these stocks.Investing in stocks is a great way to accumulate wealth over long periods, but with thousands of companies to choose from, it's not always easy to decide which ones to pick. One way to gain inspiration is to observe what successful investors are doing.Consider Bill Ackman, the founder and CEO of Pershing Square Capital Management, a hedge fund. Ackman has a terrific track record, so he must know a thing or two about investing in the ...