智通财经APP获悉，瑞银发布研究报告称，在云业务敞口中，首选百度集团-SW(09888)，因为该企能捕捉更多非互联网应用场景，尤其是毛利率高的自动驾驶领域。报告中称，云服务市场面临结构改变，支出由互联网公司转移到其他垂直行业，从公用云转移到私有云和混合模式的转变，以及最近的监管问题正在创造新的受益者，将为领先平台带来压力，预计阿里巴巴-SW(09988)及腾讯控股(00700)将受到更多压力。
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