港股详情

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阿里巴巴-W

118.000

-2.300-1.91%

成交量：6,345.59万

成交额：75.00亿

市值：2.25万亿

市盈率：15.64

高：119.300

开：119.100

低：117.500

收：120.300

数据加载中...

总览公司新闻公告

港股期权｜美团期权登顶成交量榜首；宁德时代认购期权成交量居前

老虎资讯综合

据报淘宝泰语版上线一个多月新用户数量按年增近6成

阿斯达克财经

国际投行的困惑：新一轮千亿外卖大战“值得打”吗？

钉钉和飞书，都在渴望“无招”胜有招

韩国股民“扫货”中国资产，新能源与科技龙头成“心头好”

【券商聚焦】交银国际：即时零售补贴加大拖累短期利润估值触底

【券商聚焦】交银国际维持阿里巴巴(09988)买入评级料闪购投入加大影响利润估值接近底部

公募基金2025年二季报全扫描【国信金工】

量化藏经阁

AI人才争夺“中场激战”：国内企业缺口约500万，海外巨头上亿美元顶薪抢人

阿里通义千问宣布更新旗舰版Qwen3模型

老虎资讯综合

昨夜，见证历史！

主动权益类公募基金中报持仓透视：加配中小盘和红利

华福证券有限责...

淘宝闪购发布《暑期消费报告》：热门城市持续火热中西部夜经济潜力巨大

阿里巴巴-W(09988)7月18日斥资269.53万美元回购17.98万股

基金2季报收官，公募对AI和创新药的“偏爱”，藏都不藏了

阿里、快手投资，成立7年的GPU厂商瀚博半导体即将上市

每日卖空追踪 | 阿里巴巴-WR 07月21日卖空量成交400股，卖空比例为0.49%

饿了么申请注册“疯爆价”商标

盒马来得太晚了

XR一周大事件：大厂纷纷布局智能眼镜，字节跳动、HTC被曝正研发新品；Meta瞄准医疗领域，开始招聘XR医疗产品相关职位

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11:33","pubTimestamp":1753155208,"startTime":"0","endTime":"0","summary":"7月18日，市场监管总局再次约谈美团、阿里、京东，要求“进一步规范促销行为，理性参与竞争”。这背后，是白热化的千亿外卖鏖战。仅2025年第二季度，美团、阿里、京东在外卖战场狂烧250亿，阿里全年补贴预估高达410亿。近日高盛放出预测，这场外卖大战最终可能以美团：阿里：京东分别以5.5 : 3.5 : 1割分市场的结局收场。国际投行想看到巨头把钱投资更有潜力的未来市场，而这场外卖战是否拖慢AI布局？01 外卖大战为何现在开打？","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250722114128954c3748&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:44","pubTimestamp":1753152276,"startTime":"0","endTime":"0","summary":"对于钉钉和飞书们上新的AI表格，在亲身体验了一番后发现：双方都有创新，但就是整体似乎还没有颠覆多维表格的使用体验，AI含量也不够多。但对钉钉来说，这个问题随着无招的回归，反而有点说不准了。当时，外界都在猜测无招会不会顺势回归？这可能也是后来，阿里上“无招”而换“不穷”的直接原因。但遗憾的是，现在无论是飞书，还是钉钉和企微们，离这一目标都还有很远的路要走。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1752916664110974690","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0396098781.USD","BABA","LU2097828805.USD","HBBD.SI","LU1282649810.SGD","LU0449515922.USD","LU0823038988.USD","LU0577902298.EUR","LU1880398554.USD","LU1770034418.SGD","LU0873338254.USD","LU0823041008.USD","LU1868838027.USD","LU2242644610.SGD","LU1224444064.USD","SGXZ90724238.SGD","LU0588546209.SGD","89988","LU0149721374.USD","LU0791590937.USD","LU0823039010.USD","LU1224709979.USD","LU0499858602.USD","LU0577902454.USD","LU0132412106.USD","LU0229945570.USD","SG9999004220.SGD","LU2097828714.EUR","09988","LU0048580855.USD","LU1196710864.SGD","LU0047713382.USD","LU1720050803.USD","LU1051769294.HKD","LU1439103000.SGD","LU0348805143.USD","LU2097828474.EUR","IE00B0169N27.USD","LU0359201885.HKD","LU2087589342.USD","IE0034224299.USD","ALBmain","LU0307460666.USD","LU0261950983.USD","LU0417516738.SGD","LU0577902538.SGD","LU0605514214.HKD","LU0856984785.SGD","LU0231483743.USD","LU0244354667.USD"],"gpt_icon":1},{"id":"2553283494","title":"韩国股民“扫货”中国资产，新能源与科技龙头成“心头好”","url":"https://stock-news.laohu8.com/highlight/detail?id=2553283494","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553283494?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 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季度即时零售平台加大补贴力度，日单持续突破。4）预计2025年美团即时零售运营利润同比稳定，单均UE1元，公司整体利润受益于优选减亏策略下调幅度略低，较该机构此前预期下调17%至435亿元。美团仍是即时零售行业领先平台，短期受到利润下调影响，股价或持续波动，但现价对应股价已接近底部区间，在利润调整触底、利润修复后，估值或有上调机会。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962636","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B0169N27.USD","LU1251922891.USD","LU1366334578.USD","LU0326948709.USD","89618","09618","LU1282651048.USD","LU2357305700.SGD","LU0823039010.USD","LU2045819591.USD","BK1147","METmain","LU1880383440.USD","BABA","ALBmain","LU0516423091.SGD","IE0008369823.USD","LU0348788117.USD","LU0871576103.HKD","LU1051768304.USD","BK1591","09988","LU0918141705.HKD","BK1584","LU0251144936.SGD","HBBD.SI","89988","LU0348784397.USD","HMTD.SI","LU1366334651.USD","LU1868837565.USD","03329","LU0359201885.HKD","LU0651947912.USD","LU0823397285.USD","LU0509642566.USD","MPNGY","LU0633140727.USD","LU0651946864.USD","JD","LU0672654166.SGD","LU1282649067.USD","03690","LU1211504680.USD","LU1808992512.USD","LU0417516738.SGD","LU0880133367.SGD","LU0594300419.USD","IE00BZ08YS42.EUR","SG9999014674.SGD"],"gpt_icon":1},{"id":"2553507400","title":"【券商聚焦】交银国际维持阿里巴巴(09988)买入评级 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2026财年1季度集团收入同比增3%至2507亿元，与此前预期基本一致，对比VA一致预期增速4.5%。该机构下调1季度集团利润23%，利润端承压主要因闪购加大投入。预计集团调整后EBITA同比下降15%至384亿元，对应利润率15.3%，同比下降约3个百分点。该机构按SOTP将估值调整至2026日历年，给予云5倍市销率，电商13倍市盈率，菜鸟10倍市盈率，维持目标价165美元/159港元，维持买入评级。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962634","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09988","ALBmain"],"gpt_icon":1},{"id":"2553008144","title":"公募基金2025年二季报全扫描【国信金工】","url":"https://stock-news.laohu8.com/highlight/detail?id=2553008144","media":"量化藏经阁","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553008144?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 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中西部夜经济潜力巨大","url":"https://stock-news.laohu8.com/highlight/detail?id=2553539479","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553539479?lang=zh_cn&edition=fundamental","pubTime":"2025-07-21 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18:33","pubTimestamp":1753094008,"startTime":"0","endTime":"0","summary":"智通财经APP讯，阿里巴巴-W(09988)发布公告，于2025年7月18日斥资269.53万美元回购股份17.98万股，每股回购价格为14.98-15美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1320133.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0039217434.USD","LU0650527681.SGD","BK4614","LU1719994722.HKD","BK1517","LU0737861772.HKD","BK4587","LU0431992006.USD","ALBmain","LU0531971595.HKD","LU1770036033.HKD","HK0000320223.HKD","LU0128522744.USD","LU0642271901.SGD","LU0348788117.USD","LU0049853897.USD","LU1242518857.USD","BK1591","LU0898667661.SGD","09988","LU1439103000.SGD","HBBD.SI","89988","LU1188198961.HKD","LU1642822792.SGD","LU0348783662.USD","BK4607","IE00B3M56506.USD","LU0831103253.SGD","LU0359201885.HKD","LU1688375341.USD","LU0348735423.USD","LU1720050803.USD","SG9999006514.SGD","LU1807302812.USD","LU0329678170.USD","BK4502","BK4575","LU2226246903.HKD","SG9999014674.SGD","LU0449509016.USD","LU0737861699.HKD","SGXZ90724238.SGD","LU0051755006.USD","LU1046422090.SGD","LU0417516738.SGD","LU0417516571.SGD","BK4527","LU0211977185.USD"],"gpt_icon":0},{"id":"2553479985","title":"基金2季报收官，公募对AI和创新药的“偏爱”，藏都不藏了","url":"https://stock-news.laohu8.com/highlight/detail?id=2553479985","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553479985?lang=zh_cn&edition=fundamental","pubTime":"2025-07-21 18:08","pubTimestamp":1753092480,"startTime":"0","endTime":"0","summary":"来源：华尔街见闻抄底AI和创新药2025年公募基金2季报，日前全部发布完毕。在这个转折的季节，公募基金对A股的偏好和增减仓，态度十分明显。根据WIND对截至7月21日下午4点的发布统计，公募基金年中的十大重仓股中，AI概念股大获追捧。此外，创新药企业也迎来了不少基金经理的“追捧”。尤其值得一提的是，主动公募基金对中际旭创、新易盛的持股总市值，在2季度增长了百亿元以上。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721193108a4596751&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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吴文婷近日，瀚博半导体(上海)股份有限公司启动IPO辅导，辅导机构为中信证券股份有限公司，律师事务所为北京市中伦律师事务所，会计师事务所为天健会计师事务所 。公开资料显示，瀚博半导体是一家高端GPU芯片提供商，成立于2018年12月，注册地在中国上海。团队方面，瀚博半导体的核心技术人员主要来自AMD、英伟达和英特尔等知名公司，平均从业年限超过18年。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072117385297ae8059&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 阿里巴巴-WR 07月21日卖空量成交400股，卖空比例为0.49%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553247493","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553247493?lang=zh_cn&edition=fundamental","pubTime":"2025-07-21 16:30","pubTimestamp":1753086643,"startTime":"0","endTime":"0","summary":"阿里巴巴-WR北京时间07月21日，涨1.8%，卖空量成交400股%，较上一交易日减少92.31%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721172257a6b79da0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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16:03","pubTimestamp":1753084980,"startTime":"0","endTime":"0","summary":"天眼查财产线索信息显示，近日，饿了么关联公司拉扎斯网络科技（上海）有限公司申请注册“疯爆价”商标，国际分类为广告销售，当前商标状态为等待实质审查。\n　　数据显示，拉扎斯网络科技 （上海） 有限公司，成立于2011年，阿里本地生活成员，位于上海市，是一家以从事软件和信息技术服务业为主的企业。企业注册资本550亿人民币，实缴资本548亿人民币，经营范围包括外卖递送服务、市场营销策划、企业管理咨询等，由拉扎斯控股香港有限公司全资持股。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李昂","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/chanjing/gsnews/2025-07-21/doc-infhfmip3293916.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0049853897.USD","SG9999006514.SGD","LU0871576103.HKD","HBBD.SI","LU0231483743.USD","LU0856984785.SGD","09988","LU0320764243.SGD","LU0456827905.SGD","IE0003895053.USD","BK1618","BK1584","LU0572944931.SGD","LU1282651121.HKD","BABA","LU1720050803.USD","SG9999002828.SGD","LU1323998911.USD","LU0456846285.SGD","LU0143863198.USD","LU0979878070.USD","LU0469268626.HKD","LU0326950275.SGD","LU1808992512.USD","LU2097828631.EUR","LU1051768304.USD","LU1642822792.SGD","LU0791590937.USD","LU2097828714.EUR","LU1481107354.HKD","LU0251144936.SGD","LU1880398554.USD","LU0577902454.USD","LU0261947096.USD","LU0737861772.HKD","LU0048580855.USD","LU0228367735.SGD","LU0348827113.USD","LU0229945570.USD","LU0329678170.USD","LU1960683339.HKD","SG9999000459.SGD","LU0196878994.USD","ALBmain","HK0000306701.USD","LU1201861165.SGD","LU0128522157.USD","LU0516423091.SGD","89988","LU1807302812.USD"],"gpt_icon":0},{"id":"2553429017","title":"盒马来得太晚了","url":"https://stock-news.laohu8.com/highlight/detail?id=2553429017","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553429017?lang=zh_cn&edition=fundamental","pubTime":"2025-07-21 15:32","pubTimestamp":1753083169,"startTime":"0","endTime":"0","summary":"在这场热闹的混战中，阿里系盒马姗姗来迟。2019年时，盒马开启了会员制模式，并将年费设定为218元。深究盒马经营压力大的根源，在于其经营战略出了问题。雪上加霜的是，盒马推行的 \"日日鲜\" 模式，使得生鲜产品损耗率攀升至8.2%的高位，这一数据显著高于行业常规水平。然而，盒马虽然业绩好转，却又深陷食品安全问题中。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721153428954aa81d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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