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阿里巴巴-W

120.700

+0.1000.08%

成交量：5,901.94万

成交额：70.50亿

市值：2.30万亿

市盈率：16.03

高：121.000

开：119.200

低：118.100

收：120.600

数据加载中...

总览公司新闻公告

“是马老师吗？”马云夜骑西湖被网友偶遇，同款自行车卖1.85万元，近期已多次在杭州露面

每日经济新闻

中证香港内地股50指数下跌0.09%，前十大权重包含工商银行等

阿里副总裁叶军被曝已离职曾担任钉钉CEO

GPLP犀牛财经

阿里巴巴-W7月16日耗资997万美元回购69.3万股

ChainCatcher 宣布与阿里云达成战略合作，旨在推动 Web3 基础设施的高效发展

新兴服务业市场扩容让更多中小商家直接受益：淘宝闪购上小店收入增长近一倍

东北高温空调成交大涨，天猫“南空北调”集结10万台空调、3000名师傅北上

黄仁勋链博会上点名MiniMax！国产AI新贵估值超40亿美元 A股上市在即？

【券商聚焦】东方证券维持阿里巴巴(09988)“买入”评级料淘天集团FY26Q1表现稳健

隐私保护组织投诉阿里巴巴、TikTok、微信

凯德集团(中国)与阿里云签署合作备忘录开启线上线下全业务生态合作新阶段

【特约大V】邓声兴：投资气氛浓厚，港股反复造好

焦点板块及个股 | 医药行业；科技行业；高盛；软银集团

中信证券财富管...

美团王莆中谈淘宝闪购500亿补贴：没有花8个亿，实际投入远比阿里少

马云亲自“督战”，阿里为什么不能输？

阿里巴巴-W(09988)7月15日耗资约998.81万美元回购69.04万股

跟踪 |【摩根士丹利】TMT2025年第2季度业绩前瞻【英译】

思维纪要社

每日卖空追踪 | 阿里巴巴-WR 07月16日卖空量成交3800股，卖空比例为2.35%

阿里巴巴-W07月16日获主力加仓2.4亿元

原CEO叶军离职！陈航回归90天带领钉钉再创业，发力AI迎战飞书

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17:41","pubTimestamp":1752745313,"startTime":"0","endTime":"0","summary":"7月16日召开的国务院常务会议，研究做强国内大循环重点政策举措落实工作，会议指出，做强国内大循环是推动经济行稳致远的战略之举。数据显示，今年上半年内需对GDP增长的贡献率为68.8%，其中最终消费支出贡献率为52%。在当下，各种新型服务业市场的快速扩容，正在成为经济增长的主要新动力。近期，淘宝闪购联合饿了么宣布，日订单量再次突破8000万创新高。","market":"us","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://finance.eastmoney.com/a/202507173460029125.html","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":"stock_eastmoney","symbols":["LU0417516902.SGD","LU0132412106.USD","LU0543330566.HKD","BK1501","LU1046421795.USD","LU0918141705.HKD","LU1688375341.USD","LU0577902371.SGD","BABA","LU2097828714.EUR","IE00BFMHRM44.USD","LU1046422090.SGD","LU0106252389.USD","09988","LU0823413587.USD","SG9999001051.SGD","LU0541502299.USD","LU0348816934.USD","LU0499858438.USD","LU0164865239.USD","LU1152091754.HKD","LU0326950275.SGD","LU2125910849.SGD","LU0890818403.SGD","LU0054450605.USD","LU0229945570.USD","LU0634319403.HKD","LU2778985437.USD","LU0244354667.USD","LU0588545904.SGD","BK4587","LU2097828557.USD","LU0823041008.USD","LU0463099449.HKD","LU1515016050.SGD","LU0588545490.SGD","LU1282651121.HKD","LU0577902454.USD","LU2226246903.HKD","BK4533","LU0828237940.HKD","IE00B543WZ88.USD","HBBD.SI","89988","LU1719994722.HKD","LU0251144936.SGD","LU0608807946.USD","BK4527","BK4502","ALBmain"],"gpt_icon":1},{"id":"2552989100","title":"东北高温空调成交大涨，天猫“南空北调”集结10万台空调、3000名师傅北上","url":"https://stock-news.laohu8.com/highlight/detail?id=2552989100","media":"上游新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552989100?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 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A股上市在即？","url":"https://stock-news.laohu8.com/highlight/detail?id=2552294485","media":"海闻社","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552294485?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 17:09","pubTimestamp":1752743380,"startTime":"0","endTime":"0","summary":"从一开始，MiniMax的目标就是实现AGI，被业内誉为理念先行的典范。天眼查显示，截至2024年3月，MiniMax已完成4轮融资。市场传言，MiniMax新一轮3亿美元融资已接近完成，投后估值将突破40亿美元。多方信源显示，MiniMax已启动上市计划，有知情人士称其“正寻求A股上市”，上海国资背景或为关键助力。两家头部企业或掀起AI独角兽上市潮。昨日，MiniMax还发布了MiniMax Agent全栈开发功能。无论Minimax是否已经在筹备上市，当前公司已经是国内AI独角兽的估值第一梯队。","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=nesSN20250717174840a450cb25&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, 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margin为8.2%。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962446","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":["600958","09988","ALBmain","03958"],"gpt_icon":1},{"id":"2552108877","title":"隐私保护组织投诉阿里巴巴、TikTok、微信","url":"https://stock-news.laohu8.com/highlight/detail?id=2552108877","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552108877?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 13:00","pubTimestamp":1752728406,"startTime":"0","endTime":"0","summary":"路透斯德哥尔摩7月17日 - 奥地利权益组织 noyb 周四对中国的阿里速卖通、TikTok 和微信提出了数据隐私投诉，称它们未能遵守欧盟关于向用户提供完整数据副本的法律。\"noyb的数据保护律师Kleanthi Sardeli说：\"TikTok、阿里速卖通和微信喜欢尽可能多地收集你的数据，但却坚决拒绝按照欧盟法律的要求给你完整的访问权限。今年 1 月，noyb 对六家中国公司提出投诉 ，要求暂停向中国传输数据，并要求处以高达公司全球收入 4% 的罚款。","market":"us","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250717:nL4S3TE0B4:1","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":["89988","LU0605514214.HKD","LU0215105999.USD","LU0868494708.USD","LU2720916845.USD","LU1232071149.USD","LU1807302812.USD","ALBmain","LU2361044865.SGD","LU1988902786.USD","LU2265009873.SGD","LU0354030438.USD","LU0873338254.USD","BK4575","LU1868837136.USD","LU0588545730.USD","LU0211328371.USD","LU1328277881.USD","LU2125910500.SGD","LU2362541513.USD","SG9999004303.SGD","LU2326559502.SGD","BK1249","LU2404859741.USD","LU1069344957.HKD","LU1267930227.SGD","LU1316542783.SGD","LU0476273544.USD","LU1813983027.USD","BABA","LU0203345920.USD","LU0700851271.USD","LU0861579265.USD","LU0342679015.USD","LU0149721374.USD","IE00BJJMRX11.SGD","IE00B0169N27.USD","LU2168564149.EUR","HBBD.SI","LU0163747925.USD","HK0000320264.USD","MACW.SI","LU0477156953.USD","SGXZ51526630.SGD","LU1720050803.USD","09988","LU2168563687.JPY"],"gpt_icon":1},{"id":"2552177496","title":"凯德集团(中国)与阿里云签署合作备忘录 开启线上线下全业务生态合作新阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2552177496","media":"格隆汇","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552177496?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 10:40","pubTimestamp":1752720031,"startTime":"0","endTime":"0","summary":"2025年7月16日，凯德集团(中国)与阿里云智能集团签署合作备忘录，致力于进一步推动多层次、多业务领域的合作。凯德投资(中国)首席执行官潘子翔、阿里云智能集团首席战略官郑俊芳分别代表双方签署战略合作框架协议。凯德集团与阿里云将共同推动科技创新解决方案在不动产领域的落地应用，并通过持续深化多领域合作，树立数字经济与实体经济优势互补、协同发展的范本","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=nesSN2025071711090295459770&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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09:21","pubTimestamp":1752715313,"startTime":"0","endTime":"0","summary":"投资气氛浓厚，港股反复造好。虽然短期因闪购业务大幅投入导致利润承压，但公司核心电商业务保持稳定，云计算与AI技术的领先地位进一步巩固。长期来看，阿里在近场电商与远场电商的战略协同、以及AI驱动的云服务创新将持续创造价值。当前估值已反映短期投入压力，随着AI商业化加速与闪购规模效应显现，业绩有望逐步改善，建议关注云业务增速及闪购UE改善进度。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250110/MTBhNmJhMjNhYmJjNDg2MTczNjQ3NDEwNzUzMg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MTBhNmJhMjNhYmJjNDg2MTczNjQ3NDEwNzUzMg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962400","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":["LU0608807946.USD","LU0577902538.SGD","HSCEI","LU2125910849.SGD","LU0516423174.USD","LU0593848301.USD","LU0594300419.USD","LU1048588211.SGD","LU0762540952.USD","LU2097828631.EUR","LU0048597586.USD","LU0588545730.USD","LU1048484197.HKD","LU2488822045.USD","LU0463099449.HKD","LU1188198961.HKD","89988","LU0823397103.USD","LU0819121731.USD","LU1051768304.USD","BABA","LU0642271901.SGD","LU1719994722.HKD","IE00BMPRXR70.SGD","LU0831103253.SGD","09988","LU0828237940.HKD","LU0329678337.USD","LU0259732245.USD","LU1981816686.USD","HBBD.SI","LU1568876251.USD","YANG","LU0630378692.HKD","LU0327786744.USD","BK1142","HSTECH","IE00BZ08YT58.USD","89888","ALBmain","LU1044875133.USD","LU1023057109.AUD","SG9999001226.SGD","LU1224444064.USD","SG9999006514.SGD","LU0165289439.USD"],"gpt_icon":1},{"id":"2552172185","title":"焦点板块及个股 | 医药行业；科技行业；高盛；软银集团","url":"https://stock-news.laohu8.com/highlight/detail?id=2552172185","media":"中信证券财富管...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552172185?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 09:15","pubTimestamp":1752714945,"startTime":"0","endTime":"0","summary":"头部药企业绩即将进入加速阶段，建议投资者下半年“逢低布局、持有为主”。科技行业 - 海外 AI 应用已经从 token 消耗和收入等维度逐步验证实际商业价值今年以来海外 AI 应用呈现加速态势。业绩公布后，公司股价周三靠稳涨0.90%。虽然很难想象大规模回购会在未来几年成为主要因素，但对于OpenAI的好消息以及IPO的预期兴奋将被视为积极因素。","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=nesSN20250717092907a44fc4dc&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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20:40","pubTimestamp":1752669600,"startTime":"0","endTime":"0","summary":"新浪科技讯 7月16日晚间消息，今日，据晚点LatePost报道，美团核心本地商业板块CEO王莆中谈及近日淘宝闪购500亿补贴对美团带来的影响时提到，这肯定是一个非理性的竞争，非理性是说他们觉得打500亿会吓到我们，赌我们跟不起，毕竟电商行业的头部公司利润很多嘛。何况还定了一个激进的目标——希望在单量上超过我们。但他们很快会发现，我们不仅跟得起，而且用了比他们少得多的资源在跟。\n　　他提到，“我们没有花8个亿，实际投入远比阿里少。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","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":"https://finance.sina.com.cn/tech/2025-07-16/doc-inffsnhn1015378.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":["LU1720051017.SGD","HBBD.SI","LU1242518931.SGD","LU1211504680.USD","LU0700851271.USD","LU0130103400.USD","BK4220","LU0648948544.HKD","LU1769817179.HKD","BK1502","LU0499858438.USD","LU1282651121.HKD","BABA","IE0034224299.USD","LU0140636845.USD","LU0878005551.USD","LU1046421795.USD","09988","SG9999002562.SGD","IE00B031HY20.USD","LU0890818403.SGD","BK4504","LU0918141887.USD","LU0633140560.USD","LU0541502299.USD","BK4607","LU1048588211.SGD","HMTD.SI","IE00BZ08YT58.USD","LU0054450605.USD","LU0348805143.USD","IE00B29SXG58.USD","03690","ALBmain","LU1224709979.USD","SG9999006597.SGD","LU1366334578.USD","MPNGY","89988","LU1048596156.SGD","LU1226287529.USD","BK1501","BK4534","LU1328615791.USD","LU0488056044.USD","LU1568876251.USD","LU0672654166.SGD","METmain","LU0577902538.SGD","LU0642271901.SGD"],"gpt_icon":0},{"id":"2552124201","title":"马云亲自“督战”，阿里为什么不能输？","url":"https://stock-news.laohu8.com/highlight/detail?id=2552124201","media":"钛媒体APP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552124201?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 19:41","pubTimestamp":1752666076,"startTime":"0","endTime":"0","summary":"近期，阿里传出前公关一号位王帅以顾问身份回归、协助闪购业务的消息，紧接着马云亲自下场督战，这也放出一个信号：那个熟悉、强调进攻、善于整合资源、敢于投入的阿里似乎正在回归。一直到2024年，淘宝虽在首页灰度测试“小时达”入口，但流量扶持有限，与京东将即时零售定为“三大必赢之战”，美团则投入千亿巩固配送网络相比，彼时的即时零售，仍不算阿里的战略级业务。外卖大战正式进入白热化阶段。","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=nesSN20250716194422a44ea9e1&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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18:35","pubTimestamp":1752662150,"startTime":"0","endTime":"0","summary":"智通财经APP讯，阿里巴巴-W(09988)公布，2025年7月15日耗资约998.81万美元回购69.04万股股份。","market":"us","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/1318588.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":["LU0326950275.SGD","LU1810669033.SGD","BK1142","IE00B0169N27.USD","HBBD.SI","LU0499858602.USD","IE00BMPRXN33.USD","89988","09988","LU1808992512.USD","LU0264606111.USD","BK1517","LU0072462343.USD","LU1548497426.USD","LU0143863198.USD","ALBmain","LU1568876251.USD","LU0561508036.HKD","LU0348735423.USD","SG9999000459.SGD","LU1115378108.SGD","LU0310800965.SGD","LU0672654166.SGD","LU0890818403.SGD","SG9999004220.SGD","IE00BFMHRM44.USD","LU2097828805.USD","LU0572940350.SGD","LU0164865239.USD","LU0143863784.USD","LU1720051108.HKD","SG9999002562.SGD","LU0488056044.USD","LU0516423091.SGD","LU0287142896.SGD","SG9999002463.SGD","LU0531971595.HKD","BK1591","BK4526","LU0868486357.SGD","LU1044874839.SGD","HK0000306685.HKD","LU1823568750.SGD","LU1303224171.USD","LU0823397285.USD","LU1769817179.HKD","LU0043850808.USD","LU0163747925.USD","BK4585"],"gpt_icon":0},{"id":"2551128207","title":"跟踪 |【摩根士丹利】TMT2025年第2季度业绩前瞻【英译】","url":"https://stock-news.laohu8.com/highlight/detail?id=2551128207","media":"思维纪要社","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551128207?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 18:13","pubTimestamp":1752660823,"startTime":"0","endTime":"0","summary":"摩根士丹利TMT 网络直播的主要重点是讨论第二季度收益预览。预计BABA 的利润率会扩大，因为有机混合转变而不是成本削减。BABA 的全年收益预期已下调约 20-30%，JD.com，预计第二季度的总收入同比下降约 20%。台积电减少对EUV 技术的投资导致 ASML 陷入令人失望的局面，AUV 出货量低于 ASML 在 2022 年提供的预期情况情景。Show Me 第二季度的出货量预计约为 4250 万台，比第一季度的 4180 万台略有增加，符合公司对环比恢复或增加的指导。","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=nesSN20250716200355a6ad7493&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, 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| 阿里巴巴-WR 07月16日卖空量成交3800股，卖空比例为2.35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552124653","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552124653?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 16:30","pubTimestamp":1752654646,"startTime":"0","endTime":"0","summary":"阿里巴巴-WR北京时间07月16日，涨0.29%，卖空量成交3800股%，较上一交易日减少42.42%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=nesSN20250716173052a44e64a7&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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