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阿里概念

734.94

-6.4996-0.88%

涨家数：1

跌家数：4

平家数：- -

市盈率：- -

高：737.61

开：735.90

低：730.62

收：741.44

数据加载中...

对谈｜刘立之、林垚：《从点击到繁荣》：电商崛起的信任基础

300亿补贴大战凉了？监管叫停内卷，阿里、美团、京东会怎样？

外卖大战，有商家利润下滑超60%，每10元补贴中自己要补7元

21世纪经济报道

中通快递7月18日成交额为5922.70万美元

马云夜骑带火“自行车界爱马仕”，有限量款二手卖到15万元，公司一年却赚不到5万元

微博7月18日成交额为791.39万美元

阿里云申请云计算服务系统相关专利，降低云计算服务器系统部署方式的复杂度和部署成本

外卖狂欢背后：羊毛出在谁身上？

21世纪经济报道

淘宝闪购一线运营：网传“补贴金额”失实内部规定绝不能搞0元购刷单

花旗集团增持阿里巴巴-W股份至5.60%

一天烧了16亿！外卖大战烧钱速度超乎想象，美团、阿里、京东态度各不同

一个夏天800亿，外卖市场已经扭曲了

凤凰网科技

中通快递(02057)涨近4.5% 机构料快递行业无序竞争有望边际好转

挚文集团7月17日成交额为1032.07万美元

瑞银料外卖战补贴8月见顶阿里及京东估值具吸引力

宝尊电商7月17日成交额为227.21万美元

Alibaba Group Holding Ltd7月17日成交额为337.36万美元

阿里拉姆制药7月17日成交额为2.41亿美元

金叶国际董事会主席85后妹妹叶芷筠任财务总监，曾任职阿里巴巴

阿里巴巴-W：业务重知价值重判

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15:48","pubTimestamp":1752911310,"startTime":"0","endTime":"0","summary":"美东时间2025年7月18日，中通快递成交额为5922.70万美元，成交额较昨日增加72.47%，当日成交量为309.67万股。中通快递于2025年7月18日涨3.55%，报18.98美元，该股过去5个交易日涨1.55%，年初至今跌1.15%，过去60日跌0.52%。中通的战略股东是中国领先的电子商务公司阿里巴巴集团 ，持股约为11.7%。","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=nesSN20250719154834a6b398b8&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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15:37","pubTimestamp":1752910644,"startTime":"0","endTime":"0","summary":"“互联网大佬”马云再次现身杭州，这次他带火了骑行圈。7月17日，有网友在西湖夜游偶遇阿里巴巴创始人马云夜骑兜风，并将这段视频上传到社交平台上，引发大众讨论，而马云的骑行设备也备受关注。时代财经了解到，马云骑的正是英国自行车品牌BROMPTON的“CLine流光紫清漆”自行车产品，在BROMPTON淘宝旗舰店上售价1.85万元。一夜之间，“马云同款”火出圈。","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/202507193461835286.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_eastmoney","symbols":["SG9999000327.SGD","HK0000306685.HKD","LU0359201612.USD","BK4502","LU0127658192.USD","LU1251922891.USD","LU0348735423.USD","LU1328277881.USD","LU0228659784.USD","LU0084288322.USD","LU0251143458.SGD","SG9999001051.SGD","LU0029874905.USD","LU1328615791.USD","LU0315178854.USD","BK1608","LU0516422952.EUR","LU0196878994.USD","LU0244354667.USD","LU0516423174.USD","LU1515016050.SGD","HBBD.SI","LU0128525689.USD","LU0541501648.USD","LU0823397103.USD","LU0819123356.HKD","LU0672654166.SGD","89988","BK4581","LU0211977185.USD","LU0502904849.HKD","LU0455707207.USD","SG9999000459.SGD","LU2257852520.SGD","ALBmain","LU0499858602.USD","LU0823040885.USD","LU1048484197.HKD","LU2449936058.SGD","HESAY","LU2476274720.SGD","LU0823397285.USD","LU2097828557.USD","LU2778985437.USD","LU0067412154.USD","BK1584","LU1439103000.SGD","IE00B0169N27.USD"],"gpt_icon":1},{"id":"2552419442","title":"微博7月18日成交额为791.39万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552419442","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552419442?lang=zh_cn&edition=fundamental","pubTime":"2025-07-19 15:00","pubTimestamp":1752908425,"startTime":"0","endTime":"0","summary":"美东时间2025年7月18日，微博成交额为791.39万美元，成交额较昨日增加52.39%，当日成交量为77.23万股。微博于2025年7月18日涨1.09%，报10.24美元，该股过去5个交易日涨5.24%，年初至今涨17.3%，过去60日涨30.95%。该公司的主要产品是社交平台微博。","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=nesSN20250719150028a6b389c4&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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12:13","pubTimestamp":1752898389,"startTime":"0","endTime":"0","summary":"金融界2025年7月19日消息，国家知识产权局信息显示，阿里云计算有限公司申请一项名为“云计算服务系统、云计算服务提供方法、存储介质及产品”的专利，公开号CN120343030A，申请日期为2025年04月。专利摘要显示，本申请实施例提供一种云计算服务系统、云计算服务提供方法、存储介质及产品。","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=nesSN2025071912230095483d44&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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内部规定绝不能搞0元购刷单","url":"https://stock-news.laohu8.com/highlight/detail?id=2552464980","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552464980?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 18:35","pubTimestamp":1752834902,"startTime":"0","endTime":"0","summary":"【淘宝闪购一线运营：网传“补贴金额”失实 内部规定绝不能搞0元购刷单】近日，有媒体引用知情人士表述称：在上周末，淘宝闪购单日补贴高于美团，数额惊人。澎湃新闻记者向淘宝闪购相关一线运营人士求证，该一线运营澄清：不明消息源所称补贴金额完全失实，市场上有平台以“0元购”形式天量烧钱刷单，但绝不是淘宝闪购。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"eastmoney_highlight","url":"http://finance.eastmoney.com/news/1354,202507183461302292.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1354,202507183461302292.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":"eastmoney_highlight","symbols":["LU1152091168.USD","HBBD.SI","IE00B0169N27.USD","LU1235294995.USD","89988","LU1642822792.SGD","LU0516422366.SGD","BK4505","LU1769817179.HKD","LU0572939691.SGD","LU0868486357.SGD","09988","LU1051768304.USD","BK1618","LU2778985437.USD","BK4502","LU0326950275.SGD","LU1770034418.SGD","LU0708995583.HKD","LU1267930227.SGD","LU0329678170.USD","BK4585","LU0054237671.USD","LU2097828631.EUR","BK4533","LU0577902538.SGD","LU0880133367.SGD","LU2226246903.HKD","LU1242518931.SGD","LU0823040885.USD","LU0047713382.USD","LU1810669033.SGD","HK0000306701.USD","LU0106959298.USD","LU0228367735.SGD","LU0320764599.SGD","LU1282651048.USD","BABA","ALBmain","HK0000320264.USD","LU1242518857.USD","LU1720051108.HKD","LU0577902371.SGD","IE00BZ08YR35.GBP","LU1044876610.USD","LU1303224171.USD","LU1880383440.USD","LU1282648689.USD","BK1501","LU1719994722.HKD"],"gpt_icon":1},{"id":"2552461490","title":"花旗集团增持阿里巴巴-W股份至5.60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552461490","media":"DoNews","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552461490?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 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17:03","pubTimestamp":1752829399,"startTime":"0","endTime":"0","summary":"不到两个月后，京东外卖宣布日订单量已突破2500万单。五天后，其宣布来自淘宝闪购的单日外卖订单量已经超过1000万单。短短三个月不到时间，外卖市场涌入近800亿补贴资金，如果按照4-12月为周期统计，意味着仅此两家便每天向外卖市场投放超过3亿补贴。2025年Q1财报显示淘宝DAU达4.02亿，同比增长6.5%。到2025年，餐饮线上渗透率已经达到了45%。","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://tech.ifeng.com/c/8l5lIQ41FDn","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":"fenghuang_stock","symbols":["SG9999001093.SGD","LU0823041008.USD","SG9999000327.SGD","BK1501","SG9999000459.SGD","LU1188198961.HKD","HMTD.SI","LU0683595622.HKD","JD","LU0516422440.USD","SG9999002828.SGD","HBBD.SI","LU0106252389.USD","LU0345775950.USD","03690","LU1046422090.SGD","LU1044875133.USD","ALBmain","LU2357305700.SGD","IE00B5MMRT66.SGD","LU0499858438.USD","LU1366334651.USD","LU0348814723.USD","METmain","LU1868837565.USD","BK1583","LU1675838814.USD","08496","LU1267930227.SGD","LU0588546209.SGD","89618","BK4614","BK1608","LU0828237940.HKD","BK4502","BK1591","LU1051768304.USD","LU0640798160.USD","BK4548","89988","BABA","09618","LU0327786744.USD","MPNGY","LU0244354667.USD","BK1589","LU0320764599.SGD","LU0541502299.USD","09988","LU0588545730.USD"],"gpt_icon":1},{"id":"2552745787","title":"中通快递(02057)涨近4.5% 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中通快递(02057)股价走高，截止发稿，报149.2港元，涨4.48%，成交额3.56亿港元。国信证券发布研报称，现阶段快递行业由于同质化竞争严重，正处于低价竞争加剧的阶段，未来在“反内卷”和高质量发展政策指导下，快递行业无序竞争有望边际好转，四季度旺季价格和盈利表现值得期待。招商证券表示，维持对快递物流行业的“推荐”投资评级。2025年1-5月全国快递业务量同比增长20.1%至788亿件，但单价同比下降8.2%至7.5元，行业呈现\"量增价跌\"特征。头部企业通过成本管控和技术投入强化竞争优势。下半年建议关注监管政策对价格战的干预，以及跨境电商关税政策对跨境物流的影响。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962531","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0417516902.SGD","BK4558","IE00B29SXG58.USD","BK1151","BK4588","LU0348825331.USD","BK4131","IE00BPRC5H50.USD","02057","BK4526","IE00B543WZ88.USD","BK1588","BK4535","BK1575","BK1502","ZTO","BK4502","BK1541","IE00B5MMRT66.SGD","BK4505","BK4503","BK4585"],"gpt_icon":0},{"id":"2552459241","title":"挚文集团7月17日成交额为1032.07万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552459241","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552459241?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 11:47","pubTimestamp":1752810456,"startTime":"0","endTime":"0","summary":"美东时间2025年7月17日，挚文集团成交额为1032.07万美元，成交额较昨日减少26.01%，当日成交量为114.39万股。挚文集团于2025年7月17日涨0.11%，报8.98美元，该股过去5个交易日涨5.52%，年初至今涨16.47%，过去60日涨63.87%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-17|1032.07万|-26.01%|114.39万|#|2025-07-16|1394.93万|-20.66%|156.27万|#|2025-07-15|1758.23万|21.39%|192.32万|#|2025-07-14|1448.41万|61.89%|161.34万|#|2025-07-11|894.71万|67.85%|101.32万|挚文集团有限公司提供基于移动的社交网络服务。","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=nesSN20250718114745a4527514&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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10:54","pubTimestamp":1752807252,"startTime":"0","endTime":"0","summary":"瑞银发表报告指，食品外卖平台补贴大战预计8月见顶，随后可能转向即时电商领域。专家预计，到年底，美团目标保持60%的总商品成交市场份额，饿了么30%，京东10%。美团因较高估值及潜在盈利下调风险，对其看法谨慎。相比之下，阿里在具合理执行力的情况下，不同业务协同效应带来的价值释放潜力更大，且股价已回落至由DeepSeek兴起所带动的行情前水平，具备吸引力；至于京东核心业务2025年预期市盈率仅7倍，估值仍具竞争力。","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=nesSN20250718105645a6b10a87&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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09:26","pubTimestamp":1752802015,"startTime":"0","endTime":"0","summary":"美东时间2025年7月17日，宝尊电商成交额为227.21万美元，成交额较昨日减少6.16%，当日成交量为72.81万股。宝尊电商于2025年7月17日涨5.44%，报3.1美元，该股过去5个交易日涨18.77%，年初至今涨13.97%，过去60日涨40.91%。公司有两个运营部门：分别是电子商务和品牌管理。其中，最大一部分收入来自电子商务部门。","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=nesSN20250718092706a6b0d94e&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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Ltd于2025年7月17日涨1.46%，报14.71美元，该股过去5个交易日涨13.52%，年初至今涨50.59%，过去60日涨18.84%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-17|337.36万|12313.29%|22.94万|#|2025-07-16|2.72万|-99.42%|1865.00|#|2025-07-15|466.01万|6629.22%|32.20万|#|2025-07-14|6.93万|174.46%|4949.00|#|2025-07-11|2.52万|-99.70%|1866.00|以商品交易总额衡量，阿里巴巴是全球最大的在线和移动商务公司。中国商业零售部门是阿里巴巴最有价值的现金流产生业务。","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=nesSN20250718091935a452240f&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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09:16","pubTimestamp":1752801373,"startTime":"0","endTime":"0","summary":"美东时间2025年7月17日，阿里拉姆制药成交额为2.41亿美元，成交额较昨日减少38.85%，当日成交量为74.46万股。阿里拉姆制药于2025年7月17日涨0.58%，报324.69美元，该股过去5个交易日涨0.64%，年初至今涨37.98%，过去60日涨39.5%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-17|2.41亿|-38.85%|74.46万|#|2025-07-16|3.95亿|36.66%|123.42万|#|2025-07-15|2.89亿|45.02%|92.73万|#|2025-07-14|1.99亿|-41.68%|62.96万|#|2025-07-11|3.42亿|116.42%|108.19万|艾拉伦制药是RNA干扰治疗研究的领导者。","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=nesSN20250718091619a45221fd&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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08:35","pubTimestamp":1752798919,"startTime":"0","endTime":"0","summary":"金叶国际董事会由6名董事组成，其中包括3名执行董事，分别为董事会主席、行政总裁叶金弋，执行董事吕国杰，财务总监、公司秘书叶芷筠。叶芷筠，39岁，于2025年6月10日获委任为执行董事。叶芷筠主要负责集团的财务管理以及制定及实施财务策略，并担任提名委员会成员。","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=nesSN202507180835479546cd3a&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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价值重判","url":"https://stock-news.laohu8.com/highlight/detail?id=2552056467","media":"华源证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552056467?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 00:00","pubTimestamp":1752768000,"startTime":"0","endTime":"0","summary":"阿里云综合实力领先，云投结合有望率先享受AI 需求红利。阿里云通过全栈自研技术、全球部署的算力资源、丰富的客户积累与集团电商业务锤炼出的安全性构建竞争壁垒。鉴于阿里巴巴聚焦于电商与云两大业务板块，且两项业务均在国内市场占据份额第一，可比电商公司2025 年PE 在7-13 倍，云计算公司PS 在3-14 倍，首次覆盖，给予“买入”评级。","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=nesSN20250718183716a6b1fb88&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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