美股详情

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云计算

1,842.24

-3.9438-0.21%

涨家数：3

跌家数：4

平家数：- -

市盈率：- -

高：1,849.56

开：1,845.66

低：1,834.35

收：1,846.19

成交量：1.96亿

成交额：423.40亿

市值：10.21万亿

流通市值：9.42万亿

数据加载中...

大行评级｜招银国际：上调阿里巴巴目标价至158.8美元评级“买入”

部分热门中概股美股夜盘涨幅扩大百济神州涨近13%极氪涨近6%贝壳涨超5%阿里巴巴涨近5%。

蒋凡：即时零售将成为阿里电商增长的新引擎

从ECM到交易 AI将如何重塑投行四大业务？

港股开盘 | 三大指数低开，阿里续涨2%，奥克斯电气首日低开7.58%

老虎资讯综合

会员店谢幕，补贴战上膛：盒马新十年演绎阿里即时零售战略

Ofweek维科网

强强联合！电信与阿里签署战略合作协议

老马那些事

亚马逊：AWS计划在智利、沙特阿拉伯以及AWS欧洲主权云新增10个可用区和3个区域

ESG信披案例丨阿里巴巴设立三级ESG治理架构创造性提出“范围3+”新概念

每日经济新闻

AI带来的牛市

阿里的双向突围

特色-特朗普大力推广数据中心，各社区纷纷反击

云计算+AI+即时零售三箭齐发，阿里迎来历史新拐点？

华尔街见闻

每经热评︱阿里的双重突围

每日经济新闻

拓展RWA及Web3 云锋金融与蚂蚁数字科技达成战略合作协议

外卖“三国杀”，阿里成最大赢家？

牛市寻找性价比，港股补涨信号出现？回归AI叙事，港股互联网ETF（513770）上探3%，阿里巴巴绩后飙升18%！

据 Semafor 报道，阿布扎比支持的 G42 公司旨在使人工智能园区的芯片供应商多样化

阿里巴巴二季度：乍看平淡无奇，实则精彩纷呈

ETF月评（2025年8月）：科技主题风起云涌，相关ETF却“越涨越卖”

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22:04","pubTimestamp":1756735475,"startTime":"0","endTime":"0","summary":"特色-特朗普大力推广数据中心，各社区纷纷反击特朗普为数据中心划分政府角色社区的响应已经上升，变得更加有组织地方网络向他人学习Carey L. 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能源成本，当地社区对此表示担忧。","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:20250901:nL4S3UO0OF:1","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":null,"symbols":["LU0267386448.USD","SG9999001077.SGD","LU2326559502.SGD","IE00BQXX3F31.USD","LU0477156953.USD","LU2108987350.USD","USAW.SI","IE00B4JS1V06.HKD","LU1935042991.SGD","LU0648000940.SGD","LU1551013342.USD","LU2275660780.HKD","LU2505996509.AUD","LU2461242641.AUD","BK4538","LU1119994496.HKD","LU2168564149.EUR","LU0316494557.USD","LU0426412945.USD","LU0466842654.USD","LU1861558580.USD","LU0106261372.USD","BK4220","BK4581","LU0162691827.USD","LU0787776722.HKD","LU2362541513.USD","SG9999018857.SGD","LU2191332357.HKD","IE000KEQY171.SGD","IE00BK4W5L77.USD","LU0476273544.USD","LU0158827781.USD","LU1116320901.HKD","LU1720051108.HKD","BK4551","LU2602419157.SGD","IE00BQXX3C00.GBP","LU1868837136.USD","BK4550","LU2106854487.HKD","IE00B19Z8W00.USD","LU2125154778.USD","LU2125154935.USD","LU2860962120.EUR","LU1127390331.HKD","LU1037948541.HKD","LU0708994859.HKD"],"gpt_icon":1},{"id":"2564436288","title":"云计算+AI+即时零售三箭齐发，阿里迎来历史新拐点？","url":"https://stock-news.laohu8.com/highlight/detail?id=2564436288","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564436288?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 21:40","pubTimestamp":1756734000,"startTime":"0","endTime":"0","summary":"强劲的AI推理需求以及垂直行业大模型训练需求的增长，为阿里云带来新的增长动力；即时零售业务规模效应拐点显现，管理层设定的3年内1万亿元闪购GMV目标凸显了巨大的上行空间。云计算AI业务：超预期增长的价值重估引擎阿里云业务展现出强劲的增长加速态势。这是连续第八个季度AI相关收入保持三位数增长，目前AI相关收入已占外部云业务收入的20%以上。AI+云计算资本支出增加至390亿元人民币，较上季度的250亿元人民币大幅增长56%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-09-01/doc-infnzezv9085117.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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云锋金融与蚂蚁数字科技达成战略合作协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2564810561","media":"北京商报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564810561?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 21:05","pubTimestamp":1756731900,"startTime":"0","endTime":"0","summary":"9月1日，港股上市公司云锋金融集团发布公告指出，公司与蚂蚁集团旗下科技商业化板块蚂蚁数字科技达成站略合作协议，同时公司拟对Pharos Network Technology Limited进行战略投资。据公告介绍，Pharos是一家专注于建构机构级现实世界资产应用场景的新一代Layer1公链，此次投资将充分发挥Pharos的先进技术与云锋金融集团的资源优势，加速Web3与现时金融的融合，为各方创造协同价值。","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=nesSN20250901210936950c2860&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, 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Systems和高通公司为园区提供部分计算能力。科技公司、芯片公司和G42没有立即回应路透的置评请求。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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:20250901:nL4S3UO0MK:1","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":null,"symbols":["LU0353189680.USD","NVD3.UK","BK4554","NVDS.UK","IE00BHPRN162.USD","LU0661504455.SGD","NVD","NVDX","NVIW.SI","USAW.SI","LU1232071149.USD","LU1267930813.SGD","LU0742534661.SGD","LU0256863902.USD","LU1880398554.USD","LU2471134796.USD","LU1934455194.USD","BK4538","NVD2.UK","SG9999014575.USD","LU0211327993.USD","LU0061474960.USD","LU1069347547.HKD","2NVD.UK","NVDS","SNVD.UK","LU1366333091.USD","NVDD","LU1989763005.USD","NVDA","LU2360107168.USD","LU1003077747.HKD","LU1066051498.USD","NVDU","LU2543165471.USD","LU2746668461.USD","3NVD.UK","LU2125909593.SGD","HK0000306701.USD","NVDY","LU0124676726.USD","QCOM","IE00B1BXHZ80.USD","LU0823421333.USD"],"gpt_icon":1},{"id":"2564819782","title":"阿里巴巴二季度：乍看平淡无奇，实则精彩纷呈","url":"https://stock-news.laohu8.com/highlight/detail?id=2564819782","media":"瀚数财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564819782?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 18:50","pubTimestamp":1756723849,"startTime":"0","endTime":"0","summary":"阿里巴巴今年二季度的经营表现，乍看平平无奇，实则亮点纷呈。不得不说，阿里巴巴国内电商业务今年二季度一举打破了过去较长时间以来的增长低迷态势，表现令人振奋。这一动作成效显著，二季度阿里巴巴的即时零售业务收入同比增长了12%。06很期待总的来说，阿里巴巴这个二季度是平淡之下难掩精彩纷呈，令人不得不对其接下来的业务进展、经营发展多生出好几分期待。","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=nesSN20250901185152a4ad4a82&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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18:34","pubTimestamp":1756722857,"startTime":"0","endTime":"0","summary":"8月ETF市场有882.6亿元资金净流入。港股券商、创新药、科技等板块相关的ETF也获得大量资金净流入。在资金净流出的ETF中，涨幅居前的科创、芯片等主题ETF却陷入“越涨越卖”的局面，可能是资金在“恐高”情绪影响下选择及时止盈，也可能是有部分投资者终于“解套”所以选择及时撤出。规模减少TOP10的ETF中，华宝添益ETF是唯一一只规模缩水超百亿元的ETF。此外，之前热门的黄金ETF、银行ETF等规模也出现明显缩水。","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=nesSN20250901183907a7094122&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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