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...

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

外卖战中的阿里：补贴压缩利润空间，但家底尚厚

《财经》杂志

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”

菲菱科思：目前暂无与阿里直接业务往来

外卖大战烧了350亿！盘和林：阿里、京东深入外卖行业是大势所趋

大摩给予阿里中国最佳AI赋能者评价，上调目标价至165美元

华尔街见闻

阿里商旅AI解题TMC市场：创造真实价值不为AI而AI

中国经营报

阿里算力，谁是盈利最强企业？

Ofweek维科网

9月1日新华都涨停：微信小店，拼多多概念股，阿里巴巴概念股概念热股

证券之星APP

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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. Biron汤森路透基金会华盛顿9月1日 - 美国总统特朗普将美国政府的力量瞄准了促进数据中心的发展，而处于风口浪尖的社区正在组织起来，以控制其对当地的影响。数据中心的发展挤占了人口稠密地区，造成了交通拥堵、交通、噪音和光污染、水资源供应以及更高的 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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19:57","pubTimestamp":1756727820,"startTime":"0","endTime":"0","summary":"9月1日，港股AI终于迎来行情启动迹象，港股AI核心工具——港股互联网ETF早盘跳空高开，场内价格一度涨逾3%，收涨1.7%，重返所有均线上方。　　权重龙头阿里巴巴-W绩后大涨逾18%，小米集团-W涨超2%，腾讯控股、哔哩哔哩-W涨逾1%。上交所数据显示，港股互联网ETF近10日连续获资金净流入14.79亿元。","market":"fut","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/money/fund/etf/2025-09-01/doc-infnyytz7682977.shtml","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":"sina","symbols":["LU0348816934.USD","LU0348814723.USD","LU1515016050.SGD","BK4558","LU1051768304.USD","LU0328353924.USD","LU1152091168.USD","BK4534","BK4538","09988","IE00B0JY6N72.USD","LU0106959298.USD","LU0651947912.USD","BK4554","YANG","BK4531","BK4122","LU0310800965.SGD","BK4504","BK4526","BK4614","LU0072462343.USD","LU1282648689.USD","LU1046422090.SGD","LU0797268264.HKD","BK4587","BK4533","BK4575","HSCEI","BABA","BK4579","BK4527","LU1051769294.HKD","ALBmain","LU0918141887.USD","LU0047713382.USD","LU1823568750.SGD","BK4535","BK4585","LU0918141705.HKD","LU0072913022.USD","LU1046421795.USD","513770","LU1769817179.HKD","BK4503","HSTECH","BK4524","BK4581","LU0821914370.USD"],"gpt_icon":1},{"id":"2564981100","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2564981100","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564981100?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 19:37","pubTimestamp":1756726674,"startTime":"0","endTime":"0","summary":"路透9月1日 - 据Semafor周一援引一位直接了解谈判情况的人士的话报道，阿布扎比支持的科技集团G42旨在为阿联酋-美国人工智能园区提供除英伟达NVDA.O之外的多样化芯片供应商。报道称，G42正在寻求芯片制造商AMD AMD.O、Cerebras 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 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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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18:14","pubTimestamp":1756721683,"startTime":"0","endTime":"0","summary":"有投资者在互动平台向菲菱科思提问：“尊敬的董秘您好！请问贵公司交换机和阿里有业务来往吗？”针对上述提问，菲菱科思回应称：“您好，目前暂无直接业务往来，谢谢您的关注！”\n\n\r\n            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17:10","pubTimestamp":1756717811,"startTime":"0","endTime":"0","summary":"大摩将阿里巴巴称为“中国最佳AI赋能者”，并上调公司目标价至165美元。阿里云业务成为关键增长引擎，第一财季同比增长26%，其中AI相关收入贡献已超20%，预测第二财季增速将进一步加快至30%以上。该行认为，阿里云及AI业务的强劲增长和长期价值，足以抵消公司在即时零售业务上的短期亏损。","market":"fut","thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3754670","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3754670","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4538","LU2089283258.USD","LU0098860793.USD","LU0234570918.USD","LU0106959298.USD","LU0225283273.USD","BK4526","LU1242518857.USD","LU2023251221.USD","LU2089284900.SGD","LU2028103732.USD","BK4607","ALBmain","LU0320765646.SGD","LU1051769294.HKD","BK4548","LU1074936037.SGD","LU1051768304.USD","BK4220","LU0106261372.USD","LU1152091168.USD","LU0971096721.USD","LU0072913022.USD","LU1152091754.HKD","BK4534","LU0795875086.SGD","BK4502","LU2357305700.SGD","LU1363072403.SGD","LU1048588211.SGD","LU2347655156.SGD","BK4533","LU1244550577.SGD","LU0328353924.USD","BK4579","LU0501845795.SGD","LU0882574139.USD","BK4505","BABA","09988","BK4588","IE00BFMHRM44.USD","LU0052756011.USD","LU1008478684.HKD","BK4535","LU2133065610.SGD","BK4503","BK4527","LU1515016050.SGD","BK4565"],"gpt_icon":1},{"id":"2564693818","title":"阿里商旅AI解题TMC市场：创造真实价值 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16:41","pubTimestamp":1756716108,"startTime":"0","endTime":"0","summary":"阿里巴巴内部AI赛马进行时。AI时代来临的背景下，一直隐藏在水面之下的阿里商旅日前正式发布一站式AI商旅解决方案。该方案以“员工差旅智能体”和“企业管理智能体”为核心，分别从员工出行体验与企业管控效率两端切入，旨在系统性解题企业差旅中长期存在的“成本、合规、体验”这一“不可能三角”。“方案从去年已经开始打磨，推翻了很多版本，核心是究竟为企业创造什么价值。","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/202509013501088295.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":["LU0821914370.USD","BK4587","BK4543","BK4220","LU1048588211.SGD","BABA","BK4531","BK4533","BK4614","LU0797268264.HKD","LU0880133367.SGD","BK4563","BK4538","LU0128525689.USD","LU0348816934.USD","TMC","LU1242518857.USD","LU1880383366.USD","LU1051768304.USD","BK4588","LU1046421795.USD","LU0072913022.USD","IE00B0JY6N72.USD","LU0651946864.USD","BK4534","LU1235294995.USD","LU1267930227.SGD","BK4558","LU1051769294.HKD","LU1515016050.SGD","LU0310800965.SGD","BK4579","LU0047713382.USD","BK4503","BK4505","BK4565","LU1282648689.USD","BK4168","LU1152091754.HKD","LU1688375341.USD","LU1105468828.SGD","BK4526","LU1046422090.SGD","09988","BK4122","LU1242518931.SGD","ALBmain","LU0067412154.USD","IE00BFMHRM44.USD","BK4548"],"gpt_icon":1},{"id":"2564892908","title":"阿里算力，谁是盈利最强企业？","url":"https://stock-news.laohu8.com/highlight/detail?id=2564892908","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564892908?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 15:57","pubTimestamp":1756713420,"startTime":"0","endTime":"0","summary":"据阿里财报，本季度Al+云业务表现强劲，阿里云收入增长继续加速至26%，创三年新高。阿里算力产业链企业盈利能力企业盈利能力通常表现为一定时期内企业收益数额的多少及其水平的高低。本文为企业价值系列之篇，共选取27家阿里算力产业链企业作为研究样本，并以净资产收益率、毛利率、净利率等为评价指标。公司是阿里巴巴等头部互联网企业的数据中心交换机主流供应商。公司和阿里云签署协议书，2年内在庆阳共建10000P算力中心。","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=nesSN20250901155838976fed10&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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