美股详情

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NFT概念

785.97

+19.162.50%

涨家数：7

跌家数：7

平家数：- -

市盈率：- -

高：786.76

开：762.67

低：752.80

收：766.81

成交量：6,185.45万

成交额：71.12亿

市值：4,818.38亿

流通市值：4,249.28亿

数据加载中...

AI岗月薪下限均值已达4.7万元！大厂秋招抢人逻辑被颠覆：顶尖人才年薪冲200万元

传媒互联网：阿里云业务加速重视中报指引高景气度方向

天风·海外 | “人工智能+”行动的意见发布，阿里AI+云超预期加速增长，看好港股AI进入加速周期

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

强强联合！电信与阿里签署战略合作协议

老马那些事

外卖战中的阿里：补贴压缩利润空间，但家底尚厚

《财经》杂志

阿里的双向突围

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

金评天下｜寒武纪之后，投资者又爱了！阿里巴巴股价大涨的背后逻辑

金融投资报

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

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

阿里巴巴千亿AI投入利好算力概念联想有望斩获更多服务器订单

阿里算力，谁是盈利最强企业？

Ofweek维科网

阿里国际站：4-6月订单量同比大涨30%

汇丰环球研究发表报告将阿里巴巴(BABA.US)目标价上调6.85%由146港元升至156港元美股目标价则上调6.7%由

云业务连续8季度三位数增长，阿里绩后飙涨16%！

国产线（兼论阿里）

小熊跑的快

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22:07","pubTimestamp":1756735620,"startTime":"0","endTime":"0","summary":"最新财报证明了阿里巴巴最新战略的成功，即这家巨头在AI技术革命与民生消费场景的“双向突围”：一边剑指通用人工智能的“星辰大海”，一边重构更大流量入口的“人间烟火”。回溯阿里此次财报超预期、股价大涨的内在逻辑，本质是“科技+消费”双轮驱动的胜利。","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://finance.sina.com.cn/roll/2025-09-01/doc-infnzezv9090997.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":["LU0348816934.USD","BK4526","BK4504","BK4502","LU1823568750.SGD","LU0918141705.HKD","IE00BFMHRM44.USD","LU1051769294.HKD","BK4579","BK4505","BK4531","LU1242518931.SGD","LU0047713382.USD","LU0979878070.USD","BK4548","BK4533","LU1152091754.HKD","LU1152091168.USD","LU1769817096.USD","BK4220","BK4554","BK4535","LU1769817179.HKD","BK4538","BK4607","LU0052756011.USD","LU1046422090.SGD","LU1880383366.USD","LU1515016050.SGD","BK4565","LU0072913022.USD","LU1051768304.USD","LU0128525689.USD","09988","LU0797268264.HKD","IE00B0JY6N72.USD","LU0067412154.USD","BK4534","LU0348814723.USD","LU0106959298.USD","LU0651946864.USD","BABA","LU1235294995.USD","LU2226246903.HKD","ALBmain","LU0251143458.SGD","LU0651947912.USD","LU1688375341.USD","LU0501845795.SGD","BK4585"],"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":"sg","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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19:03","pubTimestamp":1756724627,"startTime":"0","endTime":"0","summary":"金融投资报评论员 刘柯继寒武纪之后，阿里巴巴又吊起了投资者的胃口。上周五晚间，在美股市场上市的阿里巴巴股价大涨12.91%；本周一，阿里巴巴港股股价更是大涨18.41%。不过，在很多投资者看来，阿里巴巴的这份财报，亮点不在已经完成的数据，而在财报文字所描述的愿景。阿里巴巴在最新财报电话会议中重申，未来三年将投资3800亿元用于AI资本开支。AI芯片计划其实才是阿里AI芯片股价大涨的重要原因。其大涨的诱因还是RISC-V架构芯片。","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=nesSN20250901191500a4ad5617&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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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":"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://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":["LU1046422090.SGD","LU0821914370.USD","BK4538","LU1051769294.HKD","BK4505","LU0797268264.HKD","BK4531","09988","BK4533","LU1048588211.SGD","LU1105468828.SGD","BK4168","BK4220","LU0067412154.USD","LU1515016050.SGD","ALBmain","LU1267930227.SGD","BABA","LU1046421795.USD","LU1235294995.USD","BK4503","BK4563","BK4587","LU1152091754.HKD","BK4588","LU0651946864.USD","IE00B0JY6N72.USD","BK4122","LU0072913022.USD","LU1051768304.USD","BK4579","TMC","BK4548","BK4526","LU1242518857.USD","LU1242518931.SGD","LU0128525689.USD","BK4558","LU0047713382.USD","LU0880133367.SGD","LU1688375341.USD","LU1880383366.USD","BK4614","BK4565","IE00BFMHRM44.USD","LU0310800965.SGD","BK4543","LU1282648689.USD","BK4534","LU0348816934.USD"],"gpt_icon":1},{"id":"2564892799","title":"阿里巴巴千亿AI投入利好算力概念 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领域持续深耕，其对服务器的需求将保持稳定且强劲的增长态势。","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/1339891.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":["BK4122","LU0049112450.USD","BK4505","LU0128525689.USD","LU0918141887.USD","LU1046422090.SGD","LU1769817179.HKD","BK4587","BK4548","BK4502","LU2226246903.HKD","LU1235294995.USD","HK0000320264.USD","LU0067412154.USD","LU0791591158.USD","LU1105468828.SGD","LU0328353924.USD","BABA","BK1526","80992","BK4565","BK4579","LU0918141705.HKD","BK1193","LU1046421795.USD","LU1051768304.USD","LU1152091754.HKD","BK4585","LU1242518857.USD","LU0052756011.USD","LU0572939691.SGD","LU0251143458.SGD","LU0651946864.USD","LU0651947912.USD","LU1048588211.SGD","IE00BFMHRM44.USD","LU1366334578.USD","LU0310800965.SGD","LU1769817096.USD","BK4534","BK4581","09988","LU1688375341.USD","ALBmain","LNVGY","BK4588","BK4543","00992","HK0000320223.HKD","BK4554"],"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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15:05","pubTimestamp":1756710309,"startTime":"0","endTime":"0","summary":"36氪获悉，B2B外贸平台阿里国际站数据显示，4-6月间平台订单量同比大涨30%，GMV同比增长16.4%。阿里财报显示，本季度阿里国际站在美国市场保持稳步增长和投入的同时，进一步加大在欧洲、中东、亚太等多元化市场的投入，带动多个市场实现高速增长。以欧洲市场为例，订单规模始终保持双位数的增长，尤其像法国增速更是超过三位数。6月，阿里国际站还抓住窗口期，发起首个“外贸618”，当月平台订单同比大涨42%。","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=nesSN20250901150925a4acc229&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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12:03","pubTimestamp":1756699422,"startTime":"0","endTime":"0","summary":"周末家里有事（开学），就没有更新阿里。25Q2阿里云外部商业化营收333.98亿元，同比增长26%，增速创三年来新高。，参照微软云的增速可知，后续阿里云的增速还能向上，目前微软云增速稳定在30%+以上了。参见杭州行感悟 今年7月这篇单独的杭州阿里产业园调研纪要！阿里云海外的增速 在下个季度会淋漓尽致的体现。但是阿里和字节都在扩张。目前看，阿里云的投资回报率还是很健康的，目前云增速在26%，处于微软云24年上半年的水平。","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=nesSN20250901122501a4ac79ff&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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