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NFT概念
783.35
-2.6264
-0.33%
涨家数:
7
跌家数:
7
平家数:
- -
市盈率:
- -
高:
788.02
开:
785.65
低:
776.20
收:
785.97
成交量:
3,734.25万
成交额:
40.22亿
市值:
4,808.18亿
流通市值:
4,232.28亿
数据加载中...
总览
新闻
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
·
09/01
阿里巴巴二季度:乍看平淡无奇,实则精彩纷呈
瀚数财经
·
09/01
ETF月评(2025年8月):科技主题风起云涌,相关ETF却“越涨越卖”
财闻
·
09/01
菲菱科思:目前暂无与阿里直接业务往来
金融界
·
09/01
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
·
09/01
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
·
09/01
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
智通财经
·
09/01
阿里算力,谁是盈利最强企业?
Ofweek维科网
·
09/01
阿里国际站:4-6月订单量同比大涨30%
36氪
·
09/01
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
智通财经
·
09/01
云业务连续8季度三位数增长,阿里绩后飙涨16%!
新浪财经
·
09/01
国产线(兼论阿里)
小熊跑的快
·
09/01
9月1日国际权威市场调研机构沙利文(Frost&Sullivan)发布了最新的《中国GenAI市场洞察:企业级大模型调用
智通财经
·
09/01
美团Q2经营利润暴跌98%,外卖护城河遭淘宝闪购冲击
DoNews
·
09/01
港股阿里巴巴盘中涨逾18%
南方财经网
·
09/01
国企业调用大模型日均超10万亿Tokens 阿里通义份额第一
格隆汇
·
09/01
大和资本市场将阿里巴巴目标价从170港元上调至180港元。
智通财经
·
09/01
阿里巴巴股价有望创下自2022年3月以来最大单日涨幅
金融界
·
09/01
华虹,千亿腾飞刚开始!
市场资讯
·
09/01
220亿,上海明星独角兽要IPO了
投中网
·
09/01
更多
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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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18:50","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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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":["BK4526","LU0501845795.SGD","LU2089284900.SGD","LU1363072403.SGD","BABA","LU0882574139.USD","LU2357305700.SGD","BK4534","LU2023251221.USD","LU1008478684.HKD","LU1244550577.SGD","BK4607","BK4533","BK4502","LU0795875086.SGD","BK4503","BK4588","LU0098860793.USD","LU2028103732.USD","LU2133065610.SGD","ALBmain","LU1152091168.USD","BK4220","09988","BK4527","LU1515016050.SGD","LU0052756011.USD","LU1152091754.HKD","LU0328353924.USD","LU1051769294.HKD","BK4505","LU0971096721.USD","BK4535","IE00BFMHRM44.USD","LU0234570918.USD","BK4548","LU2347655156.SGD","LU0320765646.SGD","LU0225283273.USD","LU1242518857.USD","LU0106959298.USD","BK4538","LU1074936037.SGD","LU2089283258.USD","BK4565","LU1051768304.USD","LU0072913022.USD","LU0106261372.USD","BK4579","LU1048588211.SGD"],"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":["LU0797268264.HKD","BK4168","BK4220","LU0310800965.SGD","LU1105468828.SGD","BK4531","LU1267930227.SGD","BK4503","LU0348816934.USD","LU0651946864.USD","LU1046421795.USD","BK4122","BK4587","IE00B0JY6N72.USD","BK4526","BK4548","LU1051768304.USD","LU1242518931.SGD","LU1880383366.USD","LU0072913022.USD","LU1051769294.HKD","LU1282648689.USD","BK4565","BK4614","ALBmain","LU0880133367.SGD","LU0128525689.USD","LU1152091754.HKD","BK4579","09988","LU1688375341.USD","LU0821914370.USD","BK4558","LU1242518857.USD","BK4505","BK4563","LU0047713382.USD","LU1048588211.SGD","LU0067412154.USD","BK4543","LU1515016050.SGD","BK4533","BABA","BK4538","BK4588","LU1235294995.USD","IE00BFMHRM44.USD","LU1046422090.SGD","TMC","BK4534"],"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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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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13:01","pubTimestamp":1756702868,"startTime":"0","endTime":"0","summary":"成份股方面,受到到业绩提振,阿里巴巴涨超16%,腾讯、小米、网易、中芯国际纷纷上涨。8月29日,阿里巴巴公布2026财年A1财报,营收超2476亿元,同比增幅超2%;净利润335亿元,同比降低18%。值得一提的是,阿里巴巴旗下的云业务加速发展,AI相关产品收入连续八个季度保持三位数增长。随着AI的商业化进程进一步加速,相关产业链或将迎来业绩释放与估值提升的双重机遇。上述观点、看法和思路根据截至当前情况判断做出,今后可能发生改变。","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=nesSN20250901132807a4ac9568&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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