美股详情

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NFT概念

769.67

+13.771.82%

涨家数：4

跌家数：10

平家数：- -

市盈率：- -

高：777.37

开：755.93

低：755.93

收：755.93

成交量：2,836.34万

成交额：29.21亿

市值：4,722.14亿

流通市值：4,159.82亿

数据加载中...

重用蒋凡，阿里又行了

财经天下WEEKLY

据通义大模型官微消息阿里通义实验室推出新一代智能体开发框架——AgentScope 1.0。据介绍AgentScope

阿里巴巴放大招，关注集结硬科技的科创综指ETF建信

Ofweek光电信息网

蒋凡：即时零售将成为阿里电商增长的新引擎

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

美国又下黑手，“中企早有准备，逼着自力更生”

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

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13:22","pubTimestamp":1756790578,"startTime":"0","endTime":"0","summary":"时至今日，蒋凡几乎掌控了阿里所有具备消费属性的业务，且越战越勇。从“流放”海外到重归核心，蒋凡的崛起，折射出阿里战略的再次转向——增长高于一切，让能打仗的人掌握话语权。在电话会上，蒋凡多次强调淘宝闪购的增长速度，以及市场增量贡献。蒋凡称，7、8月因运力紧张进行了大规模额外投入，但他强调，“不能抛开规模谈效率”。如此背景下，蒋凡的回归，被阿里创始人马云寄予厚望。这一决策在阿里内部，也引发了一些争议。","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=nesSN20250902132731a4aee731&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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10:51","pubTimestamp":1756781460,"startTime":"0","endTime":"0","summary":"截至今日收盘，科创综指ETF建信跟踪的上证科创板综合指数涨1.57%，权重股中，海正生材、源杰科技涨停，百济神州-U涨7.91%，华峰测控涨9.81%，惠泰医疗涨7.43%，海光信息涨7.42%，中微公司涨4.22%。申万宏源指出，据阿里巴巴公告，AI相关产品收入连续八个季度实现三位数的同比增长，其近期开发了一款专为中国市场设计的AI推理芯片，旨在缓解英伟达产品受限带来的算力缺口。科创综指ETF建信的管理费率为0.15%，托管费率为0.05%，综合费率为0.2%，为行业较低水平。","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=nesSN20250902110043950d8a1e&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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10:08","pubTimestamp":1756778914,"startTime":"0","endTime":"0","summary":"02即时零售战略近场与远近场结合蒋凡将即时零售分为两部分布局：第一部分是近场原生模式！04总结蒋凡的发言清晰地勾勒出阿里在即时零售领域的战略图谱：先通过规模扩张占领市场，阶段目标已达成。他表示，尽管外卖大战仍是持久战，但阿里已准备好持续投入，并相信即时零售将成为阿里电商增长的新引擎。","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=nesSN20250902100938a4ae883b&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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09:08","pubTimestamp":1756775305,"startTime":"0","endTime":"0","summary":"盒马不再作为孤立的新零售标杆存在，而是成为阿里对抗美团的即时零售战略的一块拼图。该店是盒马首家仓储式会员制门店，其关闭标志着盒马X会员店这一业态全面退出零售舞台，为盒马历时五年的仓储会员店探索正式画上句号。2016年1月15日，盒马首店在上海金桥广场正式开业。两个月后，盒马获得了阿里1.5亿美元的注资。尽管开店节奏极快，盒马仍远未实现此前提出的2000家门店目标。","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=nesSN20250902090906950d509d&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":1756773353,"startTime":"0","endTime":"0","summary":"声明称，该决定将在当地时间9月2日公布120天后，即12月31日正式生效。而随着美国撤销部分在华外资芯片厂使用美国技术的豁免，中国推动经济自力更生的努力正在提振半导体行业的信心与前景，业内人士预计将会有更多自研技术出现。不过，徐天辰表示，中国企业可能不会对美国的最新举措措手不及，他们可能已经有了备选方案。项立刚指出，中方认为美方的做法显然是不公平的。","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=nesSN202509020842309771a2e5&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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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":"other","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":["BK4579","LU0067412154.USD","LU1769817096.USD","BK4505","BK4565","IE00B0JY6N72.USD","BABA","LU0651946864.USD","LU1046422090.SGD","LU1152091754.HKD","LU2226246903.HKD","LU0501845795.SGD","LU0918141705.HKD","LU1242518931.SGD","BK4585","LU0072913022.USD","LU0979878070.USD","LU1051768304.USD","LU0348814723.USD","BK4538","IE00BFMHRM44.USD","LU1152091168.USD","09988","LU1769817179.HKD","BK4504","LU0797268264.HKD","ALBmain","LU1515016050.SGD","LU0047713382.USD","BK4548","BK4535","LU0651947912.USD","LU1688375341.USD","LU0106959298.USD","BK4534","LU0251143458.SGD","LU1880383366.USD","LU0348816934.USD","LU1235294995.USD","LU0052756011.USD","BK4502","BK4607","LU0128525689.USD","LU1823568750.SGD","BK4531","BK4220","BK4533","LU1051769294.HKD","BK4554","BK4526"],"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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18:50","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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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":["BK4122","LU0128525689.USD","BK4505","LU0348816934.USD","BK4533","BK4538","LU0797268264.HKD","BK4587","BK4548","LU1235294995.USD","BK4558","LU0047713382.USD","LU0067412154.USD","LU0821914370.USD","LU1105468828.SGD","BABA","BK4563","BK4565","BK4579","LU1152091754.HKD","LU0880133367.SGD","LU1046421795.USD","LU1051768304.USD","LU1242518857.USD","LU0651946864.USD","BK4220","BK4168","BK4614","LU1048588211.SGD","IE00BFMHRM44.USD","LU0310800965.SGD","BK4503","LU1282648689.USD","LU1515016050.SGD","LU1051769294.HKD","BK4534","LU1880383366.USD","IE00B0JY6N72.USD","LU1267930227.SGD","09988","LU1688375341.USD","LU0072913022.USD","LU1242518931.SGD","ALBmain","BK4531","BK4588","BK4543","BK4526","LU1046422090.SGD","TMC"],"gpt_icon":1}],"pageSize":20,"totalPage":12,"pageCount":4,"totalSize":223,"code":"91000000","status":"200"}]}}