美股详情

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NFT概念

771.68

+15.752.08%

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：4,100.73万

成交额：39.67亿

市值：4,731.91亿

流通市值：4,170.98亿

数据加载中...

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

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

美团Q2经营利润暴跌98%，外卖护城河遭淘宝闪购冲击

港股阿里巴巴盘中涨逾18%

南方财经网

国企业调用大模型日均超10万亿Tokens 阿里通义份额第一

大和资本市场将阿里巴巴目标价从170港元上调至180港元。

阿里巴巴股价有望创下自2022年3月以来最大单日涨幅

华虹，千亿腾飞刚开始！

220亿，上海明星独角兽要IPO了

港股“子”曰 | 阿里引爆港股我坚决“南下”的三个理由

每日经济新闻

深度：恒生科技重回AI叙事

淘宝四个月造了一个超越美团的“美团”

Ofweek光电信息网

阿里巴巴高开近15%，创3月以来新高！阿里云同比增长26%，三年以来新高，传阿里正开发一款功能更强大新芯片

中信证券研报表示阿里巴巴二季度Capex超预期国产算力链AI需求有望加速增长建议关注国产算力产业链机会。Deepseek

【券商聚焦】中信建投：国内外CSP厂商对于算力的投资仍然保持强劲的增长打消投资者对AI投资回报的担忧

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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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打消投资者对AI投资回报的担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2564886938","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564886938?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 08:47","pubTimestamp":1756687620,"startTime":"0","endTime":"0","summary":"2025年第二季度，阿里巴巴的资本开支为386亿元，同比增长220%，环比上季增长57.1%，创下单季历史新高。该机构表示，英伟达表示，今年中国市场预计规模约500亿美元，预计每年有望实现50%左右的增长。该机构续指，从阿里巴巴以及英伟达的最新业绩来看，国内外CSP厂商对于算力的投资仍然保持强劲的增长；阿里AI相关收入继续保持三位数增长，让人看到AI商业化落地的清晰路径，打消了投资者对AI投资回报的担忧。","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=nesSN20250901091615976f38b4&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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