美股详情

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DeepSeek概念股

1,295.61

+0.08840.01%

涨家数：2

跌家数：10

平家数：- -

市盈率：- -

高：1,297.29

开：1,294.98

低：1,271.10

收：1,295.52

成交量：8,888.53万

成交额：140.19亿

市值：1.05万亿

流通市值：9,846.39亿

数据加载中...

港股开盘 | 三大指数低开，阿里续涨2%，奥克斯电气首日低开7.58%

老虎资讯综合

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”

美股夜盘 | 中概股上涨，蔚来涨近6%、阿里涨超3%；科尔黛伦涨超5%，诺和诺德涨超2%

老虎资讯综合

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

强强联合！电信与阿里签署战略合作协议

老马那些事

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

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

A股小幅上涨，黄金及有色金属表现强劲

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

南向资金今日大幅净买入119.42亿元。港股通（沪）方面阿里巴巴-W、比亚迪股份分别获净买入8.51亿港元、8.09亿港

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

雷军：米家首款三区洗衣机，全新一代健康洗衣技术全渠道已开启预约

每日经济新闻

另类赛道：AI竟帮助加勒比小岛赚取数百万美金

阿里巴巴-WFY2026Q1云收入增长加快，看好电商闪购生态协同

阿里巴巴港股创两年最大涨幅，AI叙事成最大催化剂！

报告：中国企业调用大模型日均超10万亿Tokens，阿里通义份额第一

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| “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","url":"https://stock-news.laohu8.com/highlight/detail?id=2564828262","media":"天风研究","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564828262?lang=zh_cn&edition=fundamental","pubTime":"2025-09-02 07:28","pubTimestamp":1756769321,"startTime":"0","endTime":"0","summary":"AI方面，国务院近日发布《关于深入实施“人工智能+”行动的意见》，提出推动人工智能驱动的技术研发、工程实现与产品落地一体化发展，加速技术从“1到N”的迭代与突破，促进创新成果高效转化。阿里巴巴云业务高速增长，Capex大超市场预期。本季度阿里巴巴CAPEX386亿元，高于市场预期；公司表示过去四个季度，在AI基础设施与AI产品研发方面的累计投入已超1000亿元人民币。","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=nesSN20250902073032a70a2a6c&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, 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创造性提出“范围3+”新概念","url":"https://stock-news.laohu8.com/highlight/detail?id=2564084197","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564084197?lang=zh_cn&edition=fundamental","pubTime":"2025-09-02 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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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