《股市簡訊》在美中概股盤前齊漲阿里巴巴升4.8%，AI熱潮提振市場情緒

路透中文

2025/02/21

《股市簡訊》在美中概股盤前齊漲<a href="https://laohu8.com/S/BABA">阿里巴巴</a>升4.8%，AI熱潮提振市場情緒

* 在美上市中概股周五盤前齊漲，阿里巴巴美股BABA.N一度升4.8%；中國AI（人工智能）投資熱潮下科技股乃至整個中國資產受青睞。

* 同期嗶哩嗶哩BILI.O一度漲7.5%，京東JD.O、拼多多PDD.O、百度BIDU.O和網易NTES.O升幅介於1.5-3.2%之間。

* 儘管中美貿易戰2.0陰霾籠罩，中國股票資產年初迄今卻展示了相當程度的「抗性」，在DeepSeek敘事的推動下，互聯網龍頭雲集的港股和中概股大幅攀升，跑贏其他市場。

分析人士認為，中國AI的技術突破可以推動盈利和股本回報率增長，幫助提振對科技股乃至整個中國資產的信心；但到了高位市場亦出現分歧跡象，並有機構對估值高企的龍頭進行減持。

* 阿里巴巴在交出靚眼業績的同時，最新季度資本開支按月大增，顯示公司對AI領域投資正在加速。集團首席執行官吳泳銘周四表示，阿里雲的營收正處於增速提升的階段，未來三年，集團在雲和人工智能的基礎設施投入將超越過去10年的總和。（完）

更多股市簡訊請點選CN-CMN-HOT

(發稿王臻臻；審校田鑭沁)

((jenny.wang@thomsonreuters.com))

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xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>《股市簡訊》在美中概股盤前齊漲<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>升4.8%，AI熱潮提振市場情緒</title></head><body><p>* 在美上市中概股周五盤前齊漲，阿里巴巴美股<span>BABA.N</span>一度升4.8%；中國AI（人工智能）投資熱潮下科技股乃至整個中國資產受青睞。</p><p>* 同期<a href=\"https://laohu8.com/S/BILI\">嗶哩嗶哩</a><span>BILI.O</span>一度漲7.5%，<a href=\"https://laohu8.com/S/JD\">京東</a><span>JD.O</span>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a><span>PDD.O</span>、<a href=\"https://laohu8.com/S/BIDU\">百度</a><span>BIDU.O</span>和<a href=\"https://laohu8.com/S/NTES\">網易</a><span>NTES.O</span>升幅介於1.5-3.2%之間。</p><p>* 儘管中美貿易戰2.0陰霾籠罩，中國股票資產年初迄今卻展示了相當程度的「抗性」，在DeepSeek敘事的推動下，互聯網龍頭<a href=\"https://laohu8.com/S/YJ\">雲集</a>的港股和中概股大幅攀升，跑贏其他市場。</p><p>      分析人士<span>認為</span>，中國AI的技術突破可以推動盈利和股本回報率增長，幫助提振對科技股乃至整個中國資產的信心；但到了高位市場亦出現分歧跡象，並有機構對估值高企的龍頭進行減持。</p><p>* 阿里巴巴在交出靚眼<span>業績</span>的同時，最新季度資本開支按月大增，顯示公司對AI領域投資正在加速。集團首席執行官吳泳銘周四表示，阿里雲的營收正處於增速提升的階段，未來三年，集團在雲和人工智能的基礎設施投入將超越過去10年的總和。（完）</p><p>\n        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在美上市中概股周五盤前齊漲，阿里巴巴美股BABA.N一度升4.8%；中國AI（人工智能）投資熱潮下科技股乃至整個中國資產受青睞。* 同期嗶哩嗶哩BILI.O一度漲7.5%，京東JD.O、拼多多PDD.O、百度BIDU.O和網易NTES.O升幅介於1.5-3.2%之間。* 儘管中美貿易戰2.0陰霾籠罩，中國股票資產年初迄今卻展示了相當程度的「抗性」，在DeepSeek敍事的推動下，互聯網龍頭雲集的港股和中概股大幅攀升，跑贏其他市場。      分析人士認為，中國AI的技術突破可以推動盈利和股本回報率增長，幫助提振對科技股乃至整個中國資產的信心；但到了高位市場亦出現分歧跡象，並有機構對估值高企的龍頭進行減持。* 阿里巴巴在交出靚眼業績的同時，最新季度資本開支按月大增，顯示公司對AI領域投資正在加速。集團首席執行官吳泳銘周四表示，阿里雲的營收正處於增速提升的階段，未來三年，集團在雲和人工智能的基礎設施投入將超越過去10年的總和。（完）\n        更多股市簡訊請點選CN-CMN-HOT (發稿 王臻臻；審校 田鑭沁) ((jenny.wang@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}