美股詳情

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阿里巴巴

135.10

-5.5200-3.93%

成交量：1,849.76萬

成交額：25.02億

市值：3,209.93億

市盈率：20.01

高：137.95

開：136.00

低：132.89

收：140.62

資料載入中...

總覽公司新聞公告

1688跨境版3月推出？工廠賣家更關心平臺流量和運營投入

南方都市报

中金：南向創2021年初以來最大流入成交佔比維持在30%

中金：南向資金周度流入規模創2021年1月以來新高

國內第一款服務器級CPU問世，阿里玄鐵開源RISC-V架構芯片將加速AGI目標｜鈦媒體AGI

2025跨境新生代②｜從Agent到搜索引擎：阿里猛推“AI+外貿”能成為跨境電商新鯰魚嗎？

每日经济新闻

中國開啓AI大基建週期：“保持對重複建設的警惕”

“不被定義”的夸克正打算定義AI搜索？

阿里自研“深度思考”推理模型已上線夸克AI搜索，後續將有更強模型上線

“三個一”服務出圈，他們開啓和企業的“雙向奔赴”

中信證券：阿里未來三年將投入超過3800億元，有望拉動數百億元級別國產算力環節增量

券商研报精选

【納斯達克中國金龍指數收跌1.82%】熱門中概股多數下跌，納斯達克中國金龍指數收跌1.82%。微博跌近5%，理想汽車、蔚來、小鵬汽車跌超3%，阿里巴巴跌近3%。

貝萊德數億資金增持阿里巴巴港股股份持股比例升至5.01%

美股開盤，道指漲0.24%，標普500指數跌0.05%，納指跌0.34%。英偉達(NVDA.O)續跌2.3%，昨日收跌8

新華都：截至2024年11月26日，杭州瀚雲及其一致行動人阿里巴巴成都合計持有公司股份比例9%

阿里巴巴回購58萬股股份金額999萬美元

阿里巴巴(BABA.N)：2月27日耗資1000萬美元回購58萬股。

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21:18","pubTimestamp":1740835134,"startTime":"0","endTime":"0","summary":"中金主要观点如下：国内资金面，南向资金加速流入。整体上，本周南向成交占比维持在30%，南向持股市值则占港股主板总市值约10%。图表：本周主动外资依然流出A股放缓，被动外资转为流出互联互通资金：北向资金自2024年8月16日起停止披露净买入金额，本周日均成交额较上周增加。本周北向资金成交金额约2408.1亿元，较上周2181.6亿元的日均成交金额小幅上涨。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dfd3736b3d70640afc800d7a90fc4d64","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1256561.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4534","LU0797268264.HKD","BABA","LU1048596156.SGD","BK4543","09988","BK4581","LU1688375341.USD","BK4504","LU0310800965.SGD","BK4579","LU0348814723.USD","399300","BK4538","LU0501845795.SGD","LU0651946864.USD","BK4524","LU1008478684.HKD","BK4505","LU0821914370.USD","IE00BFMHRM44.USD","LU1046421795.USD","159982","BK4548","BK4502","LU0128525689.USD","LU0067412154.USD","LU0052756011.USD","BK4565","BK4122","BK4526","BK4588","LU1152091168.USD","LU1515016050.SGD","LU0348816934.USD","LU1823568750.SGD","IE00B0JY6N72.USD","BK4587","BK4554","LU1267930227.SGD","BK4531","LU2226246903.HKD","BK4527","BK4535","BK4575","BK4220","LU0918141887.USD","LU0072913022.USD","LU0251143458.SGD","BK4585"],"gpt_icon":1},{"id":"2516556629","title":"中金：南向資金周度流入規模創2021年1月以來新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2516556629","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516556629?lang=zh_tw&edition=fundamental","pubTime":"2025-03-01 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IP和软件等。如今，玄铁RISC-V属于阿里达摩院旗下品牌，由张建锋带领团队。去年张建锋表示，“随着新型算力需求激增，RISC-V即将进入应用爆发期。”","market":"hk","thumbnail":"","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.jrj.com.cn/2025/03/01192648472336.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK4579","LU1152091754.HKD","BK4017","LU0797268264.HKD","LU0368265764.SGD","BK4558","LU0055631609.USD","BK4533","BK4588","LU1046421795.USD","IE00BFMHRM44.USD","LU1105468828.SGD","BK4531","BK4526","AGI","LU1688375341.USD","LU1515016050.SGD","LU0501845795.SGD","BK4535","BK4585","BK4122","LU1008478684.HKD","BK4587","159813","BABA","BK4538","BK4504","LU1051768304.USD","09988","LU0128525689.USD","BK4554","BK4565","BK4527","BK4505","BK4220","LU0067412154.USD","LU2226246903.HKD","LU1046422090.SGD","LU0498741890.SGD","LU0880133367.SGD","IE00B0JY6N72.USD","LU0498741114.HKD","BK4502","BK4575","LU0918141705.HKD","LU0651946864.USD","BK4503","LU1282648689.USD","LU1048596156.SGD","LU0348816934.USD"],"gpt_icon":1},{"id":"2516349635","title":"2025跨境新生代②｜從Agent到搜索引擎：阿里猛推“AI+外貿”能成為跨境電商新鯰魚嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2516349635","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516349635?lang=zh_tw&edition=fundamental","pubTime":"2025-03-01 15:59","pubTimestamp":1740815962,"startTime":"0","endTime":"0","summary":"阿里正持续推进AI（人工智能）在外贸行业的落地。2月28日，阿里国际宣布旗下面向全球B2B（企业间的电子商务）买家的首个AI搜索引擎Accio接入DeepSeek等最先进的推理模型，正式上线深度研究、商业探索等功能。而此前，阿里国际站为中国外贸商家推出的AI工具“生意助手”也已全面接入推理模型。在阿里的跨境电商业务中，一直以来，阿里国际站在AI落地上的动作频频。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202503013333827276.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202503013333827276.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":["LU0052756011.USD","BK4535","BABA","LU0651946864.USD","LU0501845795.SGD","LU1880383366.USD","LU1046422090.SGD","BK4565","LU0128525689.USD","BK4504","BK4531","BK4579","LU1282648689.USD","LU0918141887.USD","LU1152091754.HKD","BK4505","BK4548","BK4502","BK4581","BK4587","BK4607","IE00B0JY6N72.USD","LU0348814723.USD","BK4503","BK4220","LU2226246903.HKD","BK4575","LU1008478684.HKD","LU0918141705.HKD","BK4585","LU0348816934.USD","BK4534","LU0310800965.SGD","LU1105468828.SGD","LU1051768304.USD","LU0821914370.USD","BK4527","09988","IE00BFMHRM44.USD","LU1515016050.SGD","LU0797268264.HKD","BK4526","LU0067412154.USD","BK4543","BK4122","BK4588","BK4524","LU1688375341.USD","BK4538","LU1823568750.SGD"],"gpt_icon":1},{"id":"2516988534","title":"中國開啓AI大基建週期：“保持對重複建設的警惕”","url":"https://stock-news.laohu8.com/highlight/detail?id=2516988534","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516988534?lang=zh_tw&edition=fundamental","pubTime":"2025-03-01 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C的重要产品，拥有亿级用户规模的夸克，会基于哪款推理模型开发“深度思考”AI产品，引发市场期待。在基础模型层面，阿里通义大模型家族已跻身全球顶尖开源模型行列。","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":"https://finance.sina.com.cn/tob/2025-03-01/doc-inencnsi6054126.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1515016050.SGD","BK4575","BK4533","LU1048596156.SGD","LU1688375341.USD","BK4502","LU2226246903.HKD","LU1823568750.SGD","BK4220","BK4585","LU0501845795.SGD","LU0348814723.USD","BK4527","LU1046422090.SGD","LU0251143458.SGD","BK4505","BK4526","LU0348816934.USD","BK4524","IE00BFMHRM44.USD","LU1051768304.USD","LU0072913022.USD","BK4587","LU0918141705.HKD","BK4565","BK4548","LU1105468828.SGD","BABA","BK4531","LU1152091168.USD","LU1008478684.HKD","BK4538","LU0067412154.USD","BK4579","BK4534","LU0651946864.USD","LU0310800965.SGD","BK4535","BK4607","09988","LU1152091754.HKD","LU0918141887.USD","LU1282648689.USD","LU0128525689.USD","LU0880133367.SGD","LU1880383366.USD","BK4543","BK4558","IE00B0JY6N72.USD","BK4554"],"gpt_icon":1},{"id":"2516533930","title":"“三個一”服務出圈，他們開啓和企業的“雙向奔赴”","url":"https://stock-news.laohu8.com/highlight/detail?id=2516533930","media":"媒体滚动","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516533930?lang=zh_tw&edition=fundamental","pubTime":"2025-03-01 13:09","pubTimestamp":1740805740,"startTime":"0","endTime":"0","summary":"服务期间，新金环集团招商服务团队严格落实“三个一”举措。近期，阿里巴巴更是首次将天猫板块企业落户新金环集团。未来，新金环集团将进一步强化服务举措，全力解决企业发展开办过程中的难题，为企业健康发展提供更优质服务与更有力保障，致力于打造一流园区营商环境品牌。“三个一”服务出圈，他们开启和企业的“双向奔赴”栏目主编：王嘉旖 文字编辑：单颖文 来源：作者：文汇报 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中信证券研究阿里巴巴近期宣布未来三年将投入超过3800亿元，我们认为，这是DeepSeek带动AI加速落地的标志之一，估算有望拉动数百亿元级别国产算力及半导体环节增量。我们根据阿里巴巴Capex投入估算，假设平均年化1300亿元，其中IT硬件支出占比70%、对应约910亿元。本文节选自中信证券研究部已于2025年2月28日发布的《电子行业算力专题系列报告4—阿里Capex会拉动国产算力半导体多少增量》报告","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.jrj.com.cn/2025/03/01094548471710.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":"jinrongjie_stock","symbols":["LU0501845795.SGD","BK4503","BK4543","LU1046422090.SGD","LU0128525689.USD","LU1267930227.SGD","BK4526","BK4585","600030","BABA","LU0251143458.SGD","LU0880133367.SGD","LU1823568750.SGD","BK0188","LU1328615791.USD","BK4581","LU1152091754.HKD","LU1051768304.USD","BK4558","LU1064130708.USD","LU0348816934.USD","BK4533","BK4565","09988","LU0797268264.HKD","BK4531","LU1105468828.SGD","IE00BFMHRM44.USD","BK0183","IE00B0JY6N72.USD","BK0012","LU1880383366.USD","LU1688375341.USD","BK4504","LU0052756011.USD","BK4524","LU1720050803.USD","LU0348814723.USD","BK4502","06030","BK0028","BK4554","LU1997244956.HKD","BK0196","LU0821914370.USD","LU0405327148.USD","BK1147","LU1152091168.USD","BK4607","BK4575"],"gpt_icon":1},{"id":"2516457301","title":"【納斯達克中國金龍指數收跌1.82%】熱門中概股多數下跌，納斯達克中國金龍指數收跌1.82%。微博跌近5%，理想汽車、蔚來、小鵬汽車跌超3%，阿里巴巴跌近3%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2516457301","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516457301?lang=zh_tw&edition=fundamental","pubTime":"2025-03-01 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20:51","pubTimestamp":1740747069,"startTime":"0","endTime":"0","summary":"有投资者向新华都提问， 公司前十大股东阿里巴巴成都和杭州翰云在去年11月份减持股份，公司为何不提前公告？两个股东合计已经超过百分之五的股份公司回答表示，您好，自2024年11月25日至2024年11月26日期间，杭州瀚云累计减持公司股份3,669,100股，截至2024年11月26日，杭州瀚云及其一致行动人阿里巴巴成都合计持有公司股份比例9%，股东已遵照相关法律法规履行信息披露义务，具体请详见公司于2024年11月27日披露的《关于合计持股5%以上股东减少股份比例超过1%的公告》。谢谢关注。","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=nesSN20250228210504abe0d46d&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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