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雲計算
690.779
-24.863
-3.47%
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漲家數:
1
跌家數:
8
平家數:
- -
市盈率:
- -
高:
716.633
開:
710.888
低:
685.214
收:
715.642
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16:47","pubTimestamp":1740473225,"startTime":"0","endTime":"0","summary":"持续推荐AI基础设施及AI应用,基础设施重点关注阿里链相关标的,应用关注卡位优质场景的细分领域龙头。招商证券主要观点如下:资本开支计划大幅提升,未来三年投入超过过去十年阿里云业务中AI相关产品收入连续六个季度实现三位数增长,未来由AI推动的云收入增速还会持续提升。随着推理需求的爆发,阿里云有望持续扩大客户群体,并扩展行业覆盖范围,有助于提高AI服务的整体利润率水平。","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":"http://www.zhitongcaijing.com/content/detail/1254050.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":["HBBD.SI","BK1586","BABA","LU0862451753.SGD","LU0873338254.USD","LU0417516902.SGD","BK0010","LU0672654166.SGD","LU0819121731.USD","LU2097828557.USD","LU2097828631.EUR","LU0259732245.USD","LU0261950983.USD","LU0605514214.HKD","LU1023057109.AUD","LU1051768304.USD","LU2097828474.EUR","IE0003895053.USD","BK1607","LU0348783233.USD","LU1242518931.SGD","LU0588546209.SGD","BK1584","BK1521","LU0541502299.USD","BK1142","89988","LU1366334578.USD","09988","600999","LU1481107354.HKD","LU0898667661.SGD","00268","LU0821914370.USD","LU0516422440.USD","02506","LU0823040885.USD","LU0572944931.SGD","LU0315178854.USD","LU1880398471.USD","06099","LU0588545730.USD","LU0165289439.USD","LU0163747925.USD","LU0359202008.SGD","LU1282649141.HKD","LU0106959298.USD","LU0164865239.USD","LU1282651121.HKD"],"gpt_icon":1},{"id":"2514050075","title":"金山雲02月25日主力淨流出6053萬元 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15:25","pubTimestamp":1740468300,"startTime":"0","endTime":"0","summary":"[大手成交]阿里影业(01060)在下午03:25出现大手买入,成交量为550万,成交价为港币$0.57,涉资313.5万。至目前为止,股价无升跌,今日最高价为$0.6,而最低价为$0.55,总成交量为3.199亿股,总成交金额港币$1.834亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2502258694/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0348788117.USD","HBBD.SI","LU0708995153.HKD","LU0608807433.USD","LU1044876610.USD","LU0708995583.HKD","LU0516422366.SGD","LU0228659784.USD","BK1591","LU1051768304.USD","LU1188198961.HKD","LU1282649141.HKD","01060","LU0456846285.SGD","LU1048484197.HKD","BK1581","LU0640798160.USD","LU1807302812.USD","LU0370786039.SGD","LU1515016050.SGD","BK1588","LU0396098781.USD","LU0456827905.SGD","LU0211977185.USD","LU0231483743.USD","LU1366334578.USD","LU0261950983.USD","LU1439103000.SGD","IE0034224299.USD","LU1770036033.HKD","89988","LU0828237510.HKD","LU0173614495.USD","SGXZ90724238.SGD","LU0326950275.SGD","LU0345775950.USD","LU0791591158.USD","LU2087589342.USD","SG9999002828.SGD","HK0000306701.USD","LU0329678170.USD","LU0196878994.USD","BK1586","LU0348827113.USD","LU0140636845.USD","IE00B543WZ88.USD","LU1282651121.HKD","LU0106252389.USD"],"gpt_icon":0},{"id":"2514620053","title":"曼哈特(MANH.US)夥阿里雲提升雲原生應用能力","url":"https://stock-news.laohu8.com/highlight/detail?id=2514620053","media":"阿斯达克财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514620053?lang=zh_tw&edition=fundamental","pubTime":"2025-02-25 14:51","pubTimestamp":1740466260,"startTime":"0","endTime":"0","summary":"供应链解决方案供应商曼哈特曼哈特宣布与阿里巴巴旗下阿里云建立战略合作,以提升其云原生Manhattan Active Warehouse 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12:14","pubTimestamp":1740456898,"startTime":"0","endTime":"0","summary":"核心观点新材料:阿里巴巴电话会宣布加大资本开支,AI和云计算基础设施投入增加,或推动半导体材料需求。其中,阿里计划在未来三年在云和AI的基础设施加大投入,投入预计将超越过去十年的总和。我们认为,随着AI大模型的快速迭代和应用加速落地,将会推动算力需求的快速增长,进而推动高性能芯片和半导体材料的需求。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502251215029891b179&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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嗶哩嗶哩跌近8%】截至發稿, 嗶哩嗶哩-W(09626.HK)跌7.99%、阿里健康(00241.HK)跌6.63%、阿里巴巴-W(09988.HK)跌5.16%、比亞迪電子(00285.HK)跌4.62%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514810480","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514810480?lang=zh_tw&edition=fundamental","pubTime":"2025-02-25 09:43","pubTimestamp":1740447794,"startTime":"0","endTime":"0","summary":"截至发稿, 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擬未來三年投3,800億人幣於AI及雲計算基礎設施","url":"https://stock-news.laohu8.com/highlight/detail?id=2514084600","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514084600?lang=zh_tw&edition=fundamental","pubTime":"2025-02-25 09:39","pubTimestamp":1740447540,"startTime":"0","endTime":"0","summary":"阿里-W今早低开7.8%报125.1元后,初段最低见125元。现报128.7元,跌5.16%,成交4,449.77万股,涉资56.44亿元。阿里隔晚于联交所发公告指,计划未来三年投入至少3,800亿人民币,用于建设云计算及人工智能基础设施,进一步致力于长期技术创新,突显公司对人工智能驱动增长的聚焦及作为全球领先云计算供应商的定位。苹果大举投资美国设厂,触发市场对关税忧虑。且微软取消在美国租赁大型数据中心计划,引发投资者关注AI基础需求之担忧。沽空资料截至 2025-02-24 16:25。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20211101160823562_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20211101160823562_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1419873/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1044876610.USD","LU0011963245.USD","LU0642271901.SGD","LU0708995583.HKD","LU1201861165.SGD","SG9999014674.SGD","LU0165289439.USD","LU0516422440.USD","LU2097828805.USD","LU0823413660.USD","HK0000320223.HKD","BK1586","LU0348783662.USD","SG9999001226.SGD","LU0979878070.USD","LU0561508036.HKD","LU0823426308.USD","LU0543330566.HKD","LU0577902538.SGD","LU1880383440.USD","LU0348735423.USD","IE00BZ08YR35.GBP","LU0828237510.HKD","LU0315178854.USD","LU1956131251.USD","LU1813983027.USD","BK1521","09988","LU0228367735.SGD","LU0140636845.USD","LU0540923850.HKD","LU0327786744.USD","LU0873338254.USD","LU1251922891.USD","LU1960683339.HKD","LU0868486357.SGD","LU0320764599.SGD","89988","LU0890818403.SGD","LU0648948544.HKD","LU0106252389.USD","LU0164880469.USD","LU0516422952.EUR","HBBD.SI","LU1323998911.USD","BK1142","SG9999001093.SGD","LU0531970944.HKD","LU0029874905.USD"],"gpt_icon":0},{"id":"2514308477","title":"浪潮數字企業盤中異動 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