美股詳情

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雙十一

1,208.93

+6.570.55%

漲家數：9

跌家數：6

平家數：- -

市盈率：- -

高：1,224.93

開：1,202.47

低：1,198.02

收：1,202.36

資料載入中...

AI 四小龍今何在系列之——曠視，成敗皆靠大金主？

資金動向 | 北水淨買入港股97.42億港元，加倉阿里超28億港元

阿里資本支出超預期國產算力全線爆發

中通快遞違規投遞成常態，上榜胡潤500強排名降22位，圓通上升52位

美股異動丨阿里巴巴盤前漲近1% 阿里萬相大模型登上全球開源榜首

港股那点事

市場綜述 | 蜜雪上市首日收漲超40%，一手賺8750港元；中興業績“急剎車”，收跌超10%

老虎资讯综合

外賣江湖，風雲又突變了

3800億押注：阿里終於決定梭哈AI了？

順網科技：與阿里巴巴保持良好的業務合作關係

淘天集團啓動2026屆實習生招聘新增大量AI崗位

港股那点事

淘天集團啓動2026屆實習生招聘，新增大量AI崗位

港股恒生科指漲超2% 阿里巴巴漲超4%

港股強勢轉漲，阿里巴巴漲近5%，港股互聯網ETF（513770）漲超3%，機構：科技股中期仍是市場主線

阿里巴巴拉昇漲超4%，阿里萬相大模型登上全球開源榜首

阿里萬相大模型登上全球開源榜首

【業績預告】本週京東系、港鐵、統一企業中國等業績放榜

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國產算力全線爆發","url":"https://stock-news.laohu8.com/highlight/detail?id=2516897746","media":"投资快报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516897746?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 18:11","pubTimestamp":1740996704,"startTime":"0","endTime":"0","summary":"周五最强的板块无疑是国产算力方向。周四晚，阿里公布最新的季度财报，截至 2024 年 12 月 31 日的季度资本开支大幅增长至 317.75 亿元，环比大增 80%。受此消息影响，阿里巴巴港股涨幅超14%。从产业趋势上看，国产算力发展开始加速。从豆包的火爆开始，到Deepseek的模型平权，短期内字节、阿里等大厂纷纷加大在AI领域的资本开支投入，拉开行业“算力军备竞赛”的序幕，基础设施建设目标明确，将催生出更多的国产算力需求。","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=nesSN202503031836469637637e&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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亿元人民币，较之前下降16.4%，排名下降22名至第80名。截至2月27日收盘，中通快递股价下跌0.45%，报收154.2港元，总市值1240亿港元。","market":"sg","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/jjxw/2025-03-03/doc-inenkmnk0769046.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1575","LU0417516902.SGD","BK4502","BK1502","BK4588","IE00B543WZ88.USD","BK1588","IE00BPRC5H50.USD","02057","BK4558","BK4131","ZTO","BK1541","IE00B29SXG58.USD","BK4505","BK4526","BK1151","BK4503","IE00B5MMRT66.SGD","LU0348825331.USD","BK4585","BK4535"],"gpt_icon":1},{"id":"2516854066","title":"美股異動丨阿里巴巴盤前漲近1% 阿里萬相大模型登上全球開源榜首","url":"https://stock-news.laohu8.com/highlight/detail?id=2516854066","media":"港股那点事","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516854066?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 17:30","pubTimestamp":1740994200,"startTime":"0","endTime":"0","summary":"格隆汇3月3日｜阿里巴巴(BABA.US)盘前涨0.89%，报133.69美元。开源社区Hugging Face最新榜单显示，开源仅6天的阿里万相大模型已反超DeepSeek-R1，登顶模型热榜、模型空间榜两大榜单，成为近期全球开源社区最受欢迎的大模型。根据最新数据，万相2.1(Wan2.1)在Hugging Face及魔搭社区的总下载量已超百万，在Github的Star数超6k。(格隆汇)               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“京东黑板报”公众号发布消息，自2025年3月1日起，将逐步为京东外卖全职骑手缴纳五险一金，为兼职骑手提供意外险和健康医疗险。外卖平台此番集体行动，有着多方面的驱动因素。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/252052","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"外卖江湖，风云又突变了","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK4558","LU0251144936.SGD","LU1719994722.HKD","LU2097828474.EUR","IE0034224299.USD","LU0052750758.USD","IE00B29SXG58.USD","BK4526","LU2087589342.USD","LU0577902298.EUR","89618","LU0164865239.USD","03690","09618","LU2257852520.SGD","LU1328277881.USD","LU2039709279.SGD","SG9999002828.SGD","IE0032431581.USD","LU1807302812.USD","LU2226246903.HKD","LU0502904849.HKD","LU1152091754.HKD","LU1044875133.USD","LU0611395673.USD","LU0543330483.HKD","LU1642822792.SGD","LU0307460666.USD","BK1610","LU0488056044.USD","LU0541501648.USD","LU0594300179.USD","LU0384037296.USD","LU2242644610.SGD","LU1102505762.USD","MPNGY","BK1521","LU2097828714.EUR","LU0417516902.SGD","LU2488822045.USD","LU0577902611.USD","JD","BK1233","LU1868837565.USD","LU0348805143.USD","LU0348825331.USD","LU0326950275.SGD","LU0359201885.HKD","LU0140636845.USD","LU1242518931.SGD"],"gpt_icon":1},{"id":"2516178503","title":"3800億押注：阿里終於決定梭哈AI了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2516178503","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516178503?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 15:02","pubTimestamp":1740985327,"startTime":"0","endTime":"0","summary":"经过近两年大规模精简整合之后，阿里终于在AI方向上放出了大招。就在日前，阿里突然宣布，未来三年阿里将投入超过3800亿元，用于建设云和AI硬件基础设施，总额超过去十年总和。这个金额的投入相当于其全年营收的40%，远超亚马逊、谷歌等国际巨头的研发投入，其决心之大可见一斑。而在市场惊叹于阿里大手笔之时，人们从阿里的财报中，似乎也逐渐嗅到了AI商业化为其带来的机遇。","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://www.lanjinger.com/d/252007","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":"lanjinger_stock","symbols":["LU0072913022.USD","BK4579","LU1152091754.HKD","LU0797268264.HKD","LU0052756011.USD","BK4558","LU1152091168.USD","BK4534","BK4543","BK4533","LU1046421795.USD","LU1105468828.SGD","IE00BFMHRM44.USD","BK4526","BK4531","LU0310800965.SGD","LU1688375341.USD","LU1515016050.SGD","LU0501845795.SGD","BK4548","LU1880383366.USD","BK4535","BK4585","BK4122","LU1008478684.HKD","BABA","BK4538","LU1267930227.SGD","LU1051768304.USD","BK4607","09988","LU0128525689.USD","BK4554","BK4527","LU0348814723.USD","LU0067412154.USD","LU2226246903.HKD","LU0821914370.USD","LU1046422090.SGD","LU0880133367.SGD","IE00B0JY6N72.USD","LU0918141705.HKD","BK4502","BK4575","LU0918141887.USD","BK4524","LU0651946864.USD","LU1282648689.USD","LU1048596156.SGD","LU0348816934.USD"],"gpt_icon":1},{"id":"2516652576","title":"順網科技：與阿里巴巴保持良好的業務合作關係","url":"https://stock-news.laohu8.com/highlight/detail?id=2516652576","media":"互动易","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516652576?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 12:03","pubTimestamp":1740974580,"startTime":"0","endTime":"0","summary":"有投资者向顺网科技提问， 公司与阿里巴巴有业务往来吗？公司回答表示，尊敬的投资者，您好。公司作为国内电竞服务领域最主要的数智化服务的提供商之一，在电竞全产业链进行科技布局，与阿里巴巴保持良好的业务合作关系。具体业务情况请关注公司官网、公司官方公众号的相关信息。感谢您对公司的关注，谢谢。","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=nesSN20250303120443a25c7193&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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新增大量AI崗位","url":"https://stock-news.laohu8.com/highlight/detail?id=2516575879","media":"港股那点事","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516575879?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 11:12","pubTimestamp":1740971520,"startTime":"0","endTime":"0","summary":"格隆汇3月3日｜据36氪，阿里巴巴旗下淘天集团正式启动2026届实习生招聘。继阿里巴巴宣布未来3年重金投入AI战略后，淘天集团也持续发力AI赛道，据了解，本次实习生招聘预计发放1000多个offer，新增大量AI类岗位，算法和AI类岗位合计占比近5成，涵盖AI算法、AI工程、AI产品、AI运营、AI设计等多个领域。               \n\n\n海量资讯、精准解读，尽在新浪财经APP","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/stock/bxjj/2025-03-03/doc-ineniuqn9421474.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":["LU0501845795.SGD","BK4503","BK4543","LU0918141705.HKD","LU1046422090.SGD","BK4527","LU0128525689.USD","BK4220","LU1267930227.SGD","BK4526","BK4585","BABA","LU0251143458.SGD","LU0880133367.SGD","LU1823568750.SGD","BK4505","BK4548","LU2226246903.HKD","LU0072913022.USD","LU1051768304.USD","BK4558","BK4535","LU0348816934.USD","BK4565","BK4607","09988","LU0797268264.HKD","BK4531","LU1105468828.SGD","LU1048596156.SGD","BK4122","IE00BFMHRM44.USD","IE00B0JY6N72.USD","LU1880383366.USD","BK4504","BK4587","BK4524","LU0052756011.USD","LU0348814723.USD","BK4502","LU1515016050.SGD","BK4554","BK4579","LU0821914370.USD","LU0918141887.USD","LU1152091168.USD","BK4534","BK4588","BK4538","BK4575"],"gpt_icon":0},{"id":"2516343573","title":"淘天集團啓動2026屆實習生招聘，新增大量AI崗位","url":"https://stock-news.laohu8.com/highlight/detail?id=2516343573","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516343573?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 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阿里巴巴漲超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2516089520","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516089520?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 10:33","pubTimestamp":1740969180,"startTime":"0","endTime":"0","summary":"3月3日消息，港股三大指数高开高走，截至发稿，恒指涨1.77%，恒生科指涨2.06%，国企指数涨1.73%。小鹏汽车涨近6%，阿里巴巴涨超4%，携程集团、腾讯控股涨超3%。\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张倩","market":"sh","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/stock/hkstock/marketalerts/2025-03-03/doc-ineniuqn9404337.shtml","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":"sina","symbols":["BK4579","BK4565","BK4535","LU0348814723.USD","09988","BK4502","IE00B0JY6N72.USD","LU1152091754.HKD","BK4220","BK4558","LU0251143458.SGD","BK4122","BK4581","BK4548","LU0821914370.USD","BABA","IE00BFMHRM44.USD","BK4543","HSTECH","LU1008478684.HKD","HSCEI","BK4504","BK4587","LU1048596156.SGD","LU1515016050.SGD","LU0072913022.USD","LU1282648689.USD","LU0310800965.SGD","LU2226246903.HKD","LU1688375341.USD","LU0797268264.HKD","LU1823568750.SGD","LU0348816934.USD","BK4585","BK4531","BK4524","LU0918141705.HKD","BK4527","LU0067412154.USD","LU1105468828.SGD","BK4554","BK4533","YANG","BK4538","LU0501845795.SGD","LU0128525689.USD","BK4505","BK4503","LU0880133367.SGD"],"gpt_icon":0},{"id":"2516520803","title":"港股強勢轉漲，阿里巴巴漲近5%，港股互聯網ETF（513770）漲超3%，機構：科技股中期仍是市場主線","url":"https://stock-news.laohu8.com/highlight/detail?id=2516520803","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516520803?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 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