* 在美上市中概股周五盘前齐涨，阿里巴巴美股BABA.N一度升4.8%；中国AI（人工智能）投资热潮下科技股乃至整个中国资产受青睐。
* 同期哔哩哔哩BILI.O一度涨7.5%，京东JD.O、拼多多PDD.O、百度BIDU.O和网易NTES.O升幅介于1.5-3.2%之间。
* 尽管中美贸易战2.0阴霾笼罩，中国股票资产年初迄今却展示了相当程度的“抗性”，在DeepSeek叙事的推动下，互联网龙头云集的港股和中概股大幅攀升，跑赢其他市场。
分析人士认为，中国AI的技术突破可以推动盈利和股本回报率增长，帮助提振对科技股乃至整个中国资产的信心；但到了高位市场亦出现分歧迹象，并有机构对估值高企的龙头进行减持。
* 阿里巴巴在交出靓眼业绩的同时，最新季度资本开支环比大增，显示公司对AI领域投资正在加速。集团首席执行官吴泳铭周四表示，阿里云的营收正处于增速提升的阶段，未来三年，集团在云和人工智能的基础设施投入将超越过去10年的总和。（完）
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(发稿 王臻臻；审校 田镧沁)
((jenny.wang@thomsonreuters.com))
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