港股详情

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阿里巴巴-W

117.100

-3.600-2.98%

成交量：8,875.43万

成交额：104.71亿

市值：2.23万亿

市盈率：15.60

高：119.600

开：117.700

低：117.100

收：120.700

数据加载中...

总览公司新闻公告

一周四连发，阿里AI跑出飓风速度

【华西海外】电商“投流税”重锤落地，海南将于年底全岛封关运作

阿里(09988)通义千问推出新模型Qwen3-30B-A3B-Thinking-2507

9阿里巴巴组织架构大揭秘：从“中台战略”到“1+6+N”改革

老马那些事

中华交易服务中国香港内地指数下跌1.26%，前十大权重包含网易-S等

中证港股通互联网指数下跌0.93%，前十大权重包含商汤-W等

阿里巴巴-W7月29日斥资996.77万美元回购66.64万股

阿里巴巴-W(09988.HK)7月29日斥资996.77万美元回购66.64万股

图解丨南下资金净买入港股117亿港元，大幅加仓理想汽车

每日卖空追踪 | 阿里巴巴-WR 07月30日卖空量成交2.13万股，卖空比例为14.13%

阿里云曲振斌：AI产业呈现“极化效应+普惠效应”发展趋势

《热点透视》中国电商巨头抢滩香港市场，为全球扩张策略热身

研报掘金｜东亚证券：预测阿里云首季收入按年增长23% 予其“买入”评级

阿里巴巴－Ｗ(09988)出现大手买入8.41万股，成交价$118.9，涉资999.949万

阿斯达克财经

马斯克、米哈游创始人已入局，AI游戏变革正在加速旷实大师课2.2

全天候科技

【券商聚焦】招银国际：WAIC大会聚焦科技创新、普惠、协同共治 AI主题下推荐阿里、腾讯等

《大行》东亚证券料阿里(09988.HK)首财季经调整EBITA将按年增长13%

阿斯达克财经

招财日报2025.7.30 WAIC大会及药明康德业绩点评

阿里已调整入职股票归属方式：4年分别为15/25/30/30

阿里入局AI眼镜市场，马云未竟之事有望实现？

Ofweek维科网

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17:44","pubTimestamp":1753868696,"startTime":"0","endTime":"0","summary":"格隆汇7月30日｜南下资金今日净买入港股117.14亿港元。其中： 净买入理想汽车-W 20.93亿、石药集团8.72亿、美团-W 4.47亿、阿里巴巴-W 3.57亿、腾讯控股1.83亿、巨星传奇1.75亿、药明生物1.71亿、小米集团-W 1.48亿； 净卖出中芯国际2.05亿、信达生物1.21亿。 据统计，南下资金已连续5日净买入腾讯，共计22.724亿港元；连续4日净买入阿里巴巴，共计16.3018亿港元。(格隆汇)","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=nesSN2025073017541197278190&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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16:30","pubTimestamp":1753864245,"startTime":"0","endTime":"0","summary":"阿里巴巴-WR北京时间07月30日，跌2.99%，卖空量成交2.13万股%，较上一交易日减少43.5%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20250730172536a6c9729d&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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13:35","pubTimestamp":1753853700,"startTime":"0","endTime":"0","summary":"[大手成交]阿里巴巴－Ｗ(09988)在下午01:35出现大手买入，成交量为8.41万，成交价为港币$118.9，涉资999.949万。至目前为止，股价跌1.491%，今日最高价为$119.6，而最低价为$117.1，总成交量为4.683千万股，总成交金额港币$55.444亿。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_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/AAT2507306051/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":["ALBmain","LU1808992512.USD","LU1720051108.HKD","IE00B3M56506.USD","LU0417516902.SGD","LU1868838027.USD","LU0320764599.SGD","LU1960683339.HKD","LU0611395673.USD","LU0708995583.HKD","LU0516422952.EUR","SG9999001226.SGD","LU0128522157.USD","LU1051769294.HKD","LU0048597586.USD","LU1366334651.USD","LU1328277881.USD","LU0588545490.SGD","LU1048596156.SGD","LU0417516738.SGD","LU0039217434.USD","LU0106959298.USD","IE0003895053.USD","HBBD.SI","SG9999001689.USD","09988","89988","IE00B5MMRT66.SGD","LU0143863198.USD","LU2125910849.SGD","LU0293314216.USD","LU0261950983.USD","LU0823040885.USD","LU0588545730.USD","LU1201861165.SGD","LU0455707207.USD","LU0132412106.USD","LU0890818403.SGD","LU0327786744.USD","LU0264606111.USD","LU0456827905.SGD","LU0348783233.USD","LU0672654166.SGD","LU0251144936.SGD","LU2097828474.EUR","LU0348788117.USD","BK1588","LU0345775950.USD","LU0651946864.USD"],"gpt_icon":0},{"id":"2555441530","title":"马斯克、米哈游创始人已入局，AI游戏变革正在加速旷实大师课2.2","url":"https://stock-news.laohu8.com/highlight/detail?id=2555441530","media":"全天候科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555441530?lang=zh_cn&edition=fundamental","pubTime":"2025-07-30 12:05","pubTimestamp":1753848300,"startTime":"0","endTime":"0","summary":"第三个方面是AI游戏。其联合创始人蔡浩宇离开米哈游后，独立成立了自己的AI游戏工作室，正在北美尝试AI游戏的研发和迭代。这些是我们对目前市场上一些创业公司或相关AI游戏迭代的总结。例如，一些上市公司投资了团队，如米哈游的联合创始人蔡浩宇自己创办的游戏公司，专注于基于AI的游戏开发。此外，全球知名的科技大V、杰出的创业者马斯克也成立了xAI游戏工作室，宣布全面进军AI游戏行业。","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=nesSN20250730205923a6c9c813&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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AI主题下推荐阿里、腾讯等","url":"https://stock-news.laohu8.com/highlight/detail?id=2555919091","media":"金吾财讯","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555919091?lang=zh_cn&edition=fundamental","pubTime":"2025-07-30 12:00","pubTimestamp":1753848032,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际表示，2025年WAIC大会于7月26日-28日召开，该机构总结核心趋势如下：1）企业加速智能体应用布局：腾讯已推出超10个垂直领域智能体，覆盖办公、营销、代码生成等多场景；京东正式开源JoyAgent智能体。2）开源生态快速发展，支持国内AI生态繁荣：阿里巴巴通义千问全球下载量已突破4亿，衍生模型突破14万个；腾讯混元大模型已实现全模态开源。AI主题下推荐阿里巴巴、腾讯、快手、百度、地平线、理想、小鹏。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1963148","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SGXZ31699556.SGD","BK4614","ALBmain","LU0054450605.USD","BK4122","IE00BMPRXN33.USD","SG9999001093.SGD","LU0320764599.SGD","SG9999015986.USD","89888","BABA","00700","LU0396098781.USD","LU1733274390.USD","LU2462611646.USD","LU0823397285.USD","LU1883866441.USD","LU1046421795.USD","LU0417516738.SGD","TCEHY","BK1615","TCHmain","HBBD.SI","LU1044876610.USD","LU0918141705.HKD","LU0456842615.SGD","LU1303224171.USD","09988","BK1502","89988","HTCD.SI","LU0164872284.USD","LU1242518931.SGD","LU0203345920.USD","LU0128525689.USD","SG9999006597.SGD","LU1196710864.SGD","81024","LU0823397103.USD","BK1142","KSTmain","LU1115378108.SGD","LU0211331839.USD","LU0348784397.USD"],"gpt_icon":0},{"id":"2555657091","title":"《大行》东亚证券料阿里(09988.HK)首财季经调整EBITA将按年增长13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2555657091","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555657091?lang=zh_cn&edition=fundamental","pubTime":"2025-07-30 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WAIC大会及药明康德业绩点评","url":"https://stock-news.laohu8.com/highlight/detail?id=2555396099","media":"招银国际","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555396099?lang=zh_cn&edition=fundamental","pubTime":"2025-07-30 10:29","pubTimestamp":1753842578,"startTime":"0","endTime":"0","summary":"尽管面临宏观环境的不确定性，药明康德仍兑现了强劲的业务执行效率。药明康德作为全球领先的化学药CDMO公司，显著受益于这一趋势。中美关税对公司1H25 业务的影响相对有限。在当下仍旧波动的宏观环境下， 我们预计客户对于商业化阶段药物的生产需求将大概率得到延续，将利好包括药明康德在内的头部CDMO 公司。截至1H25 末，药明康德的在手订单同比增长37.2%，特别是TIDES 业务的在手订单同比增长48.8%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730110846a6c8d9ba&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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09:56","pubTimestamp":1753840614,"startTime":"0","endTime":"0","summary":"DoNews7月30日消息，据多名知情人士确认，阿里集团入职股票归属方式已经调整为：15%、25%、30%、30% 。2024年3月的全员邮件中，主要调整了阿里员工的绩效股权激励政策：1、新授予的绩效、晋升股票调整为“股票+长期现金模式”；2、新授予的股票和晋升股票，由每年归属1/4改为每个季度归属1/16。整体来看，这种新股票规则利好入职阿里一年后离职的员工，但利空入职2年或者3年后离职的员工。","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=nesSN2025073009591194c2c350&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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