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阿里巴巴-W

115.700

-1.400-1.20%

成交量：9,769.86万

成交额：113.34亿

市值：2.21万亿

市盈率：15.42

高：118.000

开：116.000

低：114.300

收：117.100

数据加载中...

总览公司新闻公告

《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

一周四连发，阿里AI跑出飓风速度

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

每日投资策略

招银国际证券有...

电子行业简评报告：谷歌上调2025年CAPEX指引阿里将推出AI眼镜

首创证券股份有...

并行科技：今年上半年公司GPU算资源利用率在85%-90%区间

美团浣熊食堂绝不自营；苹果回应首次在中国关店；胖东来郑州首店确认延期；抖音超市将被合并至抖音小时达；武商江豚会员店开业

零售商业财经

大牌扎堆入驻“即时零售”，淘宝闪购新上线12000家门店

QuestMobile：15家互联网企业去重移动用户超4亿

北京商报官方账号

因运营商要求，阿里通信宣布停止“阿里小号”服务

北水动向|北水成交净买入127.2亿北水再度加仓创新药概念全天买入小米超16亿港元

四大行近期开始纷纷接入阿里AI，阿里巴巴美股闻风而涨

英特尔至强6助力阿里云第九代企业级ECS实例100天赢得超万家客户青睐

Ofweek维科网

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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":"hk","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":["SG9999015986.USD","LU0823397103.USD","IE00BMPRXN33.USD","LU0203345920.USD","LU0320764599.SGD","LU1303224171.USD","LU2462611646.USD","BK1502","LU0054450605.USD","LU0211331839.USD","BK1615","HBBD.SI","LU1196710864.SGD","SGXZ31699556.SGD","BK1142","89988","LU0823397285.USD","LU0918141705.HKD","TCEHY","HTCD.SI","LU1044876610.USD","LU1046421795.USD","KSTmain","LU1733274390.USD","BABA","LU1883866441.USD","ALBmain","LU0128525689.USD","LU0396098781.USD","BK4614","LU1242518931.SGD","LU0164872284.USD","SG9999001093.SGD","BK4122","LU0348784397.USD","TCHmain","89888","09988","LU0417516738.SGD","00700","LU0456842615.SGD","SG9999006597.SGD","LU1115378108.SGD","81024"],"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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23:37","pubTimestamp":1753803477,"startTime":"0","endTime":"0","summary":"此前，不少消息称胖东来郑州首店将于今年年底开。胖东来郑州首店位置 图源：网络抖音超市将被合并至抖音小时达7月29日消息，抖音超市将被合并至抖音小时达，以提升即时零售业务效能。抖音超市面临的时效问题，亦是抖音小时达当下的挑战。美团浣熊食堂：绝不自营，绝不与商家竞争浣熊食堂在北京美团总部召开优秀商家运营交流会，12 家代表参与，发布食安优质品牌奖。","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=nesSN20250730005015a6c82f8b&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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23:32","pubTimestamp":1753803144,"startTime":"0","endTime":"0","summary":"品牌正加速入驻即时零售渠道。淘宝闪购数据显示，7月新入驻品牌数环比6月增长110%，新上线非餐品牌门店超过12000家。从茅台、习酒等酒水巨头，vivo、倍思等3C头部品牌，到李宁、胜道等服饰运动品牌，再到MCM、ANESSA安热沙等奢品、美妆品牌，各行业头部品牌商家纷纷抢占大消费平台的增长红利。","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://finance.eastmoney.com/a/202507293470659422.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0072913022.USD","SG9999000327.SGD","LU1282651048.USD","LU0499858602.USD","HBBD.SI","LU0898667661.SGD","LU2476274720.SGD","LU0128525689.USD","BABA","89988","LU1868838027.USD","09988","LU0588546209.SGD","BK4527","ALBmain","LU0047713382.USD","LU0594300419.USD","LU0449515922.USD","BK4579","LU0823426480.USD","LU1515016050.SGD","LU2242644610.SGD","SG9999001903.USD","LU1688375341.USD","LU0029875118.USD","LU0164872284.USD","IE00BFMHRM44.USD","LU1720051017.SGD","IE00BZ08YR35.GBP","LU0572940350.SGD","LU0642271901.SGD","LU0456827905.SGD","IE00BMPRXR70.SGD","LU1719994722.HKD","BK4538","LU2293587155.HKD","SG9999006597.SGD","BK1591","IE00B0JY6N72.USD","BK4533","LU0261950983.USD","LU0359201885.HKD","LU1267930227.SGD","LU0327786744.USD","LU0823041008.USD","LU1813983027.USD","LU1769817179.HKD","LU0043850808.USD","LU1880383366.USD","SG9999006514.SGD"],"gpt_icon":1},{"id":"2555567170","title":"QuestMobile：15家互联网企业去重移动用户超4亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2555567170","media":"北京商报官方账号","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555567170?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 20:15","pubTimestamp":1753791312,"startTime":"0","endTime":"0","summary":"北京商报讯（记者 魏蔚）11月29日，商业智能数据服务商QuestMobile发布的《2025年中国移动互联网半年大报告》显示，截至2025年6月，全网月活跃用户规模12.67亿，同比增长了2.5%。用户规模排名前15的互联网企业去重用户规模均超过4亿，其中，腾讯、阿里、抖音、百度构成了第一梯队，去重用户规模分别是12.66亿、12.48亿、11.68亿、11.05亿；拼多多、蚂蚁、美团、京东构成了第二梯队，去重用户规模分别是9.52亿、9.35亿、8.94亿、8.76亿。上半年，京东、抖音用户量同比增长13%、12%，拼多多、百度同比增长0.2%、1.3%，美团同比下降0.7%。","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=nesSN20250729201702a6c7d813&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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19:29","pubTimestamp":1753788549,"startTime":"0","endTime":"0","summary":"蓝鲸新闻7月29日讯 7月29日，阿里通信公告称，根据运营商要求，将不再使用手机号面向个人用户提供号码保护服务。用户使用的阿里小号将于7月29日开始停止续费，并按顺序分批结束服务并下线，对应号码将回收。小鲸注：阿里通信是阿里巴巴旗下的虚拟运营商，可转售中国移动、中国联通和中国电信的移动电话相关服务，阿里小号则是其推出的一款应用，用户可获取一个临时号码，将该小号与日常手机号绑定，实现通过该小号拨打、接听电话或短信收发等功能。（蓝鲸新闻 朱俊熹）","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=nesSN20250729193107a46997ee&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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北水再度加仓创新药概念 全天买入小米超16亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2555037898","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555037898?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 17:48","pubTimestamp":1753782521,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，7月29日港股市场，北水成交净买入127.2亿港元，其中港股通(沪)成交净买入58.78亿港元，港股通(深)成交净买入68.42亿港元。北水加仓创新药概念。石药集团、信达生物分别获净买入6.51亿、5.14亿港元。锦欣生殖获净买入1.94亿港元。方案明确，从2025年1月1日起，对符合法律法规规定生育的3周岁以下婴幼儿发放补贴，至其年满3周岁。此外，国泰君安国际获净买入4.3亿港元，而南方恒生科技遭净卖出6787万港元。","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=nesSN2025072917562797252739&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, 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17:44","pubTimestamp":1753782260,"startTime":"0","endTime":"0","summary":"瑞财经 严明会7月28日，阿里巴巴涨超2%。消息上，四大行近期开始纷纷接入阿里AI。近五年来，国家级金融机构首次密集与阿里展开深入合作。5月15日，阿里巴巴集团发布2025财年第四季度及全年财报，其在AI领域的空前投入获得显著成效。财报显示，本季度阿里营收为2364.54亿元人民币，同比增长7%。其中，淘天全面超预期，阿里云收入增长加速至18%。全年来看，阿里2025财年营收为人民币9963.47亿元，同比增长6%。","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=nesSN2025072917463894c14380&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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