港股详情

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阿里巴巴-W

118.000

-2.300-1.91%

成交量：6,345.59万

成交额：75.00亿

市值：2.25万亿

市盈率：15.64

高：119.300

开：119.100

低：117.500

收：120.300

数据加载中...

总览公司新闻公告

淘宝闪购回应：没有上线“1分钱自提”产品

惠普与阿里云签署合作备忘录

阿里巴巴(09988)旗下高德地图7月香港使用量增长逾30%

独家｜淘宝闪购预计8月8日冲1亿单，已上线“1分钱外卖自提”产品

港股期权｜美团期权登顶成交量榜首；宁德时代认购期权成交量居前

老虎资讯综合

据报淘宝泰语版上线一个多月新用户数量按年增近6成

阿斯达克财经

国际投行的困惑：新一轮千亿外卖大战“值得打”吗？

钉钉和飞书，都在渴望“无招”胜有招

韩国股民“扫货”中国资产，新能源与科技龙头成“心头好”

【券商聚焦】交银国际：即时零售补贴加大拖累短期利润估值触底

【券商聚焦】交银国际维持阿里巴巴(09988)买入评级料闪购投入加大影响利润估值接近底部

公募基金2025年二季报全扫描【国信金工】

量化藏经阁

AI人才争夺“中场激战”：国内企业缺口约500万，海外巨头上亿美元顶薪抢人

阿里通义千问宣布更新旗舰版Qwen3模型

老虎资讯综合

昨夜，见证历史！

主动权益类公募基金中报持仓透视：加配中小盘和红利

华福证券有限责...

淘宝闪购发布《暑期消费报告》：热门城市持续火热中西部夜经济潜力巨大

阿里巴巴-W(09988)7月18日斥资269.53万美元回购17.98万股

基金2季报收官，公募对AI和创新药的“偏爱”，藏都不藏了

阿里、快手投资，成立7年的GPU厂商瀚博半导体即将上市

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12:44","pubTimestamp":1753159440,"startTime":"0","endTime":"0","summary":"一位接近阿里人士透露，内部讨论认为，外卖补贴是集团战略，仍需要集中力量做好。另于上述讨论会上，淘宝也确定将采取“周期性补贴”策略，即“一周冲订单，一周调结构”，上述阿里人士还表示，这一策略可以避免外部过度关注，也可以留下时间来优化供给。另据了解，从7月19日开始，淘宝闪购及饿了么上线了“1分钱奶茶”的广告，并在部分区域开始测试“1分钱自提”产品。","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":"https://finance.sina.com.cn/stock/t/2025-07-22/doc-infhiiyz4814712.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":["LU2125910500.SGD","LU1196710864.SGD","IE00BPRC5H50.USD","LU2488822045.USD","ALBmain","BK4538","LU0196878994.USD","LU0048597586.USD","LU2097828714.EUR","LU0672654166.SGD","89988","LU2293587155.HKD","LU0823426308.USD","SG9999006514.SGD","LU0359201612.USD","LU2152927971.USD","HBBD.SI","LU0823426480.USD","LU0516422440.USD","SG9999014674.SGD","BK4505","LU0516422366.SGD","LU1880383366.USD","SG9999002562.SGD","LU2476274720.SGD","LU0052756011.USD","BABA","LU0499858438.USD","LU0011963245.USD","LU1880398471.USD","SG9999001226.SGD","LU0348827113.USD","LU0417516902.SGD","BK1501","LU1981816686.USD","HK0000320264.USD","LU0049853897.USD","LU0456846285.SGD","LU2097828631.EUR","LU0502904849.HKD","IE00BFMHRM44.USD","BK4534","SG9999001903.USD","LU0051755006.USD","IE0034224299.USD","LU2357305700.SGD","LU0329678170.USD","SG9999001093.SGD","09988","LU0127658192.USD"],"gpt_icon":0},{"id":"1179867768","title":"港股期权｜美团期权登顶成交量榜首；宁德时代认购期权成交量居前","url":"https://stock-news.laohu8.com/highlight/detail?id=1179867768","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179867768?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 12:42","pubTimestamp":1753159321,"startTime":"0","endTime":"0","summary":"截止午间收盘，港股期权半日成交40.8万张，较前一交易日小幅上涨；其中， $美团$成交量居前，期权成交近6.5万张；$阿里巴巴$名列次席，期权成交超4.8万张；$腾讯控股$位居第三，期权成交超3万张。期权方面，美团半日期权成交近6.5万张，力压$阿里$、$腾讯$占据期权成交榜首位，其中认沽期权成交量居前。期权方面，$宁德时代$半日期权成交逾1.4万张，位列成交榜单第四名，其中认购期权成交量居前。","market":"hk","thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4614","03690","09988","00700","03750"],"gpt_icon":0},{"id":"2553289529","title":"据报淘宝泰语版上线一个多月 新用户数量按年增近6成","url":"https://stock-news.laohu8.com/highlight/detail?id=2553289529","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553289529?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 12:11","pubTimestamp":1753157460,"startTime":"0","endTime":"0","summary":"内媒报道，阿里巴巴(09988.HK) 旗下淘宝已正式上线泰语版，以提升泰国消费者的网购体验。公司透露，泰语版上线一个多月以来，泰国新用户数量按年增近6成。淘宝泰国站经理赵静表示，在刚结束的618促销中，淘宝泰国站GMV实现稳健增长，其中服饰、家居和3C数码的销售表现突出，尤其是女鞋品类，GMV按年增长超2倍。(ss/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-21 16:25。)AASTOCKS新闻","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240926160249827_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240926160249827_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/analysis/china-hot-topic-content.aspx?id=NOW.1455077&catg=4&source=AAFN","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":"aastocks_highlight","symbols":["ALBmain","LU0588545730.USD","LU1868838027.USD","LU0244354667.USD","LU0359201612.USD","LU1188198961.HKD","LU0856984785.SGD","LU0084288322.USD","LU0708995153.HKD","HK0000306685.HKD","LU0737861772.HKD","BK1591","LU0828237940.HKD","SG9999002828.SGD","LU2293587155.HKD","LU0164865239.USD","LU1548497426.USD","BABA","LU0831103253.SGD","LU2449936058.SGD","LU1770034418.SGD","HBBD.SI","LU0254981946.USD","BK1618","BK1575","LU0588545904.SGD","LU0823040885.USD","LU1282651048.USD","LU1961090484.USD","LU1720051017.SGD","LU1568876335.HKD","LU0348805143.USD","LU0572940350.SGD","LU2257852520.SGD","LU1242518857.USD","LU0417516738.SGD","89988","IE00B5MMRT66.SGD","LU0054450605.USD","LU0634319403.HKD","09988","LU0499858602.USD","LU1719994722.HKD","LU2125910500.SGD","SG9999006514.SGD","LU1981816686.USD","LU0431992006.USD","LU0214875030.USD","LU0648948544.HKD","LU0640798160.USD"],"gpt_icon":0},{"id":"2553233637","title":"国际投行的困惑：新一轮千亿外卖大战“值得打”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2553233637","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553233637?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 11:33","pubTimestamp":1753155208,"startTime":"0","endTime":"0","summary":"7月18日，市场监管总局再次约谈美团、阿里、京东，要求“进一步规范促销行为，理性参与竞争”。这背后，是白热化的千亿外卖鏖战。仅2025年第二季度，美团、阿里、京东在外卖战场狂烧250亿，阿里全年补贴预估高达410亿。近日高盛放出预测，这场外卖大战最终可能以美团：阿里：京东分别以5.5 : 3.5 : 1割分市场的结局收场。国际投行想看到巨头把钱投资更有潜力的未来市场，而这场外卖战是否拖慢AI布局？01 外卖大战为何现在开打？","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=nesSN20250722114128954c3748&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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10:44","pubTimestamp":1753152276,"startTime":"0","endTime":"0","summary":"对于钉钉和飞书们上新的AI表格，在亲身体验了一番后发现：双方都有创新，但就是整体似乎还没有颠覆多维表格的使用体验，AI含量也不够多。但对钉钉来说，这个问题随着无招的回归，反而有点说不准了。当时，外界都在猜测无招会不会顺势回归？这可能也是后来，阿里上“无招”而换“不穷”的直接原因。但遗憾的是，现在无论是飞书，还是钉钉和企微们，离这一目标都还有很远的路要走。","market":"hk","thumbnail":"","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/1752916664110974690","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":"lanjinger_stock","symbols":["SGXZ90724238.SGD","LU1051769294.HKD","LU0417516738.SGD","LU0577902454.USD","LU0823038988.USD","LU0577902298.EUR","LU1720050803.USD","LU1224709979.USD","ALBmain","IE0034224299.USD","LU0132412106.USD","SG9999004220.SGD","LU0791590937.USD","LU1868838027.USD","LU2087589342.USD","LU1196710864.SGD","LU0577902538.SGD","HBBD.SI","LU0823039010.USD","LU0588546209.SGD","LU0449515922.USD","LU0231483743.USD","LU0605514214.HKD","LU0856984785.SGD","LU2242644610.SGD","LU2097828805.USD","LU0348805143.USD","LU0244354667.USD","LU0873338254.USD","LU0499858602.USD","LU1439103000.SGD","LU0048580855.USD","LU1770034418.SGD","LU2097828714.EUR","LU0396098781.USD","LU1282649810.SGD","LU0307460666.USD","LU1880398554.USD","LU0149721374.USD","LU0229945570.USD","09988","89988","LU2097828474.EUR","IE00B0169N27.USD","LU0047713382.USD","LU0823041008.USD","LU1224444064.USD","LU0261950983.USD","BABA","LU0359201885.HKD"],"gpt_icon":1},{"id":"2553283494","title":"韩国股民“扫货”中国资产，新能源与科技龙头成“心头好”","url":"https://stock-news.laohu8.com/highlight/detail?id=2553283494","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553283494?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 10:04","pubTimestamp":1753149865,"startTime":"0","endTime":"0","summary":"据SEIBro数据，截至2025年7月18日，韩国股民过去一年净买入港股前十大标的中，中国新能源与科技企业占据六席，包括小米集团-W、比亚迪股份、宁德时代、阿里巴巴-W等。其中，动力电池龙头宁德时代与新能源汽车龙头比亚迪讨论热度最高，韩国投资者将其与LG新能源、特斯拉等对标企业深度对比，甚至引发“估值差”论战。韩国投资者对中国电池技术的突破尤为关注。","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=nesSN20250722100510a45af2d4&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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估值触底","url":"https://stock-news.laohu8.com/highlight/detail?id=2553400509","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553400509?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 09:09","pubTimestamp":1753146595,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际表示，3 季度即时零售平台加大补贴力度，日单持续突破。4）预计2025年美团即时零售运营利润同比稳定，单均UE1元，公司整体利润受益于优选减亏策略下调幅度略低，较该机构此前预期下调17%至435亿元。美团仍是即时零售行业领先平台，短期受到利润下调影响，股价或持续波动，但现价对应股价已接近底部区间，在利润调整触底、利润修复后，估值或有上调机会。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962636","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":null,"symbols":["IE00B0169N27.USD","LU1251922891.USD","LU1366334578.USD","LU0326948709.USD","89618","09618","LU1282651048.USD","LU2357305700.SGD","LU0823039010.USD","LU2045819591.USD","BK1147","METmain","LU1880383440.USD","BABA","ALBmain","LU0516423091.SGD","IE0008369823.USD","LU0348788117.USD","LU0871576103.HKD","LU1051768304.USD","BK1591","09988","LU0918141705.HKD","BK1584","LU0251144936.SGD","HBBD.SI","89988","LU0348784397.USD","HMTD.SI","LU1366334651.USD","LU1868837565.USD","03329","LU0359201885.HKD","LU0651947912.USD","LU0823397285.USD","LU0509642566.USD","MPNGY","LU0633140727.USD","LU0651946864.USD","JD","LU0672654166.SGD","LU1282649067.USD","03690","LU1211504680.USD","LU1808992512.USD","LU0417516738.SGD","LU0880133367.SGD","LU0594300419.USD","IE00BZ08YS42.EUR","SG9999014674.SGD"],"gpt_icon":1},{"id":"2553507400","title":"【券商聚焦】交银国际维持阿里巴巴(09988)买入评级 料闪购投入加大影响利润 估值接近底部","url":"https://stock-news.laohu8.com/highlight/detail?id=2553507400","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553507400?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 09:03","pubTimestamp":1753146230,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际表示，预计阿里巴巴 2026财年1季度集团收入同比增3%至2507亿元，与此前预期基本一致，对比VA一致预期增速4.5%。该机构下调1季度集团利润23%，利润端承压主要因闪购加大投入。预计集团调整后EBITA同比下降15%至384亿元，对应利润率15.3%，同比下降约3个百分点。该机构按SOTP将估值调整至2026日历年，给予云5倍市销率，电商13倍市盈率，菜鸟10倍市盈率，维持目标价165美元/159港元，维持买入评级。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962634","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":null,"symbols":["09988","ALBmain"],"gpt_icon":1},{"id":"2553008144","title":"公募基金2025年二季报全扫描【国信金工】","url":"https://stock-news.laohu8.com/highlight/detail?id=2553008144","media":"量化藏经阁","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553008144?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 08:06","pubTimestamp":1753142805,"startTime":"0","endTime":"0","summary":"一基金仓位监控在跟踪基金仓位变化时，由于2015年四季度以前股票型基金仓位规定下限为60%，在这之后规定为80%。截至2025年二季报，科技类板块配置权重依旧最高，最新一期配置权重为37.42%。","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=nesSN20250722082610a6b94be8&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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