美股详情

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阿里巴巴

119.75

-1.4000-1.16%

成交量：298.24万

成交额：3.58亿

市值：2,857.30亿

市盈率：16.22

高：120.40

开：120.26

低：119.35

收：121.15

数据加载中...

总览公司新闻公告

互联网大厂的中场战事：2025上半年背后的加减法

凯德集团(中国)与阿里云签署合作备忘录开启线上线下全业务生态合作新阶段

“H20恢复”利好有多大？腾讯与阿里的战略差异，云大厂的收入与资本开支

华尔街见闻

Alibaba Group Holding Ltd7月16日成交额为2.72万美元

纳指续创新高，热门中概股多数下跌

30分钟送达成标配！即时零售拼的不只是补贴

又一名阿里老将离开

阿里的“进”与拼多多的“退”

该重新打量阿里了

美团王莆中谈淘宝闪购500亿补贴：没有花8个亿，实际投入远比阿里少

中国一汽与阿里巴巴联合实验室揭牌，共研汽车行业大模型

跟踪 |【摩根士丹利】TMT2025年第2季度业绩前瞻【英译】

思维纪要社

阿里巴巴本周股价大升9.6%，创近三周新高！模型显示仍能升42%

“配角”菜鸟，为阿里的跨境电商“打辅助”

Ofweek光电信息网

期权大单 | 英伟达“点燃”科技股热潮，阿里、AMD大涨期权爆量；MP获多头密集押注

中国人工智能初创公司MiniMax递交香港IPO申请

华尔街洞察

理想汽车成立算力资源部，原阿里干将龙开文领军整合

老马那些事

中概云服务商和数据中心板块全线飙涨！英伟达H20重返中国市场，释放了什么投资信号？

华尔街见闻

互联网行业月报：2季度电商加速增长即时零售为投入主题

人工智能再见曙光！

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23:51","pubTimestamp":1752681060,"startTime":"0","endTime":"0","summary":"作者 | 刘宝丹编辑 | 周智宇曾主导钉钉商业化的阿里老将叶军最终还是选择了离开。华尔街见闻获悉，近日，阿里巴巴集团副总裁、前钉钉总裁叶军已完成离职审批流程，阿里集团内部OA系统已经查不到他的信息。相对于阿里集团近万亿的收入规模，钉钉目前的收入规模显得相对无足轻重。事实上，叶军之外，阿里集团已有多名老将离开核心岗位。这场自上而下的组织焕新，其最终成效将在这场攸关未来的AI竞赛中得到检验。","market":"fut","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/2025-07-16/doc-inffswvz4241090.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4502","BK4575","BK4531","LU1152091168.USD","BK4533","BK4588","LU0880133367.SGD","IE00B0JY6N72.USD","BK4538","LU0128525689.USD","BK4527","LU0651947912.USD","BABA","LU1242518857.USD","LU2226246903.HKD","BK4587","LU0501845795.SGD","LU0797268264.HKD","LU1048588211.SGD","LU1769817096.USD","LU0072462343.USD","BK4581","BK4526","LU0067412154.USD","LU1235294995.USD","LU1267930227.SGD","LU1048596156.SGD","BK4548","BK4524","LU1046422090.SGD","BK4565","LU1051769294.HKD","LU1105468828.SGD","LU1242518931.SGD","LU1769817179.HKD","IE00BFMHRM44.USD","LU0310800965.SGD","LU0072913022.USD","LU0052756011.USD","LU0918141705.HKD","BK4554","BK4614","LU0979878070.USD","LU1008478684.HKD","LU1152091754.HKD","LU0918141887.USD","LU1823568750.SGD","09988","ALBmain","BK4607"],"gpt_icon":1},{"id":"2551126789","title":"阿里的“进”与拼多多的“退”","url":"https://stock-news.laohu8.com/highlight/detail?id=2551126789","media":"表外表里","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551126789?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 22:08","pubTimestamp":1752674914,"startTime":"0","endTime":"0","summary":"“进”的策略不同，“退”的智慧亦异。对比下来，阿里是“战略优先”，有穿越的味道，而拼多多则是极致的“效率经营”，始终在专注做自己。不止是技术周期，阿里和拼多多的沉浮史，处处印证着企业的“进退”是时代产物。可见，企业的“进”与“退”要动态来看，有时经营上的“退”是在收拳蓄力，等待与外部环境“双向奔赴”的契机。","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=nesSN20250716222153a6adb700&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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20:59","pubTimestamp":1752670770,"startTime":"0","endTime":"0","summary":"股价涨上去，阿里就是AI新贵。新财年阿里把淘天、饿了么、飞猪三大业务重新排布到中国电商事业群、云智能与其他板块，强调“用户为先、AI驱动”两条主线。AI大模型“通义Qwen3”迭代后，云智能集团连续七个季度AI相关产品收入保持三位数增长。另外，市场还比较关注的是阿里的外卖业务。阿里短期均线与中期均线完成黄金交叉；MACD在零轴下方金叉，红柱逐步放量；RSI回升至65，尚未触及超买区域；量价齐升意味着本轮突破具有较高的可靠性。","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=nesSN20250716212108a44eda0d&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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7月16日晚间消息，今日，据晚点LatePost报道，美团核心本地商业板块CEO王莆中谈及近日淘宝闪购500亿补贴对美团带来的影响时提到，这肯定是一个非理性的竞争，非理性是说他们觉得打500亿会吓到我们，赌我们跟不起，毕竟电商行业的头部公司利润很多嘛。何况还定了一个激进的目标——希望在单量上超过我们。但他们很快会发现，我们不仅跟得起，而且用了比他们少得多的资源在跟。\n　　他提到，“我们没有花8个亿，实际投入远比阿里少。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","market":"other","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/tech/2025-07-16/doc-inffsnhn1015378.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":["LU1048588211.SGD","METmain","ALBmain","HMTD.SI","LU0130103400.USD","LU0642271901.SGD","03690","LU0499858438.USD","SG9999006597.SGD","BK4220","SG9999002562.SGD","BK4504","LU0672654166.SGD","LU0577902538.SGD","89988","HBBD.SI","IE0034224299.USD","LU1328615791.USD","BK1501","LU0878005551.USD","09988","BABA","LU1242518931.SGD","LU0700851271.USD","LU0541502299.USD","LU1211504680.USD","BK4534","LU1046421795.USD","LU1226287529.USD","LU0918141887.USD","IE00B29SXG58.USD","IE00B031HY20.USD","LU0633140560.USD","LU0648948544.HKD","LU1366334578.USD","LU0488056044.USD","LU1048596156.SGD","LU1720051017.SGD","BK4607","LU0054450605.USD","LU0890818403.SGD","LU1769817179.HKD","MPNGY","IE00BZ08YT58.USD","LU0140636845.USD","LU1282651121.HKD","BK1502","LU1568876251.USD","LU1224709979.USD","LU0348805143.USD"],"gpt_icon":0},{"id":"2551282021","title":"中国一汽与阿里巴巴联合实验室揭牌，共研汽车行业大模型","url":"https://stock-news.laohu8.com/highlight/detail?id=2551282021","media":"第一财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551282021?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 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|【摩根士丹利】TMT2025年第2季度业绩前瞻【英译】","url":"https://stock-news.laohu8.com/highlight/detail?id=2551128207","media":"思维纪要社","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551128207?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 18:13","pubTimestamp":1752660823,"startTime":"0","endTime":"0","summary":"摩根士丹利TMT 网络直播的主要重点是讨论第二季度收益预览。预计BABA 的利润率会扩大，因为有机混合转变而不是成本削减。BABA 的全年收益预期已下调约 20-30%，JD.com，预计第二季度的总收入同比下降约 20%。台积电减少对EUV 技术的投资导致 ASML 陷入令人失望的局面，AUV 出货量低于 ASML 在 2022 年提供的预期情况情景。Show Me 第二季度的出货量预计约为 4250 万台，比第一季度的 4180 万台略有增加，符合公司对环比恢复或增加的指导。","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=nesSN20250716200355a6ad7493&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, 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已是Pro会员？访问此处查看AI精选股。","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://cn.investing.com/news/stock-market-news/article-2888017","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":"investing_news","symbols":["LU0651946864.USD","BK4585","BK4538","LU0251143458.SGD","BK4503","LU0348814723.USD","BK4588","09988","LU0047713382.USD","LU1823568750.SGD","LU1515016050.SGD","LU0072913022.USD","BK4533","LU1008478684.HKD","BABA","LU1282648689.USD","LU0328353924.USD","BK4554","BK4535","BK4502","BK4122","BK4505","BK4558","LU0067412154.USD","BK4548","LU1152091168.USD","BK4526","BK4614","LU1051768304.USD","LU0979878070.USD","LU1235294995.USD","LU1267930227.SGD","ALBmain","LU1152091754.HKD","LU0651947912.USD","LU0797268264.HKD","LU1242518931.SGD","LU0501845795.SGD","LU1769817096.USD","BK4527","BK4543","BK4579","LU0880133367.SGD","LU1688375341.USD","LU1769817179.HKD","LU0821914370.USD","LU1105468828.SGD","BK4504","LU1880383366.USD","LU1051769294.HKD"],"gpt_icon":0},{"id":"2551126611","title":"“配角”菜鸟，为阿里的跨境电商“打辅助”","url":"https://stock-news.laohu8.com/highlight/detail?id=2551126611","media":"Ofweek光电信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551126611?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 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