美股详情

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云计算

1,829.71

-12.5355-0.68%

涨家数：1

跌家数：6

平家数：- -

市盈率：- -

高：1,833.38

开：1,833.38

低：1,802.73

收：1,842.24

成交量：1.69亿

成交额：391.61亿

市值：10.14万亿

流通市值：9.35万亿

数据加载中...

外卖战中的阿里：补贴压缩利润空间，但家底尚厚

《财经》杂志

AI带来的牛市

阿里的双向突围

特色-特朗普大力推广数据中心，各社区纷纷反击

云计算+AI+即时零售三箭齐发，阿里迎来历史新拐点？

华尔街见闻

每经热评︱阿里的双重突围

每日经济新闻

拓展RWA及Web3 云锋金融与蚂蚁数字科技达成战略合作协议

外卖“三国杀”，阿里成最大赢家？

牛市寻找性价比，港股补涨信号出现？回归AI叙事，港股互联网ETF（513770）上探3%，阿里巴巴绩后飙升18%！

据 Semafor 报道，阿布扎比支持的 G42 公司旨在使人工智能园区的芯片供应商多样化

阿里巴巴二季度：乍看平淡无奇，实则精彩纷呈

ETF月评（2025年8月）：科技主题风起云涌，相关ETF却“越涨越卖”

菲菱科思：目前暂无与阿里直接业务往来

外卖大战烧了350亿！盘和林：阿里、京东深入外卖行业是大势所趋

大摩给予阿里中国最佳AI赋能者评价，上调目标价至165美元

华尔街见闻

阿里商旅AI解题TMC市场：创造真实价值不为AI而AI

中国经营报

阿里算力，谁是盈利最强企业？

Ofweek维科网

9月1日新华都涨停：微信小店，拼多多概念股，阿里巴巴概念股概念热股

证券之星APP

阿里巴巴-WFY2026Q1云收入增长加快，看好电商闪购生态协同

阿里国际站：4-6月订单量同比大涨30%

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云锋金融与蚂蚁数字科技达成战略合作协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2564810561","media":"北京商报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564810561?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 21:05","pubTimestamp":1756731900,"startTime":"0","endTime":"0","summary":"9月1日，港股上市公司云锋金融集团发布公告指出，公司与蚂蚁集团旗下科技商业化板块蚂蚁数字科技达成站略合作协议，同时公司拟对Pharos Network Technology Limited进行战略投资。据公告介绍，Pharos是一家专注于建构机构级现实世界资产应用场景的新一代Layer1公链，此次投资将充分发挥Pharos的先进技术与云锋金融集团的资源优势，加速Web3与现时金融的融合，为各方创造协同价值。","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=nesSN20250901210936950c2860&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, 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21:03","pubTimestamp":1756731835,"startTime":"0","endTime":"0","summary":"实际上，在这场最先由京东掀起的外卖“三国杀”中，京东和美团的大战本来不构成对市场的长期颠覆，但“换帅”后的阿里战略性加入，则令事态演变超出预期。阿里财报显示，截至今年二季度末，阿里的现金及其他流动投资为5856.6亿元，这为其提供了充足的弹药。今年二季度阿里集团收入2476亿元，同比增长2%，但Non-GAAP净利润同比下降18%，外卖大战的巨额投入无疑是首因。","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=nesSN20250901210639a4ad8965&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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19:57","pubTimestamp":1756727820,"startTime":"0","endTime":"0","summary":"9月1日，港股AI终于迎来行情启动迹象，港股AI核心工具——港股互联网ETF早盘跳空高开，场内价格一度涨逾3%，收涨1.7%，重返所有均线上方。　　权重龙头阿里巴巴-W绩后大涨逾18%，小米集团-W涨超2%，腾讯控股、哔哩哔哩-W涨逾1%。上交所数据显示，港股互联网ETF近10日连续获资金净流入14.79亿元。","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/money/fund/etf/2025-09-01/doc-infnyytz7682977.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":["BK4587","LU1046422090.SGD","BK4554","513770","LU1152091168.USD","BK4558","LU1051768304.USD","BK4524","IE00B0JY6N72.USD","LU1046421795.USD","LU0348816934.USD","HSTECH","BK4531","LU0072913022.USD","BK4585","ALBmain","LU0348814723.USD","YANG","BK4534","BK4575","LU0310800965.SGD","LU0821914370.USD","BK4535","BK4526","LU1051769294.HKD","LU0918141887.USD","BK4122","BK4533","BK4538","BK4614","HSCEI","09988","LU1515016050.SGD","LU1769817179.HKD","LU0651947912.USD","LU0918141705.HKD","BK4527","BK4503","BK4504","LU0047713382.USD","LU0072462343.USD","LU1823568750.SGD","BK4581","LU0797268264.HKD","LU0106959298.USD","BABA","LU1282648689.USD","LU0328353924.USD","BK4579"],"gpt_icon":1},{"id":"2564981100","title":"据 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Systems和高通公司为园区提供部分计算能力。科技公司、芯片公司和G42没有立即回应路透的置评请求。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250901:nL4S3UO0MK:1","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":null,"symbols":["LU0661504455.SGD","LU1232071149.USD","3NVD.UK","BK4538","LU1003077747.HKD","LU0061474960.USD","NVD","IE00BHPRN162.USD","LU0353189680.USD","LU1989763005.USD","LU2746668461.USD","LU1069347547.HKD","NVDA","SNVD.UK","QCOM","LU2543165471.USD","BK4554","NVD2.UK","NVD3.UK","LU0124676726.USD","LU2360107168.USD","NVDS","LU0256863902.USD","LU0211327993.USD","LU2125909593.SGD","USAW.SI","LU1366333091.USD","NVDY","HK0000306701.USD","SG9999014575.USD","LU2471134796.USD","LU1267930813.SGD","LU0823421333.USD","LU1880398554.USD","NVDU","2NVD.UK","NVDD","NVDX","LU1066051498.USD","LU0742534661.SGD","NVDS.UK","NVIW.SI","LU1934455194.USD","IE00B1BXHZ80.USD"],"gpt_icon":1},{"id":"2564819782","title":"阿里巴巴二季度：乍看平淡无奇，实则精彩纷呈","url":"https://stock-news.laohu8.com/highlight/detail?id=2564819782","media":"瀚数财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564819782?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 18:50","pubTimestamp":1756723849,"startTime":"0","endTime":"0","summary":"阿里巴巴今年二季度的经营表现，乍看平平无奇，实则亮点纷呈。不得不说，阿里巴巴国内电商业务今年二季度一举打破了过去较长时间以来的增长低迷态势，表现令人振奋。这一动作成效显著，二季度阿里巴巴的即时零售业务收入同比增长了12%。06很期待总的来说，阿里巴巴这个二季度是平淡之下难掩精彩纷呈，令人不得不对其接下来的业务进展、经营发展多生出好几分期待。","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=nesSN20250901185152a4ad4a82&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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18:34","pubTimestamp":1756722857,"startTime":"0","endTime":"0","summary":"8月ETF市场有882.6亿元资金净流入。港股券商、创新药、科技等板块相关的ETF也获得大量资金净流入。在资金净流出的ETF中，涨幅居前的科创、芯片等主题ETF却陷入“越涨越卖”的局面，可能是资金在“恐高”情绪影响下选择及时止盈，也可能是有部分投资者终于“解套”所以选择及时撤出。规模减少TOP10的ETF中，华宝添益ETF是唯一一只规模缩水超百亿元的ETF。此外，之前热门的黄金ETF、银行ETF等规模也出现明显缩水。","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=nesSN20250901183907a7094122&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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18:14","pubTimestamp":1756721683,"startTime":"0","endTime":"0","summary":"有投资者在互动平台向菲菱科思提问：“尊敬的董秘您好！请问贵公司交换机和阿里有业务来往吗？”针对上述提问，菲菱科思回应称：“您好，目前暂无直接业务往来，谢谢您的关注！”\n\n\r\n            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17:53","pubTimestamp":1756720380,"startTime":"0","endTime":"0","summary":"展望未来，盘和林认为，可以预计，阿里巴巴和京东深入外卖行业是大势所趋，因为这两家发现了两个秘密：其一，外卖行业的毛利率的确比电商更高，其二，外卖行业是有可扩展性的，完全可以向本地服务，本地生鲜配送，即时零售等方向延伸，此时，京东线下自营，阿里的盒马，都能借题发挥。","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=nesSN20250901175422950bcc98&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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17:10","pubTimestamp":1756717811,"startTime":"0","endTime":"0","summary":"大摩将阿里巴巴称为“中国最佳AI赋能者”，并上调公司目标价至165美元。阿里云业务成为关键增长引擎，第一财季同比增长26%，其中AI相关收入贡献已超20%，预测第二财季增速将进一步加快至30%以上。该行认为，阿里云及AI业务的强劲增长和长期价值，足以抵消公司在即时零售业务上的短期亏损。","market":"fut","thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3754670","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3754670","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4538","LU2089283258.USD","LU0098860793.USD","LU0234570918.USD","LU0106959298.USD","LU0225283273.USD","BK4526","LU1242518857.USD","LU2023251221.USD","LU2089284900.SGD","LU2028103732.USD","BK4607","ALBmain","LU0320765646.SGD","LU1051769294.HKD","BK4548","LU1074936037.SGD","LU1051768304.USD","BK4220","LU0106261372.USD","LU1152091168.USD","LU0971096721.USD","LU0072913022.USD","LU1152091754.HKD","BK4534","LU0795875086.SGD","BK4502","LU2357305700.SGD","LU1363072403.SGD","LU1048588211.SGD","LU2347655156.SGD","BK4533","LU1244550577.SGD","LU0328353924.USD","BK4579","LU0501845795.SGD","LU0882574139.USD","BK4505","BABA","09988","BK4588","IE00BFMHRM44.USD","LU0052756011.USD","LU1008478684.HKD","BK4535","LU2133065610.SGD","BK4503","BK4527","LU1515016050.SGD","BK4565"],"gpt_icon":1},{"id":"2564693818","title":"阿里商旅AI解题TMC市场：创造真实价值 不为AI而AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2564693818","media":"中国经营报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564693818?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 16:41","pubTimestamp":1756716108,"startTime":"0","endTime":"0","summary":"阿里巴巴内部AI赛马进行时。AI时代来临的背景下，一直隐藏在水面之下的阿里商旅日前正式发布一站式AI商旅解决方案。该方案以“员工差旅智能体”和“企业管理智能体”为核心，分别从员工出行体验与企业管控效率两端切入，旨在系统性解题企业差旅中长期存在的“成本、合规、体验”这一“不可能三角”。“方案从去年已经开始打磨，推翻了很多版本，核心是究竟为企业创造什么价值。","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":"http://finance.eastmoney.com/a/202509013501088295.html","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":"stock_eastmoney","symbols":["LU1046422090.SGD","LU0821914370.USD","BK4538","LU1051769294.HKD","BK4505","LU0797268264.HKD","BK4531","09988","BK4533","LU1048588211.SGD","LU1105468828.SGD","BK4168","BK4220","LU0067412154.USD","LU1515016050.SGD","ALBmain","LU1267930227.SGD","BABA","LU1046421795.USD","LU1235294995.USD","BK4503","BK4563","BK4587","LU1152091754.HKD","BK4588","LU0651946864.USD","IE00B0JY6N72.USD","BK4122","LU0072913022.USD","LU1051768304.USD","BK4579","TMC","BK4548","BK4526","LU1242518857.USD","LU1242518931.SGD","LU0128525689.USD","BK4558","LU0047713382.USD","LU0880133367.SGD","LU1688375341.USD","LU1880383366.USD","BK4614","BK4565","IE00BFMHRM44.USD","LU0310800965.SGD","BK4543","LU1282648689.USD","BK4534","LU0348816934.USD"],"gpt_icon":1},{"id":"2564892908","title":"阿里算力，谁是盈利最强企业？","url":"https://stock-news.laohu8.com/highlight/detail?id=2564892908","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564892908?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 15:57","pubTimestamp":1756713420,"startTime":"0","endTime":"0","summary":"据阿里财报，本季度Al+云业务表现强劲，阿里云收入增长继续加速至26%，创三年新高。阿里算力产业链企业盈利能力企业盈利能力通常表现为一定时期内企业收益数额的多少及其水平的高低。本文为企业价值系列之篇，共选取27家阿里算力产业链企业作为研究样本，并以净资产收益率、毛利率、净利率等为评价指标。公司是阿里巴巴等头部互联网企业的数据中心交换机主流供应商。公司和阿里云签署协议书，2年内在庆阳共建10000P算力中心。","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=nesSN20250901155838976fed10&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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15:14","pubTimestamp":1756710889,"startTime":"0","endTime":"0","summary":"短期加大闪购投入，云收入增长提速，看好长期生态协同淘天短期加大闪购投入，但用户流量增长显著及电商技术服务费贡献收入增量，积极投入AI基础设施建设有望驱动云业务增长提速，我们下调FY2026-2028年调整后净利润预测至1405/1629/1898亿元，对应同比增速-11.1%/+15.9%/+16.5%，对应摊薄后EPS为7.6/9.1/10.9元，当前股价对应13.8/11.6/9.7倍PE，中长期淘天用户、供应链及物流优势有望抢占即时零售份额，规模稳定后效率有望改善，维持“买入”评级。","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=nesSN20250901153050a4acce30&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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