美股详情

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云计算

1,874.10

+44.392.43%

涨家数：5

跌家数：2

平家数：- -

市盈率：- -

高：1,875.48

开：1,827.88

低：1,827.72

收：1,829.71

成交量：1.95亿

成交额：478.77亿

市值：10.38万亿

流通市值：9.57万亿

数据加载中...

谷歌YouTube严打异地家庭订阅，被警告14天后暂停Premium服务

润建股份：在手订单197亿，与阿里在AI、算力等多领域有合作

阿里巴巴与博世宣布深化战略合作伙伴关系。

电信和科技行业今年的裁员规模达到了惊人水平

重用蒋凡，阿里又行了

财经天下WEEKLY

大行评级｜招银国际：上调阿里巴巴目标价至158.8美元评级“买入”

部分热门中概股美股夜盘涨幅扩大百济神州涨近13%极氪涨近6%贝壳涨超5%阿里巴巴涨近5%。

刚刚，OpenAI把1GW超算中心直接给了印度！奥特曼即将亲赴办事处

蒋凡：即时零售将成为阿里电商增长的新引擎

从ECM到交易 AI将如何重塑投行四大业务？

港股开盘 | 三大指数低开，阿里续涨2%，奥克斯电气首日低开7.58%

老虎资讯综合

会员店谢幕，补贴战上膛：盒马新十年演绎阿里即时零售战略

Ofweek维科网

强强联合！电信与阿里签署战略合作协议

老马那些事

亚马逊：AWS计划在智利、沙特阿拉伯以及AWS欧洲主权云新增10个可用区和3个区域

ESG信披案例丨阿里巴巴设立三级ESG治理架构创造性提出“范围3+”新概念

每日经济新闻

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

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Biron汤森路透基金会华盛顿9月1日 - 美国总统特朗普将美国政府的力量瞄准了促进数据中心的发展，而处于风口浪尖的社区正在组织起来，以控制其对当地的影响。数据中心的发展挤占了人口稠密地区，造成了交通拥堵、交通、噪音和光污染、水资源供应以及更高的 能源成本，当地社区对此表示担忧。","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:nL4S3UO0OF: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":["LU1116320901.HKD","IE00BQXX3C00.GBP","LU2860962120.EUR","BK4550","BK4551","LU1037948541.HKD","LU2602419157.SGD","IE00B4JS1V06.HKD","LU1551013342.USD","LU0426412945.USD","LU2125154935.USD","LU0708994859.HKD","LU2326559502.SGD","LU2106854487.HKD","IE00BK4W5L77.USD","LU1868837136.USD","LU2108987350.USD","LU0316494557.USD","LU0787776722.HKD","SG9999001077.SGD","IE00B19Z8W00.USD","LU0466842654.USD","LU0158827781.USD","LU2362541513.USD","LU0106261372.USD","LU1127390331.HKD","LU0476273544.USD","LU0477156953.USD","LU1720051108.HKD","LU0648000940.SGD","LU2191332357.HKD","LU2461242641.AUD","BK4220","LU2168564149.EUR","SG9999018857.SGD","BK4538","USAW.SI","LU0162691827.USD","BK4581","LU2505996509.AUD","LU1935042991.SGD","LU2125154778.USD","LU2275660780.HKD","IE00BQXX3F31.USD","LU0267386448.USD","LU1119994496.HKD","IE000KEQY171.SGD","LU1861558580.USD"],"gpt_icon":1},{"id":"2564436288","title":"云计算+AI+即时零售三箭齐发，阿里迎来历史新拐点？","url":"https://stock-news.laohu8.com/highlight/detail?id=2564436288","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564436288?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 21:40","pubTimestamp":1756734000,"startTime":"0","endTime":"0","summary":"强劲的AI推理需求以及垂直行业大模型训练需求的增长，为阿里云带来新的增长动力；即时零售业务规模效应拐点显现，管理层设定的3年内1万亿元闪购GMV目标凸显了巨大的上行空间。云计算AI业务：超预期增长的价值重估引擎阿里云业务展现出强劲的增长加速态势。这是连续第八个季度AI相关收入保持三位数增长，目前AI相关收入已占外部云业务收入的20%以上。AI+云计算资本支出增加至390亿元人民币，较上季度的250亿元人民币大幅增长56%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-09-01/doc-infnzezv9085117.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-09-01/doc-infnzezv9085117.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":["LU1688375341.USD","BK4220","LU0979878070.USD","LU0348814723.USD","LU0348816934.USD","LU1046422090.SGD","BK4554","BK4533","LU0918141705.HKD","LU2226246903.HKD","09988","LU0106959298.USD","LU0067412154.USD","LU1515016050.SGD","BK4534","LU1823568750.SGD","LU1769817179.HKD","LU1242518931.SGD","LU0797268264.HKD","BK4538","BK4548","BK4579","IE00BFMHRM44.USD","BK4502","BABA","LU0651947912.USD","LU1051768304.USD","LU1880383366.USD","BK4505","LU0072913022.USD","BK4531","LU1152091754.HKD","LU1769817096.USD","LU0501845795.SGD","LU0052756011.USD","BK4585","ALBmain","LU0251143458.SGD","BK4565","LU0128525689.USD","LU1051769294.HKD","LU1152091168.USD","LU1235294995.USD","BK4526","BK4504","IE00B0JY6N72.USD","LU0047713382.USD","BK4535","LU0651946864.USD","BK4607"],"gpt_icon":0}],"pageSize":20,"totalPage":17,"pageCount":4,"totalSize":335,"code":"91000000","status":"200"}]}}