美股詳情

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雙十一

980.36

-24.7094-2.46%

漲家數：7

跌家數：6

平家數：1

市盈率：- -

高：1,006.05

開：1,005.38

低：979.75

收：1,005.07

成交量：9,195.24萬

成交額：77.01億

市值：9,388.78億

流通市值：8,157.30億

資料載入中...

總覽新聞資訊

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南方财经网

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华尔街见闻

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AI燒錢 阿里資本開支按年猛增75% 吳泳銘稱AI算力投資回報確定性高","url":"https://stock-news.laohu8.com/highlight/detail?id=2661523312","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661523312?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 13:34","pubTimestamp":1787290440,"startTime":"0","endTime":"0","summary":"【电商守擂 AI烧钱 阿里资本开支同比猛增75% 吴泳铭称AI算力投资回报确定性高】“去年2月份，阿里公布了三年3800亿元的投资计划，到今年6月季度末已经累计投入了1900亿元。按照我们现在的投资回报周期，AI算力在投入三年之后回本，考虑到AI相关产品毛利率还在提升，未来有望缩短到2.5年甚至2年。”","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"eastmoney_highlight","url":"http://finance.eastmoney.com/news/1354,202608213849156374.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1354,202608213849156374.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":"eastmoney_highlight","symbols":["BK4543","IE00BFMHRM44.USD","BK4575","LU1688375341.USD","BK4533","LU0651946864.USD","LU1046421795.USD","BK4548","LU1267930227.SGD","LU0047713382.USD","BABX","ALBmain","BK4526","BK4614","IE00BF5LJ272.USD","LU0106959298.USD","LU0067412154.USD","LU0052756011.USD","LU0310800965.SGD","LU1769817179.HKD","LU0072913022.USD","LU0797268264.HKD","LU1003077747.HKD","LU0738911758.USD","BK4504","LU1105468828.SGD","BK4579","LU1046422090.SGD","LU1152091754.HKD","BABA","BK4585","BK4531","BK4607","LU1242518857.USD","BK4502","LU0072462343.USD","LU0651947912.USD","LU0661504455.SGD","LU1235294995.USD","BBYY","BK4505","LU0553294199.USD","LU0821914370.USD","LU1515016050.SGD","BK4527","LU1048588211.SGD","LU0918141705.HKD","BK4581","BABO","LU1242518931.SGD","LU2226246903.HKD","BK4587","BK4220","BK4565","LU0949170772.SGD","LU0128525689.USD","LU1051768304.USD","LU1823568750.SGD","LU1282648689.USD","BK4122","LU0328353924.USD","LU1769817096.USD","BK4534","LU1880383366.USD","CLIX","LU1008478684.HKD","LU0348814723.USD","BK4554","DRAG","BABU","LU0880133367.SGD","LU0545039389.USD","LU0918141887.USD","LU2148611432.USD","IE00B0JY6N72.USD","BK4524","BK4558","KBAB","09988","BK4535","LU0251143458.SGD","LU1048596156.SGD","LU0979878070.USD","BK4503","BABW","LU1051769294.HKD","LU0456842615.SGD","BK4588","LU1152091168.USD","LU0348816934.USD","BK4538","LU0501845795.SGD","ONLN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661254652","title":"獨家｜「蜂鳥跑腿」品牌正式升級為「淘寶閃購跑腿」","url":"https://stock-news.laohu8.com/highlight/detail?id=2661254652","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661254652?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 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09:50","pubTimestamp":1787277021,"startTime":"0","endTime":"0","summary":"阿里巴巴发布2027财年第一财季财报，实现营收2689.5亿元，同比增长8.6%，略超市场预期；经调整EBITA为273亿元，同比下降29.6%，不及预期。第一财经“壹评级”认为，业绩呈现结构性分化，其本质是集团主动以短期利润换取AI中长期市场份额，增长逻辑已获验证，但盈利兑现的时点有所延后。“壹评级”分析指出，利润承压主要源于AI战略的高强度投入。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608213848939850.html","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608213848939850.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":["BK4535","BK4587","LU1235294995.USD","IE00B0JY6N72.USD","BABA","LU1046421795.USD","LU0651946864.USD","LU2148611432.USD","LU0328353924.USD","LU1051769294.HKD","BABU","LU1051768304.USD","LU1105468828.SGD","DRAG","LU0821914370.USD","BK4504","LU0106959298.USD","BK4543","IE00BF5LJ272.USD","BK4503","ALBmain","LU1688375341.USD","LU1267930227.SGD","BK4579","BK4614","LU1880383366.USD","LU1048588211.SGD","BK4558","LU1515016050.SGD","BK4527","LU1046422090.SGD","BK4548","LU0651947912.USD","LU1242518857.USD","LU1003077747.HKD","LU0880133367.SGD","LU0979878070.USD","LU0456842615.SGD","LU1048596156.SGD","LU0067412154.USD","LU2226246903.HKD","LU0128525689.USD","LU0918141887.USD","LU0047713382.USD","LU1242518931.SGD","BK4220","BK4531","BK4575","BABO","LU1769817179.HKD","BK4554","BK4607","BK4538","ONLN","LU1152091168.USD","BK4505","CLIX","LU0918141705.HKD","LU0072462343.USD","LU1008478684.HKD","BBYY","LU0251143458.SGD","BK4502","LU0072913022.USD","KBAB","LU0738911758.USD","BK4122","LU1769817096.USD","LU1282648689.USD","LU0501845795.SGD","BK4581","LU0052756011.USD","BK4526","BK4565","IE00BFMHRM44.USD","LU1152091754.HKD","LU0545039389.USD","09988","BK4534","LU0348816934.USD","BK4533","LU0348814723.USD","BABW","LU0797268264.HKD","BK4588","BABX","LU0310800965.SGD","LU1823568750.SGD","LU0661504455.SGD","LU0553294199.USD","BK4585","BK4524","LU0949170772.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1149983636","title":"港股開盤｜港股高開；航運股領升；阿里升逾2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1149983636","media":"港股开盘","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149983636?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 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