阿里巴巴-W（09988）今日盘中股价大幅拉升，涨幅一度达到5.03%，引起市场广泛关注。
消息面上，阿里巴巴在人工智能和芯片领域取得重要进展。其达摩院于3月24日发布了新一代旗舰CPU玄铁C950，该产品采用开源RISC-V架构，在SPECint2006基准测试中单核性能首次突破70分，刷新了全球RISC-V处理器的性能纪录。该芯片首次原生支持千亿参数大模型，被视为面向AI Agent时代的新型服务器CPU样本，展现了公司在高端计算领域的自研实力。
同时，阿里云宣布其AI智能体产品JVS Claw全面开放，用户无需邀请码即可使用，这降低了AI应用的门槛，有望推动相关业务增长。此外，阿里国际在海外上线了首个企业级Agent“Accio Work”，速卖通平台也与奥地利邮政达成战略合作以深耕欧洲物流网络，显示出公司在国际业务上的持续拓展。摩根大通等机构也发布报告，维持对阿里巴巴的“增持”评级，并看好其长期价值。
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