8月4日，阿里巴巴夜盘上涨3.15%，报131.0美元/股，成交额1694.39万美元。
消息面上，阿里巴巴此前正式发布新一代基座大模型Qwen3.8-Max，总参数量达2.4万亿，在编程和专业办公方面能力大幅提升，权威榜单Arena显示其整体性能仅次于Anthropic的Claude系列，处于全球第一梯队。花旗重申阿里巴巴买入评级，目标价192美元，认为近期股价强势反映了云业务收入增长的积极预期；摩根士丹利亦指出阿里云收入增长料将加速，为股价关键催化剂。此外，月之暗面已与阿里巴巴达成算力协议，可使用约2万枚英伟达芯片组成的算力集群，进一步验证阿里云商业化能力。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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