阿里巴巴-W(09988)今日盘中股价大幅上扬，涨幅一度达到5.06%，成为市场关注的焦点。
消息面上，公司旗下高德地图即将发布阿里巴巴集团首款具身机器人产品——一款四足机器人，并将于近期亮相机器人半程马拉松赛事，展现了公司在具身智能与机器人硬件领域的前沿布局。与此同时，菜鸟也在美国物流展上发布了全球首款攀爬物流机器人，进一步强化了市场对阿里巴巴物流科技实力的认知。
此外，公司的AI业务进展也持续获得市场认可。其多模态模型“HappyHorse-1.0”在视频生成榜单中登顶，云智能集团的AI相关收入已连续多个季度保持三位数增长。公司宣布未来三年将投入超过3800亿元用于云和AI基础设施建设，强化了“云+AI”的增长逻辑，并获得了包括华创证券、国海证券在内的多家券商上调或维持“买入”评级。宏观层面，市场对美伊谈判的乐观预期降低了地缘政治风险，提振了整体市场情绪。值得注意的是，曾精准做空2008年楼市的知名投资者“大空头”迈克尔·巴里近日也披露买入阿里巴巴股票，为市场情绪增添了积极信号。
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