阿里巴巴港股创两年最大涨幅,AI叙事成最大催化剂!

金十数据
Sep 01, 2025

周一,阿里巴巴(09988.HK)港股上涨约19%,截至发稿报137.5港元,录得自2022年11月以来的最大盘中涨幅,缓解了投资者对其与美团和京东在互联网电商领域激烈竞争的担忧。这场三方竞争对几个电商巨头的冲击超出预期。京东季度利润减半,美团则警告可能出现重大亏损,引发上周三家公司遭受共计270亿美元的抛售。但是,最新的财报清楚地表明,AI才是投资者真正关注的。阿里巴巴业绩报告显示,截至6月30...

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