阿里巴巴暴涨17%，带动中概互联网ETF(513050)上涨3.91%，年内涨31.99%。 消息面上，阿里巴巴上周五晚公布的2026财年第一财季财报显示，阿里云业务营收333.98亿元，同比增长26%，AI相关收入继续保持三位数增长，外部商业化收入中AI贡献已超过20%，AI需求快速扩大，同时带动计算、存储及其它公有云服务需求上升。此外，公司重申，将在未来三年持续投入3800亿元用于AI资本开支。 中概互联网ETF（513050）是全市场唯一跟踪中证海外中国互联网50指数的ETF产品，最新规模347.83亿元，年初至今日均成交额超27.52亿元，规模大、流动性高，支持T+0交易。 中证海外中国互联网50指数第一权重股腾讯控股，占比33.21%；第二权重股阿里巴巴，占比20.64%；两大核心龙头占比超53%，指数锐度高。 业内人士指出，多数企业的业绩均超出市场一致预期，阿里巴巴同比增长26%，百度云27%，金山云24%，预计这一表现将对股价产生积极影响。在此基础上，考虑到头部企业的市场影响力，整个板块的情绪预计将在近期迎来明显好转。
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