热门中概股多数收涨，纳斯达克中国金龙指数涨4.26%，阿里巴巴涨超10%，创8月29日以来最大升幅；哔哩哔哩、小鹏汽车涨超8%，百度、微博涨超6%，蔚来、网易、京东涨超4%，理想汽车涨超2%。阿里大涨核心原因1. 机构看多+评级提振：摩根大通建议逐步增持阿里，看好其云业务因AI workload扩张而加速增长；高盛等国际大行高配中国资产，强调中概估值低位优势。2. AI与政策利好共振：阿里通义千问...
Source Link热门中概股多数收涨，纳斯达克中国金龙指数涨4.26%，阿里巴巴涨超10%，创8月29日以来最大升幅；哔哩哔哩、小鹏汽车涨超8%，百度、微博涨超6%，蔚来、网易、京东涨超4%，理想汽车涨超2%。阿里大涨核心原因1. 机构看多+评级提振：摩根大通建议逐步增持阿里，看好其云业务因AI workload扩张而加速增长；高盛等国际大行高配中国资产，强调中概估值低位优势。2. AI与政策利好共振：阿里通义千问...
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