智通财经APP获悉，阿里巴巴-W(09988)午后涨超5%，截至发稿，涨3.81%，报127.9港元，成交额114.61亿港元。
消息面上，阿里巴巴达摩院发布新一代旗舰CPU产品玄铁C950：采用开源RISC-V架构，单核通用性能在SPECint2006基准测试中突破70分，刷新全球RISC-V CPU性能纪录，适用于云计算、生成式AI、高端机器人、边缘计算等领域，性能达到业界领先水平。
值得注意的是，国家市场监管总局今日转发经济日报文章《外卖大战该结束了》。小摩近期表示，阿里正同时在AI基础设施、模型服务、应用及电商分销领域建立规模。若公司能维持云业务增长加速、AI变现更明显，以及展示即时商务单位经济效益改善的可信路径，市场将更愿意以超越核心电商盈利的框架为阿里估值。
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