金吾财讯 | 阿里巴巴（BABA）美股盘前股价上扬，最新涨2.39%，报115.83美元。消息面上，花旗（C）发布研报表示，阿里巴巴将于9月22日至24日在杭州举办2026云栖大会，大会主题为“Intelligence Goes Beyond”。花旗预判，大会或将推出通义千问Qwen模型v3.8系列更新，也有可能发布Qwen v3.9或v4.0新版本；同时有望公布MaaS平台基础设施与网络优化成果、平头哥AI/CPU芯片升级方案，还有企业智能体应用迭代版本，以及实体AI、可穿戴设备、机器人领域的产业合作进展。花旗提到，阿里或将在会上重申技术全栈实力，以及三年3800亿元资本开支、2031财年外部云收入1000亿美元的战略目标，还可能披露截至9月底MaaS业务最新年度经常性收入ARR，并维持年底ARR 300亿元的目标。该行认为，在近期板块回调背景下，云栖大会若释放超预期利好，有望带动股价走强，对阿里巴巴给出30日短期正面观点。
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