异动解读｜阿里巴巴盘中上涨3.21%，Q1前瞻云收入增长45%大超预期叠加多家大行集中上调目标价

行情直击07-10

7月10日，阿里巴巴盘中上涨3.21%，报114.69美元/股，成交额3.65亿美元，延续近三个交易日的强势表现。

消息面上，多重利好持续共振。阿里2027财年Q1财报前瞻显示，阿里云季度收入增长加速至约45%，大超此前40%的市场预期，EBITA利润率从9%提升至11%；淘宝闪购减亏快于预期，市场份额保持稳定。机构层面，小摩维持"增持"评级及目标价200港元，美银重申"买入"评级及目标价168港元，大华继显上调目标价至190港元，华泰证券指AI云与闪购支撑利润修复。此外，公司近日持续回购股份并注销，北水连续5日净买入阿里，资金面偏多格局延续。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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