阿里业绩和AI支出承诺提振信心港股主要指数齐升至约三年来高位

环球市场播报2025-02-21

专题：阿里2025财年第三财季营收2801.5亿元同比增长8% 　　受阿里巴巴强劲的业绩提振，中国香港股市周五重拾升势并领涨亚洲市场，恒生科技指数终场收涨逾6.5%，A股也在科技板块带动下上扬。　　恒生科技指数创下去年10月初以来最大升幅，恒生指数和恒生国企指数涨幅在4%上下，都升至约三年来高点。阿里巴巴港股追随隔夜中概股升势，上涨近15%至逾三年高点，成交额放大至历史新高。A股科创50指数...

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同比增长8%\n　　受阿里巴巴强劲的业绩提振，中国香港股市周五重拾升势并领涨亚洲市场，恒生科技指数终场收涨逾6.5%，A股也在科技板块带动下上扬。\n　　恒生科技指数创下去年10月初以来最大升幅，恒生指数和恒生国企指数涨幅在4%上下，都升至约三年来高点。阿里巴巴港股追随隔夜中概股升势，上涨近15%至逾三年高点，成交额放大至历史新高。A股科创50指数劲升近6%，为逾四个月最大涨幅，寒武纪、海光信息等算力股领涨，此前阿里表示未来三年在人工智能基建上的支出将超过过去十年。\n\n　　DeepSeek的崛起引发了市场对中国科技股的价值重估，在南向资金不断涌入香港股市的同时，包括摩根士丹利在内的外资机构也加入了看多中国股票的行列。随着港股进入业绩披露期，阿里巴巴电商和云服务两大关键业务交出了靓丽财报，并明确人工智能的发展目标，进一步催化了市场情绪。\n　　“阿里业绩和将大幅增加对人工智能的资本开支，提振全球投资者对中国科技行业的投资信心，”中泰国际分析师颜招骏指出。“目前外资配置港股的比率不高，后续有回补仓位的诉求，有望进一步为港股带来增量资金。”\n　　周五互联互通南向资金恢复对港股的净买入，金额超过140亿港元。昨日南向资金净卖出港股，但阿里获得净买入约12.23亿港元，并成为第一大成交活跃股。\n　　“市场仍需要时间验证阿里加大AI投资对于成本、利润、经营效率等基本面数据的实际利好能否实现，”颜招骏表示。“目前仍处于中国国内AI投资热潮的初期，叠加部分互联网平台经济正处于关键的业绩期，市场的波动可能会比较明显。”\n　　港股部分股票也同样受业绩提振走高。老铺黄金升逾17%至历史新高，公司预计全年净利润增加236%-260%；哔哩哔哩也大涨，公司四季度调整后每股收益超出预期。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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阿里业绩和AI支出承诺提振信心 港股主要指数齐升至约三年来高位

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阿里业绩和AI支出承诺提振信心港股主要指数齐升至约三年来高位