格隆汇十大核心——阿里巴巴连续第四日上涨，创逾2个月新高

格隆汇01-14

投资者关注中国人工智能(AI)技术发展趋势，以及中国在下一代AI范式能否反超美国。港股市场AI巨头、入选了格隆汇2026年“下注中国”十大核心资产名单的阿里巴巴(9988.HK)今日盘中继续走强，涨幅扩大至4.4%，报167港元，股价创逾2个月新高。中金国际近日发布研报表示，阿里巴巴在AI时代展现出战略转型与发展前景，特别是在全栈技术布局和国内外业务双轮驱动下的增长逻辑。有分析认为，阿里巴巴近日的...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114105950a71823c4&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资者关注中国人工智能(AI)技术发展趋势，以及中国在下一代AI范式能否反超美国。港股市场AI巨头、入选了格隆汇2026年“下注中国”十大核心资产名单的阿里巴巴(9988.HK)今日盘中继续走强，涨幅扩大至4.4%，报167港元，股价创逾2个月新高。中金国际近日发布研报表示，阿里巴巴在AI时代展现出战略转型与发展前景，特别是在全栈技术布局和国内外业务双轮驱动下的增长逻辑。有分析认为，阿里巴巴近日的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114105950a71823c4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1501","symbol_name":"阿里概念股","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114105950a71823c4&s=b","article_id":"2603668198","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114105950a71823c4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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months","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"BABA":1.96,"HBBD.SI":0.6,"ALBmain":0.6,"09988":1.96},"content_text":"投资者关注中国人工智能(AI)技术发展趋势，以及中国在下一代AI范式能否反超美国。港股市场AI巨头、入选了格隆汇2026年“下注中国”十大核心资产名单的阿里巴巴(9988.HK)今日盘中继续走强，涨幅扩大至4.4%，报167港元，股价创逾2个月新高。中金国际近日发布研报表示，阿里巴巴在AI时代展现出战略转型与发展前景，特别是在全栈技术布局和国内外业务双轮驱动下的增长逻辑。有分析认为，阿里巴巴近日的持续大涨，除了近期AI概念的整体大涨带动外，或与阿里云收入增长将在未来几个季度持续加速有关。摩根士丹利近日发布研报预计，阿里云的营收增长将保持强劲势头，同比增速有望加速至35%以上，不仅高于上一季度的34%，而且未来在2027财年甚至有进一步加速至40%的潜力。摩根士丹利认为，这一增长趋势强化了阿里巴巴作为“中国最佳AI赋能者”的投资逻辑。另额外，美银近日也发布的研报称，阿里巴巴仍为中国人工智能的最佳投资目标股份，亦为中国电商股首选。","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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