阿里巴巴-W早盘涨超4% 中金公司维持买入评级

新浪港股01-14

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　阿里巴巴-W（09988）早盘股价上涨4.38%，现报166.90港元，成交额150.29亿港元。　　中金发布研报称，阿里云通义系列模型通过开源策略，技术持续于全球领先，集团对此大幅增加资本开支预算，同时自研核心硬件，配合全球29个地域、92个可用区的基础设施网络，实现算力供给的相对可控与规模化部署，目前预测未来三年...

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href=https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-01-14/doc-inhhfvyz4180582.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　阿里巴巴-W（09988）早盘股价上涨4.38%，现报166.90港元，成交额150.29亿港元。\n　　中金发布研报称，阿里云通义系列模型通过开源策略，技术持续于全球领先，集团对此大幅增加资本开支预算，同时自研核心硬件，配合全球29个地域、92个可用区的基础设施网络，实现算力供给的相对可控与规模化部署，目前预测未来三年...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-01-14/doc-inhhfvyz4180582.shtml\">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":"BK4587","symbol_name":"ChatGPT概念","start_time":0,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-01-14/doc-inhhfvyz4180582.shtml","article_id":"2603766866","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603766866","pubTimestamp":1768359120,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　阿里巴巴-W早盘股价上涨4.38%，现报166.90港元，成交额150.29亿港元。　　中金公司就阿里巴巴-SW发布研报称，公司3QFY26云计算收入同比加速至36%，外部收入同增32%，AI基础设施投入持续加码；电商CMR增速放缓至2%，闪购EBITA亏损收窄至240亿元，整体利润承压但战略投入节奏清晰。看好“消费+AI”双核驱动下的长期成长性。中金公司维持阿里巴巴买入评级。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"89988":"阿里巴巴-WR","BK4587":"ChatGPT概念","BK4558":"双十一","LU0096374516.USD":"CT 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rating","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"HBBD.SI":0.6,"BABA":1.97,"09988":1.97},"content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　阿里巴巴-W（09988）早盘股价上涨4.38%，现报166.90港元，成交额150.29亿港元。\n　　中金发布研报称，阿里云通义系列模型通过开源策略，技术持续于全球领先，集团对此大幅增加资本开支预算，同时自研核心硬件，配合全球29个地域、92个可用区的基础设施网络，实现算力供给的相对可控与规模化部署，目前预测未来三年阿里云收入年均复合增长率（CAGR）可望超过30%。\n　　中金公司就阿里巴巴-SW（09988.HK）发布研报称，公司3QFY26云计算收入同比加速至36%，外部收入同增32%，AI基础设施投入持续加码；电商CMR增速放缓至2%，闪购EBITA亏损收窄至240亿元，整体利润承压但战略投入节奏清晰。看好“消费+AI”双核驱动下的长期成长性。中金公司维持阿里巴巴买入评级。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","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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