$阿里巴巴(BABA_老虎社区_美港股上老虎

$阿里巴巴(BABA)$ 直接和间接有什么不同?问题是直接更烂，就是个摆设，谁会用你千问

阿里巴巴今日上涨4.13%，新一代大模型Qwen3.8-Max发布点燃中国AI叙事。SeekingAlpha"华尔街早餐"专门点名Qwen3.8-Max，市场重新审视阿里在云与AI的重估空间，叠加地缘缓和带动的中概情绪回暖。但宏观消费与监管的老问题仍在。当国产大模型加速迭代，阿里的AI重估行情能走多远？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":586104594838280,"tweetId":"586104594838280","gmtCreate":1784123373826,"gmtModify":1784521050463,"author":{"id":4160227637143462,"idStr":"4160227637143462","authorId":4160227637143462,"authorIdStr":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.16","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","name":"博闻投资者","description":"累计交易超过10只正股","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":3,"starInvestorFlag":false},"themes":[{"themeId":"19d3c022f6b54a81961f144ee920f85c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"阿里巴巴涨4%，Qwen3.8-Max要打响AI反攻？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":19d3c022f6b54a81961f144ee920f85c}&rnconfig={\"headerBarHidden\": true}","description":"阿里巴巴今日上涨4.13%，新一代大模型Qwen3.8-Max发布点燃中国AI叙事。SeekingAlpha\"华尔街早餐\"专门点名Qwen3.8-Max，市场重新审视阿里在云与AI的重估空间，叠加地缘缓和带动的中概情绪回暖。但宏观消费与监管的老问题仍在。当国产大模型加速迭代，阿里的AI重估行情能走多远？","image":"https://static.tigerbbs.com/b0d10a7977e2d95554cad70a2eb8c4f5"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>直接和间接有什么不同?问题是直接更烂，就是个摆设，谁会用你千问</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>直接和间接有什么不同?问题是直接更烂，就是个摆设，谁会用你千问</p></body></html>","text":"$阿里巴巴(BABA)$ 直接和间接有什么不同?问题是直接更烂，就是个摆设，谁会用你千问","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/586104594838280","repostId":0,"isVote":1,"tweetType":1,"viewCount":2036,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA","09988"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":75,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/586104594838280"}