$腾讯控股(0070_老虎社区_美港股上老虎

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？

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