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阿里巴巴(BABA)
盘后
143.82
-0.29
-0.20%
19:59 EST
144.11
-3.94
-2.66%
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steven0523
·
02-27 22:58
$阿里巴巴(BABA)$
日线周线结构底，缩量超低换手，左侧买点出现了
$阿里巴巴(BABA)$ 日线周线结构底，缩量超低换手，左侧买点出现了
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鹿鼎公韦小宝
·
02-27 21:47
全球资本大鳄对我围追堵截[流泪][流泪]减仓阿里阿里涨，建仓微软微软跌。
$阿里巴巴-W(09988)$
$微软(MSFT)$
全球资本大鳄对我围追堵截[流泪][流泪]减仓阿里阿里涨，建仓微软微软跌。 $阿里巴巴-W(09988)$ $微软(MSFT)$
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minitiger
·
02-27 10:45
$阿里巴巴-W(09988)$
真无语，中概股是真不能买
$阿里巴巴-W(09988)$ 真无语，中概股是真不能买
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江瀚视野
·
17:52
阿里新上市AI眼镜，千问AI眼镜未来何在？ 2月27日消息，继AI购物春节爆火后，阿里巴巴旗下个人AI助手“千问”正式进军AI硬件领域，今年将面向全球市场推出多款不同形态的AI硬件产品。千问将在西班牙巴塞罗那举行的2026年世界移动通信大会（MWC）上发布首款同名AI眼镜，并于3月2日开启线上线下全渠道预约。 首先，千问AI眼镜的发布是阿里突破“手机依赖症”、抢占物理世界感知入口的战略必然。在产业演进逻辑中，计算终端的形态决定了数据获取的维度。手机屏幕虽普及，但其感知能力局限于二维信息且需用户主动操作。千问眼镜通过摄像头、传感器等硬件，能实时捕获三维物理世界信息，将AI的感知触角从虚拟空间延伸至真实场景。这种“跳出手机”的布局，使得千问能从被动响应转向主动理解复杂生活意图，为阿里构建全场景智能服务奠定了数据基石，符合技术扩散理论中从固定终端向可穿戴设备演进的规律。 其次，依托春节期间的爆发式增长，千问已具备强大的网络效应基础，AI眼镜将成为放大这一效应的倍增器。千问APP日活已破7300万，“一句话下单”近2亿次，证明了其作为国民级助手的用户粘性与服务闭环能力。硬件是固化用户习惯、提高转换成本的利器。当外卖、打车等高频服务无缝迁移至眼镜端，用户的切换成本将显著增加，从而形成更深的护城河。千问眼镜并非孤立硬件，而是将现有庞大软件生态“实体化”的载体，旨在将流量优势转化为长期的用户生命周期价值。 第三，多形态终端矩阵的构建，体现了阿里打造“泛在智能”生态系统的野心，意在通过范围经济降低边际成本。除眼镜外，年内还将发布AI指环、耳机等产品。这种跨终端策略并非简单的产品堆砌，而是基于同一底层大模型的能力复用。在研发端，核心算法的共享大幅降低了单一硬件的开发成本。在供给端，多样化的形态能满足不同细分场景需求，最大化覆盖用户时长。这种“一脑多端”的模式，正是经济学中范围经济的典
阿里新上市AI眼镜，千问AI眼镜未来何在？ 2月27日消息，继AI购物春节爆火后，阿里巴巴旗下个人AI助手“千问”正式进军AI硬件领域，今年将面向全球市场...
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电商观察家
·
16:52
淘宝真实体验分调整，新规：物流轨迹别造假，特色服务才是加分项
淘宝又调整“真实体验分”评分标准了，细化店铺服务与产品品质考查，给商家带上更细密“紧箍咒” 2月27日消息，淘宝平台再度更新其店铺评价体系，针对《淘宝平台店铺真实体验分规范》进行了新一轮调整。据悉，此次调整聚焦于“宝贝质量”、“物流速度”以及附加分项三大板块，进一步细化了对商家服务与产品品质的考核要求。 根据亿邦动力报道，在“宝贝质量”维度方面，淘宝取消了原有的“首次品退率”和“商品差评率”两项考核指标，取而代之的是“商品负反馈率”与“商品好评率”。其中，“商品负反馈率”主要统计近30天内，消费者因商品品质问题发起退款或给予1-2星低分评价的订单占比。 而“商品好评率”则考核描述相符维度下4星及以上好评的占比。这一调整显示出平台更加注重实物品质与描述的一致性，倒逼商家提升商品真实水平。 在“物流速度”维度方面，淘宝取消了对“物流异常率”的单独考核，转而将“物流轨迹异常”纳入违规行为管理范畴。与此同时，平台还明确列出了包括出售假冒商品、描述不符、发布混淆商品等在内的多项违规行为。一旦店铺出现相关违规，将直接影响其真实体验分的得分。 在附加分项方面，淘宝取消了原有的“当日/次日达订单占”和“特色服务达标占”两项加分项，转而更加聚焦于“特色服务”本身的表现。商家若能提供如退货无忧、极速退款、上门安装等特色服务并达到平台标准，仍可获得额外加分，进一步鼓励商家在服务体验上做深做精。 值得注意的是，自2024年4月淘宝天猫首次就《店铺真实体验分规范》公开征求意见以来，该体系已逐步成为衡量商家服务水平的重要标尺。随着此次调整的实施，平台对商家的管理将更加精细化、透明化，也为消费者提供了更具参考价值的购物决策依据。 未来，商家若想在激烈的竞争中脱颖而出，除了保证商品质量，可能还需在服务细节和用户口碑上持续发
淘宝真实体验分调整，新规：物流轨迹别造假，特色服务才是加分项
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Snowball.Focus
·
14:10
恒生科技没有科技？
最近各个群里的段子，都快被恒科承包了。 年前的梗还是"恒科暴跌之国内十大责任人"，现在版本已经进化到"恒科上涨之国际十大必备条件"了。被套的朋友鬼哭狼嚎，感觉恒科已再无翻身之日。 看看数据，确实惨：自去年10月初到现在，恒科跌了23%，全球主要指数里垫底。今年开年以来，继续垫底。 很多人想不通：全球科技股势头正盛，纳指蹭蹭往上涨，怎么偏偏恒科这么拉垮？恒生指数也才跌了8%，恒科这是吃了泻药还是被扎小人了？ 不科学。 但今天我想说的，不是怎么抄底恒科，而是一个更扎心的问题——恒生科技，真的有科技吗？ 01 恒科巨头们，都在干嘛？ 大家买恒科，都有一个很朴素的信仰：国内最顶尖的互联网、科技公司都在这儿了，它们是经济的脊梁。 这个信仰本身没错。但残酷的现实是，这些天之骄子们，集体困在了"边守边攻"的泥潭里。 美团：一边送外卖，一边搞AI
$美团-W(03690)$
无人机配送、自动车、AI调度系统，都在做。但本地生活战场战火不断，字节在蚕食，阿里在反扑。核心业务每年亏损超200亿，科技投入只能见缝插针，难以形成突破性优势。 阿里：一边发红包，一边做大模型
$阿里巴巴(BABA)$
通义千问做了，开源模型也发了。但看看投入？和OpenAI、Google比，连零头都不到。真正的现金流还是淘宝天猫的广告位，大模型团队得看电商脸色吃饭。想转型科技公司，身体却很诚实地在发优惠券。 小米：一边卖手机，一边造车：
$小米集团-W(01810)$
手机毛利率不到15%，靠走量。造车？三年烧了100多亿，还在爬坡。自研芯片？澎湃S1之后再无下文。什么
恒生科技没有科技？
精彩
恐慌小师弟:
恒科真是越看越心酸，全球科技涨疯了它却垫底，被套的日子太磨心态了。不管行情多煎熬，先稳住自己，我现在复盘、盯盘都裹着百万美金空调毯，先把状态稳住等翻身！
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BabyStep
·
02-26 14:06
$阿里巴巴(BABA)$
崩了，真难顶，阿里这么垃圾了吗？
$阿里巴巴(BABA)$ 崩了，真难顶，阿里这么垃圾了吗？
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雨泊
·
02-26 23:40
$阿里巴巴(BABA)$
最近有点低迷啊，感觉整个科创都被拖拉
$阿里巴巴(BABA)$ 最近有点低迷啊，感觉整个科创都被拖拉
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腊梅香喷喷
·
02-26 22:37
$阿里巴巴(BABA)$
大多数都是个跌啊
$阿里巴巴(BABA)$ 大多数都是个跌啊
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公司概况
公司名称
阿里巴巴
所属市场
NYSE
成立日期
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员工人数
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办公地址
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公司网址
http://www.alibabagroup.com
邮政编码
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公司概况
阿里巴巴集团控股有限公司提供技术基础设施及营销平台。该公司运营七个业务分部。中国商业分部包括中国零售商业业务如淘宝、天猫、盒马等以及批发业务。国际商业分部包括国际零售及批发商业业务，如Lazada、速卖通等。本地生活服务分部包括基于位置业务，如饿了么、高德、飞猪等。菜鸟分部包括国内及国际一站式物流服务及供应链管理解决方案。云业务分部包括向国内外企业提供公有云服务和混合云服务，如阿里云及钉钉。数字媒体及娱乐分部包括优酷、夸克和阿里影业，以及其他内容和分销平台以及线上游戏业务。创新业务及其他分部包括达摩院、天猫精灵及其他业务。
2025-10-31
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
2025-09-02
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2025-06-26
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2025-05-19
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
2025-05-16
关联方拟减持公告
Form 144 | Alibaba 董事 John M.Evans 拟减持109万股，总价约1.35亿美元
Form 144 | Alibaba 董事 John M.Evans 拟减持109万股，总价约1.35亿美元
2024-11-18
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
2024-11-14
超过5%披露
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
2024-11-14
超过5%披露
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
2024-11-14
超过5%披露
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
2024-09-06
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2024-05-31
超过5%披露
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
2024-05-23
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2024-03-25
超过5%披露
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
2024-03-22
超过5%披露
Form SC 13D/A - General statement of acquisition of beneficial ownership: [Amend]
Form SC 13D/A - General statement of acquisition of beneficial ownership: [Amend]
2024-02-23
[修订]年度报告
Form 20-F/A - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]: [Amend]
Form 20-F/A - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]: [Amend]
分时
5日
日
周
月
数据加载中...
最高
146.40
今开
145.46
量比
1.28
最低
143.33
昨收
148.05
换手率
0.43%
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