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一起收割蠢猪

10-07

$阿里巴巴-W(09988)$ 为啥昨天中秋不休盘，今天才休？

一起收割蠢猪

09-25

百度早已是市场的弃儿。

百度美股走出两年新高！大行却力挺阿里：风险收益比更优

一起收割蠢猪

09-23

又发布6个扫街榜？

阿里发布终端AI智能体，Qwen预告新品发布，“木头姐”周一入场

一起收割蠢猪

09-12

$阿里巴巴-W(09988)$ 8-（-2）难道不是10？

一起收割蠢猪

09-10

$阿里巴巴-W(09988)$ 金山云涨十几个点，难道云服务跟你没关系？

一起收割蠢猪

09-10

别是忽悠大家接盘

阿里巴巴突传重磅！或将发布全新团购产品，直接对标美团核心业务

一起收割蠢猪

09-10

$阿里巴巴-W(09988)$ 大哥回来了！

一起收割蠢猪

09-09

搞高德社交？

曝阿里保密新项目明天揭晓，与高德有关

一起收割蠢猪

08-29

中规中矩

阿里巴巴第一财季营收2476.52亿元，经调整净利润335.10亿元

一起收割蠢猪

08-28

$阿里巴巴-W(09988)$ 稳稳的跌

一起收割蠢猪

05-07

$金山云(03896)$ 垃圾你啥时候发财报啊？

一起收割蠢猪

04-14

$金山云(03896)$ 咋回事，人家美股是12厘米啊

一起收割蠢猪

04-08

$金山云(03896)$ 金山云又不出口美国，跌个锤子！

一起收割蠢猪

03-08

$台积电(TSM)$ 勉强收个下影线，虽没量，也好过没有[龇牙]

一起收割蠢猪

03-07

$英伟达(NVDA)$ 哪些傻叉在卖？真以为ds不需要显卡了？

一起收割蠢猪

03-06

这么缺钱了？

百度：发行100亿元优先票据，所得款项净额用作一般公司用途

一起收割蠢猪

03-05

$小米集团-W(01810)$ 真的，再下来，这次我一定买！！[流泪] [流泪]

一起收割蠢猪

03-05

$小米集团-W(01810)$ 敢不敢再下来[捂脸]

一起收割蠢猪

02-27

哦

消息称百度将于3月发布文心大模型4.5，为“史上最强大”

去老虎APP查看更多动态

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及芯片业务为其股价带来的利好。</p><p>分析师指出，与美国同行谷歌不同，即便在 AI 搜索快速兴起之前，百度在传统搜索市场的根基就已大幅削弱。这一情况与中国互联网生态相关，大量移动流量集中在百度难以渗透的第三方应用中，例如拼多多相关的微信。</p><p>野村团队还表示，AI 驱动搜索的兴起对百度而言是另一重威胁，腾讯、阿里等竞争对手正不断强化自身的 AI 搜索能力。尽管百度在发力 AI 搜索，且野村<strong>认为这是留住用户的正确策略，但百度此举要以牺牲搜索引擎广告这一核心收入为代价</strong>。</p><p>这两位分析师还表示，他们担忧的是，百度目前加大力度推进 AI 搜索，似乎并未遏制其搜索 APP 用户数与使用时长的下滑，这一现象可能意味着百度 AI 搜索未能获得用户认可，在当前价位下，<strong>他们认为阿里股票的风险收益比优于百度</strong>。</p><p>野村给予阿里巴巴 “买入” 评级，目标价为 170 美元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百度美股走出两年新高！大行却力挺阿里：风险收益比更优</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度美股走出两年新高！大行却力挺阿里：风险收益比更优\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-25 14:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>百度是今年受人工智能乐观情绪推动而走高的中概股之一，这一上升趋势似乎扭转了其多年来受增长压力导致的股价波动表现。</p><p>百度美股在周三收涨近6%，股价到132.9美元，今年已经累升超57.66%。2021年初，百度股价曾突破300美元峰值，此后大幅回落，多数时间在80至150美元区间震荡，当前股价已创两年新高。</p><p>不过，投资者或需保持谨慎。野村证券分析师上周末指出，尽管百度近期表现优于科技及 AI 同行阿里巴巴，过去一个月百度涨近50%，阿里涨32%—— 但阿里或许是更优选择。</p><p>分析师施佳龙（Jialong Shi）与郭瑞秋（Rachel Guo）在报告中表示，阿里巴巴是更具吸引力的替代标的。给予百度 “中性” 评级，目标价为135美元。</p><p>野村观点的核心是，<strong>尽管百度核心 AI 业务中的芯片板块前景向好，但其核心搜索与广告业务正受到推高股价的 AI 热潮冲击</strong>。百度常被比作 “中国版谷歌”。</p><p>两位分析师表示，百度昆仑芯（KLX）与阿里平头哥（T-head）在芯片技术与性能方面，均属于国内顶尖的芯片设计企业。考虑到中国政府对海外芯片采购的监管趋严，他们认为这两家企业都有望受益于国内大语言模型（LLM）日益增长的推理需求。</p><p>不过野村认为，百度搜索与广告业务面临的阻力，可能会抵消 AI 及芯片业务为其股价带来的利好。</p><p>分析师指出，与美国同行谷歌不同，即便在 AI 搜索快速兴起之前，百度在传统搜索市场的根基就已大幅削弱。这一情况与中国互联网生态相关，大量移动流量集中在百度难以渗透的第三方应用中，例如拼多多相关的微信。</p><p>野村团队还表示，AI 驱动搜索的兴起对百度而言是另一重威胁，腾讯、阿里等竞争对手正不断强化自身的 AI 搜索能力。尽管百度在发力 AI 搜索，且野村<strong>认为这是留住用户的正确策略，但百度此举要以牺牲搜索引擎广告这一核心收入为代价</strong>。</p><p>这两位分析师还表示，他们担忧的是，百度目前加大力度推进 AI 搜索，似乎并未遏制其搜索 APP 用户数与使用时长的下滑，这一现象可能意味着百度 AI 搜索未能获得用户认可，在当前价位下，<strong>他们认为阿里股票的风险收益比优于百度</strong>。</p><p>野村给予阿里巴巴 “买入” 评级，目标价为 170 美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dc6b349024c9e1ab5b9d5e7f56a0c3cf","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","09888":"百度集团-SW","BIDU":"百度"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106244430","content_text":"百度是今年受人工智能乐观情绪推动而走高的中概股之一，这一上升趋势似乎扭转了其多年来受增长压力导致的股价波动表现。百度美股在周三收涨近6%，股价到132.9美元，今年已经累升超57.66%。2021年初，百度股价曾突破300美元峰值，此后大幅回落，多数时间在80至150美元区间震荡，当前股价已创两年新高。不过，投资者或需保持谨慎。野村证券分析师上周末指出，尽管百度近期表现优于科技及 AI 同行阿里巴巴，过去一个月百度涨近50%，阿里涨32%—— 但阿里或许是更优选择。分析师施佳龙（Jialong Shi）与郭瑞秋（Rachel Guo）在报告中表示，阿里巴巴是更具吸引力的替代标的。给予百度 “中性” 评级，目标价为135美元。野村观点的核心是，尽管百度核心 AI 业务中的芯片板块前景向好，但其核心搜索与广告业务正受到推高股价的 AI 热潮冲击。百度常被比作 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19:10","market":"us","language":"zh","title":"阿里发布终端AI智能体，Qwen预告新品发布，“木头姐”周一入场","url":"https://stock-news.laohu8.com/highlight/detail?id=1137893421","media":"老虎资讯综合","summary":"面向个人用户永久免费开放。","content":"<html><head></head><body><p>近日， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 心流研究团队正式发布全新终端AI智能体iFlow CLI，面向个人用户永久免费开放。用户可通过自然语言命令在终端上直接执行任务，从而实现从文件整理到复杂工作流程的全面自动化。（36氪）</p><p>同时，阿里Qwen团队的负责人透露，<strong>阿里Qwen团队今晚要发布6个“新东西”，1个产品，2个开源模型，3个API接口。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5caf780e3e7348ea2509c6b8068d8f06\" title=\"\" tg-width=\"614\" tg-height=\"251\"/></p><p>另据透露，“木头姐”旗下的 <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> 和 <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> 周一共买入了99，090股<a href=\"https://laohu8.com/S/BABA\" title=\"阿里巴巴\" class=\"\">阿里巴巴</a>股票。</p><p>阿里巴巴盘前股价快速拉升，由下跌转为涨近1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748ca7b218d0812b59bceda608c0603\" title=\"\" tg-width=\"1296\" tg-height=\"396\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里发布终端AI智能体，Qwen预告新品发布，“木头姐”周一入场</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里发布终端AI智能体，Qwen预告新品发布，“木头姐”周一入场\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-23 19:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近日， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 心流研究团队正式发布全新终端AI智能体iFlow CLI，面向个人用户永久免费开放。用户可通过自然语言命令在终端上直接执行任务，从而实现从文件整理到复杂工作流程的全面自动化。（36氪）</p><p>同时，阿里Qwen团队的负责人透露，<strong>阿里Qwen团队今晚要发布6个“新东西”，1个产品，2个开源模型，3个API接口。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5caf780e3e7348ea2509c6b8068d8f06\" title=\"\" tg-width=\"614\" tg-height=\"251\"/></p><p>另据透露，“木头姐”旗下的 <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> 和 <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> 周一共买入了99，090股<a href=\"https://laohu8.com/S/BABA\" title=\"阿里巴巴\" class=\"\">阿里巴巴</a>股票。</p><p>阿里巴巴盘前股价快速拉升，由下跌转为涨近1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748ca7b218d0812b59bceda608c0603\" title=\"\" tg-width=\"1296\" tg-height=\"396\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137893421","content_text":"近日， 阿里巴巴 心流研究团队正式发布全新终端AI智能体iFlow CLI，面向个人用户永久免费开放。用户可通过自然语言命令在终端上直接执行任务，从而实现从文件整理到复杂工作流程的全面自动化。（36氪）同时，阿里Qwen团队的负责人透露，阿里Qwen团队今晚要发布6个“新东西”，1个产品，2个开源模型，3个API接口。另据透露，“木头姐”旗下的 ARK Fintech Innovation ETF 和 ARK Next Generation Internet ETF 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8-（-2）难道不是10？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477722615595064","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476985488048384,"gmtCreate":1757473998611,"gmtModify":1757473999700,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 金山云涨十几个点，难道云服务跟你没关系？","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 金山云涨十几个点，难道云服务跟你没关系？","text":"$阿里巴巴-W(09988)$ 金山云涨十几个点，难道云服务跟你没关系？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476985488048384","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476956978512584,"gmtCreate":1757466443766,"gmtModify":1757468297190,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"别是忽悠大家接盘","listText":"别是忽悠大家接盘","text":"别是忽悠大家接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476956978512584","repostId":"1168169776","repostType":2,"repost":{"id":"1168169776","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1757393157,"share":"https://www.laohu8.com/m/news/1168169776?lang=&edition=full","pubTime":"2025-09-09 12:45","market":"hk","language":"zh","title":"阿里巴巴突传重磅！或将发布全新团购产品，直接对标美团核心业务","url":"https://stock-news.laohu8.com/highlight/detail?id=1168169776","media":"券商中国","summary":"阿里巴巴可能又要“整活”了！9月8日晚间，阿里在美股市场股价大涨超4%。阿里突传重磅周二一早，市场就为一则消息炸开了锅。有传闻指，阿里将于明后天正式宣布上线全新团购产品及评价体系，直接对标美团核心业务。酝酿数月的新战场即将全面开打，本地生活服务行业格局或迎来重大变局。但阿里方面并未说明是否为团购业务发布会。持续看好阿里巴巴未来的表现。","content":"<html><head></head><body><p>9月9日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>午后跌近4%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨近3%！报道称<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>将发布全新团购产品，直接对标<a href=\"https://laohu8.com/S/MPNGY\">美团</a>核心业务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/876cc893a4f0265b127862a7f57ee132\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ede1372d48911a093deb6517b667040f\" tg-width=\"560\" tg-height=\"240\"/></p><p>阿里巴巴可能又要“整活”了！</p><p style=\"text-align: justify;\">9月9日早上，市场突然传出，阿里将于明后天正式宣布上线全新团购产品及评价体系，直接对标美团核心业务。而券商中国记者获悉，周三（9月10号）上午，在杭州西溪C区阿里的确有一场重磅业务发布会，活动时间是上午半天。但阿里方面并未说明是否为团购业务发布会。</p><p style=\"text-align: justify;\">9月8日晚间，阿里在美股市场股价大涨超4%。今天上午，阿里港股股价亦表现出色。昨天，港股通阿里巴巴净流入51.46亿港元。<a href=\"https://laohu8.com/S/603162\">海通</a>国际表示，阿里即时零售业务势头强劲，其中饿了么和闪购持续获取市场份额，以及云业务收入加速增长，印证国内云市场需求的韧性，料将共同支持收入及长期利润率提升；上调美股目标价至167美元/股，评级“跑赢大市”。</p><p><strong>阿里突传重磅</strong></p><p style=\"text-align: justify;\">周二一早，市场就为一则消息炸开了锅。有传闻指，阿里将于明后天正式宣布上线全新团购产品及评价体系，直接对标美团核心业务。酝酿数月的新战场即将全面开打，本地生活服务行业格局或迎来重大变局。</p><p style=\"text-align: justify;\">继昨晚阿里美股大涨之后，今早港股表现也不错。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3184af0b477557573205947a9dd3a9e5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">相比较之下，美团的表现则差强人意。近期，该股亦是连续杀跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50357afb1bbfb3a0957e01843daf428e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">那么，团购业务传闻是否属实？券商中国记者获悉，周三（9月10号）上午，在杭州西溪C区阿里确有一场重磅业务发布会，活动时间是上午半天。但阿里方面并未说明是否为团购业务发布会。</p><p style=\"text-align: justify;\">海通国际研究报告指出，阿里巴巴截至6月份止季度总收入达2477亿元人民币(下同)，按年增长2%，经营利润349.9亿元，按年下降3%。经调整EBITA按年跌14%至388亿元，主要受淘天闪购业务投资、用户获取开支及技术研发投入所拖累。归属股东净利润按年大幅增长76%至431亿元，主要来自投资公允价值收益及处置Trendyol本地服务业务。</p><p style=\"text-align: justify;\">该机构认为，集团的即时零售业务势头强劲，其中饿了么和闪购持续获取市场份额，以及云业务收入加速增长，印证国内云市场需求的韧性，料将共同支持收入及长期利润率提升；上调美股目标价至167美元，评级“跑赢大市”。截至昨日收盘，美股价格为141.2美元/股。</p><p><strong>阿里云也有大消息</strong></p><p style=\"text-align: justify;\">据最新消息，Omdia发布《中国AI云市场，1H25》报告显示，2025年上半年，中国AI云市场规模达223亿元，阿里云占比35.8%，位列第一，市场份额高于2到4名的总和，凭“AI全栈”继续引领市场发展。报告认为，生成式AI(GenAI)带来AI云市场的爆发，2025年预计增长148%，到2030年将达1930亿元规模。</p><p>有券商研究认为，阿里闪购业务突破大超预期，未来内功持续修炼有望稳定：自5月阿里大幅投入淘宝闪购业务以来，整体单量持续提升，单量上已经实现接近美团的水平，达到一定订单量之后UE也将产生变化，未来和美团的差距也将收窄，高AOV订单的占比也将会提升，整体效率都将发生大幅提升。公司未来还将会加大在骑手路径系统、闪电仓和供应链上持续投入，进而巩固维持闪购业务市场份额。</p><p style=\"text-align: justify;\">闪购业务未来将带动主站用户活跃度以及CMR增长：公司从GMV近期的增长上看到了即时零售的协同效应，未来不排除发布超级APP的可能，打造大消费平台整合各类业务并实现相互引流。此外即时零售业务本身在未来3年有望达到1万亿的GMV水平之后，未来将会对整体广告收入和主站的活跃度带来质的提升。</p><p style=\"text-align: justify;\">阿里云需求持续提升，看<a href=\"https://laohu8.com/S/TAL\">好未来</a>云业务增速和CAPEX增长：云业务收入增速的持续超预期，主要由于云业务受AI带动的连锁效应。公司基于AI方向做的大模型化能力的增强，客服和大数据库都已完成大模型化增强或产品的重构。未来云将被大模型重构，整个云体系不再有传统的SaaS、PaaS，可能只存在MaaS和Agent服务。所有产品的特色和新增能力都会通过大模型实现，只需在更新模型能力，这对所有云厂商都是挑战，技术的闭源会更加突出阿里的技术差异化，进而保持高毛利和高收入。</p><p style=\"text-align: justify;\">由于闪购业务数据不断超预期，未来闪购业务也将反哺主站带动主站的用户活跃和广告CMR业务的增长；阿里云受益于AI重构了云业务所带来的连锁效应，未来云业务的壁垒也将会提升，云业务增速和CAPEX增长未来也将保持增长态势。持续看好阿里巴巴未来的表现。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴突传重磅！或将发布全新团购产品，直接对标美团核心业务</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴突传重磅！或将发布全新团购产品，直接对标美团核心业务\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-09-09 12:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月9日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>午后跌近4%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨近3%！报道称<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>将发布全新团购产品，直接对标<a href=\"https://laohu8.com/S/MPNGY\">美团</a>核心业务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/876cc893a4f0265b127862a7f57ee132\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ede1372d48911a093deb6517b667040f\" tg-width=\"560\" tg-height=\"240\"/></p><p>阿里巴巴可能又要“整活”了！</p><p style=\"text-align: justify;\">9月9日早上，市场突然传出，阿里将于明后天正式宣布上线全新团购产品及评价体系，直接对标美团核心业务。而券商中国记者获悉，周三（9月10号）上午，在杭州西溪C区阿里的确有一场重磅业务发布会，活动时间是上午半天。但阿里方面并未说明是否为团购业务发布会。</p><p style=\"text-align: justify;\">9月8日晚间，阿里在美股市场股价大涨超4%。今天上午，阿里港股股价亦表现出色。昨天，港股通阿里巴巴净流入51.46亿港元。<a href=\"https://laohu8.com/S/603162\">海通</a>国际表示，阿里即时零售业务势头强劲，其中饿了么和闪购持续获取市场份额，以及云业务收入加速增长，印证国内云市场需求的韧性，料将共同支持收入及长期利润率提升；上调美股目标价至167美元/股，评级“跑赢大市”。</p><p><strong>阿里突传重磅</strong></p><p style=\"text-align: justify;\">周二一早，市场就为一则消息炸开了锅。有传闻指，阿里将于明后天正式宣布上线全新团购产品及评价体系，直接对标美团核心业务。酝酿数月的新战场即将全面开打，本地生活服务行业格局或迎来重大变局。</p><p style=\"text-align: justify;\">继昨晚阿里美股大涨之后，今早港股表现也不错。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3184af0b477557573205947a9dd3a9e5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">相比较之下，美团的表现则差强人意。近期，该股亦是连续杀跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50357afb1bbfb3a0957e01843daf428e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">那么，团购业务传闻是否属实？券商中国记者获悉，周三（9月10号）上午，在杭州西溪C区阿里确有一场重磅业务发布会，活动时间是上午半天。但阿里方面并未说明是否为团购业务发布会。</p><p style=\"text-align: justify;\">海通国际研究报告指出，阿里巴巴截至6月份止季度总收入达2477亿元人民币(下同)，按年增长2%，经营利润349.9亿元，按年下降3%。经调整EBITA按年跌14%至388亿元，主要受淘天闪购业务投资、用户获取开支及技术研发投入所拖累。归属股东净利润按年大幅增长76%至431亿元，主要来自投资公允价值收益及处置Trendyol本地服务业务。</p><p style=\"text-align: justify;\">该机构认为，集团的即时零售业务势头强劲，其中饿了么和闪购持续获取市场份额，以及云业务收入加速增长，印证国内云市场需求的韧性，料将共同支持收入及长期利润率提升；上调美股目标价至167美元，评级“跑赢大市”。截至昨日收盘，美股价格为141.2美元/股。</p><p><strong>阿里云也有大消息</strong></p><p style=\"text-align: justify;\">据最新消息，Omdia发布《中国AI云市场，1H25》报告显示，2025年上半年，中国AI云市场规模达223亿元，阿里云占比35.8%，位列第一，市场份额高于2到4名的总和，凭“AI全栈”继续引领市场发展。报告认为，生成式AI(GenAI)带来AI云市场的爆发，2025年预计增长148%，到2030年将达1930亿元规模。</p><p>有券商研究认为，阿里闪购业务突破大超预期，未来内功持续修炼有望稳定：自5月阿里大幅投入淘宝闪购业务以来，整体单量持续提升，单量上已经实现接近美团的水平，达到一定订单量之后UE也将产生变化，未来和美团的差距也将收窄，高AOV订单的占比也将会提升，整体效率都将发生大幅提升。公司未来还将会加大在骑手路径系统、闪电仓和供应链上持续投入，进而巩固维持闪购业务市场份额。</p><p style=\"text-align: justify;\">闪购业务未来将带动主站用户活跃度以及CMR增长：公司从GMV近期的增长上看到了即时零售的协同效应，未来不排除发布超级APP的可能，打造大消费平台整合各类业务并实现相互引流。此外即时零售业务本身在未来3年有望达到1万亿的GMV水平之后，未来将会对整体广告收入和主站的活跃度带来质的提升。</p><p style=\"text-align: justify;\">阿里云需求持续提升，看<a href=\"https://laohu8.com/S/TAL\">好未来</a>云业务增速和CAPEX增长：云业务收入增速的持续超预期，主要由于云业务受AI带动的连锁效应。公司基于AI方向做的大模型化能力的增强，客服和大数据库都已完成大模型化增强或产品的重构。未来云将被大模型重构，整个云体系不再有传统的SaaS、PaaS，可能只存在MaaS和Agent服务。所有产品的特色和新增能力都会通过大模型实现，只需在更新模型能力，这对所有云厂商都是挑战，技术的闭源会更加突出阿里的技术差异化，进而保持高毛利和高收入。</p><p style=\"text-align: justify;\">由于闪购业务数据不断超预期，未来闪购业务也将反哺主站带动主站的用户活跃和广告CMR业务的增长；阿里云受益于AI重构了云业务所带来的连锁效应，未来云业务的壁垒也将会提升，云业务增速和CAPEX增长未来也将保持增长态势。持续看好阿里巴巴未来的表现。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","03690":"美团-W","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","MPNGY":"美团ADR","LU1688375341.USD":"贝莱德中国灵活股票基金","09988":"阿里巴巴-W","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BABA":"阿里巴巴","BK4535":"淡马锡持仓","BK4538":"云计算","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4548":"巴美列捷福持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0048580855.USD":"富达大中华区A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168169776","content_text":"9月9日，美团-W午后跌近4%，阿里巴巴-W涨近3%！报道称阿里巴巴将发布全新团购产品，直接对标美团核心业务。阿里巴巴可能又要“整活”了！9月9日早上，市场突然传出，阿里将于明后天正式宣布上线全新团购产品及评价体系，直接对标美团核心业务。而券商中国记者获悉，周三（9月10号）上午，在杭州西溪C区阿里的确有一场重磅业务发布会，活动时间是上午半天。但阿里方面并未说明是否为团购业务发布会。9月8日晚间，阿里在美股市场股价大涨超4%。今天上午，阿里港股股价亦表现出色。昨天，港股通阿里巴巴净流入51.46亿港元。海通国际表示，阿里即时零售业务势头强劲，其中饿了么和闪购持续获取市场份额，以及云业务收入加速增长，印证国内云市场需求的韧性，料将共同支持收入及长期利润率提升；上调美股目标价至167美元/股，评级“跑赢大市”。阿里突传重磅周二一早，市场就为一则消息炸开了锅。有传闻指，阿里将于明后天正式宣布上线全新团购产品及评价体系，直接对标美团核心业务。酝酿数月的新战场即将全面开打，本地生活服务行业格局或迎来重大变局。继昨晚阿里美股大涨之后，今早港股表现也不错。相比较之下，美团的表现则差强人意。近期，该股亦是连续杀跌。那么，团购业务传闻是否属实？券商中国记者获悉，周三（9月10号）上午，在杭州西溪C区阿里确有一场重磅业务发布会，活动时间是上午半天。但阿里方面并未说明是否为团购业务发布会。海通国际研究报告指出，阿里巴巴截至6月份止季度总收入达2477亿元人民币(下同)，按年增长2%，经营利润349.9亿元，按年下降3%。经调整EBITA按年跌14%至388亿元，主要受淘天闪购业务投资、用户获取开支及技术研发投入所拖累。归属股东净利润按年大幅增长76%至431亿元，主要来自投资公允价值收益及处置Trendyol本地服务业务。该机构认为，集团的即时零售业务势头强劲，其中饿了么和闪购持续获取市场份额，以及云业务收入加速增长，印证国内云市场需求的韧性，料将共同支持收入及长期利润率提升；上调美股目标价至167美元，评级“跑赢大市”。截至昨日收盘，美股价格为141.2美元/股。阿里云也有大消息据最新消息，Omdia发布《中国AI云市场，1H25》报告显示，2025年上半年，中国AI云市场规模达223亿元，阿里云占比35.8%，位列第一，市场份额高于2到4名的总和，凭“AI全栈”继续引领市场发展。报告认为，生成式AI(GenAI)带来AI云市场的爆发，2025年预计增长148%，到2030年将达1930亿元规模。有券商研究认为，阿里闪购业务突破大超预期，未来内功持续修炼有望稳定：自5月阿里大幅投入淘宝闪购业务以来，整体单量持续提升，单量上已经实现接近美团的水平，达到一定订单量之后UE也将产生变化，未来和美团的差距也将收窄，高AOV订单的占比也将会提升，整体效率都将发生大幅提升。公司未来还将会加大在骑手路径系统、闪电仓和供应链上持续投入，进而巩固维持闪购业务市场份额。闪购业务未来将带动主站用户活跃度以及CMR增长：公司从GMV近期的增长上看到了即时零售的协同效应，未来不排除发布超级APP的可能，打造大消费平台整合各类业务并实现相互引流。此外即时零售业务本身在未来3年有望达到1万亿的GMV水平之后，未来将会对整体广告收入和主站的活跃度带来质的提升。阿里云需求持续提升，看好未来云业务增速和CAPEX增长：云业务收入增速的持续超预期，主要由于云业务受AI带动的连锁效应。公司基于AI方向做的大模型化能力的增强，客服和大数据库都已完成大模型化增强或产品的重构。未来云将被大模型重构，整个云体系不再有传统的SaaS、PaaS，可能只存在MaaS和Agent服务。所有产品的特色和新增能力都会通过大模型实现，只需在更新模型能力，这对所有云厂商都是挑战，技术的闭源会更加突出阿里的技术差异化，进而保持高毛利和高收入。由于闪购业务数据不断超预期，未来闪购业务也将反哺主站带动主站的用户活跃和广告CMR业务的增长；阿里云受益于AI重构了云业务所带来的连锁效应，未来云业务的壁垒也将会提升，云业务增速和CAPEX增长未来也将保持增长态势。持续看好阿里巴巴未来的表现。","news_type":1,"symbols_score_info":{"03690":1,"09988":1.1,"BABA":1,"MPNGY":1}},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476922675216816,"gmtCreate":1757458780555,"gmtModify":1757458781744,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 大哥回来了！","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 大哥回来了！","text":"$阿里巴巴-W(09988)$ 大哥回来了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476922675216816","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476707685007896,"gmtCreate":1757405845054,"gmtModify":1757405846793,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"搞高德社交？","listText":"搞高德社交？","text":"搞高德社交？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/476707685007896","repostId":"1115734404","repostType":2,"repost":{"id":"1115734404","kind":"news","pubTimestamp":1757392296,"share":"https://www.laohu8.com/m/news/1115734404?lang=&edition=full","pubTime":"2025-09-09 12:31","market":"us","language":"zh","title":"曝阿里保密新项目明天揭晓，与高德有关","url":"https://stock-news.laohu8.com/highlight/detail?id=1115734404","media":"Tech星球","summary":"网传消息称，阿里巴巴将在这天杭州举行发布会，有“重磅业务发布”，大量媒体已收到邀请前往杭州。据悉，在阿里巴巴西溪园区访客区的一角正在进行发布会的搭建。有工作人员称，不知道具体是什么项目，只知道与高德相关。此前据报道，网传消息称，阿里全球总部此前未启用的C4楼，被用于一个高级别保密新项目。据悉，项目组已入驻两个多月，却鲜有人知晓具体情况，保密级别非常高。","content":"<html><head></head><body><p>9月9日消息，据鞭牛士报道，明天（9月10日）是阿里巴巴的26岁生日。网传消息称，阿里巴巴将在这天杭州举行发布会，有“重磅业务发布”，大量媒体已收到邀请前往杭州。</p><p>据悉，在阿里巴巴西溪园区访客区的一角正在进行发布会的搭建。有工作人员称，不知道具体是什么项目，只知道与高德相关。</p><p>随后相关人员侧证，过去几个月确有不少高德团队频繁往返杭州阿里总部和北京，“不了解详情，但很多是高德资深工程师和产品。”<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fcd4934dc3e52a1f4dd523b9b3d30ff\" alt=\"\" title=\"\" tg-width=\"1076\" tg-height=\"748\"/></p><p> 此前据报道，网传消息称，阿里全球总部此前未启用的C4楼，被用于一个高级别保密新项目。新项目组单独进驻该楼，整栋楼实行完全封闭办公模式，设置额外门禁权限，配备独立安保力量。</p><p> 据悉，项目组已入驻两个多月，却鲜有人知晓具体情况，保密级别非常高。</p><p> 据内部员工分享：楼底下张贴着“本楼宇暂不开放，烦请绕行”的通知，但每天中午有专人送餐（只开一个入口）。有人曾想进入也被保安以“保密项目”拒绝。（鞭牛士、新浪科技、大厂日爆）</p><p><br/></p></body></html>","source":"techxq","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>曝阿里保密新项目明天揭晓，与高德有关</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n曝阿里保密新项目明天揭晓，与高德有关\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-09 12:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/JZR0JuhMJX3NB6YL_c1zSw><strong>Tech星球</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月9日消息，据鞭牛士报道，明天（9月10日）是阿里巴巴的26岁生日。网传消息称，阿里巴巴将在这天杭州举行发布会，有“重磅业务发布”，大量媒体已收到邀请前往杭州。据悉，在阿里巴巴西溪园区访客区的一角正在进行发布会的搭建。有工作人员称，不知道具体是什么项目，只知道与高德相关。随后相关人员侧证，过去几个月确有不少高德团队频繁往返杭州阿里总部和北京，“不了解详情，但很多是高德资深工程师和产品。” 此前据...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/JZR0JuhMJX3NB6YL_c1zSw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/JZR0JuhMJX3NB6YL_c1zSw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115734404","content_text":"9月9日消息，据鞭牛士报道，明天（9月10日）是阿里巴巴的26岁生日。网传消息称，阿里巴巴将在这天杭州举行发布会，有“重磅业务发布”，大量媒体已收到邀请前往杭州。据悉，在阿里巴巴西溪园区访客区的一角正在进行发布会的搭建。有工作人员称，不知道具体是什么项目，只知道与高德相关。随后相关人员侧证，过去几个月确有不少高德团队频繁往返杭州阿里总部和北京，“不了解详情，但很多是高德资深工程师和产品。” 此前据报道，网传消息称，阿里全球总部此前未启用的C4楼，被用于一个高级别保密新项目。新项目组单独进驻该楼，整栋楼实行完全封闭办公模式，设置额外门禁权限，配备独立安保力量。 据悉，项目组已入驻两个多月，却鲜有人知晓具体情况，保密级别非常高。 据内部员工分享：楼底下张贴着“本楼宇暂不开放，烦请绕行”的通知，但每天中午有专人送餐（只开一个入口）。有人曾想进入也被保安以“保密项目”拒绝。（鞭牛士、新浪科技、大厂日爆）","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472804293492888,"gmtCreate":1756462686520,"gmtModify":1756462688367,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"中规中矩","listText":"中规中矩","text":"中规中矩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472804293492888","repostId":"1136971492","repostType":2,"repost":{"id":"1136971492","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1756460157,"share":"https://www.laohu8.com/m/news/1136971492?lang=&edition=full","pubTime":"2025-08-29 17:35","market":"us","language":"zh","title":"阿里巴巴第一财季营收2476.52亿元，经调整净利润335.10亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1136971492","media":"老虎资讯综合","summary":"上年同期2432.36亿元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 2026财年第一财季营收2476.52亿元人民币，同比增长2%，上年同期2432.36亿元，预估2531.7亿元。剔除高鑫零售与银泰已处置业务影响，同口径收入同比增长10%。</p><p>第一财季净利润为人民币423.82亿元，同比增长76%；归属于普通股股东的净利润为人民币431.16亿元。非GAAP（Non-GAAP）净利润为人民币335.10亿元，同比下降18%。</p><p>第一财季经调整EBITA为人民币388.44亿元，同比下降14%；经营利润为人民币349.88亿元，同比下降3%。 -</p><p>第一财季非GAAP（Non-GAAP）摊薄每ADS收益为人民币14.75元，同比下降10%；非GAAP（Non-GAAP）摊薄每股收益为人民币1.84元，同比下降10%。</p><p>第一财季经营活动现金流净额为人民币206.72亿元，同比下降39%；自由现金流为净流出人民币188.15亿元，主要反映云基础设施支出增加及对“淘宝闪购”的投入。期末现金及其他流动投资为人民币5,856.63亿元。</p><p>回购方面，季度内以8.15亿美元回购5,600万股普通股（约合700万股ADS）；截至期末，授权回购额度尚余193亿美元，效期至2027年3月。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ef710ee11eb60aa473757734f52b36a8\" title=\"\" tg-width=\"956\" tg-height=\"680\"/></p><h3 id=\"id_2992431632\">业务分项</h3><p>阿里巴巴中国电商集团：客户管理收入为人民币892.52亿元，同比增长10%，受基础软件服务费和“全站推广”渗透率提升带动。4月底上线的“淘宝闪购”强化即时零售能力，并在8月前三周带动淘宝App月度活跃消费者同比增长25%。</p><p>截至2025年6月30日止三个月，<strong>即时零售业务收入为人民币147.84亿元，相较2024年同期的131.96亿元增长12%，主要是得益于2025年4 月底推出的“淘宝闪购”所带来的订单量增长。</strong></p><p>阿里国际数字商业集团（AIDC）：收入为人民币347.41亿元，同比增长19%；持续聚焦重点地区和效率提升，亏损同比和环比大幅收窄，接近盈亏平衡。速卖通Choice单位经济效益显著改善，Trendyol国际业务单位经济效益环比改善。</p><p>云智能集团：收入为人民币333.98亿元，同比增长26%；剔除并表内部收入影响后亦同比增长26%。AI相关产品收入连续第八个季度实现三位数同比增长，公共云中计算、存储及其他服务需求同步走强。第三方报告亦强调其全栈生成式AI解决方案与开发者平台优势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c194eabcc4fe693df4eda108e13381f7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h3 id=\"id_2816010293\">下季度展望</h3><p>公司将持续围绕“大消费”与“AI+云”两大战略重心加大投入，推进即时零售供给扩张与用户体验优化，强化与生态内业务的供应链与会员协同。</p><p>云智能将延续在AI产品与服务的投入，以提升AI工作负载的云采用与商业化占比，同时保持在公共云核心能力上的领先位置。</p><p>AIDC将继续聚焦重点区域与精细化运营，巩固单位经济效益改善与亏损收窄趋势。</p><h3 id=\"id_1062923018\">高管解读</h3><p>首席执行官吴泳铭表示，公司本季度聚焦消费与“AI+云”战略，通过加大即时零售投入与消费平台整合，带动淘宝App月活与日订单创新高；在强劲AI需求拉动下，云智能收入加速增长，AI收入在外部商业化中的占比提升。该表态显示公司正以即时零售强化用户心智，同时依托AI驱动云业务的结构性增长。</p><p>首席财务官徐宏指出，核心业务保持强劲增长，客户管理收入同比增10%，云智能收入同比增26%，AI相关产品连续八个季度实现三位数增速；AIDC亏损同比和环比大幅收窄、接近盈亏平衡，并为即时零售与AI的持续投入提供资源支持。这反映公司在扩张新动能的同时，注重运营效率与资源配置优化。</p><p>阿里巴巴盘前股价快速拉升，截至发稿涨幅超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e1e8f244f46697accde9495f854335b\" title=\"\" tg-width=\"1291\" tg-height=\"383\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴第一财季营收2476.52亿元，经调整净利润335.10亿元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴第一财季营收2476.52亿元，经调整净利润335.10亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-29 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 2026财年第一财季营收2476.52亿元人民币，同比增长2%，上年同期2432.36亿元，预估2531.7亿元。剔除高鑫零售与银泰已处置业务影响，同口径收入同比增长10%。</p><p>第一财季净利润为人民币423.82亿元，同比增长76%；归属于普通股股东的净利润为人民币431.16亿元。非GAAP（Non-GAAP）净利润为人民币335.10亿元，同比下降18%。</p><p>第一财季经调整EBITA为人民币388.44亿元，同比下降14%；经营利润为人民币349.88亿元，同比下降3%。 -</p><p>第一财季非GAAP（Non-GAAP）摊薄每ADS收益为人民币14.75元，同比下降10%；非GAAP（Non-GAAP）摊薄每股收益为人民币1.84元，同比下降10%。</p><p>第一财季经营活动现金流净额为人民币206.72亿元，同比下降39%；自由现金流为净流出人民币188.15亿元，主要反映云基础设施支出增加及对“淘宝闪购”的投入。期末现金及其他流动投资为人民币5,856.63亿元。</p><p>回购方面，季度内以8.15亿美元回购5,600万股普通股（约合700万股ADS）；截至期末，授权回购额度尚余193亿美元，效期至2027年3月。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ef710ee11eb60aa473757734f52b36a8\" title=\"\" tg-width=\"956\" tg-height=\"680\"/></p><h3 id=\"id_2992431632\">业务分项</h3><p>阿里巴巴中国电商集团：客户管理收入为人民币892.52亿元，同比增长10%，受基础软件服务费和“全站推广”渗透率提升带动。4月底上线的“淘宝闪购”强化即时零售能力，并在8月前三周带动淘宝App月度活跃消费者同比增长25%。</p><p>截至2025年6月30日止三个月，<strong>即时零售业务收入为人民币147.84亿元，相较2024年同期的131.96亿元增长12%，主要是得益于2025年4 月底推出的“淘宝闪购”所带来的订单量增长。</strong></p><p>阿里国际数字商业集团（AIDC）：收入为人民币347.41亿元，同比增长19%；持续聚焦重点地区和效率提升，亏损同比和环比大幅收窄，接近盈亏平衡。速卖通Choice单位经济效益显著改善，Trendyol国际业务单位经济效益环比改善。</p><p>云智能集团：收入为人民币333.98亿元，同比增长26%；剔除并表内部收入影响后亦同比增长26%。AI相关产品收入连续第八个季度实现三位数同比增长，公共云中计算、存储及其他服务需求同步走强。第三方报告亦强调其全栈生成式AI解决方案与开发者平台优势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c194eabcc4fe693df4eda108e13381f7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h3 id=\"id_2816010293\">下季度展望</h3><p>公司将持续围绕“大消费”与“AI+云”两大战略重心加大投入，推进即时零售供给扩张与用户体验优化，强化与生态内业务的供应链与会员协同。</p><p>云智能将延续在AI产品与服务的投入，以提升AI工作负载的云采用与商业化占比，同时保持在公共云核心能力上的领先位置。</p><p>AIDC将继续聚焦重点区域与精细化运营，巩固单位经济效益改善与亏损收窄趋势。</p><h3 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哪些傻叉在卖？真以为ds不需要显卡了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410942476529864","isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410456371282400,"gmtCreate":1741219052401,"gmtModify":1741219054424,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"这么缺钱了？","listText":"这么缺钱了？","text":"这么缺钱了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410456371282400","repostId":"1124170243","repostType":2,"repost":{"id":"1124170243","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1741218331,"share":"https://www.laohu8.com/m/news/1124170243?lang=&edition=full","pubTime":"2025-03-06 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-03-06 07:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月6日讯，<a href=\"https://laohu8.com/S/BIDU\">百度</a>在港交所公告，其发行本金总额为人民币100亿元的以人民币计值的优先无担保票据的定价。票据发行包括2030年到期的人民币75亿元2.70%票据及2035年到期的人民币25亿元3.00%票据。</p><p>公司预期于2025年3月12日或前后完成票据发行，受满足惯例完成条件所规限。拟将票据发行所得款项净额用作一般公司用途，包括偿还若干现有债务、支付利息及一般公司用途。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8ff127fd7dbfb4509cabe28d5b9366\" tg-width=\"1151\" tg-height=\"917\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"LU0173614495.USD":"富达中国焦点A","BIDU":"百度","LU0359201612.USD":"贝莱德中国基金A2","BK4543":"AI","BK4077":"互动媒体与服务","LU0359202008.SGD":"Blackrock China Fund A2 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 真的，再下来，这次我一定买！！[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 真的，再下来，这次我一定买！！[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;","text":"$小米集团-W(01810)$ 真的，再下来，这次我一定买！！[流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410282342957664","isVote":1,"tweetType":1,"viewCount":2006,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518174489286115","authorId":"3518174489286115","name":"洒落秋阳","avatar":"https://static.tigerbbs.com/2ad98e25badbb4648d73730171418e4a","crmLevel":8,"crmLevelSwitch":0,"idStr":"3518174489286115","authorIdStr":"3518174489286115"},"content":"当太多人都想50买他就跌不到50，能明白吗","text":"当太多人都想50买他就跌不到50，能明白吗","html":"当太多人都想50买他就跌不到50，能明白吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410210827849784,"gmtCreate":1741159249861,"gmtModify":1741162979052,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 敢不敢再下来[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 敢不敢再下来[捂脸]&nbsp;&nbsp;","text":"$小米集团-W(01810)$ 敢不敢再下来[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/410210827849784","isVote":1,"tweetType":1,"viewCount":2305,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104974452230130","authorId":"4104974452230130","name":"ljjhebut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4104974452230130","authorIdStr":"4104974452230130"},"content":"再下来，你也不敢买","text":"再下来，你也不敢买","html":"再下来，你也不敢买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408053494174176,"gmtCreate":1740643859265,"gmtModify":1740643861285,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408053494174176","repostId":"1145656498","repostType":2,"repost":{"id":"1145656498","kind":"news","pubTimestamp":1740643003,"share":"https://www.laohu8.com/m/news/1145656498?lang=&edition=full","pubTime":"2025-02-27 15:56","market":"hk","language":"zh","title":"消息称百度将于3月发布文心大模型4.5，为“史上最强大”","url":"https://stock-news.laohu8.com/highlight/detail?id=1145656498","media":"新浪科技","summary":"包含多模态、深度思考等能力。","content":"<html><head></head><body><p>据外媒报道，百度将在3月中发布文心大模型4.5版本。据悉，新版本基础模型能力将有大幅提升，此外还包含多模态、深度思考等能力。</p><p style=\"text-align: start;\">对此，媒体向百度方面求证，截至发稿公司暂无回应。不过，此前百度财报会上曾透露，文心4.5系列是史上最强大的文心大模型，并计划于6月正式开源。在此之前，新浪科技还从知情人士处获悉，“百度文心大模型是全球最早对标GPT的LLM大模型，并将在今年内发布5.0版本”。</p><p style=\"text-align: start;\">据悉，OpenAI也将在今年陆续发布GPT4.5、5.0等新版模型。</p></body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称百度将于3月发布文心大模型4.5，为“史上最强大”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称百度将于3月发布文心大模型4.5，为“史上最强大”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 15:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2025-02-27/doc-inemxeup3310163.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据外媒报道，百度将在3月中发布文心大模型4.5版本。据悉，新版本基础模型能力将有大幅提升，此外还包含多模态、深度思考等能力。对此，媒体向百度方面求证，截至发稿公司暂无回应。不过，此前百度财报会上曾透露，文心4.5系列是史上最强大的文心大模型，并计划于6月正式开源。在此之前，新浪科技还从知情人士处获悉，“百度文心大模型是全球最早对标GPT的LLM大模型，并将在今年内发布5.0版本”。据悉，...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2025-02-27/doc-inemxeup3310163.shtml\">Web 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敢不敢再下来[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/410210827849784","isVote":1,"tweetType":1,"viewCount":2305,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104974452230130","authorId":"4104974452230130","name":"ljjhebut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4104974452230130","authorIdStr":"4104974452230130"},"content":"再下来，你也不敢买","text":"再下来，你也不敢买","html":"再下来，你也不敢买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373717070106736,"gmtCreate":1732248882667,"gmtModify":1732248884864,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"实在整不出新活了","listText":"实在整不出新活了","text":"实在整不出新活了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373717070106736","repostId":"1154823825","repostType":2,"repost":{"id":"1154823825","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732247357,"share":"https://www.laohu8.com/m/news/1154823825?lang=&edition=full","pubTime":"2024-11-22 11:49","market":"us","language":"zh","title":"法拉第未来：将于下周宣布股票代码变更结果，并进一步更新AI战略进展","url":"https://stock-news.laohu8.com/highlight/detail?id=1154823825","media":"老虎资讯综合","summary":"11月22日，法拉第未来微博宣布，将在北京时间11月26日宣布关于公司股票代码更换的结果，并进一步更新AI战略进展。今年919 FX战略发布会上，FF启动了最后一轮股票代码更换的意见征集。这一共创活动得到了全球用户的热情参与，为FF做出这一重要决策提供了宝贵的数据参考。随着FX战略的发布和项目取得重大进展，我们的AI战略即将迈入新阶段。希望通过FF的AI技术积淀对FX产品的赋能，把握住美国AIEV市场的蓝海机遇，全力实现“让每个人都能拥有一辆AIEV”的愿景。","content":"<html><head></head><body><p>11月22日，<a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>美股夜盘短线拉升，现涨超5%！该公司宣布，将在北京时间11月26日宣布关于公司股票代码更换的结果，并进一步更新AI战略进展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1943519c405505354ba9fb57125798f\" title=\"\" tg-width=\"861\" tg-height=\"835\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e72d9f35850b138accbfb25553ec4af\" title=\"\" tg-width=\"1099\" tg-height=\"666\"/></p><p>今年919 FX战略发布会上，FF启动了最后一轮股票代码更换的意见征集。这一共创活动得到了全球用户的热情参与，为FF做出这一重要决策提供了宝贵的数据参考。</p><p>随着FX战略的发布和项目取得重大进展，我们的AI战略即将迈入新阶段。希望通过FF的AI技术积淀对FX产品的赋能，把握住美国AIEV市场的蓝海机遇，全力实现“让每个人都能拥有一辆AIEV”的愿景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc67cab502b1b1978c4afacd84f032e\" title=\"\" tg-width=\"1920\" tg-height=\"1080\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>法拉第未来：将于下周宣布股票代码变更结果，并进一步更新AI战略进展</title>\n<style 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href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>美股夜盘短线拉升，现涨超5%！该公司宣布，将在北京时间11月26日宣布关于公司股票代码更换的结果，并进一步更新AI战略进展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1943519c405505354ba9fb57125798f\" title=\"\" tg-width=\"861\" tg-height=\"835\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e72d9f35850b138accbfb25553ec4af\" title=\"\" tg-width=\"1099\" tg-height=\"666\"/></p><p>今年919 FX战略发布会上，FF启动了最后一轮股票代码更换的意见征集。这一共创活动得到了全球用户的热情参与，为FF做出这一重要决策提供了宝贵的数据参考。</p><p>随着FX战略的发布和项目取得重大进展，我们的AI战略即将迈入新阶段。希望通过FF的AI技术积淀对FX产品的赋能，把握住美国AIEV市场的蓝海机遇，全力实现“让每个人都能拥有一辆AIEV”的愿景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc67cab502b1b1978c4afacd84f032e\" title=\"\" tg-width=\"1920\" tg-height=\"1080\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154823825","content_text":"11月22日，法拉第未来美股夜盘短线拉升，现涨超5%！该公司宣布，将在北京时间11月26日宣布关于公司股票代码更换的结果，并进一步更新AI战略进展。今年919 FX战略发布会上，FF启动了最后一轮股票代码更换的意见征集。这一共创活动得到了全球用户的热情参与，为FF做出这一重要决策提供了宝贵的数据参考。随着FX战略的发布和项目取得重大进展，我们的AI战略即将迈入新阶段。希望通过FF的AI技术积淀对FX产品的赋能，把握住美国AIEV市场的蓝海机遇，全力实现“让每个人都能拥有一辆AIEV”的愿景。","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372478915473728,"gmtCreate":1731976892129,"gmtModify":1731980254662,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a> 神经病，还有半个小时还不发，这会还在改稿吗？","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a> 神经病，还有半个小时还不发，这会还在改稿吗？","text":"$小鹏汽车-W(09868)$ 神经病，还有半个小时还不发，这会还在改稿吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372478915473728","isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578941451846110","authorId":"3578941451846110","name":"Frewsky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"idStr":"3578941451846110","authorIdStr":"3578941451846110"},"content":"别慌，数据一般都很漂亮","text":"别慌，数据一般都很漂亮","html":"别慌，数据一般都很漂亮"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323056767340704,"gmtCreate":1719872691012,"gmtModify":1719872692748,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a 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16:01","market":"us","language":"zh","title":"理想汽车第一季度营收35.8亿元，净亏损3.6亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1136643772","media":"老虎资讯综合","summary":"5月26日美股盘前，理想汽车发布2021年第一季度业绩。财报显示，第一季度营收35.8亿元，市场预期33.55亿元；第一季度净亏损3.6亿元，市场预期净亏损1.34亿元；第一季度每ADS亏损0.4元，","content":"<p>5月26日美股盘前，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>发布2021年第一季度业绩。财报显示，第一季度营收35.8亿元，市场预期33.55亿元；第一季度净亏损3.6亿元，市场预期净亏损1.34亿元；第一季度每ADS亏损0.4元，市场预期亏损0.17元。</p><p><img src=\"https://static.tigerbbs.com/36715a4936fe48e50d9ad41a2a1cdaeb\" tg-width=\"1179\" tg-height=\"686\" referrerpolicy=\"no-referrer\"></p><p>2021年第一季度，理想One交付量为12579台，同比增长334.4％</p><p><img src=\"https://static.tigerbbs.com/5dbcb582a3b844a7f5eb48e4ec9b9686\" tg-width=\"1129\" tg-height=\"228\" referrerpolicy=\"no-referrer\"></p><p>理想汽车创始人、董事长兼首席执行官李想表示：“本季度我们共交付12579辆理想ONE，同比增长334.4%。理想ONE是中国新能源SUV市场第二畅销的车型，由于其出色的产品定位与卓越的用户体验，用户满意度与品牌知名度迅速攀升。同时，直营的销售服务网络也是我们增长的坚实支柱。”</p><p><b><u>2021年第一季度的财务摘要</u></b></p><ul><li>2021年第一季度的汽车销售额为人民币34.6亿元，同比增长311.8％，环比下降14.6％。</li><li>2021年第一季度利润率为16.9％，去年同期为8.4％，上一季度为17.1％。</li><li>2021年第一季度的总收入为人民币35.8亿元，同比增长319.8％，环比下降13.8％。</li><li>2021年第一季度的毛利润为人民币6.167亿元，同比增长了802.9％，环比下降14.9％。</li><li>2021年第一季度的毛利率为17.3％，去年同期毛利率为8.0％，上一季度毛利率为17.5％。</li><li>2021年第一季度的经营亏损为人民币4.077亿元，同比增长74.1％，环比增长416.7％。</li><li>净亏损为人民币3.6亿元（约合5490万美元），而2020年第一季度净亏损人民币7710万元，2020年第四季度净利润1.075亿元人民币。</li><li>不按美国通用会计准则（Non-GAAP），净亏损1.770亿元人民币（约合2700万美元），而2020年第一季度净亏损2.534亿元人民币，2020年第四季度净利润为1.154亿元人民币。</li></ul><p><b>业绩展望：</b></p><p>预计第二季度交付量介乎于1.45万-1.55万台，同比增长119.6%-134.7%。第二季度总收入在39.9亿元人民币至42.7亿元人民币之间，同比增长104.6％至119％。</p><p>公布财报后，理想汽车美股盘前涨近2%。</p><p><img src=\"https://static.tigerbbs.com/f37fad3680b5245b25f0a5038dcd0317\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>理想汽车第一季度营收35.8亿元，净亏损3.6亿元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n理想汽车第一季度营收35.8亿元，净亏损3.6亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-26 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月26日美股盘前，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>发布2021年第一季度业绩。财报显示，第一季度营收35.8亿元，市场预期33.55亿元；第一季度净亏损3.6亿元，市场预期净亏损1.34亿元；第一季度每ADS亏损0.4元，市场预期亏损0.17元。</p><p><img src=\"https://static.tigerbbs.com/36715a4936fe48e50d9ad41a2a1cdaeb\" tg-width=\"1179\" tg-height=\"686\" referrerpolicy=\"no-referrer\"></p><p>2021年第一季度，理想One交付量为12579台，同比增长334.4％</p><p><img src=\"https://static.tigerbbs.com/5dbcb582a3b844a7f5eb48e4ec9b9686\" tg-width=\"1129\" tg-height=\"228\" referrerpolicy=\"no-referrer\"></p><p>理想汽车创始人、董事长兼首席执行官李想表示：“本季度我们共交付12579辆理想ONE，同比增长334.4%。理想ONE是中国新能源SUV市场第二畅销的车型，由于其出色的产品定位与卓越的用户体验，用户满意度与品牌知名度迅速攀升。同时，直营的销售服务网络也是我们增长的坚实支柱。”</p><p><b><u>2021年第一季度的财务摘要</u></b></p><ul><li>2021年第一季度的汽车销售额为人民币34.6亿元，同比增长311.8％，环比下降14.6％。</li><li>2021年第一季度利润率为16.9％，去年同期为8.4％，上一季度为17.1％。</li><li>2021年第一季度的总收入为人民币35.8亿元，同比增长319.8％，环比下降13.8％。</li><li>2021年第一季度的毛利润为人民币6.167亿元，同比增长了802.9％，环比下降14.9％。</li><li>2021年第一季度的毛利率为17.3％，去年同期毛利率为8.0％，上一季度毛利率为17.5％。</li><li>2021年第一季度的经营亏损为人民币4.077亿元，同比增长74.1％，环比增长416.7％。</li><li>净亏损为人民币3.6亿元（约合5490万美元），而2020年第一季度净亏损人民币7710万元，2020年第四季度净利润1.075亿元人民币。</li><li>不按美国通用会计准则（Non-GAAP），净亏损1.770亿元人民币（约合2700万美元），而2020年第一季度净亏损2.534亿元人民币，2020年第四季度净利润为1.154亿元人民币。</li></ul><p><b>业绩展望：</b></p><p>预计第二季度交付量介乎于1.45万-1.55万台，同比增长119.6%-134.7%。第二季度总收入在39.9亿元人民币至42.7亿元人民币之间，同比增长104.6％至119％。</p><p>公布财报后，理想汽车美股盘前涨近2%。</p><p><img src=\"https://static.tigerbbs.com/f37fad3680b5245b25f0a5038dcd0317\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136643772","content_text":"5月26日美股盘前，理想汽车发布2021年第一季度业绩。财报显示，第一季度营收35.8亿元，市场预期33.55亿元；第一季度净亏损3.6亿元，市场预期净亏损1.34亿元；第一季度每ADS亏损0.4元，市场预期亏损0.17元。2021年第一季度，理想One交付量为12579台，同比增长334.4％理想汽车创始人、董事长兼首席执行官李想表示：“本季度我们共交付12579辆理想ONE，同比增长334.4%。理想ONE是中国新能源SUV市场第二畅销的车型，由于其出色的产品定位与卓越的用户体验，用户满意度与品牌知名度迅速攀升。同时，直营的销售服务网络也是我们增长的坚实支柱。”2021年第一季度的财务摘要2021年第一季度的汽车销售额为人民币34.6亿元，同比增长311.8％，环比下降14.6％。2021年第一季度利润率为16.9％，去年同期为8.4％，上一季度为17.1％。2021年第一季度的总收入为人民币35.8亿元，同比增长319.8％，环比下降13.8％。2021年第一季度的毛利润为人民币6.167亿元，同比增长了802.9％，环比下降14.9％。2021年第一季度的毛利率为17.3％，去年同期毛利率为8.0％，上一季度毛利率为17.5％。2021年第一季度的经营亏损为人民币4.077亿元，同比增长74.1％，环比增长416.7％。净亏损为人民币3.6亿元（约合5490万美元），而2020年第一季度净亏损人民币7710万元，2020年第四季度净利润1.075亿元人民币。不按美国通用会计准则（Non-GAAP），净亏损1.770亿元人民币（约合2700万美元），而2020年第一季度净亏损2.534亿元人民币，2020年第四季度净利润为1.154亿元人民币。业绩展望：预计第二季度交付量介乎于1.45万-1.55万台，同比增长119.6%-134.7%。第二季度总收入在39.9亿元人民币至42.7亿元人民币之间，同比增长104.6％至119％。公布财报后，理想汽车美股盘前涨近2%。","news_type":1,"symbols_score_info":{"02015":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476922675216816,"gmtCreate":1757458780555,"gmtModify":1757458781744,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 大哥回来了！","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 大哥回来了！","text":"$阿里巴巴-W(09988)$ 大哥回来了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476922675216816","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476707685007896,"gmtCreate":1757405845054,"gmtModify":1757405846793,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"搞高德社交？","listText":"搞高德社交？","text":"搞高德社交？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/476707685007896","repostId":"1115734404","repostType":2,"repost":{"id":"1115734404","kind":"news","pubTimestamp":1757392296,"share":"https://www.laohu8.com/m/news/1115734404?lang=&edition=full","pubTime":"2025-09-09 12:31","market":"us","language":"zh","title":"曝阿里保密新项目明天揭晓，与高德有关","url":"https://stock-news.laohu8.com/highlight/detail?id=1115734404","media":"Tech星球","summary":"网传消息称，阿里巴巴将在这天杭州举行发布会，有“重磅业务发布”，大量媒体已收到邀请前往杭州。据悉，在阿里巴巴西溪园区访客区的一角正在进行发布会的搭建。有工作人员称，不知道具体是什么项目，只知道与高德相关。此前据报道，网传消息称，阿里全球总部此前未启用的C4楼，被用于一个高级别保密新项目。据悉，项目组已入驻两个多月，却鲜有人知晓具体情况，保密级别非常高。","content":"<html><head></head><body><p>9月9日消息，据鞭牛士报道，明天（9月10日）是阿里巴巴的26岁生日。网传消息称，阿里巴巴将在这天杭州举行发布会，有“重磅业务发布”，大量媒体已收到邀请前往杭州。</p><p>据悉，在阿里巴巴西溪园区访客区的一角正在进行发布会的搭建。有工作人员称，不知道具体是什么项目，只知道与高德相关。</p><p>随后相关人员侧证，过去几个月确有不少高德团队频繁往返杭州阿里总部和北京，“不了解详情，但很多是高德资深工程师和产品。”<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fcd4934dc3e52a1f4dd523b9b3d30ff\" alt=\"\" title=\"\" tg-width=\"1076\" tg-height=\"748\"/></p><p> 此前据报道，网传消息称，阿里全球总部此前未启用的C4楼，被用于一个高级别保密新项目。新项目组单独进驻该楼，整栋楼实行完全封闭办公模式，设置额外门禁权限，配备独立安保力量。</p><p> 据悉，项目组已入驻两个多月，却鲜有人知晓具体情况，保密级别非常高。</p><p> 据内部员工分享：楼底下张贴着“本楼宇暂不开放，烦请绕行”的通知，但每天中午有专人送餐（只开一个入口）。有人曾想进入也被保安以“保密项目”拒绝。（鞭牛士、新浪科技、大厂日爆）</p><p><br/></p></body></html>","source":"techxq","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>曝阿里保密新项目明天揭晓，与高德有关</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n曝阿里保密新项目明天揭晓，与高德有关\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-09 12:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/JZR0JuhMJX3NB6YL_c1zSw><strong>Tech星球</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月9日消息，据鞭牛士报道，明天（9月10日）是阿里巴巴的26岁生日。网传消息称，阿里巴巴将在这天杭州举行发布会，有“重磅业务发布”，大量媒体已收到邀请前往杭州。据悉，在阿里巴巴西溪园区访客区的一角正在进行发布会的搭建。有工作人员称，不知道具体是什么项目，只知道与高德相关。随后相关人员侧证，过去几个月确有不少高德团队频繁往返杭州阿里总部和北京，“不了解详情，但很多是高德资深工程师和产品。” 此前据...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/JZR0JuhMJX3NB6YL_c1zSw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/JZR0JuhMJX3NB6YL_c1zSw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115734404","content_text":"9月9日消息，据鞭牛士报道，明天（9月10日）是阿里巴巴的26岁生日。网传消息称，阿里巴巴将在这天杭州举行发布会，有“重磅业务发布”，大量媒体已收到邀请前往杭州。据悉，在阿里巴巴西溪园区访客区的一角正在进行发布会的搭建。有工作人员称，不知道具体是什么项目，只知道与高德相关。随后相关人员侧证，过去几个月确有不少高德团队频繁往返杭州阿里总部和北京，“不了解详情，但很多是高德资深工程师和产品。” 此前据报道，网传消息称，阿里全球总部此前未启用的C4楼，被用于一个高级别保密新项目。新项目组单独进驻该楼，整栋楼实行完全封闭办公模式，设置额外门禁权限，配备独立安保力量。 据悉，项目组已入驻两个多月，却鲜有人知晓具体情况，保密级别非常高。 据内部员工分享：楼底下张贴着“本楼宇暂不开放，烦请绕行”的通知，但每天中午有专人送餐（只开一个入口）。有人曾想进入也被保安以“保密项目”拒绝。（鞭牛士、新浪科技、大厂日爆）","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410282342957664,"gmtCreate":1741176399252,"gmtModify":1741176400691,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一起收割蠢猪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a 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