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- 6f253c136f253c13
  ·11-12 22:57
  $阿里巴巴(BABA)$ 开盘就暴跌😂😂
  103 1
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- 6f253c136f253c13
  ·11-04
  $阿里巴巴(BABA)$ 一支穿云箭
  214 评论
  1
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- 6f253c136f253c13
  ·11-04
  $阿里巴巴(BABA)$ AI泡沫破裂了
  1,843 1
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- 6f253c136f253c13
  ·11-04
  $阿里巴巴(BABA)$ 股灾来了，快跑！！
  458 评论
  2
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- 6f253c136f253c13
  ·10-30
  $阿里巴巴(BABA)$ 中美谈崩了？
  584 1
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- 6f253c136f253c13
  ·10-29
  $英伟达(NVDA)$ unbelievable
  158 评论
  1
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- 6f253c136f253c13
  ·10-10
  $阿里巴巴(BABA)$ 等150上车
  431 评论
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- 6f253c136f253c13
  ·10-03
  才买了1万股？
  大涨才开始？阿里(BABA.US)飙涨点燃FOMO情绪：占据“中概AI股C位”，“木头姐”火速加仓
  智通财经APP获悉，基金经理们认为，在今年市值增长高达 2500 亿美元后，阿里巴巴有可能延续上涨态势，使其成为中国最热门的人工智能概念股。他仍认为阿里巴巴存在“巨大的上涨空间”。与 2020 年的峰值相比，该股票目前仍处于严重下跌态势。2025 年的大幅上涨已显现了一些警示信号，阿里巴巴的 14 天相对强弱指数显示其股票已处于超买状态。另一方面，卖方机构再次一致推荐阿里巴巴股票为“买入”选择。
  大涨才开始？阿里(BABA.US)飙涨点燃FOMO情绪：占据“中概AI股C位”，“木头姐”火速加仓
  296 评论
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- 6f253c136f253c13
  ·09-29
  $MoonLake Immunotherapeutics(MLTX)$ 一天跌90%，牛逼
  471 评论
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- 6f253c136f253c13
  ·09-25
  $阿里巴巴(BABA)$ 不要慌，技术性回调
  1,645 2
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一支穿云箭","text":"$阿里巴巴(BABA)$ 一支穿云箭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496620504223800","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496617264845200,"gmtCreate":1762266968427,"gmtModify":1762266970180,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> AI泡沫破裂了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> AI泡沫破裂了","text":"$阿里巴巴(BABA)$ AI泡沫破裂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/496617264845200","isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"阿里都拿不住的 ，中概股就没有值得入手的了","text":"阿里都拿不住的 ，中概股就没有值得入手的了","html":"阿里都拿不住的 ，中概股就没有值得入手的了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496614402113640,"gmtCreate":1762266917291,"gmtModify":1762266919301,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 股灾来了，快跑！！","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 股灾来了，快跑！！","text":"$阿里巴巴(BABA)$ 股灾来了，快跑！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496614402113640","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494747589935808,"gmtCreate":1761801821910,"gmtModify":1761801828100,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 中美谈崩了？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 中美谈崩了？","text":"$阿里巴巴(BABA)$ 中美谈崩了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/494747589935808","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4122715558561480","authorId":"4122715558561480","name":"BabyStep","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4122715558561480","authorIdStr":"4122715558561480"},"content":"很神奇，不知道为啥大跌","text":"很神奇，不知道为啥大跌","html":"很神奇，不知道为啥大跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494460153906040,"gmtCreate":1761748315697,"gmtModify":1761748317425,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> unbelievable","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> unbelievable","text":"$英伟达(NVDA)$ unbelievable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494460153906040","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487728514544296,"gmtCreate":1760082955224,"gmtModify":1760082958998,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等150上车","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等150上车","text":"$阿里巴巴(BABA)$ 等150上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487728514544296","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485225468552008,"gmtCreate":1759492040749,"gmtModify":1759492043066,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"htmlText":"才买了1万股？","listText":"才买了1万股？","text":"才买了1万股？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485225468552008","repostId":"2572509775","repostType":2,"repost":{"id":"2572509775","kind":"news","pubTimestamp":1759484931,"share":"https://www.laohu8.com/m/news/2572509775?lang=&edition=full","pubTime":"2025-10-03 17:48","market":"fut","language":"zh","title":"大涨才开始？阿里(BABA.US)飙涨点燃FOMO情绪：占据“中概AI股C位”，“木头姐”火速加仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2572509775","media":"智通财经","summary":"智通财经APP获悉，基金经理们认为，在今年市值增长高达 2500 亿美元后，阿里巴巴有可能延续上涨态势，使其成为中国最热门的人工智能概念股。他仍认为阿里巴巴存在“巨大的上涨空间”。与 2020 年的峰值相比，该股票目前仍处于严重下跌态势。2025 年的大幅上涨已显现了一些警示信号，阿里巴巴的 14 天相对强弱指数显示其股票已处于超买状态。另一方面，卖方机构再次一致推荐阿里巴巴股票为“买入”选择。","content":"<html><body><p>智通财经APP获悉，基金经理们认为，在今年市值增长高达 2500 亿美元后，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)有可能延续上涨态势，使其成为中国最热门的人工智能概念股。其在美国上市的股票价格已上涨逾一倍，华尔街仍在看好中国在人工智能领域的前景。而作为中国人工智能领域的杰出代表，阿里股价仍远低于其历史最高点，但美国主要的大型科技巨头股票在近几个月也已达到峰值。</p><p><strong>该公司股价仍具吸引力且全球基金的投资水平较低，这些因素被认为为其股价的长期上涨留有空间。</strong>Gam Investment Management基金经理Jian Shi Cortesi表示：“我们预计这种轻仓持仓状况将会改变，这种情绪也可能受到股价大幅上涨后人们担心错失良机(FOMO)这一因素的推动。”他仍认为<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>存在“巨大的上涨空间”。</p><p><img src=\"https://img.zhitongcaijing.com/image/20251003/1759485022151551.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1759485022151551.png\"/></p><p><strong>与 2020 年的峰值相比，该股票目前仍处于严重下跌态势。</strong>此前数年，由于监管整顿、内部动荡以及消费疲软等因素的影响，该公司股价持续下跌。其在港的股价约为预期未来收益的 22 倍，是其过去三年平均水平的两倍，但与恒生科技指数的水平相当。而且，这一市盈率远低于阿里巴巴 29 倍的峰值水平，也低于<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)和<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)的当前市盈率水平。</p><p><a href=\"https://laohu8.com/S/JHG\">Janus Henderson</a>旗下价值 60 亿美元的Global Technology Leaders Fund的基金经理Richard Clode表示：“我认为短期内没人会认为阿里巴巴的估值过高。这就是为什么许多全球投资者会觉得在此投资更为放心的原因。”</p><p>对于投资者而言，一个关键的问题是阿里巴巴的估值究竟应该达到何种程度才算合理。全球范围内，人工智能类股票的估值再次引发了人们的关注，因为人们担心这些服务尚未普及开来，因而无法获得高额收益。</p><p><img src=\"https://img.zhitongcaijing.com/image/20251003/1759485038747926.png?x-oss-process=image/format,jpg/quality,q_80\" title=\"1759485038747926.png\"/></p><p>中国人工智能领军企业</p><p><strong>近期推动股价上涨的一个重要因素在于该公司对于在人工智能业务方面的重大投入。</strong>阿里首席执行官吴泳铭上周表示，阿里巴巴计划在未来三年内将此前预计的 530 亿美元人工智能预算进一步增加，但他并未给出更具体的数据。同样地，包括 <a href=\"https://laohu8.com/S/META\">Meta</a> (META.US)、微软、Alphabet (GOOGL.US)和亚马逊的四家美国大型超大规模企业预计今年将投入超过 3440 亿美元，其中很大一部分资金将用于AI数据中心建设；这四家公司整体的市值今年已增加了接近2万亿美元。</p><p>Aberdeen Investments投资经理Bush Chu指出：“如果中国企业能够继续展现出强大的人工智能技术实力并实现持续的盈利增长，全球投资者将会予以关注。不过，阿里巴巴的支出相当谨慎。如果阿里巴巴想要为全球客户提供服务，可能还需要更多的资金。”</p><p><strong>这家中国电商领域的领军企业凭借其在人工智能领域的布局已取得了一些初步成果。</strong>阿里巴巴云服务在最近一个季度的营收增长了 26%，成为该集团增长最快的部门。据Edmond de Rothschild Asset Management基金经理Xiadong Bao称，作为一家国内的人工智能企业，它几乎没有竞争对手。</p><p>Bao表示：“与美国那种资源丰富的目标市场不同，在中国，阿里巴巴是为数不多同时拥有世界领先的大规模语言模型、能够获取人工智能芯片、拥有成熟云基础设施以及数据丰富的核心业务的企业之一。”他还补充道，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>和未上市的字节跳动公司是另外两家具备这些条件的企业。</p><p><img src=\"https://img.zhitongcaijing.com/image/20251003/1759485057426970.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1759485057426970.png\"/></p><p>关键的AI投资</p><p><strong>在去年 1 月DeepSeek爆火之后，中国在以合理成本生产可用的人工智能技术方面展现出了实力，此后阿里巴巴成为了中国人工智能投资领域的代表人物。</strong><strong>其股票已成为在岸投资者的热门选择，截至 9 月 30 日，这些投资者持有阿里巴巴 11%的股份，较一个月前的 8.6%有所上升，相关数据来自香港证券交易所。</strong></p><p>海外投资者在重新入场方面显得更为谨慎。据<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的数据，截至 8 月底，国际基金持有的阿里巴巴股票市值较其在摩根士丹利中国指数中的权重仍低 1.3%。</p><p><strong>“木头姐”凯西·伍德是众多转为看多的外国基金经理之一</strong>——她上个月重新买入了阿里巴巴的美国存托凭证，这是她四年来首次采取这一行动。而且凯茜·伍德的方舟投资管理公司本周进一步增持了阿里巴巴股票。伍德的基金周四买入了14453股阿里巴巴股票，按收盘价计算价值约274万美元。该基金在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。</p><p>2025 年的大幅上涨已显现了一些警示信号，阿里巴巴的 14 天相对强弱指数显示其股票已处于超买状态。根据<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>的数据，香港股市的空头持仓比例飙升至流通股的 0.47%，这是自 2019 年上市后不久以来的最高水平。</p><p>另一方面，卖方机构再次一致推荐阿里巴巴股票为“买入”选择。期权交易者也加大了交易力度，以押注更大的收益。相对于恒生科技指数，此类押注的成本已接近 2022 年以来的最高水平，而未平仓合约的数量在最近的月度到期前也达到了历史最高值。</p></body></html>","source":"stock_zhitongcaijing","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>大涨才开始？阿里(BABA.US)飙涨点燃FOMO情绪：占据“中概AI股C位”，“木头姐”火速加仓</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; 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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大涨才开始？阿里(BABA.US)飙涨点燃FOMO情绪：占据“中概AI股C位”，“木头姐”火速加仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-03 17:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1352168.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，基金经理们认为，在今年市值增长高达 2500 亿美元后，阿里巴巴(BABA.US)有可能延续上涨态势，使其成为中国最热门的人工智能概念股。其在美国上市的股票价格已上涨逾一倍，华尔街仍在看好中国在人工智能领域的前景。而作为中国人工智能领域的杰出代表，阿里股价仍远低于其历史最高点，但美国主要的大型科技巨头股票在近几个月也已达到峰值。该公司股价仍具吸引力且全球基金的投资水平较低，这些...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352168.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4614":"Manus概念股","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","FOMO":"FOMO ETF","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BABA":"阿里巴巴","BK4548":"巴美列捷福持仓","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","09988":"阿里巴巴-W","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","BK4220":"综合零售","BK4524":"宅经济概念","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4581":"高盛持仓","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4543":"AI","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","BK4527":"明星科技股","LU1267930227.SGD":"TEMPLETON GLOBAL 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2500 亿美元后，阿里巴巴(BABA.US)有可能延续上涨态势，使其成为中国最热门的人工智能概念股。其在美国上市的股票价格已上涨逾一倍，华尔街仍在看好中国在人工智能领域的前景。而作为中国人工智能领域的杰出代表，阿里股价仍远低于其历史最高点，但美国主要的大型科技巨头股票在近几个月也已达到峰值。该公司股价仍具吸引力且全球基金的投资水平较低，这些因素被认为为其股价的长期上涨留有空间。Gam Investment Management基金经理Jian Shi Cortesi表示：“我们预计这种轻仓持仓状况将会改变，这种情绪也可能受到股价大幅上涨后人们担心错失良机(FOMO)这一因素的推动。”他仍认为阿里巴巴存在“巨大的上涨空间”。与 2020 年的峰值相比，该股票目前仍处于严重下跌态势。此前数年，由于监管整顿、内部动荡以及消费疲软等因素的影响，该公司股价持续下跌。其在港的股价约为预期未来收益的 22 倍，是其过去三年平均水平的两倍，但与恒生科技指数的水平相当。而且，这一市盈率远低于阿里巴巴 29 倍的峰值水平，也低于亚马逊(AMZN.US)和微软(MSFT.US)的当前市盈率水平。Janus Henderson旗下价值 60 亿美元的Global Technology Leaders Fund的基金经理Richard Clode表示：“我认为短期内没人会认为阿里巴巴的估值过高。这就是为什么许多全球投资者会觉得在此投资更为放心的原因。”对于投资者而言，一个关键的问题是阿里巴巴的估值究竟应该达到何种程度才算合理。全球范围内，人工智能类股票的估值再次引发了人们的关注，因为人们担心这些服务尚未普及开来，因而无法获得高额收益。中国人工智能领军企业近期推动股价上涨的一个重要因素在于该公司对于在人工智能业务方面的重大投入。阿里首席执行官吴泳铭上周表示，阿里巴巴计划在未来三年内将此前预计的 530 亿美元人工智能预算进一步增加，但他并未给出更具体的数据。同样地，包括 Meta (META.US)、微软、Alphabet (GOOGL.US)和亚马逊的四家美国大型超大规模企业预计今年将投入超过 3440 亿美元，其中很大一部分资金将用于AI数据中心建设；这四家公司整体的市值今年已增加了接近2万亿美元。Aberdeen Investments投资经理Bush Chu指出：“如果中国企业能够继续展现出强大的人工智能技术实力并实现持续的盈利增长，全球投资者将会予以关注。不过，阿里巴巴的支出相当谨慎。如果阿里巴巴想要为全球客户提供服务，可能还需要更多的资金。”这家中国电商领域的领军企业凭借其在人工智能领域的布局已取得了一些初步成果。阿里巴巴云服务在最近一个季度的营收增长了 26%，成为该集团增长最快的部门。据Edmond de Rothschild Asset Management基金经理Xiadong Bao称，作为一家国内的人工智能企业，它几乎没有竞争对手。Bao表示：“与美国那种资源丰富的目标市场不同，在中国，阿里巴巴是为数不多同时拥有世界领先的大规模语言模型、能够获取人工智能芯片、拥有成熟云基础设施以及数据丰富的核心业务的企业之一。”他还补充道，腾讯控股和未上市的字节跳动公司是另外两家具备这些条件的企业。关键的AI投资在去年 1 月DeepSeek爆火之后，中国在以合理成本生产可用的人工智能技术方面展现出了实力，此后阿里巴巴成为了中国人工智能投资领域的代表人物。其股票已成为在岸投资者的热门选择，截至 9 月 30 日，这些投资者持有阿里巴巴 11%的股份，较一个月前的 8.6%有所上升，相关数据来自香港证券交易所。海外投资者在重新入场方面显得更为谨慎。据摩根士丹利的数据，截至 8 月底，国际基金持有的阿里巴巴股票市值较其在摩根士丹利中国指数中的权重仍低 1.3%。“木头姐”凯西·伍德是众多转为看多的外国基金经理之一——她上个月重新买入了阿里巴巴的美国存托凭证，这是她四年来首次采取这一行动。而且凯茜·伍德的方舟投资管理公司本周进一步增持了阿里巴巴股票。伍德的基金周四买入了14453股阿里巴巴股票，按收盘价计算价值约274万美元。该基金在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。2025 年的大幅上涨已显现了一些警示信号，阿里巴巴的 14 天相对强弱指数显示其股票已处于超买状态。根据标普全球的数据，香港股市的空头持仓比例飙升至流通股的 0.47%，这是自 2019 年上市后不久以来的最高水平。另一方面，卖方机构再次一致推荐阿里巴巴股票为“买入”选择。期权交易者也加大了交易力度，以押注更大的收益。相对于恒生科技指数，此类押注的成本已接近 2022 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一天跌90%，牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483842624630832","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482421644415048,"gmtCreate":1758807688661,"gmtModify":1758807690443,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 不要慌，技术性回调","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 不要慌，技术性回调","text":"$阿里巴巴(BABA)$ 不要慌，技术性回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/482421644415048","isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"content":"回调个der，中概股拉升阿里如死猪不动，到头了","text":"回调个der，中概股拉升阿里如死猪不动，到头了","html":"回调个der，中概股拉升阿里如死猪不动，到头了"},{"author":{"id":"3562491576832301","authorId":"3562491576832301","name":"鱼的眼泪s","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3562491576832301","authorIdStr":"3562491576832301"},"content":"这就到头了？还早吧，后边就要看业绩兑现情况了","text":"这就到头了？还早吧，后边就要看业绩兑现情况了","html":"这就到头了？还早吧，后边就要看业绩兑现情况了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}