资金面与政策利好共振， AI与云业务驱动估值重构_老虎社区_美港股上老虎

资金面与政策利好共振， AI与云业务驱动估值重构

$阿里巴巴-W(09988)$ 近一周港股振幅达15.77%，北水单日净买入35.8亿港元，叠加证监会推动科技企业融资政策，催化股价波动。大和、花旗等机构上调目标价至175港元/166港元，看好云业务市场份额提升及GMV增长。但美联储降息预期扰动或压制美股科技板块估值。阿里云收入连续六季度三位数增长，Qwen 2.5-Max大模型性能全球领先，叠加未来三年3800亿元AI/云计算投入计划，核心动力来自AI和云业务突破。$阿里巴巴(BABA)$

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