行情直击07-09 09:46
7月9日，阿里巴巴-W盘中上涨3.07%，报110.1港元，成交额48.62亿港元，延续前日大涨逾12%的强势。
消息面上，中金发布研报维持阿里巴巴"跑赢行业"评级，目标价172港元，预计1QFY27非通用会计准则归母净利润高于一致预期，核心系电商与闪购整体利润超预期。中泰证券首次覆盖给予"买入"评级，认为云+AI打开新增长空间。此前阿里Q1财报前瞻显示，阿里云季度收入增长加速至约45%，大超市场预期；淘宝闪购减亏快于预期，UE差距与竞对持续收窄。此外，有消息称中国官员已向阿里巴巴传递信息，暗示其可能获准采购部分英伟达H200芯片，为AI算力提供支撑。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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