异动解读|阿里巴巴盘中上涨9.63%,云业务增长45%大超预期叠加闪购减亏加速
行情直击07-08 21:30
7月8日,阿里巴巴盘中上涨9.63%,报107.59美元/股,成交额6.28亿美元。
消息面上,多重利好共振推动股价走高。阿里财年Q1财报前瞻显示,阿里云季度收入增长加速至约45%,大超此前40%的市场预期,EBITA利润率从9.1%提升至低双位数;淘宝闪购减亏快于预期,与竞对UE差距收窄,降补过程中市场份额保持稳定。此外,摩根士丹利指出资金正从半导体股转向AI超大规模数据中心运营商,云计算板块整体受益。杰富瑞重申阿里巴巴为AI投资主题首选股,花旗亦上调其二季度营收和利润预测。
(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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