Welcome back to Market on Close. I'm Sam Bardis on the floor of the New York Stock Exchange. Joining us now, I'm very pleased to say, is Rah Matani who's the head of marketing and commercial strategy US at Alibaba.com. Ra, so nice of you to join the program. So this week you guys came out with your new AI agent, Axio. It's been described as like the chat GPT of sourcing. Just give us a sense of what exactly this is. Yeah, it's quite close to how you described it, Sam. But we've taken it a step further and l ...

Alibaba's Chief People Officer, Jiang Fang, sold 16,848 shares, indicating potential internal concerns amidst the company's stock decline.Susquehanna analyst maintains a Positive rating on Alibaba with a price target of $170, suggesting a substantial upside despite recent performance.Alibaba's strategic shift towards AI and cloud technologies aims to generate over $100 billion in annual revenue, highlighting its long-term growth focus despite current challenges.Alibaba Group Holding Ltd (NYSE:BABA) is a maj ...

I started buying shares in Alibaba ( BABA ) back in 2023, when I thought that there was an asymmetric opportunity considering the great business that it was and a share price of around $70. AfterAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has bee ...

Alibaba Price Target Slashed to $170 as Heavy AI Spending Drags Profits Down 67% - 24/7 Wall St. S&P 5006,576.40 -0.38% Dow Jones46,550.40 +0.16% Nasdaq 10024,034.40 -0.67% Russell 20002,532.09 -0.10% FTSE 10010,022.20 -0.93% Nikkei 22553,439.50 -0.79% Stock Market Live March 26, 2026: S&P 500 (SPY) Slips on Oil Again Investing Alibaba Price Target Slashed to $170 as Heavy AI Spending Drags Profits Down 67% By Joel SouthPublished Mar 26, 10:08AM EDT Quick Read Alibaba (BABA) reported Q3 FY2026 non-GAAP n ...

重视 AIDC&光纤光缆新变化 20260326 摘要 康宁 G.657.A2 光纤涨价达 60%，G.652.D 预期突破 300 元/芯公里， 光棒产能受环评与设备周期限制，高价将维持至 2026 年。 AIDC 需求因 Token 消耗量爆炸式增长而加速爆发，字节跳动日均 Token 消耗量已跻身全球前三，引发阿里、腾讯对算力资源的白热化争 夺。 腾讯、阿里由自建转向大规模租赁第三方 AIDC 资源，主因 AIGC 需求 增速远超自建能力（年增需求达 10GW），行业进入量价齐升周期。 传统 IDC 面临"无效过剩"，符合 AIDC 标准（单机房>30MW、单基 地>100MW、绿电>80%）的稀缺资源在 2026-2027 年将出现供需逆 转。 AIDC 估值锚点为 1GW 储备对应 500 亿市值，核心变量在于是否锁定 头部客户及是否布局"东数西算"核心节点。 首推光环新网，其作为"字节 Token 工厂"拥有 2GW 储备资源，深度 绑定火山引擎，且天津、呼和浩特项目均位于核心算力节点。 腾讯近期在 AIDC 领域的布局策略有何重大变化，这对整个第三方 AIDC 行业 可能产生什么深远影响？ Q& ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 BABA also confirmed that its AliCloud revenue will likely accelerate further in coming quarters driven by strong demand. The EBITA margin of AliCloud will likely reach ~20% in the long run from the current 9%, according to management. On traditional e-commerce, BABA guided for its CMR to improve markedly in the March quarter (March Q) to over mid-single digit percent (MSD), which is in line with the latest Street consensus of 5.4% while surpassing our cautious estimate of 1% y-y ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 March 24, 2026 10:44 AM GMT Alibaba Group Holding | Asia Pacific Launching XuanTie C950 AI Chip Key Takeaways What's new: Alibaba revealed its next-generation AI chip XuanTie C950 5- nanometer processor based on open-source RISC-V chip architecture. The chip performs more than 3x faster than its predecessor, and natively supports large models like Qwen3 and DeepSeek V3. Reiterate Top Pick: We believe this reinforced our constructive view that BABA owns the full AI stack - in-hou ...

本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 2026年3月 25日 ， A股市场迎来一个全新的热词——"词元经济" ， 相关 概念全线爆发，利通电子、奥瑞德等多只个股强势涨停， 与此同时 ， 沪指重返 3900点，全市场超4800只个股上涨 。 3月26日，海光信息、 奥瑞德 、 利通电子 等股持续活跃。 消息面上，2026年3月25日， 国家数据局局长刘烈宏正式将 Token的中文译名定为"词元" ，并明确其为"智能时代的价值锚点"和连接技术与商 业需求的"结算单位"。他还指出，我国日均词元调用量呈现指数级增长，2024年初为1000亿，2025年底达100万亿，2026年3月突破140万亿， 两年增长超千倍。 那么，"词元"为何能点燃A股？本文将从资金布局与产业变革两个角度为大家阐述词元经济概念股。 （ 点此领取概念股名单 ） 0 1 词元——AI世界的"流通货币" 根据国家数据局局长刘烈宏的官方定义，"词元"（Token）是大模型处理文本的最小信息单元。如果把大模型比作一台精密运转的智能机器，那 么词元就是驱动这台机器消耗的"每一度电"。无论是每一次人机对话，还是每一帧图片、视频的生 ...

来源：wind 3月26日午后，恒生科技指数跌幅扩大至超3%。截至13时27分，成分股中，快手跌逾13%，美团、阿里巴 巴、比亚迪电子等跌超4%。 （文章来源：上海证券报） ...

恒指收升 272 点 两日累涨 953 点 恒指昨日高开 216 点后，刚开市已回补周一全部下 跌裂口，升势随即上攻，大市早段最多升 326 点，高见 25390 点。但早上 10 时后升幅逐步收窄，半日仅升 9 点。大市在午市一度回软，并曾倒跌最多 48 点，低见 25015 点，其后回升重返牛熊线之上，收市升 272 点或 1.09%，报 25335 点。国指升 83 点或 0.98%，报 8582 点；科指升 92 点或 1.91%，报 4922 点。大市全日成交 3509.33 亿元，北水净流入 223.22 亿元。 90 只蓝筹股中，64 只上升。外卖股抽高，美团 (03690)飙升 13.9%，报 90 元，为表现最强蓝筹；阿里 巴巴(09988)升 4.6%，报 128.9 元；京东集团(09618)升 4.9%，报 112.4 元。其余科网股个别走，腾讯(00700) 倒跌 1.7%，报 505.5 元；快手(01024)升 0.5%，报 53.05 元；百度(09888)跌 0.5%，报 112 元；网易(09999)跌 0.5%，报 176.3。汇控(00005)升 1.1%，报 125 ...