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 ...

本文字数：811，阅读时长大约1分钟 作者 | 第一财经 陈杨园 "2025年，全国即时配送订单量首次超过600亿。"中国物流与采购联合会同城即时物流分会近日发布 《2026中国即时物流行业发展报告》，报告测算，2025年即时零售订单量增长25%，市场规模逼近 万亿元。 2026.03. 26 "即时零售已成为电商重要增长引擎，但要让即时零售能够持续带动电商增长，行业仍然要深耕供应 链、精细化履约、推进全域协同。"张毅表示。 报告显示，即时零售行业正在由餐饮延伸至商超、生鲜、药品等领域，3C、服饰等非标品的接入成 趋势。同时，外卖员作为新职业的社会认可度上升，调研数据显示，2025 年连续四个季度，骑士群 体中本地户籍（含本市城镇和本市农村）占比超过一半。 快速增长的即时零售行业从哪里找到增长，又面临哪些挑战？ 艾媒咨询集团CEO兼首席分析师张毅对记者分析，从艾媒CMDAS系统监测的市场数据看，即时零售 增速最快的是医药、美妆、3C配件、酒水、母婴宠物等非餐品类，外卖新增量的客群主要是年轻群 体、银发人群和下沉市场的需求增长。 与此同时，外卖行业面临的挑战也在与日俱增。张毅表示，行业目前的核心挑战是履约成本高 ...

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 ...

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 ...

记者|杜波 每经记者｜杜波 每经编辑｜程鹏 纳斯达克中国金龙指数一度下跌2%，截至发稿，跌1.51%。 编辑|程鹏 杜恒峰 校对|段炼 北京时间3月26日晚，美股三大指数集体低开，纳指跌1.08%，道指跌0.18%，标普500指数跌0.55%。 截至发稿，道指翻红涨0.11%，纳指跌0.56%，标普500指数跌0.32%。3002只个股上涨，2089只个股下跌。 美股芯片存储板块普跌，闪迪跌6.6%，西部数据、美光科技、希捷科技均跌超4%。 | 交易中 03/26 10:13:29 (美东) | | | | 三十分 | | --- | --- | --- | --- | --- | | 最高 4641.491+ | | 4753.519 今 开 | | 4705.282 | | 最低 -220.415 -4.53% | | 4623.265 昨 收 | | 4861.906 | | 成交量 2038.51万股 市盈率(静） | | 68.04 市 值 | | 7235.93亿 | | 成交额 84.84亿 换手率 | | 0.92% 流通值 | | 6978.39亿 | | 上 涨 | 1 平 盘 | -- ...

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 ...

记者丨金珊 编辑丨黎雨桐 3月26日， 欧洲主要股市集体低开低走，截至发稿， 欧洲斯托克50指数跌1.3%， 德国DAX指数跌1.49%，英国富时100指数跌1.1%，法国 CAC40指数跌0.97%。 | 英国富时100 | 法国CAC40 | 德国DAX | | --- | --- | --- | | 9996.16 | 7770.65 | 22614.49 | | -110.68 -1.10% -75.90 -0.97% -342.59 -1.49% | | | | 意大利MIB | 俄罗斯MOEX | 欧洲STOXX50 | | 43535.36 | 2828.31 | 5576.01 | | -477.93 -1.09% -11.83 -0.42% | | -73.32 -1.30% | 美国股指期货全线下挫，截至发稿， 道琼斯指数期货跌0.66%，纳斯达克100指数期货跌0.86%， 标普500指数期货跌0.73%。 美股科技巨头盘前普跌，特斯拉、英伟达、脸书均跌超1%。 美股芯片概念盘前集体走弱， 其中，存储板块跌幅较大，闪迪跌近4%，美光科技、西部数据跌近3%，希捷科技跌超2%。此外， 英特尔 ...