We recently published an article titled 12 High Growth E-commerce Stocks To Buy.  Jefferies analyst Thomas Chong lowered the firm’s price target on Alibaba Group Holding Limited (NYSE:BABA) to $225 from $231 while maintaining a Buy rating on the shares as part of an earnings preview on January 8. Despite the modest adjustment, Jefferies reaffirmed Alibaba as a top pick for 2026, highlighting the company’s expanding opportunities in artificial intelligence and cloud computing. The analyst also noted that A ...

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Rio Tinto said on Thursday that it was no longer in talks with Glencore about a takeover that would have created the world's largest mining company, saying it could not reach an agreement that would d... ...

记者|杜宇 编辑|陈柯名 杜恒峰 校对|程鹏 2月5日，美股三大指数集体低开，纳指跌1.58%，道指跌0.5%，标普500指数跌1.04%。超3000支个股下跌。 截至发稿，谷歌跌超6%，公司资本支出指引过高引市场担忧。蔚来涨超7%，公司首次录得单季度经调整经营利润。高通跌超10%，公司Q2业绩指引疲 软。减肥药概念股受挫，诺和诺德跌超4%，礼来跌超3%。 在美上市的韩国电商巨头Coupang跌超9%，公司确认16.5万用户数据泄露。 雅诗兰黛股价下跌18%，因营销成本增加，雅诗兰黛今年业绩指引低于预期。 每经记者｜杜宇 每经编辑｜陈柯名 | 今开 | 105.350 | | 最高 | 106.220 | | 成交量 | 167.35万股 | | --- | --- | --- | --- | --- | --- | --- | --- | | 昨收 | 119.610 | | 最低 | 96.740 | | 成交额 | 1.68亿 | | 换手率 | 0.46% | | 市盈(TTM) | 亏损 | | 总市值 | 351.10亿 | | 分时 | 王日 | 日K | 周K | 月K | 季K | 年K | ...

Core Viewpoint - The Nasdaq Golden Dragon China Index saw an initial increase of 1.21%, indicating positive market sentiment towards Chinese stocks listed in the U.S. [1] Company Performance - NIO experienced a significant rise of 7.4% - Miniso increased by 5.4% - Yum China rose by 3.4% - Li Auto gained 2.8% - ZTO Express, Zai Lab, Bilibili, Baidu, and Kingsoft Cloud all saw increases of over 2% - Alibaba had a modest increase of 0.7% - Pony.ai declined by 1.2% - New Oriental fell by 2.8% [1] ETF Performance - KWEB ETF rose by 1.14% - CQQQ ETF increased by 0.7% - ASHR ETF decreased by 0.1% - ASHS ETF fell by 1.3% [1]

上证报援引研究机构观点称，阿里千问进入"AI办事时代"，看好国内大厂加速建立AI生态内循环。近 日，阿里旗下的千问App上线了涵盖购物，外卖，旅行规划等400多项AI办事功能，全面接入淘宝，支 付宝，淘宝闪购，飞猪，高德等阿里生态业务。标志着其从聊天对话工具正式升级为"AI办事时代"的应 用，通过深度集成淘宝，支付宝等生态业务，实现了无需跳转的闭环服务。大厂加速推进AI生态建 设，叠加国产AI算力技术的持续进步，正共同推动国内AI基础设施迈向"超前建设期"。 公司方面，据上证报表示， 数据港：公司主要业务包括IDC业务，IDC解决方案业务，云服务销售业务三大类，成为国内少数同时 服务于阿里巴巴，腾讯，百度及网易等世界级互联网公司的云数据中心服务商。 2月5日，米兰冬奥会开幕在即，国际奥委会主席柯丝蒂。考文垂在国际转播中心举行的活动中宣布，国 际奥委会已基于阿里千问大模型打造了奥运史上首个官方大模型。 光云科技：公司在淘宝，天猫，京东，拼多多，抖音，饿了么，快手等各大电商平台上提供SaaS产品及 增值服务，在行业内具有良好的口碑和品牌效应。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险， ...

Core Insights - The competition among major platforms for the Chinese New Year red envelope market is intense, with WeChat and Alipay leading the charge, but replicating past successes is challenging [1][2] - The integration of AI into red envelope strategies is seen as a potential game-changer, yet the platforms have yet to fully grasp how to leverage it effectively against competitors [1][3] Group 1: Market Dynamics - The upcoming Spring Festival serves as a critical juncture for AI competition, with significant financial investments expected from major companies to capture user attention [2] - Historical data shows that while monetary incentives are important, the true value of products lies in their ability to engage users meaningfully [2][3] Group 2: Product Strategy - Successful red envelope products are deeply rooted in understanding human behavior and creating relevant scenarios, rather than merely competing on monetary value [3][4] - AI-driven red envelopes must focus on simplicity, fun, altruism, and emotional resonance to replicate past successes, rather than becoming overly complex or merely a gimmick [3]

值得一提的是，此次千问30亿春节请客计划，在阿里历史上的春节活动中投入最大，在今年春节大厂 AI大战中投入金额也最高。 另外，千问App宣布独家冠名东方卫视、浙江卫视、江苏卫视、河南卫视四台马年春节晚会，并以AI形 式深度参演春晚节目。全国观众观看这四台春晚节目时，可同步在千问App参与互动、抢大额红包。 瑞财经 王敏 2月4日，据阿里员工在社交媒体上分享，马云现身阿里千问项目组所在办公点。 2月2日，千问APP官方发文宣布将于2月6日开启春节红包活动，花30亿请大家吃喝玩乐。 根据官方公布的信息，千问红包采取了免单政策，涉及到淘宝、闪购、飞猪、大麦、高德、盒马等阿里 几大核心业务。 ...

（编辑 袁冠琳） 证券日报网讯 2月5日，众信旅游在互动平台回答投资者提问时表示，股权关系方面，阿里为公司的战 略投资者，现持有公司10.20%股份；公司决策方面，阿里委派周晓晨先生担任公司董事，参与公司日 常重要决策部署工作；业务合作方面，双方致力于"资源+渠道+技术"的产业链共建，进一步增强线上 线下一体化的业务模式与服务体系，打造行业生态新范式，释放行业增长新动能。 ...

2026年的春节红包大战，注定将载入互联网史册。 过去12年，春节这个中国最古老的传统节日，被互联网巨头们异化成一场惊心动魄的商业战争——从2015 年微信支付通过红包"偷袭珍珠港"，到2020年抖音快手的"短视频之争"，再到2026年几大科技巨头的"AI超 级入口争夺战"，红包大战不仅是流量的狂欢，更是一场关乎未来十年互联网格局的战略决战。 "BATZ"四家巨头狂撒近50亿，试图通过春节这个地球上最大规模的流量洪峰，让自家AI真正成为 "国民级 AI应用"。这背后，不仅是资金的投入和流量的博弈，更是AI技术、生态协同、组织能力与战略耐力的全方 位比拼 。 "红包大战"，最不重要的就是钱！ 几大巨头春节撒出去的红包累计金额达48亿元，但各家红包玩法差距较大，折射出不同的战略焦虑，也侧 面证明了钱对这几个科技巨头来说是最不重要的，玩法有没有创新才是关键。 | 公司 | 活动入口 | 活动时间 | 红包总额 | 单个红包最高金额 | 核心玩法 | | --- | --- | --- | --- | --- | --- | | 腾讯 | 元宝APP | 2月1日-2月17日 | 10亿元 | 10000元 | 登录 ...