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阿里港股大涨超17%,A股芯片、黄金股活跃
2 1 Shi Ji Jing Ji Bao Dao·2025-09-01 02:35

Group 1: Alibaba's Performance - Alibaba's stock surged over 17% in Hong Kong, reaching a new high since March, following a 12.9% increase in the US market [1][2] - The company reported a 10% year-on-year revenue growth and a 76% increase in net profit for Q1 of fiscal year 2026, exceeding market expectations [2] - Alibaba's cloud business revenue grew by 26%, marking a three-year high, while AI-related product revenue has seen triple-digit year-on-year growth for eight consecutive quarters [2] Group 2: Investment in AI and Cloud - Alibaba's capital expenditure on AI and cloud reached 38.6 billion yuan, a 220% year-on-year increase, indicating a strong commitment to its AI and cloud computing strategy [2] - Over the past four quarters, Alibaba has invested more than 100 billion yuan in AI infrastructure and product development [2] Group 3: Market Reactions and Related Stocks - A-shares related to Alibaba saw significant gains, with stocks like Bojie Co., Dataport, and Liyang Chip hitting the daily limit [3] - The overall A-share market opened high, with trading volume exceeding 1 trillion yuan, indicating strong market activity [3] - Gold-related stocks also performed well, with several companies seeing notable increases in their stock prices [4][5]