港股异动丨阿里大涨超5%，据报阿里云2026年目标是拿下中国AI云市场增量的80%

Core Viewpoint - Alibaba (9988.HK) has been included in the "Top 10 Core Assets to Bet on China" list by Gelonghui for 2026, leading to a stock price increase of over 5% to HKD 168.4, marking the fourth consecutive day of gains and reaching a two-month high [1] Group 1: Stock Performance - Alibaba's stock has seen a continuous rise, attributed to the overall surge in AI concepts and the anticipated acceleration in Alibaba Cloud's revenue growth in the coming quarters [1] - The stock price increase reflects strong market sentiment and investor confidence in Alibaba's future performance [1] Group 2: Revenue Growth Projections - Morgan Stanley's recent report predicts that Alibaba Cloud's revenue growth will maintain a strong momentum, with a year-on-year growth rate expected to accelerate to over 35%, surpassing the previous quarter's 34% [1] - There is potential for further acceleration in revenue growth to 40% in the fiscal year 2027, reinforcing Alibaba's position as a leading "AI enabler in China" [1] Group 3: Market Ambitions - Reports indicate that Alibaba Cloud aims to capture 80% of the incremental growth in China's AI cloud market by 2026 [1] - Liu Weiguang, Senior Vice President of Alibaba Cloud Intelligent Group, emphasized that the upcoming year's incremental growth will exceed the total growth of the previous year, indicating a significant shift in the market landscape [1]