Core Insights - Alibaba Group's CEO, Wu Yongming, announced at the Yunqi Conference that by 2032, the energy consumption of Alibaba Cloud's global data centers will increase tenfold compared to 2022, indicating an exponential increase in computing power investment [1] - Following this announcement, Alibaba's stock price rose by 6.4% in the Hong Kong market, reaching its highest level since October 2021 [2] - Wu emphasized that large models represent the next generation of operating systems, and AI Cloud is the next generation of computing, with a shift from CPU-centric to GPU-centric computing paradigms requiring massive infrastructure [4] Investment Activity - Cathie Wood's Ark Investment Management has resumed its position in Alibaba, purchasing approximately $16.3 million worth of Alibaba ADRs across two ETFs on September 22, marking the first re-entry since September 2021 [5] - Ark Investment's initial investment in Alibaba dates back to 2014, shortly after the company's IPO, but there have been no recorded investments or proxy votes since September 2021 [5]
阿里股价,创2021年10月以来新高
财联社·2025-09-24 04:16