阿里巴巴美股盘前大涨超9%

Core Insights - Alibaba's recent cloud conference highlighted significant investments in AI and cloud infrastructure, igniting market enthusiasm for the company and its role in the AI industry [1][3] - Cathie Wood's Ark Investment disclosed a $21 million investment in Chinese tech stocks, including $16.13 million in Alibaba, further boosting investor confidence [1] - Following these developments, Alibaba's stock surged over 9% in both Hong Kong and U.S. pre-market trading [1] Investment and Strategic Direction - Alibaba plans to increase its capital expenditure from 380 billion yuan, aiming to enhance its global data center energy capacity by tenfold by 2032 [3] - The introduction of the "Super Artificial Intelligence" (ASI) concept positions Alibaba to create an "Android system for the AI era," emphasizing an open-source approach [3] - The company showcased advanced capabilities in large-scale clusters and high-density AI servers, indicating a substantial increase in computational power [3] Market Reactions and Stock Performance - The stock performance of Alibaba's related companies, such as Hangzhou Steel and China Electric Power, saw significant gains, reflecting the positive market sentiment [4] - Southbound capital has consistently increased its holdings in Alibaba, reaching 2.013 billion shares, marking the 26th consecutive trading day of net buying [4] - Goldman Sachs raised its price target for Alibaba's U.S. stock from $163 to $179 and its Hong Kong stock target from 158 HKD to 174 HKD, maintaining a "buy" rating based on optimistic AI-driven growth expectations [4]