行情直击05-13
5月13日，阿里巴巴盘中上涨3.21%，报139.13美元/股，成交额12.4亿美元。消息面上，阿里巴巴发布2026财年Q4及全年财报，全年收入首次突破1万亿元人民币，Q4营收2433.8亿元，同口径收入同比增长11%；Q4净利润254.76亿元，同比大幅增长。
本次财报最大亮点在于AI与云业务。云外部商业化收入同比增长40%，AI相关产品季度收入达89.71亿元，连续第十一个季度实现三位数同比增长，占云外部商业化收入比重提升至30%。CEO吴泳铭表示，AI模型与应用服务年化经常性收入6月将突破100亿元，年底将突破300亿元，目前服务器满负荷运行，客户需求供不应求，模型价格预计还将上涨。此外，平头哥自研GPU芯片已实现规模化量产，超10万卡部署于公共云平台。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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