异动解读|阿里巴巴-W盘中上涨8.13%,财报显示AI商业化加速兑现
行情直击05-14
5月14日,阿里巴巴-W盘中上涨8.13%,报143.0港元,成交额47.53亿港元。
消息面上,阿里巴巴5月13日公布截至3月31日止季度财报。季度内总收入同比增长3%至2433.8亿元,云智能集团收入达416.26亿元,其中阿里云外部商业化收入实现40%加速增长,AI相关产品收入连续第十一个季度三位数增长。百炼平台客户数同比增长8倍,Token消耗量激增数倍。
此外,平头哥自研GPU芯片真武PPU已规模化量产,超10万卡部署于阿里云公共云平台,超30家车企基于该芯片开展智驾研发。阿里对MiniMax、智谱等AI公司的投资也开始产生回报,AI全栈布局的商业化拐点信号明确,推动市场情绪走强。
(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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