行情直击07-31 10:36
7月31日，阿里巴巴夜盘上涨3.24%，报120.08美元/股，成交额2620.09万美元。
消息面上，微软最新季度财报显示云收入同比增长超40%，资本支出低于预期，绩后涨超7%，带动全球云计算及科技平台股估值重估。此外，瑞银近期上调阿里巴巴目标价，维持积极评级，预计其第二季收入同比增长9%。阿里云在AI游戏云模型服务市场以37%份额位列第一，千问办公等AI Agent产品矩阵持续推进，叠加市场资金从硬件向软件平台股轮动趋势明显，共同支撑股价走强。
阿里巴巴所在的综合零售行业中，亚马逊涨9.79%，拼多多涨0.45%，Coupang涨0.81%，MercadoLibre涨0.17%，Sea Ltd跌0.6%。
（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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