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股票市场 | 阿里巴巴亏损改善,阿里云增长预期升温

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2026-07-08 08:32:16
市场一度担心阿里巴巴陷入“补贴换份额、利润受压”循环。据金十数据报道,如今即时零售亏损改善,叠加阿里云增长预期升温,投资者开始重新交易“利润稳定+AI增长+估值修复”的逻辑。
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