文章核心观点 - 阿里巴巴摆脱阻碍进入新时代，今年一季度股价逆势上涨56%，虽近期市场降温但看多理由仍充分 [1][2][7] 分组1：股价表现 - 自2020年末疫情高峰后阿里巴巴股价表现不佳，许多投资者放弃该股票 [1] - 今年一季度纳斯达克综合指数下跌10%，阿里巴巴股价却上涨56% [2] - 截至上月末，阿里巴巴股价较2024年底上涨56% [7] 分组2：股价上涨因素 - 阿里巴巴创始人马云回归，激励员工使股票对利好消息反应积极 [4] - 1月阿里人工智能部门宣布其AI技术平台Qwen 2.5 - Max优于DeepSeek - V3，随后苹果宣布将其AI技术集成到中国使用的iPhone中 [5] - 2月下旬阿里巴巴公布截至12月财季的稳健业绩，营收增长8%，收入和收益均超分析师预期，3月中旬股价创多年新高 [6] 分组3：当前市场情况 - 近期市场降温，投资者因获利回吐和新关税对阿里巴巴业务的影响而担忧 [8] - 多数分析师仍将阿里巴巴股票评为强力买入，因其大部分业务在中国及全球区域内开展，新关税甚至可能有帮助 [9]

文章核心观点 - 阿里巴巴股价周五暴跌，特朗普最新行政命令直接打击其关键优势，公司需调整跨境模式以维持竞争力，目前不建议进一步投资 [1][4] 股价表现 - 周五阿里巴巴股价暴跌，截至美国东部时间下午1点50分，公司股价下跌11%，盘中一度跌幅达13.9% [1] 政策影响 - 特朗普周三签署行政命令，取消中国和中国香港价值800美元以下包裹的小额关税豁免，所有进入美国的货物都将征收关税 [2] - 白宫称阿里巴巴等中国公司存在“欺骗性运输行为”，利用小额豁免在低价包裹中藏匿合成阿片类药物等非法物质 [3] - 美国海关和边境保护局数据显示，自2015年的1.39亿件增至去年的136亿件，小额货物进口量激增 [3] 业务挑战 - 该行政命令对阿里巴巴业务产生重大影响，公司调整跨境模式的能力对维持竞争地位至关重要 [4]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

文章核心观点 - 迈克尔·伯里因准确预测并从2008年次贷危机中获利而闻名，他的对冲基金长期大量持有阿里巴巴股票，但特朗普4月2日加征关税引发中美贸易摩擦，使阿里巴巴股票面临回调风险 [1][2][4] 迈克尔·伯里投资情况 - 迈克尔·伯里因准确预测并从2008年次贷危机中获利而闻名，此后关注海外市场尤其是中国市场 [1] - 他的对冲基金Scion Asset Management长期将阿里巴巴股票作为最大持仓，最新13 - F文件显示阿里巴巴股票约占其投资组合的16% [1] 阿里巴巴股价表现 - 4月3日阿里巴巴股票收盘价为129.33美元，4月4日新闻发布时股价降至116.42美元，当日跌幅9.99%，但年初至今仍上涨37.30% [3] 阿里巴巴面临风险 - 关税增加商品成本，可能导致阿里巴巴电商业务需求放缓或减少，且中国的报复措施可能引发全面贸易战，对两国消费支出产生负面影响 [2][4] - 阿里巴巴股票以美国存托凭证形式交易，价格与人民币计价的原始上市股票相关，贸易战可能导致汇率大幅变化，增加投资风险 [5] - 中美贸易紧张时期，美国会加强对在美中资企业的审查，可能引发投资者抛售股票 [7]

Liberation Day gave way to Armageddon as markets sold off considerably Thursday. Large retaliatory tariffs against nearly every US trading partner caused the dramatic dump. At the center of this fight has always been China. During the 2nd Trump Administration, it feels like Canada and Mexico are the principle targets. Surprisingly, one Chinese company has really outperformed to start this year. With the selling, it has retraced to strong technical support at the 50-day and is looking to go higher.That stock ...

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Shares of Alibaba may seem like a casualty of the rollout of historic U.S. tariffs, but reality is kinder than you might think.Stocks opened sharply lower on Thursday, following the official rollout of higher-than-expected U.S. tariffs on imports. There's no shortage of companies and consumers that will suffer from the inflationary pressures or rising input costs. However, there are some stocks likely to tumble in the aftermath of the new normal that should hold up better than the downticks suggest.Alibaba ...

文章核心观点 - 全球经济面临的最大机遇之一是人工智能，普华永道分析显示其有巨大贡献潜力；公司提供专注于石油和天然气的投资服务与社区，关注现金流及相关公司，挖掘价值和增长前景 [1] 公司服务内容 - 订阅者可使用超50只股票的模型账户、获取勘探与生产公司的深入现金流分析，并参与该行业的实时聊天讨论 [2] 优惠活动 - 今日注册可享受两周免费试用，开启石油和天然气投资新体验 [3]

Alibaba itself has already released some AI products this year, including a new model in its Qwen 2.5 series last week and a new version of its AI assistant Quark last month, according to the report. The company said in February that it will spend more on AI in the next three years than it has in the last decade. Alibaba management said during a Feb. 20 earnings call that the company's AI investments are based on the primary goal of achieving artificial general intelligence (AGI). Alibaba Group Holding repo ...

Was Celsius just a multiyear flash in the pan? It had spent years carving out a unique space with a fitness- friendly energy beverage that helps burn fat and calories by boosting a drinker's body temperature to spur metabolism ahead of cardio activity. But in February, it managed to post better-than-expected fourth-quarter results. It also made a potentially bull thesis-reaffirming acquisition. Three stocks that were in rough spots at the end of 2024 rose at least 35% in the first quarter this year. The fir ...