美股詳情

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DeepSeek概念股

1,101.70

+4.390.40%

漲家數：5

跌家數：7

平家數：- -

市盈率：- -

高：1,118.76

開：1,100.99

低：1,096.43

收：1,097.31

成交量：4,532.80萬

成交額：80.61億

市值：1.01萬億

流通市值：9,430.29億

資料載入中...

Kimi、MiniMax即將在天貓開店

美股周評：「好數據」又讓華爾街緊張！戴爾、Snowflake業績爆發，加息預期再升温

期權聚焦 | Snowflake大跌5.4%後IV處歷史低位，一筆51萬美元虛值Call大單押注一年內重返350美元

期權聚焦 | 阿里巴巴跨期PUT價差淨支出33萬美元，近月實值Put+遠月虛值Put佈局下行，大單情緒偏空

Snowflake：董事Mark S. Garrett擬出售5萬股，市值約1750萬美元

南方财经网

阿里巴巴（BABA）漲0.62% 戰略入局低軌衞星千帆星座

極視角：與極狐GitLab及百思特管理諮詢簽署戰略合作協議

南方财经网

阿格斯研究：將Snowflake(SNOW.US)目標價從300美元上調至450美元。

淘寶天貓加碼助農將打造100個銷售破億新產地

智譜開店，Kimi、MiniMax在路上，從AI到「日用品」的最短距離是天貓？

"像充話費一樣買Token"：智譜、Kimi 等多家大模型廠商上架天貓，賣的是訂閲，更是焦慮

阿里巴巴上汽入股垣信衞星

智譜天貓首店：搜索暴漲50倍，帶動token產品成交大漲160%

大行評級丨傑富瑞：AI潛在可觸及市場逾25萬億美元，首選微軟、亞馬遜及Alphabet等

「大空頭」伯裏減持Veeva但仍看多，直言Snowflake「嚴重高估」

IDC 報告：阿里雲以 30.4% 份額位居中國零售雲第一

千問辦公上線一個月用户數突破3,000萬

阿斯达克财经

Canaccord Genuity上調GitLab目標價至70美元

期權聚焦 | 阿里巴巴現1065萬美元雙買跨式押注大波動，另斥140萬佈局130/140看漲價差，大單情緒偏多？

Snowflake：產品管理執行副總裁Kleinerman Christian減持2.5萬股，套現約868.36萬美元

南方财经网

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| 阿里巴巴跨期PUT價差淨支出33萬美元，近月實值Put+遠月虛值Put佈局下行，大單情緒偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1185147870","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185147870?lang=zh_tw&edition=fundamental","pubTime":"2026-09-05 09:01","pubTimestamp":1788570118,"startTime":"0","endTime":"0","summary":"当日BABA期权市场出现一笔净支出33.20万美元的跨期PUT价差大单，资金在近月实值与远月虚值Put间同时布局下行风险，叠加全量大单出现卖出Call操作，整体大单情绪明显偏空。从当前股价112.87来看，113.0 PUT已处于实值，其余几腿均为虚值，这意味着资金既在利用近月实值PUT提高保护敏感度，也在通过不同执行价和不同到期日的搭配控制成本、放大股价回落时的收益弹性。整体看，这更像是带有明确防御和看空押注意味的跨期PUT价差策略，而非单纯收租型交易。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1769817179.HKD","LU0651947912.USD","LU0918141887.USD","BK4554","BK4535","BK4538","LU0067412154.USD","ALBmain","LU0128525689.USD","LU0072913022.USD","BK4575","BK4565","IE00BF5LJ272.USD","DRAG","BK4502","LU1051769294.HKD","BK4588","LU0553294199.USD","BK4581","BK4558","IE00BFMHRM44.USD","BABU","LU0348814723.USD","EDZ","BK4533","BK4504","LU1046421795.USD","LU1048596156.SGD","ONLN","BK4534","LU1003077747.HKD","LU1051768304.USD","BK4524","BK4527","LU0661504455.SGD","LU0251143458.SGD","BK4122","BK4607","LU1823568750.SGD","LU0545039389.USD","CLIX","LU0738911758.USD","LU0072462343.USD","LU0979878070.USD","BK4585","BBYY","BK4526","LU0456842615.SGD","LU1515016050.SGD","LU1880383366.USD","LU0949170772.SGD","LU1282648689.USD","BK4548","LU1235294995.USD","LU1048588211.SGD","09988","LU0880133367.SGD","BK4503","LU1242518857.USD","LU1152091754.HKD","LU0501845795.SGD","BK4550","IEMG","LU1242518931.SGD","BABX","LU1688375341.USD","BK4587","LU0918141705.HKD","BABA","BABO","LU1008478684.HKD","BABC","BK4531","LU1152091168.USD","LU0821914370.USD","BK4614","LU0797268264.HKD","LU0106959298.USD","LU1769817096.USD","LU1046422090.SGD","BK4220","BK4543","LU1105468828.SGD","LU0651946864.USD","BK4505","IE00B0JY6N72.USD","LU2226246903.HKD","BK4579","LU0052756011.USD","LU0348816934.USD","LU0310800965.SGD","BABW","LU1267930227.SGD","LU0328353924.USD","LU0047713382.USD","KBAB","LU2148611432.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665352113","title":"Snowflake：董事Mark S. Garrett擬出售5萬股，市值約1750萬美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665352113","media":"南方财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665352113?lang=zh_tw&edition=fundamental","pubTime":"2026-09-05 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14:15","pubTimestamp":1788502538,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，知名投资人、电影《大空头》原型迈克尔·伯里重申对Veeva Systems的看多立场，但同时表示，在该股近期大幅上涨后，他已进行了减持。此外，伯里还批评Snowflake估值过高。伯里于今年4月披露持有Veeva头寸，作为其软件板块反弹策略的一部分，并于5月进一步加仓，当时称“Veeva仍然便宜”。Snowflake预计2027财年产品收入将同比增长36%至60.7亿美元，高于此前预期的58.4亿美元。Snowflake今年迄今上涨逾62%，市值超过1200亿美元。","market":"us","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1491978.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SNOU","EKG","XDAT","LU0719512351.SGD","LU0097036916.USD","LU2272731600.USD","LU1923623000.USD","BK4613","LU0109392836.USD","WISE","LU2272731865.HKD","BK4534","LU1852331112.SGD","LU2272731782.SGD","BK4535","BK4554","BK4532","LU2322448957.HKD","LU0889565833.HKD","SNOY","LU0058720904.USD","DAT","BK4581","BK4504","LU0266013472.USD","LGHT","LU1861220033.SGD","BK4548","BK4607","CLOU","BK4559","LU2250418816.HKD","LU2290526834.HKD","LU2322448791.USD","LU1803068979.SGD","VEEV","LU1951198990.SGD","BK4588","LU2473716301.USD","SNOW","BK4551","LU1989764748.USD","BK4585","BK4528","BK4167","LU1992135472.HKD","LU2360106780.USD","LU1992135399.USD","LU1989764664.SGD","BK4505"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664386772","title":"IDC 報告：阿里雲以 30.4% 份額位居中國零售雲第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2664386772","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664386772?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 12:03","pubTimestamp":1788494582,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，IDC《中国零售云市场份额，2025》报告显示，阿里云以 30.4% 的市场份额位居第一。基础设施是零售云市场最大组成部分，阿里云以 37.5% 份额稳居第一。阿里云以覆盖“芯—云—模型—应用”的 AI 技术体系，为零售企业提供涵盖基础设施、数据平台、大模型及行业应用的产品与服务，AI 技术与零售业务流程结合，覆盖智能营销、智能导购、智能客服、用户洞察、商品运营及供应链管理等场景。阿迪达斯基于阿里云人工智能平台 PAI 和千问大模型打造专属 AI 商品设计平台，安踏联合阿里云基于瓴羊 AgentOne 与千问大模型打造“AI 企划”智能体平台，Coach、欧莱雅、LAWSON 罗森、中免日上、小佩宠物等亦接入相关能力进行智能化升级。 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阿里巴巴現1065萬美元雙買跨式押注大波動，另斥140萬佈局130/140看漲價差，大單情緒偏多？","url":"https://stock-news.laohu8.com/highlight/detail?id=1162449573","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162449573?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 09:02","pubTimestamp":1788483726,"startTime":"0","endTime":"0","summary":"当日BABA期权市场出现一笔规模达1065.00万美元的双买跨式大单，同时有资金以140.00万美元净支出布局130/140牛市看涨价差，整体大单情绪偏多但并非一致性看涨。Call/Put 成交量比为 2.66，显示当日看涨期权成交活跃度明显高于看跌期权，市场交易情绪偏向进攻一侧。整体来看，BABA当日大单情绪偏多。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4548","BK4502","BK4550","LU0067412154.USD","KBAB","LU0661504455.SGD","BABO","LU1048596156.SGD","LU0918141887.USD","BK4531","LU2226246903.HKD","BABU","LU0106959298.USD","LU1003077747.HKD","LU0310800965.SGD","BK4527","LU1242518931.SGD","BABW","BK4505","LU1152091168.USD","LU0328353924.USD","LU0738911758.USD","LU0545039389.USD","BK4524","IE00BFMHRM44.USD","IE00BF5LJ272.USD","LU0949170772.SGD","LU1008478684.HKD","BBYY","BK4554","LU1048588211.SGD","LU0651946864.USD","BK4538","IEMG","LU1823568750.SGD","BABX","BK4534","BK4581","LU1267930227.SGD","BK4504","LU0072462343.USD","LU1282648689.USD","LU1769817179.HKD","LU0047713382.USD","BK4565","BK4543","BK4587","LU0348816934.USD","LU0072913022.USD","BABC","LU1769817096.USD","CLIX","LU0979878070.USD","LU1051769294.HKD","LU0821914370.USD","BABA","LU1152091754.HKD","LU0128525689.USD","BK4588","DRAG","LU0501845795.SGD","LU0456842615.SGD","BK4503","LU0251143458.SGD","LU1242518857.USD","BK4579","BK4575","HELS","BK4614","LU1688375341.USD","IE00B0JY6N72.USD","LU0797268264.HKD","LU0348814723.USD","BK4526","LU0651947912.USD","ALBmain","LU2148611432.USD","LU0918141705.HKD","BK4122","BK4607","LU1105468828.SGD","BK4585","LU1051768304.USD","BK4535","ONLN","LU1046421795.USD","LU1515016050.SGD","BK4220","EDZ","LU1235294995.USD","LU0553294199.USD","LU0052756011.USD","BK4533","BK4558","LU1880383366.USD","LU1046422090.SGD","LU0880133367.SGD","09988"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664807842","title":"Snowflake：產品管理執行副總裁Kleinerman 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