---
title: "Alibaba Surges 8% in Premarket on Cloud AI Growth, Buyback"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292069809.md"
description: "Alibaba jumped 8% premarket as cloud AI revenue seen up 45%, Jefferies reiterates Buy with $185 target, northbound funds net bought HK$3.98B."
datetime: "2026-07-08T12:41:20.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292069809.md)
  - [en](https://longbridge.com/en/news/292069809.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292069809.md)
---

# Alibaba Surges 8% in Premarket on Cloud AI Growth, Buyback

阿里巴巴 (BABA.US) 盘前涨**8.25%**，现报**106.24 美元**。

消息面上，财报前夕的业务更新提振投资者信心，即时零售业务亏损收窄显示运营效率改善。阿里云在 AI 需求推动下，智能收入预计增长**45%**，EBITA 利润率提升至**11.5%**。杰富瑞重申买入评级，美股目标价看至**185 美元**。

资金流向方面，北向资金当日净买入阿里巴巴约**39.82 亿港元**，在沪港通和深港通均居首位。 Institutional investors 包括 David Tepper 的 Appaloosa Management 将阿里巴巴列为六大 AI 焦点持仓之一，显示长期信心。

此外，阿里巴巴 7 月 7 日以**4999.3 万美元**回购**407.6 万股**股份，进一步彰显管理层对公司价值的认可。港股恒生指数当日收涨**702 点**，科技股集体反弹，恒生科技指数升逾**5%**。

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