---
title: "阿里巴巴加码 AI 投资 股价创四年新高"
description: "阿里巴巴宣布将在人工智能和云基础设施领域投资逾 530 亿美元，并发布大模型 Qwen3-Max，港股价上涨超 9%，创四年新高。今年累计涨幅已翻倍。首席执行官吴泳铭表示投资规模将超出年初提出的 3800 亿元人民币目标，AI 产业发展和基础设施需求 “远超预期”。华尔街明星基金经理凯茜·伍德管理的方舟投资首次买入阿里巴巴约 1630 万美元的 ADR。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/258655783.md"
published_at: "2025-09-24T08:38:21.000Z"
---

# 阿里巴巴加码 AI 投资 股价创四年新高

> 阿里巴巴宣布将在人工智能和云基础设施领域投资逾 530 亿美元，并发布大模型 Qwen3-Max，港股价上涨超 9%，创四年新高。今年累计涨幅已翻倍。首席执行官吴泳铭表示投资规模将超出年初提出的 3800 亿元人民币目标，AI 产业发展和基础设施需求 “远超预期”。华尔街明星基金经理凯茜·伍德管理的方舟投资首次买入阿里巴巴约 1630 万美元的 ADR。

阿里巴巴宣布将在人工智能和云基础设施领域投资逾 530 亿美元，并发布迄今最强大的大模型 Qwen3-Max，在港股价周三上涨超 9%，创下四年来新高。今年累计涨幅已翻倍。首席执行官吴泳铭表示，公司投资规模将超出年初提出的 3800 亿元人民币目标，AI 产业发展和基础设施需求 “远超预期”。海外资金也重拾兴趣，华尔街明星基金经理 “木头姐” 凯茜·伍德管理的方舟投资四年来首次买入阿里巴巴约 1630 万美元的阿里巴巴 ADR，美国证券交易委员会的文件显示，这是其自 2021 年 9 月以来首次重新布局。

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> **免责声明**：本文内容仅供参考，不构成任何投资建议。
