<p><strong>阿里巴巴</strong>(BABA 4.53%) 昨晚是赢家之一，因为这家中国科技巨头继续受益于对人工智能的投资，投资者越来越将其视为人工智能领域的赢家。</p>
<p>此外，创始人马云已返回公司总部，显示他与北京的关系有所改善。</p>
<p>总体而言，上个月的涨幅是更广泛的动能转变的一部分，投资者似乎正在重新回到阿里巴巴，之前由于北京的科技打压和中国经济增长疲软，该公司曾被限制投资多年。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU5ODQvYWxpYmFiYS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU5ODQvYWxpYmFiYS5qcGcmdz03MDA"/></p>
<p>图片来源：阿里巴巴。</p>
<p>根据 S&amp;P Global Market Intelligence 的数据，该股票在本月结束时上涨了 32%。从下面的图表可以看出，该股票在整个月份稳步攀升。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/39923c988c46294d63d5316501a2c55c.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="380" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/39923c988c46294d63d5316501a2c55c.png"/></p>
<p>BABA 数据来源于 YCharts</p>
<h2>阿里巴巴乘风而起</h2>
<p>九月份对人工智能股票来说是个好月份，包括 <strong>甲骨文</strong> 在内的几家公司给出了乐观的预测，并预计数百亿的资本支出。然而，阿里巴巴也有一些好消息要报告。</p>
<p>首先，8 月底的 6 月季度财报带来的动能似乎延续到了 9 月初，阿里巴巴收到了几次目标价上调和乐观的分析师报告，观察到淘宝的日活跃用户增长了 20%。</p>
<p>本月晚些时候，<em>The Information</em> 的一份报告称，阿里巴巴正在开发自己的人工智能芯片，因为出口限制使得获取 <strong>Nvidia</strong> 芯片变得困难。</p>
<p><em>彭博社</em> 的一份报告还称，马云已返回公司，并且比过去五年中更为积极参与。马云在一次会议上侮辱了一些财政部长后，引发了北京的打压。</p>
<p>本月晚些时候，阿里巴巴收到了来自中国第二大电信公司中国联通的人工智能芯片订单，推动了股价上涨。然后，最大的新闻发生在 9 月 24 日，当时阿里巴巴宣布与 Nvidia 建立新合作伙伴关系，推出了新的人工智能模型，表示将在全球范围内扩展新的数据中心，并表示将在未来三年内将人工智能支出提高到超过 530 亿美元的目标。</p>
<h2>阿里巴巴的未来是什么？</h2>
<p>人工智能的繁荣正在全速推进，阿里巴巴看起来处于良好的位置来利用这一机会。该公司不仅是中国科技行业的多元化领导者，而且与其美国同行相比，股票看起来也很实惠，市盈率仅为 21。</p>
<p>如果人工智能的繁荣保持健康，预计阿里巴巴将继续获利。</p>

阿里巴巴-W

阿里巴巴

2 倍做多阿里巴巴 ETF - KraneShares

BABO

2 倍做多 BABA ETF - GraniteShares

<p>阿里巴巴的股票在九月份上涨了 32%，这得益于其在人工智能方面的投资以及创始人马云的回归，标志着与北京的关系改善。该公司受益于积极的盈利势头、目标价格上调以及与英伟达的重大合作。此外，阿里巴巴正在开发自己的 AI 芯片，以应对对英伟达产品的出口限制。凭借 21 的有利市盈率，阿里巴巴在持续的 AI 热潮中处于良好位置</p>

<p><strong>Alibaba</strong>(BABA 4.53%) was among the winners last night as the Chinese tech giant continued to benefit from investments in artificial intelligence, as investors increasingly see it as a winner in AI.</p>
<div class="lb-trans"><p><strong>阿里巴巴</strong>(BABA 4.53%) 昨晚是赢家之一，因为这家中国科技巨头继续受益于对人工智能的投资，投资者越来越将其视为人工智能领域的赢家。</p>
</div><p>Additionally, Founder Jack Ma has returned to the company's headquarters, showing relations between him and Beijing have improved.</p>
<div class="lb-trans"><p>此外，创始人马云已返回公司总部，显示他与北京的关系有所改善。</p>
</div><p>Overall, last month's gains were part of a broader momentum shift as investors seem to be moving back into Alibaba, after it was off-limits for several years due to the tech crackdown from Beijing and weak economic growth in China.</p>
<div class="lb-trans"><p>总体而言，上个月的涨幅是更广泛的动能转变的一部分，投资者似乎正在重新回到阿里巴巴，之前由于北京的科技打压和中国经济增长疲软，该公司曾被限制投资多年。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU5ODQvYWxpYmFiYS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F835984%2Falibaba.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Alibaba.</p>
<div class="lb-trans"><p>图片来源：阿里巴巴。</p>
</div><p>According to data from S&amp;P Global Market Intelligence, the stock finished the month up 32%. As you can see from the chart below, the stock climbed steadily over the course of the month.</p>
<div class="lb-trans"><p>根据 S&amp;P Global Market Intelligence 的数据，该股票在本月结束时上涨了 32%。从下面的图表可以看出，该股票在整个月份稳步攀升。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/39923c988c46294d63d5316501a2c55c.png" alt="" original-src="https://media.ycharts.com/charts/39923c988c46294d63d5316501a2c55c.png"/></p>
<p>BABA data by YCharts</p>
<div class="lb-trans"><p>BABA 数据来源于 YCharts</p>
</div><h2>Alibaba rides the AI wave</h2>
<div class="lb-trans"><h2>阿里巴巴乘风而起</h2>
</div><p>September was a good month for AI stocks in general, as several companies, including <strong>Oracle</strong>, gave bullish forecasts and projected tens of billions in capex spending. However, Alibaba also had some good news of its own to report.</p>
<div class="lb-trans"><p>九月份对人工智能股票来说是个好月份，包括 <strong>甲骨文</strong> 在内的几家公司给出了乐观的预测，并预计数百亿的资本支出。然而，阿里巴巴也有一些好消息要报告。</p>
</div><p>First, momentum from its June quarter earnings report at the end of August seemed to carry over to the beginning of September as Alibaba received several price target hikes and bullish analyst notes, observing that Taobao grew daily active users by 20%.</p>
<div class="lb-trans"><p>首先，8 月底的 6 月季度财报带来的动能似乎延续到了 9 月初，阿里巴巴收到了几次目标价上调和乐观的分析师报告，观察到淘宝的日活跃用户增长了 20%。</p>
</div><p>A report from <em>The Information</em> later in the month said that Alibaba was developing its own AI chips as export restrictions have made it difficult to get <strong>Nvidia</strong> chips.</p>
<div class="lb-trans"><p>本月晚些时候，<em>The Information</em> 的一份报告称，阿里巴巴正在开发自己的人工智能芯片，因为出口限制使得获取 <strong>Nvidia</strong> 芯片变得困难。</p>
</div><p>A <em>Bloomberg</em> report also said that Ma had returned to the company and is now more involved than he's been in five years. Ma had provoked the crackdown from Beijing after he insulted some finance ministers at a conference.</p>
<div class="lb-trans"><p><em>彭博社</em> 的一份报告还称，马云已返回公司，并且比过去五年中更为积极参与。马云在一次会议上侮辱了一些财政部长后，引发了北京的打压。</p>
</div><p>Later in the month, Alibaba received an order for its AI chips from China's second biggest telecom, China Unicom, giving the stock a boost. Then, the biggest news came on Sept. 24 when it announced a new partnership with Nvidia, unveiled a new AI model, said it was expanding new data centers around the world, and said it would increase AI spending beyond an earlier goal of $53 billion over the next three years.</p>
<div class="lb-trans"><p>本月晚些时候，阿里巴巴收到了来自中国第二大电信公司中国联通的人工智能芯片订单，推动了股价上涨。然后，最大的新闻发生在 9 月 24 日，当时阿里巴巴宣布与 Nvidia 建立新合作伙伴关系，推出了新的人工智能模型，表示将在全球范围内扩展新的数据中心，并表示将在未来三年内将人工智能支出提高到超过 530 亿美元的目标。</p>
</div><h2>What's next for Alibaba?</h2>
<div class="lb-trans"><h2>阿里巴巴的未来是什么？</h2>
</div><p>The AI boom is moving ahead full steam, and Alibaba looks well-positioned to take advantage of it. Not only is the company a diversified leader in China's tech industry, but the stock also looks affordable, especially compared to its U.S. counterparts, as it trades for a price-to-earnings ratio of just 21.</p>
<div class="lb-trans"><p>人工智能的繁荣正在全速推进，阿里巴巴看起来处于良好的位置来利用这一机会。该公司不仅是中国科技行业的多元化领导者，而且与其美国同行相比，股票看起来也很实惠，市盈率仅为 21。</p>
</div><p>If the AI boom remains healthy, expect Alibaba to keep gaining.</p>
<div class="lb-trans"><p>如果人工智能的繁荣保持健康，预计阿里巴巴将继续获利。</p>
</div>

Why Alibaba Stock Climbed 32% in September

- 阿里巴巴因人工智能投资受益，股价上月上涨 32%。  
- 创始人马云回归，显示与北京关系改善。  
- 阿里巴巴与英伟达合作，计划未来三年增加 AI 支出。  

为什么阿里巴巴的股票在九月份上涨了 32%