<p>安联资产管理公司在最近向证券交易委员会提交的 13F 表格中表示，在第三季度将其在阿里巴巴集团（NYSE:BABA - 免费报告）的持股减少了 14.1%。该公司在季度内出售了 79,448 股后，持有 482,068 股该专门零售商的股票。截至其最近的 SEC 文件，安联资产管理公司在阿里巴巴集团的持股价值为 86,160,000 美元。</p>
<ul>
<li>如果新兴市场表现优异，这只股票可能会引领潮流</li>
</ul>
<p>其他一些对冲基金最近也买卖了 BABA 的股票。Brighton Jones LLC 在第四季度将其在阿里巴巴集团的持股增加了 40.4%。Brighton Jones LLC 现在拥有 3,411 股该专门零售商的股票，价值 289,000 美元，此前在该期间内又购买了 981 股。AQR 资本管理公司在第一季度购买了阿里巴巴集团的新头寸，价值约 254,000 美元。Hilltop 国家银行在第二季度购买了阿里巴巴集团的新头寸，价值约 58,000 美元。Empirical Financial Services LLC（以 Empirical Wealth Management 名义运营）在第二季度将其在阿里巴巴集团的持股增加了 9.1%。Empirical Financial Services LLC 现在拥有 2,855 股该专门零售商的股票，价值 324,000 美元，此前在上个季度又购买了 239 股。最后，Ameritas Advisory Services LLC 在第二季度购买了阿里巴巴集团的新股份，价值约 112,000 美元。对冲基金和其他机构投资者持有该公司 13.47% 的股票。</p>
<p>获取 <strong>阿里巴巴集团</strong> 的提醒：</p>
<h2>阿里巴巴集团股票表现</h2>
<p>BABA 的股票在周三以 163.57 美元开盘。该公司的债务与股本比率为 0.23，速动比率为 1.46，流动比率为 1.46。该股票的 50 日移动平均为 158.86 美元，200 日移动平均为 153.19 美元。该股票的市值为 3905.1 亿美元，市盈率为 22.59，市盈增长比率为 3.67，贝塔值为 0.39。阿里巴巴集团控股有限公司的年低为 95.73 美元，年高为 192.67 美元。</p>
<h2>影响阿里巴巴集团的关键故事</h2>
<ul>
<li>百度的安静分拆如何可能解锁重大重新评级</li>
</ul>
<p>以下是本周影响阿里巴巴集团的关键新闻：</p>
<ul>
<li>积极情绪：阿里巴巴在春节期间投入大量市场营销和激励预算，以增加其 Qwen AI 应用的用户，这可能加速用户获取并增强其消费者 AI 的立足点。阿里巴巴将在春节期间投入 4.31 亿美元进行 AI 推广，随着聊天机器人战争的加剧</li>
<li>积极情绪：报告突显了阿里巴巴更广泛的 AI 和芯片雄心（新处理器和 Qwen 模型的重点）。在 AI 芯片和引人注目的应用上成功执行将改善长期竞争地位，而不仅仅是纯粹的市场营销支出。分析：阿里巴巴的新处理器显示应用是 AI 芯片成功的关键</li>
<li>中性情绪：子公司/战略投资持续进行：报道称阿里巴巴的 Robovan 部门将投资 Zelos Technology——这一有针对性的交易表明并购/战略部署，但对近期财务并不明显重要。阿里巴巴集团控股的 Robovan 部门将投资 Zelos Technology，华尔街日报报道</li>
<li>消极情绪：一些市场报道指出该股票相较于大盘的表现不佳，反映出投资者对大规模促销支出（约 30 亿元人民币）可能对近期利润率施加压力的谨慎，并需要可衡量的用户变现来证明支出合理性。阿里巴巴（BABA）看到的下跌幅度超过大盘：一些需要了解的事实</li>
</ul>
<h2>华尔街分析师的看法</h2>
<p>一些研究分析师最近对该股票发布了报告。Weiss Ratings 在 1 月 21 日的研究报告中重申了对阿里巴巴集团股票的 “买入（b-）” 评级。摩根士丹利在 1 月 8 日的研究报告中将阿里巴巴集团的目标价从 200.00 美元下调至 180.00 美元，并对该股票设定了 “超配” 评级。麦格理在 11 月 25 日的研究报告中重新发布了对阿里巴巴集团股票的 “跑赢大盘” 评级。Loop Capital 在 1 月 6 日的研究报告中设定了阿里巴巴集团的目标价为 140.00 美元。最后，Arete Research 将阿里巴巴集团的评级从 “中性” 上调至 “买入”，并在 1 月 21 日的研究报告中设定了 190.00 美元的目标价。十八位投资分析师对该股票给予了买入评级，一位给予了持有评级，一位给予了卖出评级。根据 MarketBeat.com 的数据，该公司目前的平均评级为 “适度买入”，平均目标价为 195.17 美元。</p>
<ul>
<li>阿里巴巴的大赌注能否在突破年后获得回报？</li>
</ul>
<p><strong>阅读我们关于阿里巴巴集团的最新报告</strong></p>
<h2>阿里巴巴集团公司简介</h2>
<p>（免费报告）</p>
<p>阿里巴巴集团控股有限公司是一家中国跨国集团，成立于 1999 年，总部位于中国杭州，由马云和一群联合创始人创办。该公司围绕基于互联网的商业和相关服务建立了其业务，并已发展成为全球最大的电子商务和科技公司之一。阿里巴巴于 2014 年在纽约证券交易所完成了一次备受瞩目的首次公开募股。</p>
<p>该公司运营着一系列在线市场和平台，服务于不同的客户群体：Alibaba.com 用于全球和国内 B2B 贸易，淘宝用于消费者对消费者购物，天猫用于针对中国消费者的品牌和零售商店铺。</p>
<h2>进一步阅读</h2>
<ul>
<li>五只我们更看好的股票超过阿里巴巴集团</li>
<li>你的银行账户不再安全</li>
<li>[无脑黄金投资]：“给我一个更好的投资。”</li>
<li>这只 15 美元的股票可能会成为 2026 年的第一只股票</li>
<li>一位前 CIA 特工对即将到来的崩溃的看法</li>
<li>雷·达里奥建议购买黄金。我说每个月从中获得收益</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPUJBQkE?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPUJBQkE"/></p>
<p><em>此即时新闻提醒由叙事科学技术和来自 MarketBeat 的金融数据生成，旨在为读者提供最快的报道和公正的覆盖。请将有关此故事的任何问题或评论发送至 contact@marketbeat.com.</em></p>
<h2>你现在应该投资 1000 美元在阿里巴巴集团吗？</h2>
<p>在你考虑阿里巴巴集团之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前购买……而阿里巴巴集团并不在名单上。</p>
<p>虽然阿里巴巴集团目前在分析师中有中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

阿里巴巴

2 倍做多 BABA ETF - GraniteShares

2 倍做多阿里巴巴 ETF - KraneShares

阿里巴巴-W

<p>安联资产管理公司（Allianz Asset Management GmbH）在阿里巴巴集团控股有限公司（NYSE:BABA）中的持股比例减少了 14.1%，在第三季度出售了 79,448 股，剩余持有 482,068 股，价值 8616 万美元。其他对冲基金也调整了在阿里巴巴的持仓。该股票开盘价为 163.57 美元，市值为 3905.1 亿美元，市盈率为 22.59。分析师们的看法不一，18 位分析师给予 “买入” 评级，而一些人则对促销支出影响利润率表示谨慎</p>

<p>Allianz Asset Management GmbH trimmed its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 14.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities &amp; Exchange Commission. The firm owned 482,068 shares of the specialty retailer's stock after selling 79,448 shares during the quarter. Allianz Asset Management GmbH's holdings in Alibaba Group were worth $86,160,000 as of its most recent SEC filing.</p>
<div class="lb-trans"><p>安联资产管理公司在最近向证券交易委员会提交的 13F 表格中表示，在第三季度将其在阿里巴巴集团（NYSE:BABA - 免费报告）的持股减少了 14.1%。该公司在季度内出售了 79,448 股后，持有 482,068 股该专门零售商的股票。截至其最近的 SEC 文件，安联资产管理公司在阿里巴巴集团的持股价值为 86,160,000 美元。</p>
</div><ul>
<li>If Emerging Markets Outperform, This Stock Could Lead the Charge</li>
</ul>
<div class="lb-trans"><ul>
<li>如果新兴市场表现优异，这只股票可能会引领潮流</li>
</ul>
</div><p>A number of other hedge funds also recently bought and sold shares of BABA. Brighton Jones LLC increased its holdings in shares of Alibaba Group by 40.4% in the 4th quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer's stock valued at $289,000 after acquiring an additional 981 shares during the period. AQR Capital Management LLC purchased a new position in Alibaba Group in the first quarter valued at about $254,000. Hilltop National Bank bought a new position in Alibaba Group in the second quarter worth about $58,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of Alibaba Group by 9.1% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,855 shares of the specialty retailer's stock valued at $324,000 after buying an additional 239 shares during the last quarter. Finally, Ameritas Advisory Services LLC purchased a new stake in shares of Alibaba Group during the second quarter valued at about $112,000. Hedge funds and other institutional investors own 13.47% of the company's stock.</p>
<div class="lb-trans"><p>其他一些对冲基金最近也买卖了 BABA 的股票。Brighton Jones LLC 在第四季度将其在阿里巴巴集团的持股增加了 40.4%。Brighton Jones LLC 现在拥有 3,411 股该专门零售商的股票，价值 289,000 美元，此前在该期间内又购买了 981 股。AQR 资本管理公司在第一季度购买了阿里巴巴集团的新头寸，价值约 254,000 美元。Hilltop 国家银行在第二季度购买了阿里巴巴集团的新头寸，价值约 58,000 美元。Empirical Financial Services LLC（以 Empirical Wealth Management 名义运营）在第二季度将其在阿里巴巴集团的持股增加了 9.1%。Empirical Financial Services LLC 现在拥有 2,855 股该专门零售商的股票，价值 324,000 美元，此前在上个季度又购买了 239 股。最后，Ameritas Advisory Services LLC 在第二季度购买了阿里巴巴集团的新股份，价值约 112,000 美元。对冲基金和其他机构投资者持有该公司 13.47% 的股票。</p>
</div><p>Get <strong>Alibaba Group</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>阿里巴巴集团</strong> 的提醒：</p>
</div><h2>Alibaba Group Stock Performance</h2>
<div class="lb-trans"><h2>阿里巴巴集团股票表现</h2>
</div><p>Shares of BABA opened at $163.57 on Wednesday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.46 and a current ratio of 1.46. The stock has a 50-day moving average of $158.86 and a two-hundred day moving average of $153.19. The stock has a market cap of $390.51 billion, a P/E ratio of 22.59, a P/E/G ratio of 3.67 and a beta of 0.39. Alibaba Group Holding Limited has a one year low of $95.73 and a one year high of $192.67.</p>
<div class="lb-trans"><p>BABA 的股票在周三以 163.57 美元开盘。该公司的债务与股本比率为 0.23，速动比率为 1.46，流动比率为 1.46。该股票的 50 日移动平均为 158.86 美元，200 日移动平均为 153.19 美元。该股票的市值为 3905.1 亿美元，市盈率为 22.59，市盈增长比率为 3.67，贝塔值为 0.39。阿里巴巴集团控股有限公司的年低为 95.73 美元，年高为 192.67 美元。</p>
</div><h2>Key Stories Impacting Alibaba Group</h2>
<div class="lb-trans"><h2>影响阿里巴巴集团的关键故事</h2>
</div><ul>
<li>Why Baidu’s Quiet Spin-Off Could Unlock a Major Re-Rating</li>
</ul>
<div class="lb-trans"><ul>
<li>百度的安静分拆如何可能解锁重大重新评级</li>
</ul>
</div><p>Here are the key news stories impacting Alibaba Group this week:</p>
<div class="lb-trans"><p>以下是本周影响阿里巴巴集团的关键新闻：</p>
</div><ul>
<li>Positive Sentiment: Alibaba is committing large marketing and incentive budgets to grow users of its Qwen AI app during Lunar New Year, which could accelerate user acquisition and strengthen its consumer AI foothold. Alibaba to spend $431 million for Lunar New Year AI push as chatbot war heats up</li>
<li>Positive Sentiment: Reporting highlights Alibaba’s broader AI and chip ambitions (new processor and Qwen model focus). Successful execution on AI chips and compelling apps would improve long‑term competitive positioning beyond pure marketing spend. Analysis: Alibaba’s New Processor Shows Applications Are Key to AI Chip Success</li>
<li>Neutral Sentiment: Subsidiary/strategic investments continue: reports say Alibaba’s Robovan unit is set to invest in Zelos Technology — a targeted deal that signals M&amp;A/strategic deployment but is not clearly material to near‑term financials. Alibaba Group Holding’s Robovan unit set to invest in Zelos Technology, WSJ reports</li>
<li>Negative Sentiment: Some market coverage flags the stock’s underperformance vs. the broader market today, reflecting investor caution that the sizable promotional outlays (≈3 billion yuan) may pressure near‑term margins and require measurable user monetization to justify the spend. Alibaba (BABA) Sees a More Significant Dip Than Broader Market: Some Facts to Know</li>
</ul>
<div class="lb-trans"><ul>
<li>积极情绪：阿里巴巴在春节期间投入大量市场营销和激励预算，以增加其 Qwen AI 应用的用户，这可能加速用户获取并增强其消费者 AI 的立足点。阿里巴巴将在春节期间投入 4.31 亿美元进行 AI 推广，随着聊天机器人战争的加剧</li>
<li>积极情绪：报告突显了阿里巴巴更广泛的 AI 和芯片雄心（新处理器和 Qwen 模型的重点）。在 AI 芯片和引人注目的应用上成功执行将改善长期竞争地位，而不仅仅是纯粹的市场营销支出。分析：阿里巴巴的新处理器显示应用是 AI 芯片成功的关键</li>
<li>中性情绪：子公司/战略投资持续进行：报道称阿里巴巴的 Robovan 部门将投资 Zelos Technology——这一有针对性的交易表明并购/战略部署，但对近期财务并不明显重要。阿里巴巴集团控股的 Robovan 部门将投资 Zelos Technology，华尔街日报报道</li>
<li>消极情绪：一些市场报道指出该股票相较于大盘的表现不佳，反映出投资者对大规模促销支出（约 30 亿元人民币）可能对近期利润率施加压力的谨慎，并需要可衡量的用户变现来证明支出合理性。阿里巴巴（BABA）看到的下跌幅度超过大盘：一些需要了解的事实</li>
</ul>
</div><h2>Wall Street Analyst Weigh In</h2>
<div class="lb-trans"><h2>华尔街分析师的看法</h2>
</div><p>A number of research analysts have recently issued reports on the stock. Weiss Ratings reaffirmed a &#34;buy (b-)&#34; rating on shares of Alibaba Group in a research report on Wednesday, January 21st. Morgan Stanley reduced their price target on Alibaba Group from $200.00 to $180.00 and set an &#34;overweight&#34; rating on the stock in a research report on Thursday, January 8th. Macquarie reissued an &#34;outperform&#34; rating on shares of Alibaba Group in a research report on Tuesday, November 25th. Loop Capital set a $140.00 price objective on Alibaba Group in a research report on Tuesday, January 6th. Finally, Arete Research raised Alibaba Group from a &#34;neutral&#34; rating to a &#34;buy&#34; rating and set a $190.00 target price on the stock in a research report on Wednesday, January 21st. Eighteen investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of &#34;Moderate Buy&#34; and an average price target of $195.17.</p>
<div class="lb-trans"><p>一些研究分析师最近对该股票发布了报告。Weiss Ratings 在 1 月 21 日的研究报告中重申了对阿里巴巴集团股票的 “买入（b-）” 评级。摩根士丹利在 1 月 8 日的研究报告中将阿里巴巴集团的目标价从 200.00 美元下调至 180.00 美元，并对该股票设定了 “超配” 评级。麦格理在 11 月 25 日的研究报告中重新发布了对阿里巴巴集团股票的 “跑赢大盘” 评级。Loop Capital 在 1 月 6 日的研究报告中设定了阿里巴巴集团的目标价为 140.00 美元。最后，Arete Research 将阿里巴巴集团的评级从 “中性” 上调至 “买入”，并在 1 月 21 日的研究报告中设定了 190.00 美元的目标价。十八位投资分析师对该股票给予了买入评级，一位给予了持有评级，一位给予了卖出评级。根据 MarketBeat.com 的数据，该公司目前的平均评级为 “适度买入”，平均目标价为 195.17 美元。</p>
</div><ul>
<li>Can Alibaba’s Big Bets Pay Off After a Breakout Year?</li>
</ul>
<div class="lb-trans"><ul>
<li>阿里巴巴的大赌注能否在突破年后获得回报？</li>
</ul>
</div><p><strong>Read Our Latest Report on Alibaba Group</strong></p>
<div class="lb-trans"><p><strong>阅读我们关于阿里巴巴集团的最新报告</strong></p>
</div><h2>Alibaba Group Company Profile</h2>
<div class="lb-trans"><h2>阿里巴巴集团公司简介</h2>
</div><p>(Free Report)</p>
<div class="lb-trans"><p>（免费报告）</p>
</div><p>Alibaba Group Holding Limited is a Chinese multinational conglomerate founded in 1999 in Hangzhou, China, by Jack Ma and a group of co‑founders. The company built its business around internet-based commerce and related services and has grown into one of the largest e-commerce and technology companies in the world. Alibaba completed a high‑profile initial public offering on the New York Stock Exchange in 2014.</p>
<div class="lb-trans"><p>阿里巴巴集团控股有限公司是一家中国跨国集团，成立于 1999 年，总部位于中国杭州，由马云和一群联合创始人创办。该公司围绕基于互联网的商业和相关服务建立了其业务，并已发展成为全球最大的电子商务和科技公司之一。阿里巴巴于 2014 年在纽约证券交易所完成了一次备受瞩目的首次公开募股。</p>
</div><p>The company operates a portfolio of online marketplaces and platforms serving different customer segments: Alibaba.com for global and domestic B2B trade, Taobao for consumer-to-consumer shopping, and Tmall for brand and retailer storefronts targeted at Chinese consumers.</p>
<div class="lb-trans"><p>该公司运营着一系列在线市场和平台，服务于不同的客户群体：Alibaba.com 用于全球和国内 B2B 贸易，淘宝用于消费者对消费者购物，天猫用于针对中国消费者的品牌和零售商店铺。</p>
</div><h2>Further Reading</h2>
<div class="lb-trans"><h2>进一步阅读</h2>
</div><ul>
<li>Five stocks we like better than Alibaba Group</li>
<li>Your Bank Account Is No Longer Safe</li>
<li>[No Brainer Gold Play]: “Show me a better investment.”</li>
<li>This $15 Stock Could Go Down as the #1 Stock of 2026</li>
<li>What a Former CIA Agent Knows About the Coming Collapse</li>
<li>Ray Dalio Says Buy Gold. I Say Get Paid Every Month From It</li>
</ul>
<div class="lb-trans"><ul>
<li>五只我们更看好的股票超过阿里巴巴集团</li>
<li>你的银行账户不再安全</li>
<li>[无脑黄金投资]：“给我一个更好的投资。”</li>
<li>这只 15 美元的股票可能会成为 2026 年的第一只股票</li>
<li>一位前 CIA 特工对即将到来的崩溃的看法</li>
<li>雷·达里奥建议购买黄金。我说每个月从中获得收益</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPUJBQkE" alt="" original-src="https://www.marketbeat.com/scripts/SECFilingChart.ashx?Prefix=NYSE&amp;Symbol=BABA"/></p>
<p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和来自 MarketBeat 的金融数据生成，旨在为读者提供最快的报道和公正的覆盖。请将有关此故事的任何问题或评论发送至 contact@marketbeat.com.</em></p>
</div><h2>Should You Invest $1,000 in Alibaba Group Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在阿里巴巴集团吗？</h2>
</div><p>Before you consider Alibaba Group, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑阿里巴巴集团之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Alibaba Group wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前购买……而阿里巴巴集团并不在名单上。</p>
</div><p>While Alibaba Group currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然阿里巴巴集团目前在分析师中有中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

Allianz Asset Management GmbH Sells 79,448 Shares of Alibaba Group Holding Limited $BABA

- Allianz Asset Management GmbH 在第 3 季度减少了 14.1% 的 阿里巴巴 持股。  
- 此外，Brighton Jones LLC 和 AQR Capital Management LLC 等也增持了 阿里巴巴 的股份。  
- 当前，阿里巴巴 的平均评级为 “适度买入”，目标价为 $195.17。

安联资产管理有限公司出售了 79,448 股阿里巴巴集团控股有限公司的股票 $BABA