<p>阿里巴巴集团控股有限公司（NYSE:BABA - 获取免费报告）在周四的交易中股价下跌了 3.5%，原因是 Susquehanna 将该股的目标价从 190.00 美元下调至 170.00 美元。Susquehanna 目前对该股持积极评级。阿里巴巴集团的股价最低曾达到 124.59 美元，最后交易价为 125.3470 美元。在交易中，约有 9,169,600 股易手，较日均成交量 12,584,894 股下降了 27%。该股此前收盘价为 129.87 美元。</p>
<p>获取 <strong>阿里巴巴集团</strong> 的提醒：</p>
<ul>
<li>阿里巴巴的新 5nm 芯片为何可能成为游戏规则的改变者</li>
</ul>
<p>其他分析师最近也发布了关于该公司的报告。Freedom Capital 在 1 月 6 日的研究报告中将阿里巴巴集团的评级从 “强力买入” 下调至 “持有”。花旗集团在 11 月 26 日的研究报告中将阿里巴巴集团的目标价从 218.00 美元上调至 225.00 美元，并给予该股 “买入” 评级。Weiss Ratings 在 2 月 27 日的报告中将阿里巴巴集团的评级从 “买入（b-）” 下调至 “持有（c+）”。Jefferies Financial Group 在 3 月 19 日的研究报告中将阿里巴巴集团的目标价从 225.00 美元下调至 212.00 美元，并对该股给予 “买入” 评级。最后，巴克莱在 3 月 20 日的报告中将阿里巴巴集团的目标价从 195.00 美元下调至 190.00 美元，并对该股给予 “增持” 评级。十六位分析师对该股给予了 “买入” 评级，六位分析师给予了 “持有” 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 187.89 美元。</p>
<p><strong>查看我们关于阿里巴巴集团的最新报告</strong></p>
<h2>更多阿里巴巴集团新闻</h2>
<ul>
<li>阿里巴巴股票再次受到打击，但 Qwen 和云计算增长正在激增</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：公司在专有 AI 硬件方面的进展可能会实质性增强云计算利润并降低地缘政治供应风险——这对估值是长期利好。阿里巴巴的新 5nm 芯片为何可能成为游戏规则的改变者</li>
<li>积极情绪：分析师评级上调：Zacks 和 Argus 最近将阿里巴巴的评级上调至 “持有”，这可能会减少来自以收入为导向或强制卖出基金的卖压。Zacks 研究/升级</li>
<li>中性情绪：行业背景——持续的食品配送价格战（美团/同行）继续影响中国科技公司的情绪，即使影响是间接的，也可能波及阿里巴巴。美团发布季度亏损，价格战持续</li>
<li>中性情绪：宏观/头条报道：一系列 “值得关注的股票” 和更广泛的报道（Barron's, Yahoo）使阿里巴巴保持在投资者的视野中，但并未决定性地改变情绪。Barron's 关于食品配送动态的报道</li>
<li>消极情绪：分析师目标下调：Susquehanna 将其目标价从 190 美元下调至 170 美元（尽管保持 “积极” 立场），这可能会消除一些上涨预期并对短期情绪造成压力。Susquehanna 目标价下调</li>
<li>消极情绪：盈利/盈利评论：报道强调由于大规模 AI/云支出导致的非 GAAP 利润下降约 67% 引发了对短期利润侵蚀和现金部署的担忧。阿里巴巴目标价被削减至 170 美元，因重度 AI 支出拖累利润下降 67%</li>
<li>消极情绪：投资者轮换风险：评论文章主张卖出阿里巴巴以支持京东，突显了中国科技投资者之间的资本重新配置趋势——增加的轮换可能会对 BABA 股价施加压力。为什么我卖掉阿里巴巴去买京东</li>
</ul>
<h2>阿里巴巴集团的机构交易</h2>
<p>几家对冲基金和其他机构投资者最近对 BABA 的持仓进行了调整。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 目前拥有 3,411 股该专业零售商的股票，价值 289,000 美元，此前在上个季度增持了 981 股。AQR Capital Management LLC 在第一季度新建了阿里巴巴集团的持仓，价值 254,000 美元。Legal &amp; General Group Plc 在第二季度将其在阿里巴巴集团的持股增加了 16.7%。Legal &amp; General Group Plc 目前拥有 584,901 股该专业零售商的股票，价值 66,334,000 美元，此前在该期间增持了 83,733 股。AlphaCore Capital LLC 在第二季度新建了阿里巴巴集团的持仓，价值 162,000 美元。最后，Coldstream Capital Management Inc.在第二季度将其在阿里巴巴集团的持股增加了 157.6%。Coldstream Capital Management Inc.目前拥有 6,302 股该专业零售商的股票，价值 721,000 美元，此前在上个季度增持了 3,856 股。当前 13.47% 的股票由机构投资者持有。</p>
<h2>阿里巴巴集团股票下跌 3.5%</h2>
<ul>
<li>随着投资者逃离美国股票，这只全球 ETF 表现优于大盘</li>
</ul>
<p>该公司的市值为 2992.5 亿美元，市盈率为 23.65，市盈增长比为 3.08，贝塔值为 0.43。该公司的债务股本比为 0.22，流动比率为 1.33，速动比率为 1.33。该股的 50 日移动平均线为 151.56 美元，200 日移动平均线为 158.31 美元。</p>
<h2>关于阿里巴巴集团</h2>
<p>（获取免费报告）</p>
<p>阿里巴巴集团控股有限公司是一家中国跨国企业，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，天猫则面向中国消费者的品牌和零售商店铺。</p>
<h2>精选故事</h2>
<ul>
<li>五只我们认为比阿里巴巴集团更好的股票</li>
</ul>
<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，以便为读者提供最快的报道和公正的覆盖。请将任何问题或意见发送至 contact@marketbeat.com。</em></p>
<h2>你现在应该投资 1,000 美元在阿里巴巴集团吗？</h2>
<p>在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 已识别出五只顶级分析师正在悄悄向客户推荐的股票，以便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获得了中等买入评级，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>

线上零售 ETF - Amplify

电子商务 ETF - GlobalX

阿里巴巴

阿里巴巴-W

在线零售 ETF - ProShares

2 倍做多阿里巴巴 ETF - KraneShares

2 倍做多 BABA ETF - GraniteShares

<p>阿里巴巴集团（NYSE:BABA）股价下跌 3.5%，原因是 Susquehanna 将其目标价从 190 美元下调至 170 美元，尽管维持了积极评级。该股最低交易价为 124.59 美元，成交量较平均水平下降了 27%。其他分析师的观点不一，有的下调评级，有的则提高目标价。机构投资者也调整了他们的持仓，目前持有的股份占比为 13.47%。该公司的市值为 2992.5 亿美元，市盈率为 23.65</p>

<p>Alibaba Group Holding Limited (NYSE:BABA - Get Free Report) shares dropped 3.5% during trading on Thursday after Susquehanna lowered their price target on the stock from $190.00 to $170.00. Susquehanna currently has a positive rating on the stock. Alibaba Group traded as low as $124.59 and last traded at $125.3470. Approximately 9,169,600 shares changed hands during trading, a decline of 27% from the average daily volume of 12,584,894 shares. The stock had previously closed at $129.87.</p>
<div class="lb-trans"><p>阿里巴巴集团控股有限公司（NYSE:BABA - 获取免费报告）在周四的交易中股价下跌了 3.5%，原因是 Susquehanna 将该股的目标价从 190.00 美元下调至 170.00 美元。Susquehanna 目前对该股持积极评级。阿里巴巴集团的股价最低曾达到 124.59 美元，最后交易价为 125.3470 美元。在交易中，约有 9,169,600 股易手，较日均成交量 12,584,894 股下降了 27%。该股此前收盘价为 129.87 美元。</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><ul>
<li>Why Alibaba's New 5nm Chip Could Be a Game Changer</li>
</ul>
<div class="lb-trans"><ul>
<li>阿里巴巴的新 5nm 芯片为何可能成为游戏规则的改变者</li>
</ul>
</div><p>Other analysts also recently issued reports about the company. Freedom Capital downgraded Alibaba Group from a &#34;strong-buy&#34; rating to a &#34;hold&#34; rating in a research report on Tuesday, January 6th. Citigroup boosted their target price on Alibaba Group from $218.00 to $225.00 and gave the stock a &#34;buy&#34; rating in a research note on Wednesday, November 26th. Weiss Ratings cut shares of Alibaba Group from a &#34;buy (b-)&#34; rating to a &#34;hold (c+)&#34; rating in a report on Friday, February 27th. Jefferies Financial Group reduced their price target on shares of Alibaba Group from $225.00 to $212.00 and set a &#34;buy&#34; rating on the stock in a research note on Thursday, March 19th. Finally, Barclays decreased their price target on shares of Alibaba Group from $195.00 to $190.00 and set an &#34;overweight&#34; rating on the stock in a report on Friday, March 20th. Sixteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of &#34;Moderate Buy&#34; and an average target price of $187.89.</p>
<div class="lb-trans"><p>其他分析师最近也发布了关于该公司的报告。Freedom Capital 在 1 月 6 日的研究报告中将阿里巴巴集团的评级从 “强力买入” 下调至 “持有”。花旗集团在 11 月 26 日的研究报告中将阿里巴巴集团的目标价从 218.00 美元上调至 225.00 美元，并给予该股 “买入” 评级。Weiss Ratings 在 2 月 27 日的报告中将阿里巴巴集团的评级从 “买入（b-）” 下调至 “持有（c+）”。Jefferies Financial Group 在 3 月 19 日的研究报告中将阿里巴巴集团的目标价从 225.00 美元下调至 212.00 美元，并对该股给予 “买入” 评级。最后，巴克莱在 3 月 20 日的报告中将阿里巴巴集团的目标价从 195.00 美元下调至 190.00 美元，并对该股给予 “增持” 评级。十六位分析师对该股给予了 “买入” 评级，六位分析师给予了 “持有” 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 187.89 美元。</p>
</div><p><strong>Check Out Our Latest Report on Alibaba Group</strong></p>
<div class="lb-trans"><p><strong>查看我们关于阿里巴巴集团的最新报告</strong></p>
</div><h2>More Alibaba Group News</h2>
<div class="lb-trans"><h2>更多阿里巴巴集团新闻</h2>
</div><ul>
<li>Alibaba Stock Is Getting Hit Again, but Qwen and Cloud Growth Are Surging</li>
</ul>
<div class="lb-trans"><ul>
<li>阿里巴巴股票再次受到打击，但 Qwen 和云计算增长正在激增</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: Company progress on proprietary AI hardware could materially strengthen cloud margins and reduce geopolitical supply risk — a long-term positive for valuations. Why Alibaba's New 5nm Chip Could Be a Game Changer</li>
<li>Positive Sentiment: Analyst moves upward from distress ratings: Zacks and Argus have recently upgraded Alibaba toward &#34;hold&#34;, which can reduce selling pressure from income-focused or mandated-sell funds. Zacks Research / upgrades</li>
<li>Neutral Sentiment: Sector context — ongoing food-delivery price wars (Meituan/peers) continue to affect sentiment across Chinese tech, which can spill into Alibaba even if impacts are indirect. Meituan Posts Quarterly Loss as Price War Continues</li>
<li>Neutral Sentiment: Macro / headlines coverage: a mix of “stocks to watch” and broader pieces (Barron's, Yahoo) keeps Alibaba in investor screens but doesn't decisively swing sentiment. Barron's on food-delivery dynamics</li>
<li>Negative Sentiment: Analyst target cut: Susquehanna lowered its price target from $190 to $170 (even while keeping a &#34;positive&#34; stance), which can remove some upside expectations and weigh on near-term sentiment. Susquehanna price target cut</li>
<li>Negative Sentiment: Earnings/earnings commentary: coverage highlighting a ~67% decline in non‑GAAP profit tied to large AI/cloud spending is prompting concern about near-term margin erosion and cash deployment. Alibaba Price Target Slashed to $170 as Heavy AI Spending Drags Profits Down 67%</li>
<li>Negative Sentiment: Investor rotation risk: opinion pieces arguing to sell Alibaba in favor of JD.com highlight capital reallocation trends among China-tech investors — increased rotation can pressure BABA shares. Why I Sold Alibaba To Buy JD.com</li>
</ul>
<div class="lb-trans"><ul>
<li>积极情绪：公司在专有 AI 硬件方面的进展可能会实质性增强云计算利润并降低地缘政治供应风险——这对估值是长期利好。阿里巴巴的新 5nm 芯片为何可能成为游戏规则的改变者</li>
<li>积极情绪：分析师评级上调：Zacks 和 Argus 最近将阿里巴巴的评级上调至 “持有”，这可能会减少来自以收入为导向或强制卖出基金的卖压。Zacks 研究/升级</li>
<li>中性情绪：行业背景——持续的食品配送价格战（美团/同行）继续影响中国科技公司的情绪，即使影响是间接的，也可能波及阿里巴巴。美团发布季度亏损，价格战持续</li>
<li>中性情绪：宏观/头条报道：一系列 “值得关注的股票” 和更广泛的报道（Barron's, Yahoo）使阿里巴巴保持在投资者的视野中，但并未决定性地改变情绪。Barron's 关于食品配送动态的报道</li>
<li>消极情绪：分析师目标下调：Susquehanna 将其目标价从 190 美元下调至 170 美元（尽管保持 “积极” 立场），这可能会消除一些上涨预期并对短期情绪造成压力。Susquehanna 目标价下调</li>
<li>消极情绪：盈利/盈利评论：报道强调由于大规模 AI/云支出导致的非 GAAP 利润下降约 67% 引发了对短期利润侵蚀和现金部署的担忧。阿里巴巴目标价被削减至 170 美元，因重度 AI 支出拖累利润下降 67%</li>
<li>消极情绪：投资者轮换风险：评论文章主张卖出阿里巴巴以支持京东，突显了中国科技投资者之间的资本重新配置趋势——增加的轮换可能会对 BABA 股价施加压力。为什么我卖掉阿里巴巴去买京东</li>
</ul>
</div><h2>Institutional Trading of Alibaba Group</h2>
<div class="lb-trans"><h2>阿里巴巴集团的机构交易</h2>
</div><p>Several hedge funds and other institutional investors have recently made changes to their positions in BABA. Brighton Jones LLC grew its holdings in Alibaba Group by 40.4% during the 4th quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer's stock worth $289,000 after acquiring an additional 981 shares during the last quarter. AQR Capital Management LLC acquired a new position in shares of Alibaba Group during the first quarter worth $254,000. Legal &amp; General Group Plc lifted its holdings in shares of Alibaba Group by 16.7% during the second quarter. Legal &amp; General Group Plc now owns 584,901 shares of the specialty retailer's stock worth $66,334,000 after purchasing an additional 83,733 shares during the period. AlphaCore Capital LLC bought a new stake in shares of Alibaba Group in the second quarter worth $162,000. Finally, Coldstream Capital Management Inc. grew its stake in shares of Alibaba Group by 157.6% in the second quarter. Coldstream Capital Management Inc. now owns 6,302 shares of the specialty retailer's stock worth $721,000 after purchasing an additional 3,856 shares during the last quarter. 13.47% of the stock is currently owned by institutional investors.</p>
<div class="lb-trans"><p>几家对冲基金和其他机构投资者最近对 BABA 的持仓进行了调整。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 目前拥有 3,411 股该专业零售商的股票，价值 289,000 美元，此前在上个季度增持了 981 股。AQR Capital Management LLC 在第一季度新建了阿里巴巴集团的持仓，价值 254,000 美元。Legal &amp; General Group Plc 在第二季度将其在阿里巴巴集团的持股增加了 16.7%。Legal &amp; General Group Plc 目前拥有 584,901 股该专业零售商的股票，价值 66,334,000 美元，此前在该期间增持了 83,733 股。AlphaCore Capital LLC 在第二季度新建了阿里巴巴集团的持仓，价值 162,000 美元。最后，Coldstream Capital Management Inc.在第二季度将其在阿里巴巴集团的持股增加了 157.6%。Coldstream Capital Management Inc.目前拥有 6,302 股该专业零售商的股票，价值 721,000 美元，此前在上个季度增持了 3,856 股。当前 13.47% 的股票由机构投资者持有。</p>
</div><h2>Alibaba Group Stock Down 3.5%</h2>
<div class="lb-trans"><h2>阿里巴巴集团股票下跌 3.5%</h2>
</div><ul>
<li>As Investors Flee U.S. Equities, This Global ETF Is Outperforming</li>
</ul>
<div class="lb-trans"><ul>
<li>随着投资者逃离美国股票，这只全球 ETF 表现优于大盘</li>
</ul>
</div><p>The firm has a market capitalization of $299.25 billion, a price-to-earnings ratio of 23.65, a P/E/G ratio of 3.08 and a beta of 0.43. The company has a debt-to-equity ratio of 0.22, a current ratio of 1.33 and a quick ratio of 1.33. The stock has a fifty day moving average of $151.56 and a two-hundred day moving average of $158.31.</p>
<div class="lb-trans"><p>该公司的市值为 2992.5 亿美元，市盈率为 23.65，市盈增长比为 3.08，贝塔值为 0.43。该公司的债务股本比为 0.22，流动比率为 1.33，速动比率为 1.33。该股的 50 日移动平均线为 151.56 美元，200 日移动平均线为 158.31 美元。</p>
</div><h2>About Alibaba Group</h2>
<div class="lb-trans"><h2>关于阿里巴巴集团</h2>
</div><p>(Get Free Report)</p>
<div class="lb-trans"><p>（获取免费报告）</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企业，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，天猫则面向中国消费者的品牌和零售商店铺。</p>
</div><h2>Featured Stories</h2>
<div class="lb-trans"><h2>精选故事</h2>
</div><ul>
<li>Five stocks we like better than Alibaba Group</li>
</ul>
<div class="lb-trans"><ul>
<li>五只我们认为比阿里巴巴集团更好的股票</li>
</ul>
</div><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，以便为读者提供最快的报道和公正的覆盖。请将任何问题或意见发送至 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 1,000 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 已识别出五只顶级分析师正在悄悄向客户推荐的股票，以便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获得了中等买入评级，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>

Alibaba Group (NYSE:BABA) Trading Down 3.5% After Analyst Downgrade

- 阿里巴巴集团股价周四下跌 3.5%，目标价从 190 美元降至 170 美元。  
- 约 9,169,600 股交易，较日均下降 27%。  
- 目前 16 位分析师对该股给予买入评级，6 位给予持有评级。

阿里巴巴集团（NYSE:BABA）在分析师下调评级后股价下跌 3.5%