---
title: "阿里巴巴加碼 AI 投資 股價創四年新高"
description: "阿里巴巴宣佈將在人工智能和雲基礎設施領域投資逾 530 億美元，併發布大模型 Qwen3-Max，港股價上漲超 9%，創四年新高。今年累計漲幅已翻倍。首席執行官吳泳銘表示投資規模將超出年初提出的 3800 億元人民幣目標，AI 產業發展和基礎設施需求 “遠超預期”。華爾街明星基金經理凱茜·伍德管理的方舟投資首次買入阿里巴巴約 1630 萬美元的 ADR。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/258655783.md"
published_at: "2025-09-24T08:38:21.000Z"
---

# 阿里巴巴加碼 AI 投資 股價創四年新高

> 阿里巴巴宣佈將在人工智能和雲基礎設施領域投資逾 530 億美元，併發布大模型 Qwen3-Max，港股價上漲超 9%，創四年新高。今年累計漲幅已翻倍。首席執行官吳泳銘表示投資規模將超出年初提出的 3800 億元人民幣目標，AI 產業發展和基礎設施需求 “遠超預期”。華爾街明星基金經理凱茜·伍德管理的方舟投資首次買入阿里巴巴約 1630 萬美元的 ADR。

阿里巴巴宣佈將在人工智能和雲基礎設施領域投資逾 530 億美元，併發布迄今最強大的大模型 Qwen3-Max，在港股價週三上漲超 9%，創下四年來新高。今年累計漲幅已翻倍。首席執行官吳泳銘表示，公司投資規模將超出年初提出的 3800 億元人民幣目標，AI 產業發展和基礎設施需求 “遠超預期”。海外資金也重拾興趣，華爾街明星基金經理 “木頭姐” 凱茜·伍德管理的方舟投資四年來首次買入阿里巴巴約 1630 萬美元的阿里巴巴 ADR，美國證券交易委員會的文件顯示，這是其自 2021 年 9 月以來首次重新佈局。

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> **免責聲明**：本文內容僅供參考，不構成任何投資建議。
