<p><strong>阿里巴巴</strong>(BABA 4.53%) 昨晚是贏家之一，因為這家中國科技巨頭繼續受益於對人工智能的投資，投資者越來越將其視為人工智能領域的贏家。</p>
<p>此外，創始人馬雲已返回公司總部，顯示他與北京的關係有所改善。</p>
<p>總體而言，上個月的漲幅是更廣泛的動能轉變的一部分，投資者似乎正在重新回到阿里巴巴，之前由於北京的科技打壓和中國經濟增長疲軟，該公司曾被限制投資多年。</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>圖片來源：阿里巴巴。</p>
<p>根據 S&amp;P Global Market Intelligence 的數據，該股票在本月結束時上漲了 32%。從下面的圖表可以看出，該股票在整個月份穩步攀升。</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 數據來源於 YCharts</p>
<h2>阿里巴巴乘風而起</h2>
<p>九月份對人工智能股票來説是個好月份，包括 <strong>甲骨文</strong> 在內的幾家公司給出了樂觀的預測，並預計數百億的資本支出。然而，阿里巴巴也有一些好消息要報告。</p>
<p>首先，8 月底的 6 月季度財報帶來的動能似乎延續到了 9 月初，阿里巴巴收到了幾次目標價上調和樂觀的分析師報告，觀察到淘寶的日活躍用户增長了 20%。</p>
<p>本月晚些時候，<em>The Information</em> 的一份報告稱，阿里巴巴正在開發自己的人工智能芯片，因為出口限制使得獲取 <strong>Nvidia</strong> 芯片變得困難。</p>
<p><em>彭博社</em> 的一份報告還稱，馬雲已返回公司，並且比過去五年中更為積極參與。馬雲在一次會議上侮辱了一些財政部長後，引發了北京的打壓。</p>
<p>本月晚些時候，阿里巴巴收到了來自中國第二大電信公司中國聯通的人工智能芯片訂單，推動了股價上漲。然後，最大的新聞發生在 9 月 24 日，當時阿里巴巴宣佈與 Nvidia 建立新合作伙伴關係，推出了新的人工智能模型，表示將在全球範圍內擴展新的數據中心，並表示將在未來三年內將人工智能支出提高到超過 530 億美元的目標。</p>
<h2>阿里巴巴的未來是什麼？</h2>
<p>人工智能的繁榮正在全速推進，阿里巴巴看起來處於良好的位置來利用這一機會。該公司不僅是中國科技行業的多元化領導者，而且與其美國同行相比，股票看起來也很實惠，市盈率僅為 21。</p>
<p>如果人工智能的繁榮保持健康，預計阿里巴巴將繼續獲利。</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漲了 32%，這得益於其在人工智能方面的投資以及創始人馬雲的迴歸，標誌着與北京的關係改善。該公司受益於積極的盈利勢頭、目標價格上調以及與英偉達的重大合作。此外，阿里巴巴正在開發自己的 AI 芯片，以應對對英偉達產品的出口限制。憑藉 21 的有利市盈率，阿里巴巴在持續的 AI 熱潮中處於良好位置</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%) 昨晚是贏家之一，因為這家中國科技巨頭繼續受益於對人工智能的投資，投資者越來越將其視為人工智能領域的贏家。</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，創始人馬雲已返回公司總部，顯示他與北京的關係有所改善。</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>總體而言，上個月的漲幅是更廣泛的動能轉變的一部分，投資者似乎正在重新回到阿里巴巴，之前由於北京的科技打壓和中國經濟增長疲軟，該公司曾被限制投資多年。</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>圖片來源：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>根據 S&amp;P Global Market Intelligence 的數據，該股票在本月結束時上漲了 32%。從下面的圖表可以看出，該股票在整個月份穩步攀升。</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 數據來源於 YCharts</p>
</div><h2>Alibaba rides the AI wave</h2>
<div class="lb-trans"><h2>阿里巴巴乘風而起</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>九月份對人工智能股票來説是個好月份，包括 <strong>甲骨文</strong> 在內的幾家公司給出了樂觀的預測，並預計數百億的資本支出。然而，阿里巴巴也有一些好消息要報告。</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 月季度財報帶來的動能似乎延續到了 9 月初，阿里巴巴收到了幾次目標價上調和樂觀的分析師報告，觀察到淘寶的日活躍用户增長了 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>本月晚些時候，<em>The Information</em> 的一份報告稱，阿里巴巴正在開發自己的人工智能芯片，因為出口限制使得獲取 <strong>Nvidia</strong> 芯片變得困難。</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> 的一份報告還稱，馬雲已返回公司，並且比過去五年中更為積極參與。馬雲在一次會議上侮辱了一些財政部長後，引發了北京的打壓。</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>本月晚些時候，阿里巴巴收到了來自中國第二大電信公司中國聯通的人工智能芯片訂單，推動了股價上漲。然後，最大的新聞發生在 9 月 24 日，當時阿里巴巴宣佈與 Nvidia 建立新合作伙伴關係，推出了新的人工智能模型，表示將在全球範圍內擴展新的數據中心，並表示將在未來三年內將人工智能支出提高到超過 530 億美元的目標。</p>
</div><h2>What's next for Alibaba?</h2>
<div class="lb-trans"><h2>阿里巴巴的未來是什麼？</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>人工智能的繁榮正在全速推進，阿里巴巴看起來處於良好的位置來利用這一機會。該公司不僅是中國科技行業的多元化領導者，而且與其美國同行相比，股票看起來也很實惠，市盈率僅為 21。</p>
</div><p>If the AI boom remains healthy, expect Alibaba to keep gaining.</p>
<div class="lb-trans"><p>如果人工智能的繁榮保持健康，預計阿里巴巴將繼續獲利。</p>
</div>

Why Alibaba Stock Climbed 32% in September

- 阿里巴巴因人工智能投資受益，股價上月上漲 32%。  
- 創始人馬雲迴歸，顯示與北京關係改善。  
- 阿里巴巴與英偉達合作，計劃未來三年增加 AI 支出。  

為什麼阿里巴巴的股票在九月份上漲了 32%