阿里Q2业绩超预期：创新型业务表现亮眼闲鱼夸克显著增长

上游新闻2023-11-16

11月16日，阿里巴巴集团发布2024财年第二季度业绩公告。财报显示，7-9月集团收入同比增长9%。经调整EBITA同比增长18%，超市场预期。　　财报显示，本季度淘天集团用户为先、生态繁荣、科技驱动策略见效，天猫双11的参与商家、交易买家和订单量较去年同期均实现正增长。云智能集团减少来自利润率较低的项目式合约类收入，公有云收入增长，盈利能力优化。全球化业务增长强劲，阿里国际数字商业集团收入同比...

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　　本地生活集团积极满足基于位置服务的即时性需求，季度整体订单同比增长近20%，年度活跃消费者（AAC）季度环比持续增长。其中，“到家”场景，饿了么交易用户数增长、人均购买频次提升，餐饮及非餐配送订单均实现同比两位数增长。“到目的地”场景，高德季度订单同比实现快速增长，日活跃用户峰值超过2.8亿，创下历史新高。 　　淘宝App进一步满足用户多样化需求，抓住最广泛人群。财报显示，在内容化、价格竞争力和应用AI等策略推动下，淘宝App用户实现健康同比自然增长，用户收看短视频内容时长强劲增长。QuestMobile数据显示，9月淘宝DAU同比增长6%，已连续8个月增长。 　　同时，高质量消费群体规模继续扩大，财报显示，本季度88VIP会员数已超3000万，实现同比双位数增长。 　　双11期间，平台规模优势进一步扩大，参与商家、交易买家和订单量较去年同期实现正增长。据淘天集团披露，双11全周期累计访问用户数超8亿，创下历史峰值。（文章来源：上游新闻）","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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阿里Q2业绩超预期：创新型业务表现亮眼 闲鱼夸克显著增长

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阿里Q2业绩超预期：创新型业务表现亮眼闲鱼夸克显著增长