阿里大涨15%：核心业务恢复增长吴泳铭称加大AI领域投入

雷递网2025-02-21

雷递网乐天 2月21日阿里巴巴（股票代码：“9988”）今日在港股大涨14.56%；以收盘价计算，公司股价为138.5港元，市值为26326亿港元。阿里巴巴可谓是一改往日发布财报，股价大跌的状态。阿里巴巴在港股一天的成交量达到444.58亿港元。当前的阿里正在重新焕发生机。财报显示，阿里2024年第四季度营收为2801.54亿元（383.81亿美元），同比增长8%。其中，淘天集团2024年...

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乐天 2月21日阿里巴巴（股票代码：“9988”）今日在港股大涨14.56%；以收盘价计算，公司股价为138.5港元，市值为26326亿港元。阿里巴巴可谓是一改往日发布财报，股价大跌的状态。阿里巴巴在港股一天的成交量达到444.58亿港元。当前的阿里正在重新焕发生机。财报显示，阿里2024年第四季度营收为2801.54亿元（383.81亿美元），同比增长8%。其中，淘天集团2024年...</p>\n\n<a 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2月21日阿里巴巴（股票代码：“9988”）今日在港股大涨14.56%；以收盘价计算，公司股价为138.5港元，市值为26326亿港元。阿里巴巴可谓是一改往日发布财报，股价大跌的状态。阿里巴巴在港股一天的成交量达到444.58亿港元。当前的阿里正在重新焕发生机。财报显示，阿里2024年第四季度营收为2801.54亿元（383.81亿美元），同比增长8%。其中，淘天集团2024年第四季度营收为1360.91亿元，较上年同期的1290.7亿元增长5%；阿里国际收入营收为377.56亿元，较上年同期的285亿元增长32%；来自阿里云智能集团收入为317.42亿元，较上年同期的280.66亿元增长13%；主要由公共云业务收入的双位数增长带动，其中包括AI相关产品采用量的提升。AI相关产品收入连续六个季度实现三位数的同比增长。菜鸟2024年第四季度收入为282.41亿元，较上年同期的284.76亿元下降1%；来自本地生活集团收入为169.88亿元，较上年同期的151.6亿元增长12%；阿里大文娱2024年第四季度营收为54.38亿元，较上年同期的50.4亿元增长8%，主要由优酷广告收入增长所带动。阿里2024年第四季经营利润412.05亿元（56.45亿美元），同比增长83%；净利润为464.34亿元（63.61亿美元），同比增长333%。在2025财年Q3财报分析师电话会上，阿里巴巴集团CEO吴泳铭表示，面向未来，阿里巴巴将继续专注三大业务类型：国内外电商业务，AI+云计算的科技业务，互联网平台产品。未来三年，阿里将围绕AI这个战略核心，在AI基础设施、基础模型平台及AI原生应用、现有业务的AI转型等三方面加大投入。吴泳铭透露，阿里还会在近期发布基于Qwen2.5-Max的深度推理模型。吴泳铭表示，未来三年，阿里将加大投入三大AI领域：第一，投入AI和云计算的基础设施建设。AI时代对于基础设施有明确而巨大的需求，将积极投资于AI基础设施建设，未来三年在云和AI的基础设施投入预计将超越过去十年的总和。第二，投入AI基础模型平台以及AI原生应用。AI基础大模型对于行业生产力变革具有重大意义，将大幅提升AI基础模型的研发投入，确保技术先进性和行业领先地位，并推动AI原生应用的发展。第三，投入现有业务的AI转型升级。对于电商和其他互联网平台业务，AI技术升级将带来用户价值的巨大提升机会，因此将持续提升AI应用的研发投入以及算力投入，运用AI技术深度改造升级各业务，把握AI时代的新发展机遇。吴泳铭说，“我们对聚焦电商和‘AI+云’的发展战略充满信心，也对新技术周期带来的商业机遇充满期待。”———————————————雷递由媒体人雷建平创办，若转载请写明来源。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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阿里大涨15%：核心业务恢复增长 吴泳铭称加大AI领域投入

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阿里大涨15%：核心业务恢复增长吴泳铭称加大AI领域投入