阿里巴巴绩后强势拉升，集团CEO称AI投入已开始显现成果_老虎社区_美港股上老虎

阿里巴巴绩后强势拉升，集团CEO称AI投入已开始显现成果

智通财经网08-29

周五，阿里巴巴绩后表现强势，截至发稿大涨超10%。消息面上，该公司Q2财季营收同比增长2%低于预估，净利润大幅增长76%至424亿元，主要得益于股权投资的公允价值变动收益。2025年上半年即时零售业务收入同比增长12%。阿里云收入同比增长26%，AI相关产品收入连续八个季度实现三位数同比增长。资本支出从去年同期的约119亿元猛增至本季度的约387亿元。在今晚电话会上，阿里巴巴集团CEO吴泳铭表示，...

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Yangsirisme
·08-29
牛逼，自主可控接棒寒王涨起来
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旺财小猫咪
·08-29
短期涨的，补贴一停感情归零，除非长期补贴个一两年，养成用户习惯，花时间让更多的美团商家店入驻淘宝闪购店，不然没啥用，但是如果长期补贴那阿里的财报会很难看，长期看空，短期看涨
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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴绩后强势拉升，集团CEO称AI投入已开始显现成果\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 22:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1339076.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五，阿里巴巴绩后表现强势，截至发稿大涨超10%。消息面上，该公司Q2财季营收同比增长2%低于预估，净利润大幅增长76%至424亿元，主要得益于股权投资的公允价值变动收益。2025年上半年即时零售业务收入同比增长12%。阿里云收入同比增长26%，AI相关产品收入连续八个季度实现三位数同比增长。资本支出从去年同期的约119亿元猛增至本季度的约387亿元。在今晚电话会上，阿里巴巴集团CEO吴泳铭表示，...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1339076.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.zhitongcaijing.com/content/detail/1339076.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1181447426","content_text":"周五，阿里巴巴绩后表现强势，截至发稿大涨超10%。消息面上，该公司Q2财季营收同比增长2%低于预估，净利润大幅增长76%至424亿元，主要得益于股权投资的公允价值变动收益。2025年上半年即时零售业务收入同比增长12%。阿里云收入同比增长26%，AI相关产品收入连续八个季度实现三位数同比增长。资本支出从去年同期的约119亿元猛增至本季度的约387亿元。在今晚电话会上，阿里巴巴集团CEO吴泳铭表示，阿里巴巴拥有全球第四、亚洲第一的云，也拥有从AI算力、AI云平台、AI模型、开源生态到AI应用的全栈技术能力。本季度，阿里在AI+云的Capex投资达386亿元。过去四个季度，已经在AI基础设施以及AI产品研发上累计投入超过1000亿元，阿里对AI的投入已开始显现成果，无论是阿里云在客户的AI需求下恢复高速增长，还是广泛的to C和to B场景的AI体验升级，都看到了AI驱动阿里高速增长路径更加清晰。阿里巴巴在电话会中称，淘宝闪购月活用户达到3亿，较4月增长200%，未来三年闪购和即时零售有望带来1万亿元新成交。另外有消息称，阿里巴巴开发了一款新的AI芯片，以填补英伟达在中国市场的空白。知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。新的芯片不再由台积电代工，转为由国内一家企业代工。","news_type":1,"symbols_score_info":{"BABA":1.1,"09988":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":472863596532200,"gmtCreate":1756477391972,"gmtModify":1756478781805,"author":{"id":"3486029996587751","authorId":"3486029996587751","name":"旺财小猫咪","avatar":"https://static.tigerbbs.com/c55e0e3949732284732d58f871cf9a3a","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3486029996587751","idStr":"3486029996587751"},"htmlText":"短期涨的，补贴一停感情归零，除非长期补贴个一两年，养成用户习惯，花时间让更多的美团商家店入驻淘宝闪购店，不然没啥用，但是如果长期补贴那阿里的财报会很难看，长期看空，短期看涨","listText":"短期涨的，补贴一停感情归零，除非长期补贴个一两年，养成用户习惯，花时间让更多的美团商家店入驻淘宝闪购店，不然没啥用，但是如果长期补贴那阿里的财报会很难看，长期看空，短期看涨","text":"短期涨的，补贴一停感情归零，除非长期补贴个一两年，养成用户习惯，花时间让更多的美团商家店入驻淘宝闪购店，不然没啥用，但是如果长期补贴那阿里的财报会很难看，长期看空，短期看涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472863596532200","repostId":1181447426,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":2,"repostSize":2,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}