阿里Q2业绩：核心业务高质量增长阿里云增长再提速淘天订单量双位数增长_老虎社区_美港股上老虎

阿里Q2业绩：核心业务高质量增长阿里云增长再提速淘天订单量双位数增长

上游新闻2024-11-15

11月15日，阿里巴巴集团发布2025财年Q2财报，季度收入2365.03亿元，同比增长5%，符合市场预期。聚焦“用户为先、AI驱动”坚定投入，阿里巴巴核心业务持续收获高质量增长。　　7月至9月，淘天订单量同比双位数增长驱动线上GMV增长，88VIP会员数持续双位数增长至4600万。今年“双11”期间，淘宝天猫GMV实现强劲增长，买家数量创历史新高。　　阿里巴巴集团CEO吴泳铭表示，“本季度，...

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rate同比保持稳定。AI驱动的营销工具“全站推广”对商家渗透率稳步提升，助力商家提升市场营销效率，进一步有节奏地提升商业化水平。　　阿里云增长加速，AI相关收入连续五个季度呈三位数增长　　聚焦“云+AI”一体化发展，阿里云商业化收入增长加速，季度收入同比增长7%，继续由公共云双位数增长驱动，AI相关产品收入已连续五个季度实现三位数同比增长；经调整EBITA同比增长89%。　　今年云栖大会上，阿里云全面升级AI基础设施，降低API调用费率，释放先进技术红利，加速大模型走进千行百业。通义千问新一代开源模型Qwen2.5发布，其旗舰版本Qwen2.5-72B在多项基准测试中表现强劲，超越行业对手。　　通义千问已成为全球最为广泛采用的开源模型之一。财报显示，自2023年首次开源至2024年9月30日，在Hugging Face社区已有超过7万个衍生模型是基于通义家族而开发。　　“AI驱动”战略落地一年来，阿里旗下多个业务发力AI。淘宝面向所有商家上线AI产品“生意管家”，今年“双11”累计服务400万商家，帮助中小商家生成超过1亿件商品及营销素材。近期阿里国际发布了大规模商用的翻译大模型。　　出海业务强劲增长，其他多业务经营提效与减亏有序进行　　出海业务继续保持强劲增长势头。本季度，阿里国际数字商业集团收入同比增长29%，速卖通、Trendyol等平台在特定区域的消费者心智不断提升，业务运营及投资效率稳定优化，速卖通Choice业务单位经济效益环比改善。　　速卖通和菜鸟之间的协同效应进一步增强，速卖通平均履约时长环比显著缩短。跨境物流履约解决方案收入增长，带动菜鸟季度收入同比增长8%。　　本地生活集团与大文娱集团的亏损均同比收窄，业务运营效率有计划、有节奏地优化。与此同时，饿了么、高德订单增长，业务规模提升。今年10月国庆假期期间，高德的日活跃用户峰值超过3亿，创历史新高。（资讯）（文章来源：上游新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}