阿裏季度業績超預期,盤前上漲
8月4日,阿裏巴巴集團公佈2023財年第一季度業績。2023財年Q1營收2055.6億元,市場預期2032.31億元,去年同期2057.4億元。Q1雲業務收入爲176.9億元,市場預估182.2億元。
財報公佈後,阿裏美股盤前上漲5%。
儘管面臨短期挑戰,本季度收入保持穩定,經調整EBITA同比下降18%,非公認會計準則淨利潤同比下降30%,均高於市場預期。財報顯示,6月加快復甦,多業務引擎驅動增長。天貓618支付GMV實現同比正增長。本地生活服務板塊每月表現持續改善,餓了麼非餐配送訂單穩健增長,6月高德日均活躍用戶創下超1.2億的新高。
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