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阿里巴巴(BABA.US)績後收升近13%,市值一夜飆升超2600億元
格隆匯 08-30 08:12
阿里巴巴(BABA.US)週五收升12.9%,報135美元,創3月19日以來收盤新高。阿里巴巴市值一夜飆升367億美元(約2625億人民幣)。阿里巴巴公佈的最新財報顯示,二季度Non-GAAP淨利潤同比下降18%,但核心業務展現出強大韌性:雲業務收入同比增長26%,淘寶閃購則成為驅動用户增長的最大亮點。管理層在週五晚間的財報電話會上披露,淘寶閃購上線僅四個月,月度活躍用户已突破3億,較4月之前增長200%,首階段目標超預期完成。訂單量同樣快速攀升,7月日均訂單規模達到1.2億單,8月周平均日訂單仍維持在8000萬單水平。商户供給和物流能力也同步擴張:閃購活躍騎手數已增至200萬,較4月增長三倍。蔣凡預計,未來三年內將有超過百萬家線下品牌門店接入,帶來約1萬億元閃購和即時零售新增成交。雲業務方面,阿里強調過去四個季度已累計在AI基礎設施與產品研發上投入超千億元人民幣,正開始轉化為業績增長。二季度阿里雲營收同比增長26%至333.98億元,外部商業化收入中AI貢獻已超過20%。公司重申,將在未來三年持續投入3800億元用於AI資本開支,雖單季投資額會因供應鏈因素有所波動,但整體節奏不變。阿里同時透露,已為全球AI芯片供應及政策變化準備“後備方案”,通過與不同合作伙伴合作,建立多元化的供應鏈儲備,從而確保3800億元投資計劃能夠如期推進。

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