11月25日，阿里巴巴表示，将"积极"投资于人工智能能力的提升，不排除在已承诺的三年3800亿元人民 币投资之外进行额外投资。阿里巴巴还表示，之前提到的3800亿元人民币投资，考虑到客户需求，可能 显得规模较小。 ...

智通财经11月25日电，阿里巴巴CEO吴泳铭在财报电话会上表示，未来三年内不太可能出现人工智能泡 沫。未来三年，人工智能资源整体将处于供不应求的状态。(智通财经) 【阿里巴巴：#未来三年内不太可能出现人工智能泡沫#】#阿里CEO称未来三年AI资源供不应求# ...

一位业内资深人士向《证券日报》记者表示，"千问"与"灵光"用户量的爆发式增长，标志着我国AI应用 正加速迈入解决实际需求的实用化阶段，同时，技术实用性与用户黏性正显著提升，这也是产业成熟的 核心标志。 从实验室走向产业端，从技术概念迈向商业价值，AI（人工智能）应用正迎来爆发式增长。日前，AI 助手"千问"与"灵光"双双公布用户增长数据，两款产品下载量均实现快速突破，持续引发资本市场与产 业界的高度关注。 业内普遍认为，在国家相关政策持续赋能下，算力基建、行业应用等全产业链环节协同发力，产业发展 的确定性与成长性愈发凸显。 应用落地按下"加速键" 11月17日，阿里巴巴旗下千问APP正式开启公测；次日，蚂蚁集团推出的全模态通用AI助手"灵光"同步 上线。根据日前的公开数据，千问APP公测首周下载量即突破1000万次，"灵光"上线六天用户数超200 万。 随着AI应用规模化落地，产业链上下游正迎来系统性发展机遇。业内普遍认为，从上游硬件到下游应 用，各环节需求持续释放，形成协同增长的良好格局，产业增长逻辑愈发清晰。 广发证券认为，AI应用正迎来关键变化，未来AI不仅将在对话、创作等传统任务中表现优异，更将深 入 ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

吴泳铭称："我们正处于投入阶段，构建 AI 技术和基础设施平台，以及生活服务与电商结合的大消费平 台，创造长期战略价值。本季度，我们在这些领域大力战略投入，AI+ 云、大消费两大核心业务保持强 劲增长。旺盛的 AI 需求推动云智能集团收入进一步加速，季度收入同比增长 34%，其中 AI 相关产品 收入连续第九个季度实现三位数增长。在消费领域，即时零售规模扩大、单位经济效益显著改善，带动 淘宝 App 月活跃消费者实现快速增长。" IT之家注意到，阿里巴巴还表示，将"积极"投资于人工智能能力的提升，不排除在已承诺的三年 3800 亿元人民币投资之外进行额外投资。阿里巴巴还表示，之前提到的 3800 亿元人民币投资，考虑到客户 需求，可能显得规模较小。 阿里巴巴 CEO 吴泳铭表示，未来三年内不太可能出现人工智能泡沫。未来三年，人工智能资源整体将 处于供不应求的状态。 IT之家 11 月 25 日消息，今日阿里巴巴集团发布了 2026 财年第二季度财报，集团收入 2477.95 亿元， 超市场预期，剔除已出售业务影响，收入同比增长 15%。 ...

上周，千问App公测版正式发布，标志着阿里巴巴开始在AI to B与AI to C两个方向齐发力。千问App公 测版上线一周，新下载量已超过1000万。 吴泳铭指出，一方面，Qwen3-Max的模型智能水平、工具调用能力都已达到全球领先，另一方面，AI 和阿里巴巴电商、地图、本地生活等业务生态的协同是更大的想象力。基于AI模型和阿里巴巴生态优 势，千问App有望率先打造未来的AI生活入口。因此在AI to B加速增长的同时，做出了全力入局AI to C 的战略决定。 "AI to B和AI to C齐发力，将激发核心业务产生更大的协同效应，成为驱动阿里巴巴持续增长、迈向新 高度的动能引擎。"吴泳铭说。 新京报贝壳财经讯（记者程子姣）11月25日，在阿里巴巴财报分析师电话会上，阿里巴巴集团CEO（首 席执行官）吴泳铭分享了AI（人工智能）战略最新进展，阿里巴巴正在AI to B（面向企业的人工智 能）和AI to C（面向消费者的人工智能）两大方向齐发力——在AI to B领域，做世界领先的全栈AI服 务商，服务千行百业不断增长的AI需求；在AI to C领域，基于性能领先的AI模型和阿里巴巴生态优 势，打造面 ...

Core Insights - Alibaba Group reported Q2 FY2026 revenue of 247.795 billion yuan, with a 15% year-over-year growth after excluding the impact of divested businesses [1] - The company continues to invest heavily in AI and cloud services, with Alibaba Cloud achieving a record 34% year-over-year revenue growth, driven by strong AI demand [1][2] - The consumer sector shows significant growth, with instant retail driving rapid increases in monthly active users on the Taobao app [1] Alibaba Cloud Performance - Alibaba Cloud's revenue accelerated by 34% year-over-year, with AI-related product revenue achieving triple-digit growth for the ninth consecutive quarter [1][2] - The company maintains a significant position in China's AI cloud market, holding a 35.8% market share as of mid-2025, surpassing the combined share of its next three competitors [2] - New partnerships with major companies like NBA, Marriott, and China UnionPay highlight Alibaba Cloud's expanding influence in the AI sector [2] Global Expansion - Alibaba Cloud is expanding its global infrastructure, planning new regional nodes in Brazil, France, and the Netherlands, while also launching new data centers in Dubai and Malaysia [3] - The global infrastructure now covers 29 regions and 92 availability zones, indicating a strategic move towards international growth [3] Consumer Sector Growth - E-commerce customer management revenue grew by 10% year-over-year, while instant retail revenue surged by 60%, reflecting improved unit economics and user retention [4] - Approximately 3,500 Tmall brands have integrated their offline stores into instant retail, contributing to significant growth during the Double 11 shopping festival [4] - The Gaode app achieved over 360 million daily active users, showcasing the effectiveness of new features aimed at enhancing user engagement [4]

格隆汇11月25日｜阿里巴巴表示，将"积极"投资于人工智能能力的提升，不排除在已承诺的三年3800亿 元人民币投资之外进行额外投资。考虑到客户需求的旺盛，此前提及的3800亿元人民币投资可能显得偏 小。 ...

Core Insights - Alibaba is focusing on both AI to B and AI to C strategies, aiming to become a leading full-stack AI service provider while also developing AI applications for end-users [1][2] - The company reported a strong revenue growth of 34% in its cloud services, with external commercialization revenue accelerating by 29%, and AI-related product revenue achieving triple-digit year-on-year growth for nine consecutive quarters [1] - Alibaba Cloud has become a key player in the hybrid cloud market, with growth exceeding 20%, and it maintains a leading position in the AI cloud market, surpassing the combined market share of its second to fourth competitors [1] AI Strategy - The launch of the Qwen3-Max model has positioned Alibaba at the forefront of AI technology, with its capabilities in tool utilization being globally competitive [2] - The synergy between AI and Alibaba's ecosystem, including e-commerce, mapping, and local services, is expected to create significant opportunities for future growth [2] - The company aims to leverage the dual focus on AI to B and AI to C to enhance core business synergies, driving sustained growth and reaching new heights [2]

Core Insights - Alibaba Group reported Q2 FY2026 revenue of 247.795 billion yuan, with a 15% year-over-year growth after excluding the impact of divested businesses [1] - The company continues to invest heavily in AI and cloud services, with Alibaba Cloud's revenue accelerating by 34% year-over-year, marking a new high [2][3] AI and Cloud Strategy - Strong demand for AI has driven Alibaba Cloud's revenue growth, with AI-related product revenue achieving triple-digit growth for the ninth consecutive quarter [3] - Alibaba Cloud's market share in China's AI cloud market reached 35.8% in the first half of 2025, surpassing the combined share of the second to fourth competitors [3] - The company launched the Qianwen App, which has seen over 10 million downloads in its first week, aiming to enhance AI applications in both B2B and B2C sectors [3] Global Expansion - Alibaba Cloud is accelerating its overseas operations, planning new regional nodes in Brazil, France, and the Netherlands, and has recently activated data centers in Dubai and Malaysia [4] Consumer Business Growth - E-commerce customer management revenue grew by 10% year-over-year, while instant retail business revenue surged by 60% [7] - The integration of offline stores into instant retail has led to significant growth in active users on the Taobao App, with nearly 600 brands achieving over 100 million in sales during the Double 11 shopping festival [7] Operational Efficiency - The company has seen improvements in operational efficiency across multiple business units, with notable revenue growth in Huijun Entertainment, Gaode, Hema, and Alibaba Health [8]