AI板块业绩获得持续提振,500质量成长ETF(560500)涨0.54%
Sou Hu Cai Jing·2025-05-16 02:48

Core Viewpoint - Alibaba's Q4 FY2025 earnings report shows strong growth in cloud revenue driven by AI demand, with a 18% year-over-year increase in Alibaba Cloud revenue and a 17% increase in external revenue, indicating a robust performance in the AI sector [1] Group 1: Company Performance - Alibaba Cloud's revenue grew by 18% year-over-year in Q4 FY2025, supported by a faster growth in public cloud revenue [1] - AI-related product revenue has achieved triple-digit year-over-year growth for seven consecutive quarters, highlighting the increasing demand for AI solutions [1] Group 2: Market Trends - The 500 Quality Growth Index, which includes 100 high-profitability and sustainable growth companies, is showing a slight increase, indicating a positive market sentiment [1] - The technology growth sector, particularly in AI computing, robotics, and semiconductors, is expected to remain active due to policy support and industry upgrades, presenting long-term investment opportunities [1]