淘宝闪购日单量突破8000万，恒生互联网ETF(159688)盘中一度涨超3.5%，阿里巴巴涨超5%

Group 1 - The Hang Seng Internet Technology Index has strengthened, rising by 2.9% as of the report, with an intraday increase exceeding 3.3% [1] - The Hang Seng Internet ETF (159688) has also seen gains, up 3.15% at the time of reporting, with a peak increase of 3.55% and a turnover rate exceeding 35% [1] - Key component stocks include Kingsoft Cloud, which rose over 13%, and Alibaba-W, which increased by more than 5% [1] Group 2 - According to Guosen Securities, Alibaba's revenue for the first quarter of the fiscal year 2026 is projected to be 247.8 billion yuan, reflecting a year-on-year growth of 2% [1] - The company is expected to face short-term pressure on profits due to increased investment in instant retail, but this strategy is anticipated to enhance user engagement and purchase frequency in the long term [1] - Revenue forecasts for Alibaba from FY2026 to FY2028 are 1,062.3 billion yuan, 1,149.0 billion yuan, and 1,217.4 billion yuan, respectively, with adjusted net profit estimates of 138.8 billion yuan, 171.8 billion yuan, and 195.4 billion yuan for the same period [1] Group 3 - Huatai Securities notes that the Hong Kong stock market has experienced a rebound over the past two months, approaching the high point of the first quarter of 2025 [2] - The market may lack a strong basis for significant short-term upward movement due to factors such as interest rates, risk premiums, and earnings, alongside uncertainties in the global economy and geopolitical environment in the third quarter [2] - Despite increasing attention from domestic and foreign investors towards Chinese assets and the expansion of the Hong Kong stock market, the risk of a significant market downturn is considered relatively controllable, highlighting the importance of sector rotation [2]