A股异动丨阿里股价飙升,刺激阿里概念股走强,新华都、三江购物等多股涨停

Group 1 - Alibaba's stock price surged nearly 19%, positively impacting related A-share concept stocks, with several stocks hitting their daily limit up [1] - Alibaba's Q1 FY2026 financial report showed a 18% year-over-year decline in Non-GAAP net profit, but core business demonstrated resilience with cloud revenue growing 26% year-over-year [1][2] - The launch of Taobao Flash has led to a significant increase in monthly active users, surpassing 300 million, and daily order volume reaching 1.2 million in July [1] Group 2 - Alibaba has invested over 100 billion RMB in AI infrastructure and product development over the past four quarters, with Q2 cloud revenue reaching 33.398 billion RMB, driven by AI contributing over 20% [2] - The company plans to invest 380 billion RMB in AI capital expenditures over the next three years, ensuring a diversified supply chain to support this investment [2]