阿里、谷歌盘前大涨超4% 英伟达跌超4%

Financial Performance - Alibaba reported Q2 FY2026 revenue of 247.8 billion RMB, exceeding the estimate of 245.2 billion RMB [2] - Adjusted earnings per ADS were 4.36 RMB, below the forecast of 6.34 RMB [2] - The revenue from Alibaba's China e-commerce segment was 132.58 billion RMB [2] - Adjusted net profit was 10.35 billion RMB, lower than the expected 16.8 billion RMB [2] - Instant retail business revenue reached 22.91 billion RMB, a 60% increase from 14.32 billion RMB year-over-year [2] Operational Insights - Alibaba's CFO highlighted strong growth in core business revenue, with AI revenue from external cloud commercialization increasing [3] - Customer management revenue grew by 10% year-over-year [3] - The company has invested approximately 120 billion RMB in AI and cloud infrastructure capital expenditures over the past four quarters [3] Market Reaction - Alibaba's stock rose over 4% in pre-market trading following the earnings announcement [2] - The rapid growth of Alibaba's "Qianwen" app, which surpassed 10 million downloads in just one week, positions it as the fastest-growing AI application to date [4]