阿里云收入增速34%，吴泳铭称阿里正处于投入阶段

Core Insights - Alibaba Group reported a 34% year-on-year increase in cloud revenue for Q2 of fiscal year 2026, reaching a new high [1] - CEO Wu Yongming emphasized the company's focus on building AI technology and infrastructure platforms, as well as a large consumer platform that integrates lifestyle services and e-commerce [1] - The strong demand for AI has accelerated revenue growth in the cloud intelligence group, with AI-related product revenue achieving triple-digit growth for the ninth consecutive quarter [1] Financial Performance - Cloud revenue growth of 34% year-on-year indicates robust performance in the cloud segment [1] - The expansion of instant retail and significant improvement in unit economics contributed to the rapid growth in monthly active consumers on the Taobao app [1]