阿里卖掉子公司85%股权，收益60亿

Group 1 - Alibaba disclosed in its mid-term report for the fiscal year 2026 that it sold 85% of Trendyol GO to Uber for approximately $700 million, generating a profit of about 6 billion RMB, which has been included in the investment net income for the first half of 2025 [1][3] - Trendyol GO, a rapid delivery service under Turkey's e-commerce giant Trendyol, completed over 200 million orders in 2024 with a transaction volume of $2 billion, making it a key player in Turkey's instant retail market [3] - The sale of Trendyol GO is part of a broader strategy, as Alibaba has also fully exited from offline retail formats by selling its stakes in Intime Retail and Sun Art Retail [3] Group 2 - Alibaba has established "AI-driven, cloud-first" as its core strategy, with CEO Wu Yongming indicating that the company is in a critical investment phase for building AI technology infrastructure and a consumer platform [3] - For the second quarter of fiscal year 2026, Alibaba reported revenue of 247.795 billion RMB, a year-on-year increase of 5%, while net profit decreased by 53% to 20.612 billion RMB [3] - The revenue from Alibaba's instant retail business reached 22.906 billion RMB, a 60% increase compared to 14.321 billion RMB in the same period last year [3] Group 3 - According to analysis from China Merchants Securities, Alibaba's e-commerce business is expected to maintain competitive strength, with growth potential in its food delivery services and long-term growth in cloud and AI businesses, projecting Non-GAAP net profits of 106.9 billion RMB, 166.6 billion RMB, and 201.8 billion RMB for FY2026-2028 [4]