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吴泳铭:阿里4300亿投入AI和大消费两大历史性战略机遇
Xin Lang Ke Ji· 2025-08-29 11:58
新浪科技讯 8月29日晚间消息,在2026财年Q1财报分析师电话会上,阿里巴巴集团CEO吴泳铭表示,以 AI+云为核心的科技平台、购物与生活服务融合的大消费平台,是阿里集团面临的两大历史性战略机 遇。阿里巴巴将以驱动业务强劲增长为核心目标,坚定投入未来发展,这也是阿里巴巴发展26年后的再 次创业。 吴泳铭详解了阿里为何在AI+云、消费两大战略领域分别投入3800亿和500亿元,以及两大战略领域要 实现的目标。 这些投入持续收获成效,阿里云实现26%的高速增长,在AI相关收入连续8个季度三位数增长的带动 下,本季度AI收入占外部商业化收入的比例已超过20%。阿里在即时零售领域的投入也快速取得阶段效 果,8月整体即时零售月度活跃买家数达3亿,带动淘宝app 25%的月度活买家数增长,中国电商集团的 日订单量持续突破新高。 在AI领域,吴泳铭表示,"AI技术对所有行业的改变升级以及AI与云计算的深度结合,是未来十年技术 领域最大的行业机会。" 阿里巴巴拥有全球第四、亚洲第一的云,也拥有从AI算力、AI云平台、AI模型、开源生态到AI应用的 全栈技术能力。"本季度,阿里在AI+云的Capex投资达386亿元。过去四个 ...
阿里财报:阿里云增长26%超预期,闪购带动淘宝月活增长25%
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-29 11:01
Core Insights - Alibaba Group reported a 10% year-on-year revenue growth and a 76% increase in net profit for Q1 of fiscal year 2026, exceeding market expectations [1] - The adjusted EBITA decreased by 14% to 38.844 billion yuan, primarily due to investments in "Taobao Flash Sale" and user experience, partially offset by double-digit revenue growth in Alibaba's China e-commerce group [1] Group 1: AI and Cloud Investments - Alibaba has committed to investing 380 billion yuan over the next three years to build cloud and AI hardware infrastructure, with an additional 50 billion yuan allocated for consumer sectors [1][2] - The revenue from Alibaba Cloud grew by 26% year-on-year, reaching a three-year high, driven by the increasing demand for AI applications [1] - Capital expenditures for AI and cloud reached 38.6 billion yuan, reflecting a 220% year-on-year increase, indicating a strong push in AI and cloud computing strategies [1] Group 2: E-commerce and Consumer Growth - The integration of Taotian Group, Ele.me, and Fliggy into Alibaba's China e-commerce group has led to a significant increase in monthly active consumers on the Taobao app, up 25% year-on-year [2] - Instant retail business revenue reached 14.784 billion yuan, a 12% increase compared to the same period last year, attributed to the launch of "Taobao Flash Sale" [2] - Sales and marketing expenses as a percentage of revenue increased from 13.3% to 21.3% year-on-year, driven by investments in user experience and acquisition for the new e-commerce initiatives [2]
阿里“双压舱石”快速释放威力
Hua Er Jie Jian Wen· 2025-08-29 10:43
作者 | 柴旭晨 编辑 | 周智宇 AI+云和消费两大战略领域,愈发成为阿里的强大压舱石。 8月29日,阿里巴巴集团发布2026财年第一季度财报,剔除已出售业务影响,集团整体收入同比增长 10%;净利润同比增长76%,超市场预期。 阿里核心业务企稳,关键在于对AI+云、消费两大战略领域的投入持续。 据了解,阿里云收入同比增长26%,超过前一季度18%的同比增幅,创三年新高,AI相关产品收入连续 八个季度实现三位数同比增长;即时零售业务快速取得阶段成果,8月前三周带动淘宝app的月度活跃消 费者同比增长25%,中国电商集团的月度活跃消费者和日订单量持续创新高。 2月底,阿里宣布未来三年投入3800亿元建设云和AI硬件基础设施,并于4月底上线即时零售业务,7月 宣布投入500亿元用于消费领域,以把握AI和消费两大战略领域的历史性增长机遇,本季度收获阶段成 效。 "本季度,我们聚焦消费、AI+云的战略,实现强劲增长"。阿里巴巴集团CEO吴泳铭表示,阿里大力投 资即时零售业务赢得消费者心智。"我们通过整合消费平台,产生显著协同效应,带动月度活跃消费者 及日订单量创新高。在持续强劲的AI需求推动下,云智能集团收入加速增 ...
阿里吴泳铭:将围绕大消费和AI+云两大战略重心继续坚定投入
Ge Long Hui A P P· 2025-08-29 10:39
Core Insights - Alibaba Group's CEO, Wu Yongming, emphasized a strong focus on consumer and AI + cloud strategies, leading to robust growth [1] - The company has significantly invested in instant retail, achieving rapid results and winning consumer trust [1] - Integration of consumer platforms has generated notable synergies, resulting in record monthly active consumers and daily order volumes [1] - The cloud intelligence group's revenue has accelerated due to sustained strong demand for AI, with AI revenue significantly contributing to external commercialization income [1] - Looking ahead, the company plans to continue investing in major consumer and AI + cloud strategies to seize historical opportunities for long-term growth [1]
阿里云:营收同比增长26%,创三年新高
Xin Lang Ke Ji· 2025-08-29 10:13
阿里巴巴集团CEO吴泳铭表示:"本季度,我们聚焦消费、AI+云的战略,实现强劲增长。在持续强劲 的AI需求推动下,云智能集团收入加速增长,AI收入在云外部商业化收入占比显著。面向未来,我们 将围绕大消费和AI+云两大战略重心继续坚定投入,把握历史机遇,实现长期增长。" 新浪科技讯 8月29日晚间消息,阿里巴巴集团发布2026财年第一季度财报显示,该季度,阿里巴巴实现 营收2476.52亿元,同比增长2%。期内,阿里云收入同比增长26%,创三年新高,AI相关产品收入连续 八个季度实现三位数同比增长。 今年2月底,阿里宣布未来三年投入3800亿元建设云和AI硬件基础设施,并于4月底上线即时零售业 务,7月宣布投入500亿元用于消费领域,以把握AI和消费两大战略领域的历史性增长机遇,本季度收 获阶段成效。 责任编辑:刘万里 SF014 ...
阿里巴巴:2026财年第一财季实现营收2476.52亿元,集团收入增长10%
Xin Lang Ke Ji· 2025-08-29 10:05
新浪科技讯 8月29日下午消息,阿里巴巴集团发布2026财年第一季度财报,财报显示,该季度实现营收 2476.52亿元,上年同期2432.36亿元,同比增长2%,若不考虑高鑫零售和银泰的已处置业务的收入,同 口径收入同比增长将为10%。 责任编辑:李芊蔚 阿里巴巴集团CEO吴泳铭表示:"本季度,我们聚焦消费、AI+云的战略,实现强劲增长。我们大力投 资即时零售业务,快速取得阶段成果,赢得消费者心智。我们通过整合消费平台,产生显著协同效应, 带动月度活跃消费者及日订单量创新高。在持续强劲的AI需求推动下,云智能集团收入加速增长,AI 收入在云外部商业化收入占比显著。面向未来,我们将围绕大消费和AI+云两大战略重心继续坚定投 入,把握历史机遇,实现长期增长。" 本季度,阿里对AI+云的capex投入达386亿元,同比增长220%。本季度,在AI需求高速增长的同时,AI 应用带动传统计算存储类产品的增长,带动阿里云收入同比增长26%,创三年来的最高增速,AI相关产 品收入连续八个季度同比三位数增长。 本季度,淘天集团、饿了么与飞猪完成战略整合,组建阿里巴巴中国电商集团,共建大消费平台,满足 用户对全场景消费体验的需 ...
A股超级赛道,多股涨超10%
Zheng Quan Shi Bao· 2025-08-29 05:14
Market Overview - A-shares experienced a volatile rise in early trading, with the ChiNext Index surging over 3%, reaching a three-and-a-half-year high, while the Shenzhen Component Index, CSI 300, and CSI 500 also hit multi-year highs [1] - The market saw a significant increase in trading volume, with declining stocks outnumbering advancing ones [1] Battery Sector Performance - The battery sector saw a collective surge, with the sector index rising over 6%, marking a two-and-a-half-year high, and half-day trading volume approaching the previous day's total [2] - Notable stocks included Xian Dao Intelligent and Hangke Technology, both hitting the 20% daily limit up, while companies like CATL and Guoxuan High-Tech also saw gains exceeding 10% [2][3] - Sub-sectors such as energy metals, sodium batteries, solid-state batteries, and lithium mining all performed strongly, with several stocks reaching their daily limit or gaining over 10% [3] Hong Kong Market Reaction - Hong Kong battery stocks also rallied, with Tianneng Power surging over 16%, reaching a five-month high, and Jiangxi Copper rising over 12%, nearing an 18-year high [4] Industry Standards and Initiatives - A new standard for solid-state battery specifications has been approved, which aims to unify packaging and size norms, laying a foundation for large-scale industry implementation [7] - The China Chemical and Physical Power Industry Association has issued a draft proposal to promote healthy development in the energy storage sector, focusing on fair competition and innovation [7] - Dongwu Securities highlighted that Chinese lithium battery equipment manufacturers have a significant first-mover advantage in solid-state battery equipment, with some companies successfully integrating the manufacturing process [7] Consumer Sector Trends - The consumer sector showed strong performance, particularly in the liquor industry, with the sector index rising over 2% in early trading [9] - Major liquor brands like Guizhou Moutai and Wuliangye saw significant gains, with all stocks in the sector rising [9][10] - The government has implemented various consumption stimulus measures, including personal consumption loan subsidies, to boost consumer spending [11] - The upcoming Mid-Autumn Festival and National Day are expected to further accelerate sales in the liquor sector, with companies ramping up marketing efforts [11]
6天超18万亿夯实3800点,510300在控制大盘走慢牛
Sou Hu Cai Jing· 2025-08-29 04:52
Group 1 - The U.S. stock market indices collectively rose, with the Dow Jones and S&P 500 reaching new closing highs, indicating strong performance in large-cap technology stocks [1] - The Federal Reserve Governor Waller supports a 25 basis point rate cut in September, anticipating further cuts in the next 3-6 months unless economic conditions significantly deteriorate [1] Group 2 - The National Development and Reform Commission (NDRC) emphasizes that the next 1-2 years are critical for the implementation of artificial intelligence (AI), aiming for deep integration with six key sectors by 2027 [2] - The NDRC plans to accelerate policy development in areas such as AI and consumption to stimulate market activity and enhance service consumption [2] Group 3 - The NDRC stresses the importance of avoiding disorderly competition in the development of "AI+" and encourages localized strategies based on regional characteristics and resources [3] - Industrial Fulian's market capitalization has surpassed 1 trillion yuan, marking a significant increase of nearly 600% year-to-date [3] Group 4 - The People's Bank of China conducted a net injection of 421.7 billion yuan through reverse repos, indicating liquidity support in the market [5] - The financing balance in the two markets increased by 16.176 billion yuan, reflecting growing investor confidence [5] Group 5 - The market experienced fluctuations around the 3800-point level, with strong buying interest below this threshold, indicating a controlled upward trend [6] - The 510300 ETF's performance is being closely monitored, as it plays a crucial role in stabilizing the market and managing the pace of the index's rise [6][8]
工业富联,总市值突破1万亿
财联社· 2025-08-29 03:45
Market Overview - A-shares experienced a volatile rebound with the ChiNext leading the gains, particularly driven by a surge in Ningde Times, which rose over 11% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.85 trillion yuan, an increase of 632 billion yuan compared to the previous trading day [1][5] - Despite the overall market rebound, more than 3200 stocks declined, indicating a mixed sentiment among investors [1] Sector Performance - Solid-state battery concept stocks saw a collective surge, with several stocks hitting the daily limit [1] - Major consumer sectors, such as liquor, also rebounded, with companies like Kweichow Moutai reaching their daily limit [1] - Financial stocks experienced a brief rally, with Xinhua Insurance hitting a historical high [1] - In contrast, semiconductor stocks faced adjustments, with companies like Cambrian Technology dropping over 5% [1] Index Performance - As of the midday close, the Shanghai Composite Index rose by 0.16%, the Shenzhen Component Index increased by 0.93%, and the ChiNext Index surged by 2.34% [2][3] - Notably, Industrial Fulian's stock surged over 3%, marking its total market capitalization surpassing 1 trillion yuan for the first time, with a year-to-date increase of nearly 600% [2]
交易型指数基金资金流向周报-20250828
Great Wall Securities· 2025-08-28 03:37
Report Information - Report Title: Weekly Report on Capital Flows of Exchange-Traded Index Funds [1] - Data Date: August 18 - 22, 2025 [1] - Analyst: Jin Ling [1] - Report Date: August 28, 2025 [1] Core Findings Domestic Passive Equity Funds - Different index funds showed varying performance in terms of fund size, weekly returns, and net weekly capital inflows. For example, the Shanghai - Shenzhen 300 index fund had a size of 983.449 billion yuan, a weekly return of 4.27%, and a net weekly capital outflow of 34.74 billion yuan; while the ChiNext Index fund had a size of 126.448 billion yuan, a weekly return of 5.81%, and a net weekly capital inflow of 22.61 billion yuan [4]. Overseas Index Funds - International index funds also had diverse performance. The Nasdaq 100 index fund had a size of 78.421 billion yuan, a weekly return of -3.08%, and a net weekly capital inflow of 7.78 billion yuan; the S&P 500 index fund had a size of 20.837 billion yuan, a weekly return of -1.63%, and a net weekly capital outflow of 1.44 billion yuan [5]. Bond Funds - Bond funds had different performance based on factors such as maturity and credit rating. The 30 - year bond fund had a size of 8.969 billion yuan, a weekly return of -1.25%, and a net weekly capital inflow of 59.60 billion yuan; the short - term financing bond fund had a size of 29.341 billion yuan, a weekly return of 0.01%, and a net weekly capital outflow of 28.50 billion yuan [6]. Commodity Funds - Commodity funds, including gold, soybean meal, and others, also had distinct performance. The gold fund had a size of 70.887 billion yuan, a weekly return of -0.29%, and a net weekly capital outflow of 0.94 billion yuan; the energy and chemical fund had a size of 2.93 billion yuan, a weekly return of 0.76%, and a net weekly capital inflow of 0.88 billion yuan [6]. Index - Enhanced Funds - Index - enhanced funds based on different indices had different performance. The CSI 500 index - enhanced fund had a size of 1.978 billion yuan, a weekly return of 3.76%, and a net weekly capital inflow of 0.12 billion yuan; the ChiNext Index - enhanced fund had a size of 0.469 billion yuan, a weekly return of 5.46%, and a net weekly capital outflow of 0.04 billion yuan [6].