新浪科技讯 10月11日下午消息，淘宝闪购正式推出双11福利：88VIP点外卖天天享5折，免单红包数量 超1000万份。 最新财报显示，8月前三周淘宝闪购带动淘宝App的月度活跃消费者同比增长25%。品牌官方货源、30 分钟达的即时消费体验，也让加入淘宝闪购的品牌商家获得了显著的生意增长。数据显示，仅7月，就 有395个非餐品牌商家在淘宝闪购月成交突破百万、66个品牌突破千万；截至9月，已有美的、追觅、倍 轻松、安热沙等260家品牌天猫旗舰店接入淘宝闪购，范围覆盖3C数码、美妆个护、运动户外、服饰、 百货、母婴、宠物等多个品类。 阿里巴巴Q2财报电话会指出，品牌线下门店加入淘宝闪购，在天猫线上线下一体化经营，将给消费者 带来全新购物体验，预计未来3年有1万亿交易增量。 责任编辑：何俊熹 据介绍，10月15日至11月14日，88VIP用户进入闪购频道，每日专享两个5折红包；双11期间，88VIP还 将解锁折上再打95折等专属福利。整个双11周期，用户搜索"闪购双11"进入活动页面，即可抢超1000万 份免单红包。 此外，淘金币玩法打通闪购。用户在淘金币频道下单闪购订单，即送 500 淘金币，如果实付金额大于 3 ...

编辑 杨娟娟 校对 穆祥桐 新京报贝壳财经讯（记者程子姣）9月10日，在阿里巴巴成立26周年之际，高德地图宣布推出全球首个 基于用户行为产生的榜单"高德扫街榜"，发力线下到店场景。据高德地图方面发布会现场消息，飞猪已 成为高德扫街榜首批使用者。 即日起，用户通过飞猪App和淘宝App首页的飞猪一级入口搜索酒店、景点时，将看到"入选2025年某地 酒店/景区状元榜""某地酒店/景区扫街榜第几名"标识。查看飞猪的"榜单专区"，也可直达"酒店扫街 榜""景点扫街榜"页面。 ...

Group 1 - The core message of the article highlights Taobao's brand refresh, which continues to emphasize its identity as a versatile platform beyond e-commerce, including food delivery, travel, and transportation services [3] - Taobao Flash Sale has officially partnered with Chengdu AG Super Play Club, collaborating with popular team members to create promotional content that showcases diverse lifestyle scenarios on Taobao [4] - In June, Alibaba announced the merger of Ele.me and Fliggy into its China e-commerce business group, aiming to optimize and integrate business models from a user perspective, thereby creating a more comprehensive consumer service system [6] Group 2 - On August 6, Taobao launched a new membership system that integrates resources from Ele.me and Fliggy, covering various lifestyle scenarios such as dining, entertainment, and travel [6] - Consumers can earn corresponding loyalty points (Taobao values) for all purchases made across Taobao, Ele.me, and Fliggy, whether buying products, ordering food, or booking accommodations [6]

Core Insights - Alibaba is making significant investments in both AI and instant e-commerce, with a quarterly expenditure of 38 billion and a total investment of 100 billion in AI over the past year, indicating a high-stakes strategy to capture market share and future growth opportunities [1][3][4] Group 1: Financial Performance - The latest financial report reveals a projected loss of 22 billion in instant e-commerce for the quarter, highlighting the aggressive spending strategy to compete in the market [3] - Alibaba's capital expenditure for AI infrastructure has surged to 38.6 billion in a single quarter, reflecting a 2.2 times year-on-year increase [3] Group 2: Market Strategy - The company is employing a "burn money for growth" strategy, which has led to a 21% decline in profits for Chinese e-commerce groups, but has resulted in a 25% increase in monthly active buyers on the Taobao app [3] - Alibaba Cloud has seen a 26% growth this quarter, with AI-related revenue growing for eight consecutive quarters, now accounting for over 20% of external revenue [3] Group 3: Strategic Outlook - The dual focus on instant e-commerce and AI represents a rare case of a company betting heavily on two trillion-dollar markets simultaneously, with the potential for significant long-term rewards [4] - The CEO emphasizes a "start-up mentality" in pursuing these strategic investments, indicating a commitment to long-term growth despite short-term profit losses [4]

8月29日晚间，在阿里巴巴集团2026财年第一财季（2025年4月至6月）分析师电话会上，阿里巴巴电商事业群CEO蒋凡首次正面解读淘宝闪购的阶段性成 果与未来战略方向，其发言再度将"即时零售" 推至市场热议焦点。 同日，阿里巴巴集团发布的2026财年第一财季财报显示，该季度实现营收2476.52亿元，剔除已出售业务影响，集团整体收入同比增长10%。报告期内， 集团净利润为423.82亿元，同比增长76%。 阿里巴巴集团CEO吴泳铭在会上重申集团核心战略，明确"聚焦消费、深耕AI+云"的发展路径已显成效。他说，阿里巴巴大力投资即时零售业务，快速取 得阶段性成果，赢得消费者心智。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提升。"面向未来，阿里巴巴将围绕大消费和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。"吴泳铭强调。【此前报道：】 在财报中，淘宝闪购的亮眼数据被重点提及，蒋凡在分析师电话会上进一步披露细节：淘宝闪购整体的月度活跃用户数达到3亿，对比4月前增长300%， 日均活跃 ...

Core Viewpoint - Alibaba is making significant investments in its instant e-commerce and AI sectors, leading to short-term profit erosion but aiming for long-term growth and market leadership [4][7][19] Capital Expenditure - The company reported a capital expenditure of 38 billion RMB for the quarter, a 57% increase quarter-on-quarter and a 2.2 times increase year-on-year [2][8] - A substantial investment of approximately 11 billion RMB is directed towards the instant e-commerce business, with expected losses reaching 22 billion RMB in the upcoming quarter [2][6] Impact on Profitability - The establishment of the China E-commerce Group (CEG) has resulted in a decline of 10 billion RMB in adjusted profit due to these investments [3][5] - The short-term profit erosion is a strategic choice to prioritize growth over immediate financial returns [4][19] Growth in Instant E-commerce - Instant e-commerce has shown promising initial returns, with daily order volume reaching 80 million in August, significantly narrowing the gap with market leader Meituan [10][12] - The instant e-commerce sector has positively impacted the core e-commerce business, leading to a 25% increase in monthly active buyers on the Taobao app [12][19] Future Projections - Alibaba aims for its instant e-commerce business to contribute approximately 1 trillion RMB in GMV by 2028, representing a potential 10% increase in its current e-commerce scale [17] - The management anticipates a 50% reduction in loss per order within the next two months through operational efficiency improvements [17] AI Investments - The company is also heavily investing in AI, with capital expenditures reflecting a strong belief in the future potential of this sector [8][19] - The robust demand for AI services is expected to drive accelerated growth in Alibaba Cloud's revenue [3][17] Market Sentiment - Analysts from Nomura emphasize the need for investors to assess the balance between short-term pain and long-term value in Alibaba's strategy [4][19] - The company's commitment to its strategic transformation is evident through its willingness to incur short-term losses for future growth opportunities [18][19]

Core Viewpoint - Nomura Securities believes Alibaba is making substantial investments in instant e-commerce and artificial intelligence to secure long-term growth and market dominance, despite short-term profit pressures [1][4]. Investment Strategy - Alibaba's capital expenditure reached 38 billion RMB this quarter, a 57% increase quarter-on-quarter and a 2.2 times increase year-on-year [2][8]. - The company anticipates that losses in the instant e-commerce segment could peak at approximately 22 billion RMB in the upcoming quarter [2][7]. - The newly established China E-commerce Group (CEG) experienced a decline in adjusted profit by 21% year-on-year, amounting to a decrease of 10 billion RMB due to these investments [6][3]. Short-term Impact - The significant investments have led to a substantial erosion of short-term profits, with CEG's EBITDA dropping by 10 billion RMB in just one quarter [3][6]. - Despite the losses, initial returns are promising, with instant e-commerce contributing to a 25% increase in monthly active buyers for the core e-commerce platform, Taobao [3][12]. Market Positioning - Alibaba's daily order volume in instant e-commerce reached 80 million, significantly narrowing the gap with market leader Meituan, which is estimated to exceed 90 million orders [10]. - The order structure is improving, with less than 30% of orders related to low-price promotions, indicating a healthier order mix [11]. Long-term Vision - Alibaba aims for its instant e-commerce business to contribute approximately 1 trillion RMB in GMV by 2028, representing a 10% increase in its current e-commerce scale [17]. - The management expects to reduce losses per order by 50% within the next two months through operational efficiency and economies of scale [17]. AI and Cloud Business - The strong demand for AI has led to a significant increase in Alibaba Cloud's capital expenditure, which reached 38 billion RMB this quarter, reflecting the company's confidence in future growth [8][18]. - Management expresses optimism about continued acceleration in cloud revenue growth, supported by the substantial capital investments [18]. Conclusion - Alibaba is strategically using its profit losses to signal its commitment to transformation, with the potential for significant long-term growth if the investments in instant e-commerce and AI succeed [19][20].

Core Viewpoint - Nomura Securities believes Alibaba is making substantial investments in instant e-commerce and artificial intelligence to secure long-term growth and market dominance, despite short-term profit pressures [1][2]. Investment Strategy - Alibaba is engaging in "cost-no-object" investments in AI and instant e-commerce, significantly impacting its financial statements [2][3]. - The newly established China E-commerce Group (CEG) reported a 21% year-over-year decline in adjusted profit, amounting to a decrease of 10 billion RMB, primarily due to a 11 billion RMB investment in instant e-commerce [2][3]. Financial Performance - Alibaba's capital expenditure reached 38 billion RMB this quarter, a 57% increase quarter-over-quarter and a 2.2 times increase year-over-year, indicating strong confidence in AI's future prospects [3][7]. - The expected loss for the instant e-commerce segment is projected to peak at 22 billion RMB, with funds allocated for expanding delivery teams and increasing order volume [2][3]. Market Impact - Despite significant investments, initial returns are promising, particularly in enhancing the overall ecosystem's growth [4][5]. - As of August, Alibaba's daily order volume in instant e-commerce reached 80 million, narrowing the gap with market leader Meituan, which is estimated at over 90 million orders [5][6]. User Engagement - Instant e-commerce has positively impacted Alibaba's core e-commerce business, with a 25% year-over-year increase in monthly active buyers on the Taobao app [6][7]. - Customer management revenue (CMR) grew by 10% year-over-year, aligning with market expectations, and management expressed confidence in maintaining similar growth rates in the coming quarters [6][7]. Long-term Vision - Alibaba's current strategy is characterized as a long-term bet, with ambitious goals for instant e-commerce to contribute approximately 1 trillion RMB in GMV by 2028, representing a 10% market increment [7][8]. - The company aims to reduce losses per order by 50% within two months through operational efficiency and economies of scale, indicating a focus on building a sustainable business model [7][8]. Conclusion - Alibaba is signaling its commitment to strategic transformation through significant investments in instant e-commerce and AI, which not only aim to catch up with competitors but also activate growth potential in its core business [8].

值得注意的是，在美股三大股指集体收跌的情况下，纳斯达克中国金龙指数涨1.55%。热门中概股方面，阿里巴巴涨 近13%，大全新能源涨逾11%，爱奇艺涨超5%，百度集团、欢聚、晶科能源涨逾4%。下跌个股方面，霸王茶姬跌逾 13%，脑再生跌超8%，禾赛科技、亚玛芬体育跌超3%。 8月29日，阿里巴巴集团发布2026财年第一季度（截至2025年6月30日止季度）财报，收入为人民币2476.52亿元，同比 增长2%。若剔除已处置业务（高鑫零售、银泰）的影响，同口径收入同比增长将为10%。净利润为人民币423.82亿 元，同比增长76%。 财报提及，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%。阿里高管在随 后的财报分析师电话会上表示，5月以来，阿里在即时零售领域的投入快速取得了阶段效果，并产生了积极的协同效 应。其透露，8月份整体即时零售月度活跃买家数达3亿。 （文章来源：新华财经） 截至收盘，道琼斯指数跌0.20%，报45544.88点；标普500指数跌0.64%，报6460.26点；纳斯达克指数跌1.15%，报 21455.55点。本周以来，道琼斯指数跌0.19%，标普500 ...

美股集体收跌，中概股逆市走强。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯工业指数 | 45544.88c | -92.02 | -0.20% | | IXIC | 纳斯达克指数 | 21455.55c | -249.61 | -1.15% | | SPX | 标普500 | 6460.26c | -41.60 | -0.64% | | NDX | 纳斯达克100 | 23415.42c | -288.03 | -1.22% | 当地时间周五（8月30日），以英伟达为首的科技股拖累美股走势，美股三大股指当天集体收跌，其中，纳斯达克指数跌 超1%。 截至收盘，道琼斯指数跌0.20%，报45544.88点；标普500指数跌0.64%，报6460.26点；纳斯达克指数跌1.15%，报 21455.55点。本周以来，道琼斯指数跌0.19%，标普500指数跌0.1%，纳斯达克指数跌0.19%。8月份，道琼斯指数涨 3.2%，标普500指数涨1.91%，纳斯达克指数涨1.58%。 美股科技巨头普遍下跌，特斯拉、英伟达跌超3 ...