智通财经APP获悉，阿里巴巴-W(09988)午后涨超4%，截至发稿，涨3.77%，报110.1港元，成交额88.22亿港元。
消息面上，据晚点报道，阿里创始人马云在上周末要求淘宝闪购先提升能力、巩固基础，再向上冲击更高订单量。有员工表示担心过快冲击可能导致其他能力跟不上，影响基本盘。此外，有媒体报道，阿里巴巴计划在未来100天内，每周六将推出“超级星期六”促销活动。
摩根士丹利此前发布研报称，预计阿里巴巴在截至6月的第一财季在外卖和闪购上的投入达约100亿元人民币，短期盈利将承压；不过仍看好其AI赋能潜力。华泰证券也表示，预计该公司2026财年一季度电商业务受闪购投入影响利润承压，云基本面保持稳健。此外淘宝闪购业务单量爬坡迅速，与远场电商间的协同仍需一定时间孵化，后续建议关注投入ROI。
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