智通财经APP获悉，阿里巴巴-W(09988)午前拉升近3%，消息面上，涨2.07%，报118.4港元，成交额46.63亿港元。
消息面上，8月6日，淘宝正式推出全新的大会员体系，打通饿了么飞猪盒马等阿里系资源，包含购物、外卖、旅行、出行等权益，吃喝玩乐、衣食住行全面覆盖。88VIP用户权益将全面升级。这是饿了么、飞猪并入中国电商事业群，阿里从电商走向大消费平台战略之后的标志性业务动作。
天风证券指出，预计2026财年一季度阿里收入稳健增长，利润端或受闪购补贴影响。本季度海外科技大厂资本支出超预期AI需求依旧强劲，预计公司本季度云业务维持高增速。东亚证券则表示，预计阿里2026财年一季度经调整EBITA将按年增长13%，预料云业务将继续成为增长亮点，阿里云收入预料按年增长23%，相信投资者将关注集团会否持续加大资本支出以支持云业务的算力需求增长。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.