阿里Q2点评:开了个好头 但也有考验

走马财经
Aug 29, 2025

2025年Q2是阿里巴巴2026财年的Q1,从这个角度来看,本次季报为阿里2026财年开了个好头。本次财报的主要亮点包括(满分10分):云业务加速增长,大超市场预期(9.8分);国际数字商业(AIDC)增速尚可,同时亏损迅速缩窄,接近盈亏平衡(8.8分);中国电商业务表现稳健,战略计划稳步推进(7.8分);即时零售推进迅速,花费不低但尚在可承受范围(7分)。二季度总营收2477亿,同比增长2%,但...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10