短期加大闪购投入，云收入增长提速，看好长期生态协同淘天短期加大闪购投入，但用户流量增长显著及电商技术服务费贡献收入增量，积极投入AI基础设施建设有望驱动云业务增长提速，我们下调FY2026-2028年调整后净利润预测至1405/1629/1898亿元(前值1631/1828/2028亿元)，对应同比增速-11.1%/+15.9%/+16.5%，对应摊薄后EPS为7.6/9.1/10.9元，当前股价...
Source Link短期加大闪购投入，云收入增长提速，看好长期生态协同淘天短期加大闪购投入，但用户流量增长显著及电商技术服务费贡献收入增量，积极投入AI基础设施建设有望驱动云业务增长提速，我们下调FY2026-2028年调整后净利润预测至1405/1629/1898亿元(前值1631/1828/2028亿元)，对应同比增速-11.1%/+15.9%/+16.5%，对应摊薄后EPS为7.6/9.1/10.9元，当前股价...
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