港股异动 | 阿里巴巴-W(09988)尾盘涨超4% 淘宝闪购新客双11电商订单破亿

智通财经
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智通财经APP获悉,阿里巴巴-W(09988)尾盘涨超4%,截至发稿,涨3.97%,报164.8港元,成交额113.89亿港元。

消息面上,阿里旗下淘宝闪购近期动作频频。11月3日,饿了么App完成版本号12.0.1的更新,正式更名为“淘宝闪购”,目前该更新仍处于灰度测试阶段;11月5日,据第一财经消息,Boss直聘显示阿里近日新发布的岗位中,传出合并消息的淘宝闪购和饿了幺正进行多个“同岗位招聘”;11月6日,来自天猫双11数据显示,截至5日,淘宝闪购带来的新用户在双11期间的电商订单数已超过1亿。

东亚证券发布研报称,阿里巴巴预计将于11月中旬公布第二财季业绩,预计整体收入同比增速将放缓至4%,但云业务收入增长料继续加速至30%以上,属潜在亮点之一,中国电商业务收入预期同比增加12%,主要受益于闪购业务的新增贡献。由于集团仍需为外卖和闪购业务增加投入,加上AI相关基础设施的资本开支大增,可能短期内续拖累集团经调整利润率表现。

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