以下为海豚君整理的$阿里巴巴(BABA.US)FY26Q2 的财报电话会纪要,财报解读请移步《AI 塑魂、消费塑根,阿里终于站起来了?》一、财报核心信息回顾二、财报电话会详细内容高管陈述核心信息1. “AI + 云” 战略进展a. 业绩表现:在 AI 强劲需求带动下,阿里云外部商业化收入加速增长至 29%。AI 相关产品收入连续 9 个季度实现三位数同比增长。市场份额在多个细分领域(混合云、金融云...
Source Link以下为海豚君整理的$阿里巴巴(BABA.US)FY26Q2 的财报电话会纪要,财报解读请移步《AI 塑魂、消费塑根,阿里终于站起来了?》一、财报核心信息回顾二、财报电话会详细内容高管陈述核心信息1. “AI + 云” 战略进展a. 业绩表现:在 AI 强劲需求带动下,阿里云外部商业化收入加速增长至 29%。AI 相关产品收入连续 9 个季度实现三位数同比增长。市场份额在多个细分领域(混合云、金融云...
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