阿里蒋凡展望即时零售:2029财年盈利在望

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作者 | 黄昱作为如今阿里集团内和唯一能跟AI比肩的战略项目,淘宝闪购业务增长强劲,超过阿里云,成为在阿里去年第四季度营收增长最快的业务板块。3月19日,阿里发布的2026财年Q3财报(2025年10月至12月)显示,去年第四季度,即时零售业务同比增长了56%至208.4亿元。不过,仍处于大规模投入期的即时零售,依然拖累了阿里的利润和现金流。在当日的财报电话会上,阿里巴巴中国电商事业群CEO蒋凡...

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