阿里巴巴发布2027财年第一财季财报，实现营收2689.5亿元，同比增长8.6%，略超市场预期；经调整EBITA为273亿元，同比下降29.6%，不及预期。第一财经“壹评级”认为，业绩呈现结构性分化，其本质是集团主动以短期利润换取AI中长期市场份额，增长逻辑已获验证，但盈利兑现的时点有所延后。 “壹评级”分析指出，利润承压主要源于AI战略的高强度投入。本季度，公司资本开支同比大幅增长75%，...
Source Link阿里巴巴发布2027财年第一财季财报，实现营收2689.5亿元，同比增长8.6%，略超市场预期；经调整EBITA为273亿元，同比下降29.6%，不及预期。第一财经“壹评级”认为，业绩呈现结构性分化，其本质是集团主动以短期利润换取AI中长期市场份额，增长逻辑已获验证，但盈利兑现的时点有所延后。 “壹评级”分析指出，利润承压主要源于AI战略的高强度投入。本季度，公司资本开支同比大幅增长75%，...
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