客户对云和AI需求持续增长，阿里CEO吴泳铭分享两大新趋势

第一财经05-15

5月15日，2025财年第四财季（截至2025年3月31日止季度）及全年财报发布后，阿里巴巴召开了业绩交流会。电话会上，阿里巴巴表示，该季度，集团剔除大润发和银泰外整体收入同比增长10%。阿里巴巴集团CEO吴泳铭表示，过去一个财年，“用户为先，AI驱动”战略下，集团基本形成了AI+云、电商、其他互联网平台业务的发展阵形。　　“目前全球AI供应链存在一些不确定性，但我们看到客户需求的增长是确定的。...

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“闪购”，与饿了么联合超百亿补贴，加入外卖大战。“过去几周，淘宝闪购无论是规模的增长还是效率的提升都好于我们的预期。”蒋凡认为，即时零售业务的高频场景会对淘宝的用户活跃度有帮助，从长期来看，他也看到“远场”“近场”电商结合的可能，通过把淘宝用户转变为即时零售的新用户，有希望去重新升级阿里电商的商业模式，“短期内我们的投资重点还是在（即时零售）新用户上，会非常积极地投入这个业务。”（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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