$阿里巴巴-W(09_老虎社区_美港股上老虎

$阿里巴巴-W(09988)$国内阿里云、百度云涨价，叠加海外云业务高景气与后续催化，将进一步强化Token出海逻辑，同时带动全球算力需求持续提升。国内云市场未来大概率仍能保持20%以上增速，这会倒逼各大云厂商加大基础设施投入，最终传导至算力租赁，数据中心建设等产业链环节。

阿里财报不及预期！绩后你的操作策略是？

阿里巴巴于美股盘前公布截至2025年12月31日止季度（对应2026财年第三财季）业绩：Q3营收2848.43亿元人民币，同比增长2%，市场预期为2897.95亿元；经调整净利润167.10亿元，同比下降67%，市场预期为295.79亿元。【阿里收入&EPS双miss，大力押注AI下，大家看好阿里后市发展吗？绩后你的操作策略是？】

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