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异动解读 | 阿里巴巴(09988)第三季度业绩亮眼 AI业务持续高增长 管理层剖析未来AI发展战略
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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-02-21 09:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>阿里巴巴(09988)2025财年第三季度业绩出炉,表现优于预期。营收2801.5亿元,同比增长8%;经营利润412.05亿元,同比大涨83%;净利润464.34亿元,同比激增333%。业绩亮眼主要得益于以下几大支柱:\n\n<p>第一,淘天集团客户管理收入同比增长9%至1007.9亿元,主要由于线上GMV增长以及有效商业化措施带动。公司持续投资改善用户体验和优化商家营商环境。\n\n<p>第二,阿里云在AI领域发力收效显著,收入重回13%的双位数增长,AI相关产品收入连续第6个季度保持三位数增长。公司将继续保持领先地位,扩大开源AI计划。\n\n<p>第三,国际数字商业收入同比大涨32%达377.5亿元,主要受跨境业务强劲表现推动。公司积极与多国本地平台合作,业务增长可期。\n\n<p>回顾上季度,公司加速了战略聚焦和资产整理,包括股份回购、优化资产负债表,有利于未来发展集中火力。在分析师电话会上,管理层在人工智能战略方面透露了重要信息:\n\n<p>1.阿里将追求通用人工智能(AGI)为首要目标,不断突破模型智能能力边界。未来3年将围绕AI基础设施、基础模型及应用、核心业务AI转型3个层面加大投入。\n\n<p>2.将加大力度投资AI基础设施建设,未来3年在云和AI基础设施的投入将超过过去10年总和。\n\n<p>3.大幅增加AI基础模型研发投入,不断推进AI原生应用。在旗舰大模型\"Qwen\"系列基础上推出更高水平的深度推理模型。\n\n<p>4.以开放心态在现有业务中深度应用AI,包括淘宝、夸克、钉钉、高德等,通过AI提升效率、用户时长和用户价值。\n\n<p>综上所述,阿里巴巴第三季度营收利润大幅增长,重要支撑来自电商、云计算以及AI领域的出色表现。围绕AI,公司制定了长期可持续战略,将在未来进行重大投入,推动整个生态系统的AI进程,争取引领行业发展潮流。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156114221","content_text":"阿里巴巴(09988)2025财年第三季度业绩出炉,表现优于预期。营收2801.5亿元,同比增长8%;经营利润412.05亿元,同比大涨83%;净利润464.34亿元,同比激增333%。业绩亮眼主要得益于以下几大支柱:\n\n第一,淘天集团客户管理收入同比增长9%至1007.9亿元,主要由于线上GMV增长以及有效商业化措施带动。公司持续投资改善用户体验和优化商家营商环境。\n\n第二,阿里云在AI领域发力收效显著,收入重回13%的双位数增长,AI相关产品收入连续第6个季度保持三位数增长。公司将继续保持领先地位,扩大开源AI计划。\n\n第三,国际数字商业收入同比大涨32%达377.5亿元,主要受跨境业务强劲表现推动。公司积极与多国本地平台合作,业务增长可期。\n\n回顾上季度,公司加速了战略聚焦和资产整理,包括股份回购、优化资产负债表,有利于未来发展集中火力。在分析师电话会上,管理层在人工智能战略方面透露了重要信息:\n\n1.阿里将追求通用人工智能(AGI)为首要目标,不断突破模型智能能力边界。未来3年将围绕AI基础设施、基础模型及应用、核心业务AI转型3个层面加大投入。\n\n2.将加大力度投资AI基础设施建设,未来3年在云和AI基础设施的投入将超过过去10年总和。\n\n3.大幅增加AI基础模型研发投入,不断推进AI原生应用。在旗舰大模型\"Qwen\"系列基础上推出更高水平的深度推理模型。\n\n4.以开放心态在现有业务中深度应用AI,包括淘宝、夸克、钉钉、高德等,通过AI提升效率、用户时长和用户价值。\n\n综上所述,阿里巴巴第三季度营收利润大幅增长,重要支撑来自电商、云计算以及AI领域的出色表现。围绕AI,公司制定了长期可持续战略,将在未来进行重大投入,推动整个生态系统的AI进程,争取引领行业发展潮流。","news_type":1,"symbols_score_info":{"09988":1}},"isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":405839273058640,"gmtCreate":1740108227042,"gmtModify":1740109746412,"author":{"id":"3557444063829327","authorId":"3557444063829327","name":"快乐东东","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557444063829327","idStr":"3557444063829327"},"themes":[],"title":"","htmlText":"∑<a 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管理层剖析未来AI发展战略","url":"https://stock-news.laohu8.com/highlight/detail?id=1156114221","media":"异动解读","summary":"阿里巴巴2025财年第三季度业绩出炉,表现优于预期。营收2801.5亿元,同比增长8%;经营利润412.05亿元,同比大涨83%;净利润464.34亿元,同比激增333%。综上所述,阿里巴巴第三季度营收利润大幅增长,重要支撑来自电商、云计算以及AI领域的出色表现。围绕AI,公司制定了长期可持续战略,将在未来进行重大投入,推动整个生态系统的AI进程,争取引领行业发展潮流。","content":"<p>阿里巴巴(09988)2025财年第三季度业绩出炉,表现优于预期。营收2801.5亿元,同比增长8%;经营利润412.05亿元,同比大涨83%;净利润464.34亿元,同比激增333%。业绩亮眼主要得益于以下几大支柱:\n\n<p>第一,淘天集团客户管理收入同比增长9%至1007.9亿元,主要由于线上GMV增长以及有效商业化措施带动。公司持续投资改善用户体验和优化商家营商环境。\n\n<p>第二,阿里云在AI领域发力收效显著,收入重回13%的双位数增长,AI相关产品收入连续第6个季度保持三位数增长。公司将继续保持领先地位,扩大开源AI计划。\n\n<p>第三,国际数字商业收入同比大涨32%达377.5亿元,主要受跨境业务强劲表现推动。公司积极与多国本地平台合作,业务增长可期。\n\n<p>回顾上季度,公司加速了战略聚焦和资产整理,包括股份回购、优化资产负债表,有利于未来发展集中火力。在分析师电话会上,管理层在人工智能战略方面透露了重要信息:\n\n<p>1.阿里将追求通用人工智能(AGI)为首要目标,不断突破模型智能能力边界。未来3年将围绕AI基础设施、基础模型及应用、核心业务AI转型3个层面加大投入。\n\n<p>2.将加大力度投资AI基础设施建设,未来3年在云和AI基础设施的投入将超过过去10年总和。\n\n<p>3.大幅增加AI基础模型研发投入,不断推进AI原生应用。在旗舰大模型\"Qwen\"系列基础上推出更高水平的深度推理模型。\n\n<p>4.以开放心态在现有业务中深度应用AI,包括淘宝、夸克、钉钉、高德等,通过AI提升效率、用户时长和用户价值。\n\n<p>综上所述,阿里巴巴第三季度营收利润大幅增长,重要支撑来自电商、云计算以及AI领域的出色表现。围绕AI,公司制定了长期可持续战略,将在未来进行重大投入,推动整个生态系统的AI进程,争取引领行业发展潮流。","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-02-21 09:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>阿里巴巴(09988)2025财年第三季度业绩出炉,表现优于预期。营收2801.5亿元,同比增长8%;经营利润412.05亿元,同比大涨83%;净利润464.34亿元,同比激增333%。业绩亮眼主要得益于以下几大支柱:\n\n<p>第一,淘天集团客户管理收入同比增长9%至1007.9亿元,主要由于线上GMV增长以及有效商业化措施带动。公司持续投资改善用户体验和优化商家营商环境。\n\n<p>第二,阿里云在AI领域发力收效显著,收入重回13%的双位数增长,AI相关产品收入连续第6个季度保持三位数增长。公司将继续保持领先地位,扩大开源AI计划。\n\n<p>第三,国际数字商业收入同比大涨32%达377.5亿元,主要受跨境业务强劲表现推动。公司积极与多国本地平台合作,业务增长可期。\n\n<p>回顾上季度,公司加速了战略聚焦和资产整理,包括股份回购、优化资产负债表,有利于未来发展集中火力。在分析师电话会上,管理层在人工智能战略方面透露了重要信息:\n\n<p>1.阿里将追求通用人工智能(AGI)为首要目标,不断突破模型智能能力边界。未来3年将围绕AI基础设施、基础模型及应用、核心业务AI转型3个层面加大投入。\n\n<p>2.将加大力度投资AI基础设施建设,未来3年在云和AI基础设施的投入将超过过去10年总和。\n\n<p>3.大幅增加AI基础模型研发投入,不断推进AI原生应用。在旗舰大模型\"Qwen\"系列基础上推出更高水平的深度推理模型。\n\n<p>4.以开放心态在现有业务中深度应用AI,包括淘宝、夸克、钉钉、高德等,通过AI提升效率、用户时长和用户价值。\n\n<p>综上所述,阿里巴巴第三季度营收利润大幅增长,重要支撑来自电商、云计算以及AI领域的出色表现。围绕AI,公司制定了长期可持续战略,将在未来进行重大投入,推动整个生态系统的AI进程,争取引领行业发展潮流。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156114221","content_text":"阿里巴巴(09988)2025财年第三季度业绩出炉,表现优于预期。营收2801.5亿元,同比增长8%;经营利润412.05亿元,同比大涨83%;净利润464.34亿元,同比激增333%。业绩亮眼主要得益于以下几大支柱:\n\n第一,淘天集团客户管理收入同比增长9%至1007.9亿元,主要由于线上GMV增长以及有效商业化措施带动。公司持续投资改善用户体验和优化商家营商环境。\n\n第二,阿里云在AI领域发力收效显著,收入重回13%的双位数增长,AI相关产品收入连续第6个季度保持三位数增长。公司将继续保持领先地位,扩大开源AI计划。\n\n第三,国际数字商业收入同比大涨32%达377.5亿元,主要受跨境业务强劲表现推动。公司积极与多国本地平台合作,业务增长可期。\n\n回顾上季度,公司加速了战略聚焦和资产整理,包括股份回购、优化资产负债表,有利于未来发展集中火力。在分析师电话会上,管理层在人工智能战略方面透露了重要信息:\n\n1.阿里将追求通用人工智能(AGI)为首要目标,不断突破模型智能能力边界。未来3年将围绕AI基础设施、基础模型及应用、核心业务AI转型3个层面加大投入。\n\n2.将加大力度投资AI基础设施建设,未来3年在云和AI基础设施的投入将超过过去10年总和。\n\n3.大幅增加AI基础模型研发投入,不断推进AI原生应用。在旗舰大模型\"Qwen\"系列基础上推出更高水平的深度推理模型。\n\n4.以开放心态在现有业务中深度应用AI,包括淘宝、夸克、钉钉、高德等,通过AI提升效率、用户时长和用户价值。\n\n综上所述,阿里巴巴第三季度营收利润大幅增长,重要支撑来自电商、云计算以及AI领域的出色表现。围绕AI,公司制定了长期可持续战略,将在未来进行重大投入,推动整个生态系统的AI进程,争取引领行业发展潮流。","news_type":1,"symbols_score_info":{"09988":1}},"isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
