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Cherylgxx
08-15
$霸王茶姬(CHA)$
亏了37个点，不舍得割…
Cherylgxx
08-13
$霸王茶姬(CHA)$
横住了，能不能加仓啊
Cherylgxx
05-15
就算不预期表现也很好了
抱歉，原内容已删除
去老虎APP查看更多动态
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横住了，能不能加仓啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/467080235356480","isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"不能，不要做弱势股，尤其是大牛市行情居然也不涨的垃圾股","text":"不能，不要做弱势股，尤其是大牛市行情居然也不涨的垃圾股","html":"不能，不要做弱势股，尤其是大牛市行情居然也不涨的垃圾股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435450258501952,"gmtCreate":1747320090916,"gmtModify":1747320252827,"author":{"id":"3561074781986930","authorId":"3561074781986930","name":"Cherylgxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561074781986930","authorIdStr":"3561074781986930"},"themes":[],"htmlText":"就算不预期表现也很好了","listText":"就算不预期表现也很好了","text":"就算不预期表现也很好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435450258501952","repostId":"1172917715","repostType":2,"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":467080235356480,"gmtCreate":1755050143897,"gmtModify":1755051359549,"author":{"id":"3561074781986930","authorId":"3561074781986930","name":"Cherylgxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561074781986930","authorIdStr":"3561074781986930"},"themes":[],"htmlText":"<a 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[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435450258501952,"gmtCreate":1747320090916,"gmtModify":1747320252827,"author":{"id":"3561074781986930","authorId":"3561074781986930","name":"Cherylgxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561074781986930","authorIdStr":"3561074781986930"},"themes":[],"htmlText":"就算不预期表现也很好了","listText":"就算不预期表现也很好了","text":"就算不预期表现也很好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435450258501952","repostId":"1172917715","repostType":2,"repost":{"id":"1172917715","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1747301773,"share":"https://www.laohu8.com/m/news/1172917715?lang=&edition=full","pubTime":"2025-05-15 17:36","market":"us","language":"zh","title":"阿里巴巴第四财季营收2364.5亿元，同比增长7%，略低于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1172917715","media":"老虎资讯综合","summary":"5月15日，$阿里巴巴(BABA)$第四季度营收2,364.5亿元人民币，市场预估2,379.1亿元人民币。受财报影响，$阿里巴巴(BABA)$盘前跌超5%。","content":"<html><head></head><body><p>5月15日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>公布截至2025年3月31日止季度（对应2025财年第四财季）业绩，财报显示：</p><ul style=\"\"><li><p>营收2,364.5亿元人民币，同比增长7%，市场预估2,379.1亿元；</p></li><li><p>经调整净利润298.47亿元，同比增长22%，预估293.9亿元；</p></li><li><p>归属于普通股股东的净利润为123.82亿元，同比增长279%；</p></li></ul><ul style=\"\"><li><p>调整后每ADS收益12.52元，同比增长23%，预估12.71元；</p></li><li><p>调整后息税折旧及摊销前利润417.8亿元，同比增长36%，预估412.3亿元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3d3848d20209d3712b02f9519c44149\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aef75cf32004b83aee213e40ae8b8311\" title=\"\" tg-width=\"985\" tg-height=\"645\"/></p><h2 id=\"id_787099633\">主营业务及数据</h2><h4 id=\"id_4131744297\" style=\"text-align: start;\">1. 淘天集团</h4><p><strong>业务范围</strong>：涵盖淘宝、天猫等中国零售商业及批发业务。</p><ul style=\"list-style-type: disc;\"><li><p><strong>收入</strong>：2025财年收入为4,498.27亿元，同比增长3%；<strong>2025年Q4收入为1,013.69亿元，同比增长9%。</strong></p></li><li><p><strong>客户管理收入</strong>：2025财年为3,223.46亿元，同比增长6%；<strong>2025年Q4为710.77亿元，同比增长12%。</strong></p></li><li><p><strong>88VIP会员</strong>：本季度会员数超5,000万，实现双位数增长。</p></li></ul><h4 id=\"id_2676663994\" style=\"text-align: start;\">2. 阿里国际数字商业集团（AIDC）</h4><p><strong>业务范围</strong>：包括速卖通、Lazada、Trendyol等跨境电商及国际批发业务。</p><ul style=\"list-style-type: disc;\"><li><p><strong>收入</strong>：2025财年收入为1,323.00亿元，同比增长29%；<strong>2025年Q4收入为335.79亿元，同比增长22%。</strong></p></li><li><p><strong>亏损情况</strong>：2025财年经调整EBITA亏损151.37亿元，同比扩大88%；<strong>2025年Q4亏损35.74亿元，同比收窄13%。</strong></p></li></ul><h4 id=\"id_4284207916\" style=\"text-align: start;\">3. 云智能集团</h4><p><strong>业务范围</strong>：提供公共云服务、AI产品（如通义灵码）及云计算基础设施。</p><ul style=\"list-style-type: disc;\"><li><p><strong>收入</strong>：2025财年收入为1,180.28亿元，同比增长11%；<strong>2025年Q4收入为301.27亿元，同比增长18%。</strong></p></li><li><p><strong>盈利能力</strong>：2025财年经调整EBITA为105.56亿元，同比增长72%；<strong>2025年Q4为24.20亿元，同比增长69%。</strong></p></li></ul><h4 id=\"id_3840795399\" style=\"text-align: start;\">4. 菜鸟集团</h4><p><strong>业务范围</strong>：涵盖国内配送、跨境物流及仓储服务。</p><ul style=\"list-style-type: disc;\"><li><p><strong>收入</strong>：2025财年收入为1,012.72亿元，同比增长2%；2025年Q4收入为215.73亿元，同比下降12%。</p></li><li><p><strong>亏损情况</strong>：2025财年经调整EBITA为3.02亿元，同比下降78%；2025年Q4亏损6.06亿元，同比收窄55%。</p></li></ul><h4 id=\"id_1241933698\" style=\"text-align: start;\">5. 本地生活集团</h4><p><strong>业务范围</strong>：包括饿了么外卖、高德地图及到店消费服务。</p><ul style=\"list-style-type: disc;\"><li><p><strong>收入</strong>：2025财年收入为670.76亿元，同比增长12%；<strong>2025年Q4收入为161.34亿元，同比增长10%。</strong></p></li><li><p><strong>亏损情况</strong>：2025财年经调整EBITA亏损36.89亿元，同比收窄62%；<strong>2025年Q4亏损23.16亿元，同比收窄28%。</strong></p></li></ul><h4 id=\"id_3088938483\" style=\"text-align: start;\">6. 大文娱集团</h4><p><strong>业务范围</strong>：涵盖优酷视频、阿里影业及游戏等内容制作。</p><ul style=\"list-style-type: disc;\"><li><p><strong>收入</strong>：2025财年收入为222.67亿元，同比增长5%；2025年Q4收入为55.54亿元，同比增长12%。</p></li><li><p><strong>盈利能力</strong>：2025年Q4经调整EBITA转正至0.36亿元，主要受优酷盈利带动。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/516ef9939bce8023fc8c107effb4edfc\" title=\"\" tg-width=\"972\" tg-height=\"664\"/></p><blockquote><p><strong>阿里云收入加速增长至18%，AI收入连续七季度三位数增长</strong></p></blockquote><p>阿里云持续投入AI基础设施和技术先进性建设。在AI需求的强劲推动下，阿里云收入增长继续加速。</p><p>本季度，阿里云收入同比增长18%，在更快的公共云收入增长带动下，外部收入同比增长17%，AI相关产品收入连续七个季度实现三位数同比增长。阿里云全财年收入突破双位数增长。据市场分析机构IDC最新报告，阿里云市场份额连续三个季度回升。</p><p>4月，阿里开源新一代混合推理模型Qwen 3（简称千问3），在多个权威榜单上，性能全面超越全球顶尖模型，展现出极强的技术竞争力。截至4月底，阿里通义已开源200余个模型，全球下载量超3亿次，千问衍生模型数超10万个。</p><blockquote><p><strong>淘天全面超预期，新买家强劲增长</strong></p></blockquote><p>电商业务坚持用户为先，同时打响商家增长战役，构建商家、消费者、平台的共赢生态。</p><p>财报显示，本季度，淘天继续投入用户增长和体验提升，实现更强劲的新买家增长，88VIP会员超5000万。淘天集团客户管理收入同比增长12%。同时，淘天全面聚焦商家增长，加大力度扶持为消费者提供高品质产品和服务的商家。刚刚开启预售的天猫618，在官方立减基础上叠加国家补贴等优惠，为消费者创造更简单、更实惠的新消费体验，也为商家创造新增长机遇。</p><p>阿里国际数字商业集团则在跨境业务的强劲表现带动下，季度收入同比增长22%，运营效率继续提升。</p><blockquote><p><strong>坚定投入AI基础设施，推动AI落地千行百业</strong></p></blockquote><p>季度内，阿里还宣布未来三年将投入超过3800亿元，用于建设云和AI硬件基础设施，面向未来承接AI需求增长和应用繁荣。</p><p>在追求突破模型智能能力边界的同时，阿里推动AI在千行百业加速落地。季度内，多个行业头部客户与更多中小企业均与阿里达成AI领域合作，阿里AI产品在互联网、制造业、零售等垂直行业得到更广泛应用。</p><p>市场分析指出，随着AI需求强劲增长，AI在千行百业加速落地，将有助于实现通用人工智能（AGI）的长期目标。阿里的“AI驱动”战略给自身和行业都带来了清晰的增长前景。</p><p>阿里巴巴集团CEO吴泳铭表示：“本季度和整个财年的业绩显示，我们的‘用户为先、AI驱动’战略持续见效，核心业务增长继续加速。在AI需求的强劲推动下，云智能集团季度收入增长加速至18%，其中AI相关产品收入连续七个季度实现三位数增长。本季度，淘天集团客户管理收入同比增长12%，反映了对用户体验的投入和商业化举措持续见效。展望未来，我们将坚定聚焦核心业务，推动AI+云成为我们长期发展的新增长引擎。”</p><p>财报发布后，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前跌超5%。</p><p><img src=\"https://static.tigerbbs.com/83d72e0b1d6826c0de9aa38a23b6b68c\" alt=\"\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴第四财季营收2364.5亿元，同比增长7%，略低于市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴第四财季营收2364.5亿元，同比增长7%，略低于市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-15 17:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月15日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>公布截至2025年3月31日止季度（对应2025财年第四财季）业绩，财报显示：</p><ul style=\"\"><li><p>营收2,364.5亿元人民币，同比增长7%，市场预估2,379.1亿元；</p></li><li><p>经调整净利润298.47亿元，同比增长22%，预估293.9亿元；</p></li><li><p>归属于普通股股东的净利润为123.82亿元，同比增长279%；</p></li></ul><ul style=\"\"><li><p>调整后每ADS收益12.52元，同比增长23%，预估12.71元；</p></li><li><p>调整后息税折旧及摊销前利润417.8亿元，同比增长36%，预估412.3亿元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3d3848d20209d3712b02f9519c44149\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aef75cf32004b83aee213e40ae8b8311\" title=\"\" tg-width=\"985\" tg-height=\"645\"/></p><h2 id=\"id_787099633\">主营业务及数据</h2><h4 id=\"id_4131744297\" style=\"text-align: start;\">1. 淘天集团</h4><p><strong>业务范围</strong>：涵盖淘宝、天猫等中国零售商业及批发业务。</p><ul style=\"list-style-type: disc;\"><li><p><strong>收入</strong>：2025财年收入为4,498.27亿元，同比增长3%；<strong>2025年Q4收入为1,013.69亿元，同比增长9%。</strong></p></li><li><p><strong>客户管理收入</strong>：2025财年为3,223.46亿元，同比增长6%；<strong>2025年Q4为710.77亿元，同比增长12%。</strong></p></li><li><p><strong>88VIP会员</strong>：本季度会员数超5,000万，实现双位数增长。</p></li></ul><h4 id=\"id_2676663994\" style=\"text-align: start;\">2. 阿里国际数字商业集团（AIDC）</h4><p><strong>业务范围</strong>：包括速卖通、Lazada、Trendyol等跨境电商及国际批发业务。</p><ul style=\"list-style-type: disc;\"><li><p><strong>收入</strong>：2025财年收入为1,323.00亿元，同比增长29%；<strong>2025年Q4收入为335.79亿元，同比增长22%。</strong></p></li><li><p><strong>亏损情况</strong>：2025财年经调整EBITA亏损151.37亿元，同比扩大88%；<strong>2025年Q4亏损35.74亿元，同比收窄13%。</strong></p></li></ul><h4 id=\"id_4284207916\" style=\"text-align: start;\">3. 云智能集团</h4><p><strong>业务范围</strong>：提供公共云服务、AI产品（如通义灵码）及云计算基础设施。</p><ul style=\"list-style-type: disc;\"><li><p><strong>收入</strong>：2025财年收入为1,180.28亿元，同比增长11%；<strong>2025年Q4收入为301.27亿元，同比增长18%。</strong></p></li><li><p><strong>盈利能力</strong>：2025财年经调整EBITA为105.56亿元，同比增长72%；<strong>2025年Q4为24.20亿元，同比增长69%。</strong></p></li></ul><h4 id=\"id_3840795399\" style=\"text-align: start;\">4. 菜鸟集团</h4><p><strong>业务范围</strong>：涵盖国内配送、跨境物流及仓储服务。</p><ul style=\"list-style-type: disc;\"><li><p><strong>收入</strong>：2025财年收入为1,012.72亿元，同比增长2%；2025年Q4收入为215.73亿元，同比下降12%。</p></li><li><p><strong>亏损情况</strong>：2025财年经调整EBITA为3.02亿元，同比下降78%；2025年Q4亏损6.06亿元，同比收窄55%。</p></li></ul><h4 id=\"id_1241933698\" style=\"text-align: start;\">5. 本地生活集团</h4><p><strong>业务范围</strong>：包括饿了么外卖、高德地图及到店消费服务。</p><ul style=\"list-style-type: disc;\"><li><p><strong>收入</strong>：2025财年收入为670.76亿元，同比增长12%；<strong>2025年Q4收入为161.34亿元，同比增长10%。</strong></p></li><li><p><strong>亏损情况</strong>：2025财年经调整EBITA亏损36.89亿元，同比收窄62%；<strong>2025年Q4亏损23.16亿元，同比收窄28%。</strong></p></li></ul><h4 id=\"id_3088938483\" style=\"text-align: start;\">6. 大文娱集团</h4><p><strong>业务范围</strong>：涵盖优酷视频、阿里影业及游戏等内容制作。</p><ul style=\"list-style-type: disc;\"><li><p><strong>收入</strong>：2025财年收入为222.67亿元，同比增长5%；2025年Q4收入为55.54亿元，同比增长12%。</p></li><li><p><strong>盈利能力</strong>：2025年Q4经调整EBITA转正至0.36亿元，主要受优酷盈利带动。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/516ef9939bce8023fc8c107effb4edfc\" title=\"\" tg-width=\"972\" tg-height=\"664\"/></p><blockquote><p><strong>阿里云收入加速增长至18%，AI收入连续七季度三位数增长</strong></p></blockquote><p>阿里云持续投入AI基础设施和技术先进性建设。在AI需求的强劲推动下，阿里云收入增长继续加速。</p><p>本季度，阿里云收入同比增长18%，在更快的公共云收入增长带动下，外部收入同比增长17%，AI相关产品收入连续七个季度实现三位数同比增长。阿里云全财年收入突破双位数增长。据市场分析机构IDC最新报告，阿里云市场份额连续三个季度回升。</p><p>4月，阿里开源新一代混合推理模型Qwen 3（简称千问3），在多个权威榜单上，性能全面超越全球顶尖模型，展现出极强的技术竞争力。截至4月底，阿里通义已开源200余个模型，全球下载量超3亿次，千问衍生模型数超10万个。</p><blockquote><p><strong>淘天全面超预期，新买家强劲增长</strong></p></blockquote><p>电商业务坚持用户为先，同时打响商家增长战役，构建商家、消费者、平台的共赢生态。</p><p>财报显示，本季度，淘天继续投入用户增长和体验提升，实现更强劲的新买家增长，88VIP会员超5000万。淘天集团客户管理收入同比增长12%。同时，淘天全面聚焦商家增长，加大力度扶持为消费者提供高品质产品和服务的商家。刚刚开启预售的天猫618，在官方立减基础上叠加国家补贴等优惠，为消费者创造更简单、更实惠的新消费体验，也为商家创造新增长机遇。</p><p>阿里国际数字商业集团则在跨境业务的强劲表现带动下，季度收入同比增长22%，运营效率继续提升。</p><blockquote><p><strong>坚定投入AI基础设施，推动AI落地千行百业</strong></p></blockquote><p>季度内，阿里还宣布未来三年将投入超过3800亿元，用于建设云和AI硬件基础设施，面向未来承接AI需求增长和应用繁荣。</p><p>在追求突破模型智能能力边界的同时，阿里推动AI在千行百业加速落地。季度内，多个行业头部客户与更多中小企业均与阿里达成AI领域合作，阿里AI产品在互联网、制造业、零售等垂直行业得到更广泛应用。</p><p>市场分析指出，随着AI需求强劲增长，AI在千行百业加速落地，将有助于实现通用人工智能（AGI）的长期目标。阿里的“AI驱动”战略给自身和行业都带来了清晰的增长前景。</p><p>阿里巴巴集团CEO吴泳铭表示：“本季度和整个财年的业绩显示，我们的‘用户为先、AI驱动’战略持续见效，核心业务增长继续加速。在AI需求的强劲推动下，云智能集团季度收入增长加速至18%，其中AI相关产品收入连续七个季度实现三位数增长。本季度，淘天集团客户管理收入同比增长12%，反映了对用户体验的投入和商业化举措持续见效。展望未来，我们将坚定聚焦核心业务，推动AI+云成为我们长期发展的新增长引擎。”</p><p>财报发布后，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前跌超5%。</p><p><img src=\"https://static.tigerbbs.com/83d72e0b1d6826c0de9aa38a23b6b68c\" alt=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4554":"元宇宙及AR概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0072462343.USD":"贝莱德亚洲巨龙基金","BABA":"阿里巴巴","BK4505":"高瓴资本持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4504":"桥水持仓","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","09988":"阿里巴巴-W","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172917715","content_text":"5月15日，阿里巴巴公布截至2025年3月31日止季度（对应2025财年第四财季）业绩，财报显示：营收2,364.5亿元人民币，同比增长7%，市场预估2,379.1亿元；经调整净利润298.47亿元，同比增长22%，预估293.9亿元；归属于普通股股东的净利润为123.82亿元，同比增长279%；调整后每ADS收益12.52元，同比增长23%，预估12.71元；调整后息税折旧及摊销前利润417.8亿元，同比增长36%，预估412.3亿元。主营业务及数据1. 淘天集团业务范围：涵盖淘宝、天猫等中国零售商业及批发业务。收入：2025财年收入为4,498.27亿元，同比增长3%；2025年Q4收入为1,013.69亿元，同比增长9%。客户管理收入：2025财年为3,223.46亿元，同比增长6%；2025年Q4为710.77亿元，同比增长12%。88VIP会员：本季度会员数超5,000万，实现双位数增长。2. 阿里国际数字商业集团（AIDC）业务范围：包括速卖通、Lazada、Trendyol等跨境电商及国际批发业务。收入：2025财年收入为1,323.00亿元，同比增长29%；2025年Q4收入为335.79亿元，同比增长22%。亏损情况：2025财年经调整EBITA亏损151.37亿元，同比扩大88%；2025年Q4亏损35.74亿元，同比收窄13%。3. 云智能集团业务范围：提供公共云服务、AI产品（如通义灵码）及云计算基础设施。收入：2025财年收入为1,180.28亿元，同比增长11%；2025年Q4收入为301.27亿元，同比增长18%。盈利能力：2025财年经调整EBITA为105.56亿元，同比增长72%；2025年Q4为24.20亿元，同比增长69%。4. 菜鸟集团业务范围：涵盖国内配送、跨境物流及仓储服务。收入：2025财年收入为1,012.72亿元，同比增长2%；2025年Q4收入为215.73亿元，同比下降12%。亏损情况：2025财年经调整EBITA为3.02亿元，同比下降78%；2025年Q4亏损6.06亿元，同比收窄55%。5. 本地生活集团业务范围：包括饿了么外卖、高德地图及到店消费服务。收入：2025财年收入为670.76亿元，同比增长12%；2025年Q4收入为161.34亿元，同比增长10%。亏损情况：2025财年经调整EBITA亏损36.89亿元，同比收窄62%；2025年Q4亏损23.16亿元，同比收窄28%。6. 大文娱集团业务范围：涵盖优酷视频、阿里影业及游戏等内容制作。收入：2025财年收入为222.67亿元，同比增长5%；2025年Q4收入为55.54亿元，同比增长12%。盈利能力：2025年Q4经调整EBITA转正至0.36亿元，主要受优酷盈利带动。阿里云收入加速增长至18%，AI收入连续七季度三位数增长阿里云持续投入AI基础设施和技术先进性建设。在AI需求的强劲推动下，阿里云收入增长继续加速。本季度，阿里云收入同比增长18%，在更快的公共云收入增长带动下，外部收入同比增长17%，AI相关产品收入连续七个季度实现三位数同比增长。阿里云全财年收入突破双位数增长。据市场分析机构IDC最新报告，阿里云市场份额连续三个季度回升。4月，阿里开源新一代混合推理模型Qwen 3（简称千问3），在多个权威榜单上，性能全面超越全球顶尖模型，展现出极强的技术竞争力。截至4月底，阿里通义已开源200余个模型，全球下载量超3亿次，千问衍生模型数超10万个。淘天全面超预期，新买家强劲增长电商业务坚持用户为先，同时打响商家增长战役，构建商家、消费者、平台的共赢生态。财报显示，本季度，淘天继续投入用户增长和体验提升，实现更强劲的新买家增长，88VIP会员超5000万。淘天集团客户管理收入同比增长12%。同时，淘天全面聚焦商家增长，加大力度扶持为消费者提供高品质产品和服务的商家。刚刚开启预售的天猫618，在官方立减基础上叠加国家补贴等优惠，为消费者创造更简单、更实惠的新消费体验，也为商家创造新增长机遇。阿里国际数字商业集团则在跨境业务的强劲表现带动下，季度收入同比增长22%，运营效率继续提升。坚定投入AI基础设施，推动AI落地千行百业季度内，阿里还宣布未来三年将投入超过3800亿元，用于建设云和AI硬件基础设施，面向未来承接AI需求增长和应用繁荣。在追求突破模型智能能力边界的同时，阿里推动AI在千行百业加速落地。季度内，多个行业头部客户与更多中小企业均与阿里达成AI领域合作，阿里AI产品在互联网、制造业、零售等垂直行业得到更广泛应用。市场分析指出，随着AI需求强劲增长，AI在千行百业加速落地，将有助于实现通用人工智能（AGI）的长期目标。阿里的“AI驱动”战略给自身和行业都带来了清晰的增长前景。阿里巴巴集团CEO吴泳铭表示：“本季度和整个财年的业绩显示，我们的‘用户为先、AI驱动’战略持续见效，核心业务增长继续加速。在AI需求的强劲推动下，云智能集团季度收入增长加速至18%，其中AI相关产品收入连续七个季度实现三位数增长。本季度，淘天集团客户管理收入同比增长12%，反映了对用户体验的投入和商业化举措持续见效。展望未来，我们将坚定聚焦核心业务，推动AI+云成为我们长期发展的新增长引擎。”财报发布后，阿里巴巴盘前跌超5%。","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
