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Kyiren

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- KyirenKyiren
  ·01:59
  利润补贴闪购了，现在停了补贴后，看下份额会不会萎缩吧
  阿里巴巴Q2营收2477.95亿元超预期，云智能集团收入同比增长34%
  11月25日，$阿里巴巴(BABA)$2026财年$Q2(QTWO)$营收2477.95亿元，上年同期为2365.03亿元。2025年第二财季调整后每ADS收益 4.36元人民币，预估6.34元人民币。本季度，人工智能+云计算和消费两大核心业务继续保持强劲增长。
  阿里巴巴Q2营收2477.95亿元超预期，云智能集团收入同比增长34%
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- KyirenKyiren
  ·08-26
  自营占比提高，这是好事啊，把app销售占比提高，空间还是很大的
  东方甄选续跌近7%！2025财年纯利同比减少99.67%
  8月26日，$东方甄选(01797)$续跌近7%，该股昨日大跌近13%！2025财年纯利同比减少99.67%。
  东方甄选续跌近7%！2025财年纯利同比减少99.67%
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}\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; 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>发布2026财年第二财季业绩。财报显示，第二财季营收2477.95亿元，预估2,452亿元；第二财季调整后净利润103.5亿元，预估168亿元；第二财季调整后每ADS收益4.36元，预估6.34元；第二财季调整后息税折旧及摊销前利润172.6亿元，预估193亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce641f10ed34a7a0cbe730e9db51f602\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cc096e35b3ab8826a6d7baa5176548e\" title=\"\" tg-width=\"1083\" tg-height=\"687\"/></p><p>第二财季中国电商事业集团收入1,325.8亿元，预估1,285.3亿元；第二财季阿里国际数字商业集团收入348.0亿元，预估378.5亿元；第二财季云智能集团收入398.2亿元，预估379.9亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab63d4ddfb506f5a3b4d3092407b9e3c\" title=\"\" tg-width=\"1068\" tg-height=\"690\"/></p><p>本季度，人工智能+云计算和消费两大核心业务继续保持强劲增长。我们正在将利润和自由现金流再投资于未来，而近期盈利能力预计将出现波动。</p><p>财报发布后，阿里巴巴美股盘前直线拉升逾3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d85497fae6e67fd4cb9c5c240442c65\" title=\"\" tg-width=\"885\" tg-height=\"932\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176520663","content_text":"11月25日，阿里巴巴发布2026财年第二财季业绩。财报显示，第二财季营收2477.95亿元，预估2,452亿元；第二财季调整后净利润103.5亿元，预估168亿元；第二财季调整后每ADS收益4.36元，预估6.34元；第二财季调整后息税折旧及摊销前利润172.6亿元，预估193亿元。第二财季中国电商事业集团收入1,325.8亿元，预估1,285.3亿元；第二财季阿里国际数字商业集团收入348.0亿元，预估378.5亿元；第二财季云智能集团收入398.2亿元，预估379.9亿元。本季度，人工智能+云计算和消费两大核心业务继续保持强劲增长。我们正在将利润和自由现金流再投资于未来，而近期盈利能力预计将出现波动。财报发布后，阿里巴巴美股盘前直线拉升逾3%。","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1.5,"ALBmain":1.5}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471619717865928,"gmtCreate":1756172946673,"gmtModify":1756173064688,"author":{"id":"4183939881178152","authorId":"4183939881178152","name":"Kyiren","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4183939881178152","idStr":"4183939881178152"},"themes":[],"htmlText":"自营占比提高，这是好事啊，把app销售占比提高，空间还是很大的","listText":"自营占比提高，这是好事啊，把app销售占比提高，空间还是很大的","text":"自营占比提高，这是好事啊，把app销售占比提高，空间还是很大的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471619717865928","repostId":"1170909812","repostType":2,"repost":{"id":"1170909812","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":1756172384,"share":"https://www.laohu8.com/m/news/1170909812?lang=&edition=full","pubTime":"2025-08-26 09:39","market":"hk","language":"zh","title":"东方甄选续跌近7%！2025财年纯利同比减少99.67%","url":"https://stock-news.laohu8.com/highlight/detail?id=1170909812","media":"老虎资讯综合","summary":"8月26日，$东方甄选(01797)$续跌近7%，该股昨日大跌近13%！2025财年纯利同比减少99.67%。","content":"<html><head></head><body><p>8月26日，<a href=\"https://laohu8.com/S/01797\">东方甄选</a>续跌近7%，该股昨日大跌近13%！2025财年纯利同比减少99.67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d59dd862532109f719fddb883a529cf\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>近日，东方甄选公告的2025财年财务数据显示，2025财年年营业收入43.92亿元，较上年同期的65亿元下降32.7%，净利润6074.5万元。截至2025年5月31日年度录得股东应占利润573.5万元，同比减少99.67%；基本每股收益为0.01元，同比减少99.4%；每股净资产为4.89元，同比增长1.51%。</p><p style=\"text-align: start;\">若剔除出售与辉同行的财务影响，持续经营业务净溢利由2024财年的人民币1.04亿元增加30%至2025财年的人民币1.35亿元。</p><p style=\"text-align: start;\">值得注意的是，东方甄选在财报中表示，自营产品已成为主要增长动力，占总GMV约43.8%，截至2025年5月31日已累计推出732款SPU自营产品。</p><p style=\"text-align: start;\">其中，来自抖音的GMV占东方甄选GMV的大部分，来自应用程序的GMV占东方甄选总GMV的15.7%。2025财年，抖音上第三方产品及自营产品的已付订单总数已达到约9160万单。</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>东方甄选续跌近7%！2025财年纯利同比减少99.67%</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n东方甄选续跌近7%！2025财年纯利同比减少99.67%\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\">2025-08-26 09:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月26日，<a href=\"https://laohu8.com/S/01797\">东方甄选</a>续跌近7%，该股昨日大跌近13%！2025财年纯利同比减少99.67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d59dd862532109f719fddb883a529cf\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>近日，东方甄选公告的2025财年财务数据显示，2025财年年营业收入43.92亿元，较上年同期的65亿元下降32.7%，净利润6074.5万元。截至2025年5月31日年度录得股东应占利润573.5万元，同比减少99.67%；基本每股收益为0.01元，同比减少99.4%；每股净资产为4.89元，同比增长1.51%。</p><p style=\"text-align: start;\">若剔除出售与辉同行的财务影响，持续经营业务净溢利由2024财年的人民币1.04亿元增加30%至2025财年的人民币1.35亿元。</p><p style=\"text-align: start;\">值得注意的是，东方甄选在财报中表示，自营产品已成为主要增长动力，占总GMV约43.8%，截至2025年5月31日已累计推出732款SPU自营产品。</p><p style=\"text-align: start;\">其中，来自抖音的GMV占东方甄选GMV的大部分，来自应用程序的GMV占东方甄选总GMV的15.7%。2025财年，抖音上第三方产品及自营产品的已付订单总数已达到约9160万单。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK1132":"食品零售","BK1596":"K12教育","BK1519":"在线教育","BK1228":"教育服务","01797":"东方甄选","BK1516":"腾讯概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170909812","content_text":"8月26日，东方甄选续跌近7%，该股昨日大跌近13%！2025财年纯利同比减少99.67%。近日，东方甄选公告的2025财年财务数据显示，2025财年年营业收入43.92亿元，较上年同期的65亿元下降32.7%，净利润6074.5万元。截至2025年5月31日年度录得股东应占利润573.5万元，同比减少99.67%；基本每股收益为0.01元，同比减少99.4%；每股净资产为4.89元，同比增长1.51%。若剔除出售与辉同行的财务影响，持续经营业务净溢利由2024财年的人民币1.04亿元增加30%至2025财年的人民币1.35亿元。值得注意的是，东方甄选在财报中表示，自营产品已成为主要增长动力，占总GMV约43.8%，截至2025年5月31日已累计推出732款SPU自营产品。其中，来自抖音的GMV占东方甄选GMV的大部分，来自应用程序的GMV占东方甄选总GMV的15.7%。2025财年，抖音上第三方产品及自营产品的已付订单总数已达到约9160万单。","news_type":1,"symbols_score_info":{"01797":1}},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}