--- title: "Alibaba: Will continue to firmly invest around the two strategic focuses of large consumption and AI + Cloud" description: "Alibaba Group announced in its Q1 fiscal year 2026 financial report that overall revenue increased by 10% year-on-year, and net profit increased by 76% year-on-year. CEO Eddie Wu stated that the group" type: "news" locale: "en" url: "https://longbridge.com/en/news/255174271.md" published_at: "2025-08-29T10:15:34.000Z" --- # Alibaba: Will continue to firmly invest around the two strategic focuses of large consumption and AI + Cloud > Alibaba Group announced in its Q1 fiscal year 2026 financial report that overall revenue increased by 10% year-on-year, and net profit increased by 76% year-on-year. CEO Eddie Wu stated that the group will continue to invest around the two strategic focuses of large consumption and AI + Cloud, promoting the rapid growth of instant retail business and the cloud intelligence group, and is committed to achieving long-term growth On August 29, Alibaba Group released its financial report for the first quarter of fiscal year 2026. Excluding the impact of divested businesses, the group's overall revenue grew by 10% year-on-year. Net profit increased by 76% year-on-year, exceeding market expectations. The instant retail business has rapidly achieved stage results. Alibaba Group CEO Eddie Wu stated, "In this quarter, we focused on the strategies of consumption and AI + cloud, achieving strong growth. We have heavily invested in the instant retail business, quickly achieving stage results. By integrating consumption platforms, we have generated significant synergies, driving monthly active consumers and daily order volume to new highs. Driven by sustained strong demand for AI, the revenue of the Cloud Intelligence Group has accelerated growth, with AI revenue significantly contributing to external commercialization revenue in the cloud. Looking ahead, we will continue to invest firmly around the two strategic focuses of large consumption and AI + cloud, seizing historical opportunities to achieve long-term growth." ### Related Stocks - [BABA.US - Alibaba](https://longbridge.com/en/quote/BABA.US.md) - [09988.HK - BABA-W](https://longbridge.com/en/quote/09988.HK.md) - [KBAB.US - KraneShares 2x Long BABA Daily ETF](https://longbridge.com/en/quote/KBAB.US.md) - [BABO.US - YieldMax BABA Option Income Strategy ETF](https://longbridge.com/en/quote/BABO.US.md) - [BABX.US - BABA 2x Long Daily ETF - GraniteShares](https://longbridge.com/en/quote/BABX.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 高瓴继续重仓中概股,HHLR 四季度增持阿里巴巴、拼多多,减持网易、百度 | 高瓴 HHLR Advisors Ltd.在四季度增持了阿里巴巴、拼多多、iShares 比特币和台积电,同时减持了网易、Bright Schol、富途控股、百度、满帮和 Webull 等。该公司重仓拼多多、阿里巴巴和富途控股。市场有风险, | [Link](https://longbridge.com/en/news/276176972.md) | | 摩尔线程快速完成对 Qwen3.5 模型全面适配 | 摩尔线程宣布已在旗舰级 AI 训推一体全功能 GPU MTT S5000 上完成对阿里最新大模型 Qwen3.5 的全方位适配。此次支持充分展示了摩尔线程 MUSA 生态的成熟度与完备性,开发者可通过 MUSA C 编程语言及 Triton | [Link](https://longbridge.com/en/news/276153560.md) | | 阿里发布千问 3.5,性能媲美 Gemini 3, Token 价格仅为其 1/18 | 阿里巴巴于 2 月 16 日发布了新一代大模型千问 Qwen3.5-Plus,性能媲美 Gemini 3 Pro,成为全球最强开源模型。该模型参数为 3970 亿,推理效率显著提升,API 价格为每百万 Token 仅 0.8 元,为 Ge | [Link](https://longbridge.com/en/news/276045921.md) | | 丹尼尔·勒布的 Third Point 在第四季度的调整中增持了墨式烧烤、Constellation Energy 和阿里巴巴,同时大幅削减了台积电和亚马逊的持仓 | 对冲基金亿万富翁丹尼尔·洛布的 Third Point LLC 在第四季度进行了重大调整,新增加了对 Chipotle、Constellation Energy 和阿里巴巴的投资,同时减少了对亚马逊、微软和台湾半导体的持股。该基金的新投资包 | [Link](https://longbridge.com/en/news/276211755.md) | | PNC 金融服务集团公司收购了阿里巴巴集团控股有限公司 3,223 股股票 $BABA | PNC 金融服务集团在第三季度将其在阿里巴巴集团的持股比例增加了 7.1%,额外购买了 3,223 股,总持股量达到 48,759 股,价值 870 万美元。其他投资者也调整了在阿里巴巴的持仓。该股票开盘价为 155.91 美元,过去一年的 | [Link](https://longbridge.com/en/news/276318339.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.