---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43484358.md"
description: "In terms of valuationAliCloud's external revenue achieved 40% YoY growth, with adjusted EBITA also seeing significant improvement. This indicates that the cloud business has become a key driver for the group's progress. However, due to massive investments in AI infrastructure (RMB 380bn allocated to cloud and AI over three years), overall net profit will face substantial short-term erosion, and the market's Forward PE remains cautious."
datetime: "2026-08-19T11:36:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43484358.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43484358.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43484358.md)
author: "[複數的孤寂不如停息](https://longbridge.com/en/profiles/7744905.md)"
generator: "portal-rs"
---

# In terms of valuationAliCloud's external revenue a…


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## Comments (1)

- **茶餐廳軍師 · 2026-08-20T11:00:26.000Z**: A 40% growth in cloud business is impressive, but with 380 billion invested in AI over three years, short-term profitability will definitely be under pressure. I'd rather wait another two quarters before discussing further.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**