--- title: "阿里巴巴：将围绕大消费和 AI+ 云两大战略重心继续坚定投入" description: "阿里巴巴集团在 2026 财年第一季度财报中宣布，整体收入同比增长 10%，净利润同比增长 76%。CEO 吴泳铭表示，集团将继续围绕大消费和 AI+ 云两大战略重心进行投资，推动即时零售业务和云智能集团的快速增长，致力于实现长期增长。" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/255174271.md" published_at: "2025-08-29T10:15:34.000Z" --- # 阿里巴巴：将围绕大消费和 AI+ 云两大战略重心继续坚定投入 > 阿里巴巴集团在 2026 财年第一季度财报中宣布，整体收入同比增长 10%，净利润同比增长 76%。CEO 吴泳铭表示，集团将继续围绕大消费和 AI+ 云两大战略重心进行投资，推动即时零售业务和云智能集团的快速增长，致力于实现长期增长。 8 月 29 日，阿里巴巴集团发布 2026 财年第一季度财报，剔除已出售业务影响，集团整体收入同比增长 10%。净利润同比增长 76%，超市场预期。即时零售业务快速取得阶段成果。阿里巴巴集团 CEO 吴泳铭说：“本季度，我们聚焦消费、AI+ 云的战略，实现强劲增长。我们大力投资即时零售业务，快速取得阶段成果。我们通过整合消费平台，产生显著协同效应，带动月度活跃消费者及日订单量创新高。在持续强劲的 AI 需求推动下，云智能集团收入加速增长，AI 收入在云外部商业化收入占比显著。面向未来，我们将围绕大消费和 AI+ 云两大战略重心继续坚定投入，把握历史机遇，实现长期增长。” ### Related Stocks - [BABA.US - 阿里巴巴](https://longbridge.com/zh-CN/quote/BABA.US.md) - [09988.HK - 阿里巴巴-W](https://longbridge.com/zh-CN/quote/09988.HK.md) - [KBAB.US - 2 倍做多阿里巴巴 ETF - KraneShares](https://longbridge.com/zh-CN/quote/KBAB.US.md) - [BABO.US - YieldMax BABA Option Income Strategy ETF](https://longbridge.com/zh-CN/quote/BABO.US.md) - [BABX.US - 2 倍做多 BABA ETF - GraniteShares](https://longbridge.com/zh-CN/quote/BABX.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Daniel Loeb's Third Point Loads Up On Chipotle, Constellation, Alibaba While Slashing TSM, Amazon in Q4 Shake-Up | Hedge fund billionaire Daniel Loeb's Third Point LLC made significant changes in Q4, adding new positions in Chipotle, C | [Link](https://longbridge.com/zh-CN/news/276211755.md) | | PNC Financial Services Group Inc. Acquires 3,223 Shares of Alibaba Group Holding Limited $BABA | PNC Financial Services Group Inc. increased its stake in Alibaba Group Holding Limited by 7.1% in Q3, acquiring an addit | [Link](https://longbridge.com/zh-CN/news/276318339.md) | | Alibaba unveils new Qwen3.5 model for 'agentic AI era' | Alibaba has launched its new AI model, Qwen 3.5, which is designed for independent task execution and boasts significant | [Link](https://longbridge.com/zh-CN/news/276045126.md) | | Alibaba Stock Forecast Ahead of Q3 Earnings – Here's What to Expect | E-commerce giant Alibaba (BABA) is set to report fiscal Q3 2026 results soon, with analysts expecting earnings of $1.68 | [Link](https://longbridge.com/zh-CN/news/276325421.md) | | US expected to add Alibaba and other to list of firms allegedly aiding China's military, sources say | The Trump administration is set to add Alibaba and other companies to a list of firms allegedly supporting China's milit | [Link](https://longbridge.com/zh-CN/news/275904637.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。