阿里巴巴Q4收入增10%，云业务增速受AI需求推动加快

业绩会速递05-15

- 阿里巴巴第四季度业绩强劲,剔除高鑫和银泰后总收入同比增长10%,调整后EBITA同比增长36%。
- 云业务收入增速加快至18%,主要由AI相关需求强劲增长驱动。AI相关产品收入连续7个季度保持三位数增长。
- 淘宝天猫客户管理收入同比增长12%,受益于软件服务费和全站推渗透率提升。
- 公司正加大对AI基础设施和技术的投资,以加强其领先地位。
- 管理层预计AI将继续成为阿里云未来加速收入增长的关键驱动力。
- 阿里巴巴计划通过淘宝大力投资即时零售/商业,认为这是一个自然延伸,具有巨大增长潜力。
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