$BABA-W(09988)$ Total revenue increased by 15% year-over-year (YoY) , excluding Sun Art and Intime. China E-Commerce CMR grew by 10% , while Cloud Intelligence revenue surged 34% , driven by strong demand for AI and public cloud services.
Alibaba’s Q2 results reflect steady growth in core businesses, with AI and Quick Commerce emerging as key drivers. While investments are weighing on short-term profitability, the company is positioning itself for long-term leadership in AI and cloud computing.
Future Outlook:
Cloud Growth - Demand for AI infrastructure remains robust, with supply constraints limiting server deployment.
Quick Commerce - Further integration with Alibaba’s ecosystem (e.g., Taobao, Tmall) is expected to drive synergies and market share gains.
Investments - Capex may exceed the previously guided RMB 380 billion over three years due to accelerating AI demand.
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- JackQuant·11-26Thanks for sharing this information!1Report
- clipzy·11-26Strong growth in AI and cloud! Long-term potential looks solid despite short-term costs. 💪🚀1Report
- Merle Ted·11-26Its going to double up Alibaba is a strong buy !1Report