阿里巴巴美股盘前涨超4%，集团2025财年Q2收入同比增长5%_老虎社区_美港股上老虎

阿里巴巴美股盘前涨超4%，集团2025财年Q2收入同比增长5%

第一财经11-15

11月15日，阿里巴巴集团发布2025财年Q2财报，季度收入2365.03亿元，同比增长5%，经调整EBITA405.61亿元，符合市场预期。　　截至发稿，阿里巴巴美股盘前短线拉升涨超4%。　　据公告，阿里巴巴归属于普通股股东的净利润为438.74亿元。净利润为435.47亿元，同比增长63%，主要是由于集团所持有的股权投资按市值计价的变动、投资减值的减少以及经营利润的增加所致。　　现金流方面，...

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　　现金流方面，据公告，经营活动产生的现金流量净额为314.38亿元，相较2023年同期的492.31亿元下降36%。自由现金流为137.35亿元，相较2023年同期的452.20亿元下降70%。自由现金流的减少主要归因于集团对阿里云基础设施的投入，取消年度服务费后向天猫商家的退款，以及缩小若干直营业务规模等因素而导致的其他营运资金变动。　　分业务来看，淘天订单量同比双位数增长带动线上GMV增长，88VIP会员数同比双位数增长至4600万。淘宝天猫双11GMV强劲增长，买家数量创历史新高。阿里云较此前数个季度加速增长，公共云产品收入实现双位数增长，AI相关产品收入连续五个季度实现三位数增长。　　据公告，截至2024年9月30日止季度，云智能集团收入为296.10亿元，同比增长7%；菜鸟营收同比增长8%至246.47亿元，主要来自跨境物流服务收入的增长；AIDC收入同比增长29%至316.72亿元，强劲表现持续由跨境业务增长所带动，尤其是速卖通Choice业务。（文章来源：第一财经）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}