$BABA-W(09988)$ Total revenue

$BABA-W(09988)$ 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.

Winning Trades

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

JackQuant
11-26
JackQuant
Thanks for sharing this information!
clipzy
11-26
clipzy
Strong growth in AI and cloud! Long-term potential looks solid despite short-term costs. 💪🚀
Merle Ted
11-26
Merle Ted
Its going to double up Alibaba is a strong buy !

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This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/f3102cac318168c30c75e149639303da","width":"882","height":"1664"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/f3102cac318168c30c75e149639303da","width":"882","height":"1664"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> 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.\nAlibaba’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.\nFuture Outlook:\nCloud Growth - Demand for AI infrastructure remains robust, with supply constraints limiting server deployment.\nQuick Commerce - Further integration with Alibaba’s ecosystem (e.g., Taobao, Tmall) is expected to drive synergies and market share gains.\nInvestments - Capex may exceed the previously guided RMB 380 billion over three years due to accelerating AI demand.<img src=\"https://community-static.tradeup.com/news/f3102cac318168c30c75e149639303da\" tg-width=\"882\" tg-height=\"1664\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> 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.\nAlibaba’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.\nFuture Outlook:\nCloud Growth - Demand for AI infrastructure remains robust, with supply constraints limiting server deployment.\nQuick Commerce - Further integration with Alibaba’s ecosystem (e.g., Taobao, Tmall) is expected to drive synergies and market share gains.\nInvestments - Capex may exceed the previously guided RMB 380 billion over three years due to accelerating AI demand.<img src=\"https://community-static.tradeup.com/news/f3102cac318168c30c75e149639303da\" tg-width=\"882\" tg-height=\"1664\"></body></html>","text":"$BABA-W(09988)$ 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. 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