智通财经APP获悉，阿里巴巴-W(09988)续跌超4%，截至发稿，跌4.21%，报118.2港元，成交额55.22亿港元。
消息面上，阿里巴巴此前公布2025财年第四财季（截至3月底）及全年业绩。第四财季收入为人民币2364.54 亿元，同比增长7%，不及市场预估2379.1亿元人民币；非公认会计准则净利润为人民币298.47亿元，同比增长22%。另外，在AI需求的推动下，阿里云收入达到301.27亿元，同比增长18%，创下三年来最快增速。大和表示，随着推理需求增长和领先的通义千问LLM系列发布，看好阿里云在未来几年内将继续扩大市场份额。该行相信其对闪购的持续投资可能会在短期内引起一些市场忧虑，惟长远将利好淘天集团和本地服务。
另据媒体报道称，美国白宫和国会官员一直在仔细审查苹果公司选择阿里巴巴为中国iPhone手机开发人工智能(AI)的计划。今年2月，阿里巴巴确认将与苹果合作，为中国iPhone开发AI功能。
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