行情直击05-13
5月13日，阿里巴巴盘前下跌3.13%，报130.5美元/股，成交额8156.33万美元。公司于盘前发布2026财年四季报，营收及投入力度引发市场关注。
财报显示，阿里巴巴Q4营收2433.8亿元人民币，同比增长3%，低于市场此前预期的2453.13亿元（预期同比+3.7%）；Q4净利润254.76亿元，较去年同期123.82亿元大幅增长。尽管净利润表现亮眼，但营收未达预期叠加市场对即时零售与AI大模型高强度投入的担忧，令股价承压。此前市场分析普遍预计本季度为阿里在AI与即时零售长期布局中的"阵痛期"，Non-GAAP经调整净利润预期同比下滑65.6%，反映出战略投入对短期盈利的压制。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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