阿里云2025财年第四季度收入同比增长18% 创三年来最快增速

证券日报2025-05-15

本报讯（记者李春莲见习记者梁傲男）5月15日晚间，阿里巴巴集团控股有限公司（以下简称“阿里巴巴”）公布2025财年第四季度业绩，阿里云展现强劲动能，收入同比增长18%，达到301.27亿元，创下三年来的最快增速。阿里云供图　　2025财年全年，阿里云收入达到1180亿元，同比增长11%。这一反弹得益于AI热潮的推动，大模型快速发展显著拉动了云计算需求。阿里云凭借中国最大的云基础设施布局，以及其...

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（记者李春莲见习记者梁傲男）5月15日晚间，阿里巴巴集团控股有限公司（以下简称“阿里巴巴”）公布2025财年第四季度业绩，阿里云展现强劲动能，收入同比增长18%，达到301.27亿元，创下三年来的最快增速。 阿里云供图　　2025财年全年，阿里云收入达到1180亿元，同比增长11%。这一反弹得益于AI热潮的推动，大模型快速发展显著拉动了云计算需求。阿里云凭借中国最大的云基础设施布局，以及其自主研发的通义大模型在全球市场的领先应用，成功抓住这一增长周期的机遇。　　财报显示，阿里云增长势头主要由更快的公共云收入增长带动，包括AI相关产品的采用增加。2025财年第四季度，AI相关产品收入连续第七个季度保持三位数的同比增长。AI相关产品在众多的行业垂直领域获得更广泛应用，包括互联网、零售、制造业和媒体，并越来越侧重于增值应用。未来，阿里云将继续对客户增长与技术创新进行投入，包括AI产品和服务，以提升AI领域的云采用量，并维持市场领先地位。　　IDC最新数据显示，阿里云市场排名分额连续三个季度回升。IDC认为，阿里云加大研发投入，在通义系列大模型、AI基础设施等领域全面发力，市场份额和同比增速显著提升。　　近期，阿里巴巴发布新一代开源模型千问3，性能全面超越R1、OpenAI-o1等全球顶尖模型，登顶全球最强开源模型。截至4月底，阿里通义已开源200余个模型，全球下载量超3亿次，千问衍生模型数超10万个，是全球最大的开源模型族群。　　各行各业加速接入通义系列大模型。近期，宝马宣布基于通义系列模型联合开发AI引擎，应用于中国市场的宝马新世代系列车型。目前，通义大模型已经服务了OPPO、vivo、荣耀、小鹏、蔚来、极氪、建行、招行、中国人寿、海尔、美的、创维、微博、携程、国家电网、数字重庆、中国科学院等大型企业和机构。　　未来三年，阿里巴巴将投入超过3800亿元，用于建设云和AI硬件基础设施，总额超过去十年的总和。（文章来源：证券日报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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