阿里巴巴-WAI时代下的商业重构

财通证券
Oct 29

多元化扩张转向战略聚焦核心业务:阿里巴巴从电商起步,经过多元化发展,现涵盖云计算、国际零售、移动互联网等多个领域。面对消费环境变化和市场竞争,公司战略重心从多元化扩张重回聚焦核心业务,持续增强竞争力。展望未来,公司将加大对云和AI基础设施的投入(2025-2027财年累计投入超过3800亿元),加速AI技术在电商、云计算等核心场景的深度应用与产业化落地,进一步巩固技术壁垒,并探索AI驱动下的新增长...

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