文|壹番 太史詹姆斯阿里在不久前的财报会上做出了外卖大战的“停战宣言”,但同时宣布加码AI,未来三年投资3800亿元。这个决策从财务报表的角度是不难理解的。因为外卖大战,阿里的中国电商部分的调整后EBITA同比减少了340亿;而阿里云的增速则提升到了34.5%。摆出这两个数据,相信吴泳铭不用在决策层会议上费太多口舌。阿里2025年9月份季度业绩在大洋彼岸的硅谷,AI云同样给大厂带来了实打实的业绩...
Source Link文|壹番 太史詹姆斯阿里在不久前的财报会上做出了外卖大战的“停战宣言”,但同时宣布加码AI,未来三年投资3800亿元。这个决策从财务报表的角度是不难理解的。因为外卖大战,阿里的中国电商部分的调整后EBITA同比减少了340亿;而阿里云的增速则提升到了34.5%。摆出这两个数据,相信吴泳铭不用在决策层会议上费太多口舌。阿里2025年9月份季度业绩在大洋彼岸的硅谷,AI云同样给大厂带来了实打实的业绩...
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