2024年，阿里巴巴高调宣布“All in AI”，股价一度应声上涨，市场仿佛看到了那个曾经引领中国互联网浪潮的“科技巨头”回归。然而，没过多久，投资者的热情便迅速冷却——不是因为AI进展不及预期，而是因为大家发现：阿里一边喊着要做大模型、建云基础设施，一边却还在外卖、买菜、到店这些“烟火气”十足的赛道里死磕美团。资本市场对此颇为不满。在他们看来，阿里作为市值曾超5000亿美元的平台型公司，理应...
Source Link2024年，阿里巴巴高调宣布“All in AI”，股价一度应声上涨，市场仿佛看到了那个曾经引领中国互联网浪潮的“科技巨头”回归。然而，没过多久，投资者的热情便迅速冷却——不是因为AI进展不及预期，而是因为大家发现：阿里一边喊着要做大模型、建云基础设施，一边却还在外卖、买菜、到店这些“烟火气”十足的赛道里死磕美团。资本市场对此颇为不满。在他们看来，阿里作为市值曾超5000亿美元的平台型公司，理应...
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