阿里云7.9元AI套餐背后:一场换标签的长期战役阿里云这次把 AI 订阅价格打到"骨折",看上去像一场简单粗暴的价格战,背后其实是阿里整个增长叙事的换挡时刻。从"电商公司"到"AI基础设施":阿里在给自己换标签如果只看股价曲线,很多投资者仍然把阿里当成一只成熟的电商平台股,估值锚定的是中国消费周期和电商补贴节奏。但过去一年,管理层在路演和公开表述中不断强化一个新身份——"AI 和云基础设施提供商"...
Source Link阿里云7.9元AI套餐背后:一场换标签的长期战役阿里云这次把 AI 订阅价格打到"骨折",看上去像一场简单粗暴的价格战,背后其实是阿里整个增长叙事的换挡时刻。从"电商公司"到"AI基础设施":阿里在给自己换标签如果只看股价曲线,很多投资者仍然把阿里当成一只成熟的电商平台股,估值锚定的是中国消费周期和电商补贴节奏。但过去一年,管理层在路演和公开表述中不断强化一个新身份——"AI 和云基础设施提供商"...
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