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远离中概股A股股权

远离中概股A股股权

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远离中概股A股股权

11-18 17:55

$诺和诺德(NVO)$ 真是能跌啊，为啥我就买了它[流泪]

远离中概股A股股权

11-17 21:31

$诺和诺德(NVO)$ 每天都做空它真能赚不少钱

远离中概股A股股权

11-14

$诺和诺德(NVO)$ 有开始漫长的爹爹了

远离中概股A股股权

11-13

$诺和诺德(NVO)$ 咋今天又开始大跌了没有涨几天aiai

远离中概股A股股权

11-11

$诺和诺德(NVO)$ 为啥涨有人知道吗

远离中概股A股股权

11-07

$诺和诺德(NVO)$ 这货不如一次到位跌倒30，何必来个阴跌呢

远离中概股A股股权

10-31

$诺和诺德(NVO)$ 今天有啥负面的

远离中概股A股股权

10-30

$诺和诺德(NVO)$ 这货这样跌下去会跌倒1块吗

远离中概股A股股权

10-10

？

三大指数短线大幅跳水，纳指跌超0.9%

远离中概股A股股权

10-06

$诺和诺德(NVO)$ 真神奇买了就跌今年真是背

远离中概股A股股权

08-29

肯定行，怪不得最近芯片股这么厉害

远离中概股A股股权

08-29

厉害了

阿里巴巴美股涨幅超5%此前有报道称该公司已研发出更先进的芯片以填补英伟达因在华销售遇阻留下的空缺。

远离中概股A股股权

06-04

$阿里巴巴(BABA)$ 为啥涨这么多，是苹果决定要用阿里的 ai 了吗？中国的它只能用国有的

远离中概股A股股权

05-28

$阿里巴巴(BABA)$ 有没有人来说说为啥阿里巴巴最近深不见底啊，都亏光了

远离中概股A股股权

05-27

这样看来阿里强多了

拼多多一季度营收956.7亿元低于预期，调整后净利润同比下滑45%

远离中概股A股股权

05-22

$阿里巴巴(BABA)$ 这么衰吗？在等一周就好了

远离中概股A股股权

05-19

$阿里巴巴(BABA)$ 跌倒 110，我准备 all in

远离中概股A股股权

05-17

$Iovance Biotherapeutics, Inc.(IOVA)$ Iovance的2025年一季度报告，Amtagvi销售额4300多万美元，Proleukin销售额不到600万左右。而2024年下半年，Amtagvi销售额为9千万美元左右，IL-2卖了4千万美元。这表明在2025年一季度细胞疗法没有明显增长放量，更糟糕的是前瞻性IL-2的销售额居然远远小于2千万美元。不出意外，二季度的成绩大概率会很差。

远离中概股A股股权

05-17

都跌成狗了

阿里锚定AI重新创业

远离中概股A股股权

05-15

$阿里巴巴(BABA)$ 所有人都觉得涨的时候，就是做空的时候了[得意] [得意] [得意] [得意]

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没有涨几天aiai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499760089129848","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499085438677720,"gmtCreate":1762871987896,"gmtModify":1762871989804,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a> 为啥涨 有人知道吗","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a> 为啥涨 有人知道吗","text":"$诺和诺德(NVO)$ 为啥涨 有人知道吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/499085438677720","isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561532925843785","authorId":"3561532925843785","name":"股市小六","avatar":"https://static.tigerbbs.com/93351464cd1b89c41fc5f874c63be0d1","crmLevel":5,"crmLevelSwitch":1,"idStr":"3561532925843785","authorIdStr":"3561532925843785"},"content":"天天跌，突然一涨还慌了 😂","text":"天天跌，突然一涨还慌了 😂","html":"天天跌，突然一涨还慌了 😂"},{"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":6,"crmLevelSwitch":1,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"content":"你猜川普打压他是为了啥","text":"你猜川普打压他是为了啥","html":"你猜川普打压他是为了啥"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497580454391896,"gmtCreate":1762502425848,"gmtModify":1762502427689,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a> 这货不如一次到位跌倒30，何必来个阴跌呢","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a> 这货不如一次到位跌倒30，何必来个阴跌呢","text":"$诺和诺德(NVO)$ 这货不如一次到位跌倒30，何必来个阴跌呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497580454391896","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495116691014488,"gmtCreate":1761908901893,"gmtModify":1761908903708,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a> 今天有啥负面的","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a> 今天有啥负面的","text":"$诺和诺德(NVO)$ 今天有啥负面的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/495116691014488","isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493844916413110","authorId":"3493844916413110","name":"风石康俊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3493844916413110","authorIdStr":"3493844916413110"},"content":"现在公司很乱，不是里面的人不知道，马上三季报了，等季报再看看，现在很多机构评级都很低47元，还有一个机构评级从11元调到14元，我想他们是不是疯了","text":"现在公司很乱，不是里面的人不知道，马上三季报了，等季报再看看，现在很多机构评级都很低47元，还有一个机构评级从11元调到14元，我想他们是不是疯了","html":"现在公司很乱，不是里面的人不知道，马上三季报了，等季报再看看，现在很多机构评级都很低47元，还有一个机构评级从11元调到14元，我想他们是不是疯了"},{"author":{"id":"3493844916413110","authorId":"3493844916413110","name":"风石康俊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3493844916413110","authorIdStr":"3493844916413110"},"content":"礼来表现太好了，全面压榨诺和诺德，明年诺和诺德得大幅度降价，但后面口服版减肥药会对冲业绩，现在诺和诺德这股都不知道怎么操作了，破45元再看看","text":"礼来表现太好了，全面压榨诺和诺德，明年诺和诺德得大幅度降价，但后面口服版减肥药会对冲业绩，现在诺和诺德这股都不知道怎么操作了，破45元再看看","html":"礼来表现太好了，全面压榨诺和诺德，明年诺和诺德得大幅度降价，但后面口服版减肥药会对冲业绩，现在诺和诺德这股都不知道怎么操作了，破45元再看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494807449985904,"gmtCreate":1761833201516,"gmtModify":1761833203312,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a> 这货这样跌下去会跌倒1块吗","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a> 这货这样跌下去会跌倒1块吗","text":"$诺和诺德(NVO)$ 这货这样跌下去会跌倒1块吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494807449985904","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487760675311824,"gmtCreate":1760109333662,"gmtModify":1760109335386,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487760675311824","repostId":"1155247073","repostType":4,"repost":{"id":"1155247073","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1760108574,"share":"https://www.laohu8.com/m/news/1155247073?lang=&edition=full","pubTime":"2025-10-10 23:02","market":"us","language":"zh","title":"三大指数短线大幅跳水，纳指跌超0.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155247073","media":"老虎资讯综合","summary":"三大指数短线大幅跳水，纳指跌超0.9%，道琼斯跌超0.5%，标普跌超0.7%。","content":"<html><head></head><body><p>三大指数短线大幅跳水，纳指跌超0.9%，道琼斯跌超0.5%，标普跌超0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3c26d3c77c4a4ab46b33b906e0ae4a0\" title=\"\" tg-width=\"929\" tg-height=\"323\"/></p><p>现货黄金短线拉升涨超0.7%，再次站上4000美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62597ecfdbb4e375e48afbf27647af39\" title=\"\" tg-width=\"279\" tg-height=\"85\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>三大指数短线大幅跳水，纳指跌超0.9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; 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23:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>三大指数短线大幅跳水，纳指跌超0.9%，道琼斯跌超0.5%，标普跌超0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3c26d3c77c4a4ab46b33b906e0ae4a0\" title=\"\" tg-width=\"929\" tg-height=\"323\"/></p><p>现货黄金短线拉升涨超0.7%，再次站上4000美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62597ecfdbb4e375e48afbf27647af39\" title=\"\" tg-width=\"279\" tg-height=\"85\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155247073","content_text":"三大指数短线大幅跳水，纳指跌超0.9%，道琼斯跌超0.5%，标普跌超0.7%。现货黄金短线拉升涨超0.7%，再次站上4000美元/盎司。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486332856582240,"gmtCreate":1759762235740,"gmtModify":1759762238994,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a> 真神奇 买了就跌 今年真是背","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a> 真神奇 买了就跌 今年真是背","text":"$诺和诺德(NVO)$ 真神奇 买了就跌 今年真是背","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/486332856582240","isVote":1,"tweetType":1,"viewCount":2615,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204230179676252","authorId":"4204230179676252","name":"微笑 向暖","avatar":"https://static.tigerbbs.com/d44c1251421a313d62364f478b7d89a9","crmLevel":5,"crmLevelSwitch":1,"idStr":"4204230179676252","authorIdStr":"4204230179676252"},"content":"这票要看中长期","text":"这票要看中长期","html":"这票要看中长期"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472853498630152,"gmtCreate":1756474775496,"gmtModify":1756474777812,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"htmlText":"肯定行，怪不得最近芯片股这么厉害","listText":"肯定行，怪不得最近芯片股这么厉害","text":"肯定行，怪不得最近芯片股这么厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472853498630152","isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472840941756552,"gmtCreate":1756471786826,"gmtModify":1756471788583,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"htmlText":"厉害了","listText":"厉害了","text":"厉害了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472840941756552","repostId":"2563202582","repostType":2,"repost":{"id":"2563202582","kind":"live","pubTimestamp":1756471502,"share":"https://www.laohu8.com/m/news/2563202582?lang=&edition=full","pubTime":"2025-08-29 20:45","market":"sh","language":"zh","title":"阿里巴巴美股涨幅超5%此前有报道称该公司已研发出更先进的芯片以填补英伟达因在华销售遇阻留下的空缺。","url":"https://stock-news.laohu8.com/highlight/detail?id=2563202582","media":"智通财经","summary":"阿里巴巴美股涨幅超5%此前有报道称该公司已研发出更先进的芯片以填补英伟达因在华销售遇阻留下的空缺。","content":"<html><body><div>\n<div>\r\n                  阿里巴巴美股涨幅超5%此前有报道称该公司已研发出更先进的芯片以填补英伟达因在华销售遇阻留下的空缺。                </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴美股涨幅超5%此前有报道称该公司已研发出更先进的芯片以填补英伟达因在华销售遇阻留下的空缺。</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","BK4504":"桥水持仓","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","BABA":"阿里巴巴","09988":"阿里巴巴-W","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","NVIW.SI":"NVDA 3xLongSG261006","BK4550":"红杉资本持仓","SNVD.UK":"LS -1X NVIDIA","NVD2.UK":"2X NVIDIA ETP","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU0238689110.USD":"贝莱德环球动力股票基金","NVDA":"英伟达","NVDS":"Tradr 1.5X Short NVDA Daily 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 为啥涨这么多，是苹果决定要用阿里的 ai 了吗？中国的它只能用国有的","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 为啥涨这么多，是苹果决定要用阿里的 ai 了吗？中国的它只能用国有的","text":"$阿里巴巴(BABA)$ 为啥涨这么多，是苹果决定要用阿里的 ai 了吗？中国的它只能用国有的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442464284094568","isVote":1,"tweetType":1,"viewCount":2504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439929899626512,"gmtCreate":1748443314515,"gmtModify":1748443315920,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 有没有人来说说为啥阿里巴巴最近深不见底啊，都亏光了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 有没有人来说说为啥阿里巴巴最近深不见底啊，都亏光了","text":"$阿里巴巴(BABA)$ 有没有人来说说为啥阿里巴巴最近深不见底啊，都亏光了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/439929899626512","isVote":1,"tweetType":1,"viewCount":3825,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092559447612700","authorId":"4092559447612700","name":"GreatNiu","avatar":"https://static.tigerbbs.com/8eb28609fb1ec13b62c59739d82f6300","crmLevel":3,"crmLevelSwitch":0,"idStr":"4092559447612700","authorIdStr":"4092559447612700"},"content":"都来美股了，还玩啥中概，外界对中国经济预期远没有国内自媒体说的那么好，吹牛逼的","text":"都来美股了，还玩啥中概，外界对中国经济预期远没有国内自媒体说的那么好，吹牛逼的","html":"都来美股了，还玩啥中概，外界对中国经济预期远没有国内自媒体说的那么好，吹牛逼的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439564500037944,"gmtCreate":1748344093959,"gmtModify":1748344095870,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"htmlText":"这样看来阿里强多了","listText":"这样看来阿里强多了","text":"这样看来阿里强多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439564500037944","repostId":"1152265733","repostType":2,"repost":{"id":"1152265733","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1748341892,"share":"https://www.laohu8.com/m/news/1152265733?lang=&edition=full","pubTime":"2025-05-27 18:31","market":"us","language":"zh","title":"拼多多一季度营收956.7亿元低于预期，调整后净利润同比下滑45%","url":"https://stock-news.laohu8.com/highlight/detail?id=1152265733","media":"老虎资讯综合","summary":"调整后每ADS收益 11.41元。","content":"<html><head></head><body><p style=\"text-align: start;\">拼多多2025年一季度总营收为956.722亿元（约合131.840亿美元），同比增长10%，预估1,016亿元。</p><p>一季度归属于拼多多普通股股东的净利润为147.418亿元，同比下滑47%。</p><p>不按美国通用会计准则，一季度归属于拼多多普通股股东的净利润为169.16亿元，同比下滑45%，预估278.8亿元。</p><p>一季度调整后每ADS收益11.41元，预估19.11元。</p><p style=\"text-align: start;\">来自在线营销服务及其他服务的营收为487.222亿元（约合67.141亿美元），同比增长15%。</p><p style=\"text-align: start;\">来自交易服务的营收为469.500亿元（约合64.699亿美元），同比增长6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ed1b7f115fa95881444d0c199764d8b\" title=\"\" tg-width=\"1120\" tg-height=\"640\"/></p><p><strong>解读</strong></p><p>拼多多已经连续多个季度增速放缓，这主要源于拼多多持续加大对高质量发展战略的投入，今年以来，拼多多将“百亿减免”等惠商举措升级为“千亿扶持”，继续通过真金白银反哺产业生态。</p><p>“过去这个季度，外部环境的变化给商家带来了新挑战。在这个关键时刻，我们发挥平台企业的社会效能和责任担当，推出了‘千亿扶持’惠商新战略，坚定护航商家穿越周期。”拼多多集团执行董事、联席CEO赵佳臻表示，我们要求公司上下力出一孔，全面投入这一新战略，优先保证用户和商家的利益，努力为商家提供更多确定性，助推产业平稳转型。</p><p>“今年初始，我们预见到商家群体将会进一步承压，同时也看到了高质量发展的长远价值，管理层下定决心，做出了‘千亿扶持’的战略决定。”拼多多集团董事长、联席CEO陈磊表示，<strong>这不是一句空喊的口号，更是真金白银的投入。当下的市场在加速变化，平台要敢于牺牲短期业绩，助力商家度过短期波动。</strong></p><p><strong>行情</strong></p><p>拼多多盘前股价直线跳水，跌幅持续扩大，截至发稿跌超15%！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88d8f5fe1cc305dbf9511afe1bbeb7d1\" title=\"\" tg-width=\"1381\" tg-height=\"527\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多一季度营收956.7亿元低于预期，调整后净利润同比下滑45%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多一季度营收956.7亿元低于预期，调整后净利润同比下滑45%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-27 18:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">拼多多2025年一季度总营收为956.722亿元（约合131.840亿美元），同比增长10%，预估1,016亿元。</p><p>一季度归属于拼多多普通股股东的净利润为147.418亿元，同比下滑47%。</p><p>不按美国通用会计准则，一季度归属于拼多多普通股股东的净利润为169.16亿元，同比下滑45%，预估278.8亿元。</p><p>一季度调整后每ADS收益11.41元，预估19.11元。</p><p style=\"text-align: start;\">来自在线营销服务及其他服务的营收为487.222亿元（约合67.141亿美元），同比增长15%。</p><p style=\"text-align: start;\">来自交易服务的营收为469.500亿元（约合64.699亿美元），同比增长6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ed1b7f115fa95881444d0c199764d8b\" title=\"\" tg-width=\"1120\" tg-height=\"640\"/></p><p><strong>解读</strong></p><p>拼多多已经连续多个季度增速放缓，这主要源于拼多多持续加大对高质量发展战略的投入，今年以来，拼多多将“百亿减免”等惠商举措升级为“千亿扶持”，继续通过真金白银反哺产业生态。</p><p>“过去这个季度，外部环境的变化给商家带来了新挑战。在这个关键时刻，我们发挥平台企业的社会效能和责任担当，推出了‘千亿扶持’惠商新战略，坚定护航商家穿越周期。”拼多多集团执行董事、联席CEO赵佳臻表示，我们要求公司上下力出一孔，全面投入这一新战略，优先保证用户和商家的利益，努力为商家提供更多确定性，助推产业平稳转型。</p><p>“今年初始，我们预见到商家群体将会进一步承压，同时也看到了高质量发展的长远价值，管理层下定决心，做出了‘千亿扶持’的战略决定。”拼多多集团董事长、联席CEO陈磊表示，<strong>这不是一句空喊的口号，更是真金白银的投入。当下的市场在加速变化，平台要敢于牺牲短期业绩，助力商家度过短期波动。</strong></p><p><strong>行情</strong></p><p>拼多多盘前股价直线跳水，跌幅持续扩大，截至发稿跌超15%！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88d8f5fe1cc305dbf9511afe1bbeb7d1\" title=\"\" tg-width=\"1381\" tg-height=\"527\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152265733","content_text":"拼多多2025年一季度总营收为956.722亿元（约合131.840亿美元），同比增长10%，预估1,016亿元。一季度归属于拼多多普通股股东的净利润为147.418亿元，同比下滑47%。不按美国通用会计准则，一季度归属于拼多多普通股股东的净利润为169.16亿元，同比下滑45%，预估278.8亿元。一季度调整后每ADS收益11.41元，预估19.11元。来自在线营销服务及其他服务的营收为487.222亿元（约合67.141亿美元），同比增长15%。来自交易服务的营收为469.500亿元（约合64.699亿美元），同比增长6%。解读拼多多已经连续多个季度增速放缓，这主要源于拼多多持续加大对高质量发展战略的投入，今年以来，拼多多将“百亿减免”等惠商举措升级为“千亿扶持”，继续通过真金白银反哺产业生态。“过去这个季度，外部环境的变化给商家带来了新挑战。在这个关键时刻，我们发挥平台企业的社会效能和责任担当，推出了‘千亿扶持’惠商新战略，坚定护航商家穿越周期。”拼多多集团执行董事、联席CEO赵佳臻表示，我们要求公司上下力出一孔，全面投入这一新战略，优先保证用户和商家的利益，努力为商家提供更多确定性，助推产业平稳转型。“今年初始，我们预见到商家群体将会进一步承压，同时也看到了高质量发展的长远价值，管理层下定决心，做出了‘千亿扶持’的战略决定。”拼多多集团董事长、联席CEO陈磊表示，这不是一句空喊的口号，更是真金白银的投入。当下的市场在加速变化，平台要敢于牺牲短期业绩，助力商家度过短期波动。行情拼多多盘前股价直线跳水，跌幅持续扩大，截至发稿跌超15%！","news_type":1,"symbols_score_info":{"PDD":1.1}},"isVote":1,"tweetType":1,"viewCount":1693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437817999495336,"gmtCreate":1747924300543,"gmtModify":1747924301984,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"htmlText":"<a 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in","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 跌倒 110，我准备 all in","text":"$阿里巴巴(BABA)$ 跌倒 110，我准备 all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436829997391968","isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435893475786816,"gmtCreate":1747455291707,"gmtModify":1747455293237,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IOVA\">$Iovance Biotherapeutics, Inc.(IOVA)$&nbsp;</a>&nbsp; Iovance的2025年一季度报告，Amtagvi销售额4300多万美元，Proleukin销售额不到600万左右。而2024年下半年，Amtagvi销售额为9千万美元左右，IL-2卖了4千万美元。这表明在2025年一季度细胞疗法没有明显增长放量，更糟糕的是前瞻性IL-2的销售额居然远远小于2千万美元。不出意外，二季度的成绩大概率会很差。","listText":"<a href=\"https://laohu8.com/S/IOVA\">$Iovance Biotherapeutics, Inc.(IOVA)$&nbsp;</a>&nbsp; Iovance的2025年一季度报告，Amtagvi销售额4300多万美元，Proleukin销售额不到600万左右。而2024年下半年，Amtagvi销售额为9千万美元左右，IL-2卖了4千万美元。这表明在2025年一季度细胞疗法没有明显增长放量，更糟糕的是前瞻性IL-2的销售额居然远远小于2千万美元。不出意外，二季度的成绩大概率会很差。","text":"$Iovance Biotherapeutics, Inc.(IOVA)$ Iovance的2025年一季度报告，Amtagvi销售额4300多万美元，Proleukin销售额不到600万左右。而2024年下半年，Amtagvi销售额为9千万美元左右，IL-2卖了4千万美元。这表明在2025年一季度细胞疗法没有明显增长放量，更糟糕的是前瞻性IL-2的销售额居然远远小于2千万美元。不出意外，二季度的成绩大概率会很差。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/435893475786816","isVote":1,"tweetType":1,"viewCount":3207,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495872648664068","authorId":"3495872648664068","name":"Washington89","avatar":"https://static.tigerbbs.com/c207e38fa1a9a6a175efc215b6ab4953","crmLevel":9,"crmLevelSwitch":1,"idStr":"3495872648664068","authorIdStr":"3495872648664068"},"content":"IL2销售已经反弹了了，主要Q1分销售存货过多。","text":"IL2销售已经反弹了了，主要Q1分销售存货过多。","html":"IL2销售已经反弹了了，主要Q1分销售存货过多。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435853278540176,"gmtCreate":1747445545360,"gmtModify":1747446417552,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"htmlText":"都跌成狗了","listText":"都跌成狗了","text":"都跌成狗了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435853278540176","repostId":"1158318442","repostType":4,"repost":{"id":"1158318442","kind":"news","pubTimestamp":1747445151,"share":"https://www.laohu8.com/m/news/1158318442?lang=&edition=full","pubTime":"2025-05-17 09:25","market":"us","language":"zh","title":"阿里锚定AI重新创业","url":"https://stock-news.laohu8.com/highlight/detail?id=1158318442","media":"全天候科技","summary":"如今，追求实现AGI的阿里正在试图找回曾经的创业凝聚力，以期在AI时代创造一个新的商业神话。从财报来看，阿里云AI相关产品收入连续七个季度实现三位数的同比增长。2021年4月，市场监管总局依法作出行政处罚决定，责令阿里停止违法行为，并处以182.28亿元的罚款。2024年8月，国家市场监督管理总局发布公告，宣布阿里巴巴集团完成三年整改，取得良好成效。DeepSeek一夜红遍全球之后，阿里作为AI基础设施服务商成为受益者。","content":"<html><head></head><body><blockquote><p>能否用AI再造一个商业神话？</p></blockquote><p>2025年以来，AI被DeepSeek按下加速键。作为最早投入AI的科技巨头，阿里凭借在云计算和大模型等方面的技术积累，正努力接住市场涌现出的新需求。</p><p>5月15日晚，阿里发布2025财年Q4财报，它的实际发生时间是2025年一季度，是DeepSeek引爆AI需求后的第一份成绩单。</p><p>本季度，阿里实现收入2364.54 亿元，同比增长7%，增速与去年持平，在过去四个季度中，表现也不算突出。在AI需求暴增的情况下，市场对阿里有较高预期，显然，AI落地比想象中更具挑战。不过，由于收入增长与运营效率提升，阿里经调整EBITA实现达326.16亿元，增长了36%，好于市场预期。</p><p>这份财报传递出一个积极信号，在经过三年的低谷期后，阿里已经彻底走出至暗时刻。业绩上，淘天在稳住市场竞争后，客户管理收入开始回到双位数水平，阿里云的AI增长预期也比较确定。士气上，阿里重新找回自信，干劲十足。</p><p>26年前，阿里从杭州一处民宅湖畔花园起步，淘宝、天猫、支付宝、菜鸟……一步一步缔造了中国电商的庞大江湖。如今，追求实现AGI的阿里正在试图找回曾经的创业凝聚力，以期在AI时代创造一个新的商业神话。</p><p>5月10日是阿里日，阿里1:1复刻了湖畔小屋，将其搬进阿里全球总部。前一天晚上，马云现身，现场鼓励员工坚持创业精神。吴泳铭在内网发帖表示，“我们必须抱着从零开始的心态，像<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>一样思考，从中创造机遇，否则我们面临的只会是风险。”</p><p>AI时代呼啸而来，阿里想提醒所有人，公司依然在创业，依然相信梦想的力量。</p><p><strong>稳固基本盘</strong></p><p>对电商行业来说，一季度是淡季，但阿里还是交出了一份含金量很高的财报。</p><p>根据财报，本季度，淘天的CMR（客户管理收入）达710.77 亿元，同比增长12%，增速创下过去四个季度的新高，重回双位数水平，这主要由Take rate（货币化率）同比提升所带动，背后是基础软件服务费和“全站推广”的增长。</p><p>这是一个很有信号意义的数字。过去几年，淘天一直对用户体验和商家经营层面做投入，目的就是稳定市场份额，但投入期的收入增长并不明显，12%的增速逼近淘天2021年的水平，也意味着，淘天开始逐渐找回昔日的电商优势。</p><p>不过，在阿里资本叙事已经转向AI的背景下，阿里的AI进展比预期要慢。</p><p>本季度，阿里云实现收入301.27亿元，同比增长18%，整体收入（不计来自<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>并表业务的收入）的同比增长加速至17%。这一增长势头主要由更快的公共云业务收入增长所带动，其中包括AI相关产品采用量的提升。</p><p>从财报来看，阿里云AI相关产品收入连续七个季度实现三位数的同比增长。整体增速来看，阿里云虽然创下近一年的新高，但18%的增速低于外界预期。</p><p>电话会上，阿里管理层表示，一季度阿里云有很多新客户需求，大部分是推理应用或者推理场景所驱动，不过，他们真正的大规模上线可能要在接下来的几个月才会完成。“后面几个月的增速，可能会更接近于我们预测的正常工作情况。”</p><p>阿里表示，一季度含春节，供应链受到扰动。华尔街见闻从内部获悉，这期间阿里曾向字节购买GPU。一季度，阿里资本支出仅为246亿元，不及预期。</p><p>今年2月，阿里CEO吴泳铭宣布，未来三年投入超过3800亿元，用于建设云和AI硬件基础设施。计算可知，阿里平均每个季度的资本支出超过300亿元，要远高于246亿元这一水平。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>认为，阿里巴巴的资本支出逐季下降至240亿元，（同比增长2倍，与<a href=\"https://laohu8.com/S/00700\">腾讯</a>的270亿元人民币大致相当），而上一季度为320亿元人民币。这是由于海外芯片限制以及国内芯片供应增长需要时间，预计阿里资本支出将继续低于公司目标的每年1300亿元人民币。</p><p>核心主业之外，阿里其他业务的表现则更趋于中规中矩。本季度，阿里国际数字商业集团（AIDC）实现收入335.79亿元，同比增长22%，菜鸟实现收入215.73亿元，同比下降12%，这对曾高度协同的高增长业务表现差强人意。</p><p>表现相对不错的是阿里大文娱，本季度，大文娱集团实现收入55.5亿元，同比增长12%，经调整EBITA盈利3600万元，主要由优酷实现盈利所带动。受饿了么和高德订单快速增长所驱动，本地生活集团收入161.34亿元，同比增长10%。</p><p><strong>走出低谷期</strong></p><p>淘天CMR增速重回四年前，AI推理需求的确定性增长，这些信号代表着，阿里已经彻底走出失落的低谷。</p><p>这是一个重要转折点，代表着阿里在电商业务上找回了面子，可以更大胆地上阵，奔赴AGI。对于想要存活102年的阿里来说，这注定是发展史上的一个关键转折点。</p><p>现在提起阿里，人们想到的巅峰时刻还是2019年。彼时，阿里成为全球第一个GMV超过1万亿美金的电商公司，马云以一场盛大的演唱会正式退休。然而，就在人人都以为阿里会迎来一个更加光明的未来时，变局已经悄然而生。</p><p>突如其来的疫情叠加人们消费回归理性的背景，以<a href=\"https://laohu8.com/S/PDD\">拼多多</a>为代表的低价电商模式受到广泛追捧，阿里开始走下坡路。高盛全球投资研究报告显示，淘宝天猫的市场份额从2019年的66%下降至2022年的44%左右。</p><p>阿里股价也开始一落千丈。根据<a href=\"https://laohu8.com/S/300033\">同花顺</a>iFinD数据，阿里市值自2020年10月的8581亿美元（约为人民币6.2万亿元）高点开始下跌，最低时阿里市值蒸发了80%，直到这轮重估中国科技资产的浪潮前，阿里股价都在低位徘徊。</p><p>相比市场份额和股价，真正让阿里受到挫败的是信心的丧失，过去三年，阿里的士气遭到了严重打击。</p><p>2020年12月，市场监管总局依据反垄断法对阿里在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。2021年4月，市场监管总局依法作出行政处罚决定，责令阿里停止违法行为，并处以182.28亿元的罚款。阿里由此进入三年的整改期。</p><p>阿里的低落在2023年达到顶点。2023年11月30日，拼多多市值达到1958.87亿美元，以31亿美元的领先优势超过阿里巴巴，成为美股市值最大的中概股，阿里的地位被颠覆了。阿里员工都在关注这一刻，很多人难以理解，“砍一刀成了老大哥”。</p><p>2023年底，<a href=\"https://laohu8.com/S/JD\">京东</a>宣布，北京市高级人民法院对阿里“二选一”案做出一审判决，认定其滥用市场支配地位实施“二选一”的垄断行为成立，向京东赔偿10亿元。</p><p>对阿里来说，2023年是绝对的低点，也是反弹的开始。</p><p>2024年8月，国家市场监督管理总局发布公告，宣布阿里巴巴集团完成三年整改，取得良好成效。今年2月，官方时隔7年再次举办民营企业座谈会，马云受邀参加，和任正非、马化腾等企业家共同出席。</p><p>DeepSeek一夜红遍全球之后，阿里作为AI基础设施服务商成为受益者。一季度，阿里先后与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、宝马、<a href=\"https://laohu8.com/S/CHL\">中国移动</a>、<a href=\"https://laohu8.com/S/600050\">中国联通</a>等在AI领域合作</p><p>如今，阿里在电商市场的反击已经开始体现在业绩增长中，不过，面对加速增长的AI市场，阿里显然需要把握好市场节奏。</p><p>资本市场已经开始重新评估阿里的价值。5月15日收盘，阿里美股股价报123.900美元，年初以来股价涨了46%。阿里正在一点点收复失地。</p><p><strong>探索增长新路径</strong></p><p>电商业务是阿里作为科技巨头的支撑，更是其通向AI时代的阶梯。</p><p>然而，面对电商红海，阿里的增长也愈发艰难。目前来看，阿里的增长思路主要体现在两个层面，一是用户增长，二是拓展新市场，后者主要指的是即时零售。</p><p>在互联网用户增长见顶的背景下，为了实现用户增长，阿里盯上了对手们的用户底盘，并成为主动打破巨头间藩篱的一方。</p><p>2023年9月，阿里和腾讯牵手，上演了一出世纪大和解。阿里妈妈与腾讯广告达成深度合作，微信视频号、朋友圈等优质广告流量将通过阿里妈妈UD效果投放。2024年9月，淘宝逐步向商家开通微信支付，消费者逛淘宝可以直接使用微信支付。很快，微信APP支持淘宝下单。</p><p>根据QuestMobile数据，去年9月，淘宝新增1867万月活用户，总月活规模达9.44亿，创历史新高。该机构分析，微信相对淘宝的独占用户规模为2.45亿，其中，高频电商用户超过8000万，这部分人群有望转化为淘宝的长期增量用户。</p><p>今年5月7日，淘宝天猫与小红书签订战略合作，打造“红猫计划”，打通从种草到购买的全链路。双方将在投放额度、效果等层面展开合作，尤其，小红书广告笔记下面可以直接挂淘宝链接。</p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>互联网行业首席分析师廖原认为，继微信支付、<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、B站等渠道之后，小红书的接入有望进一步丰富淘外流量来源，拓展内容型消费者的转化场域，进一步强化电商生态构建与交易达成。</p><p>在做大用户量的同时，淘宝还将重点放在了即时零售上。今年4月30日，淘宝“小时达”正式升级为 “淘宝闪购”，由饿了么重点保障外卖配送服务，首日上线50个城市，5月2日又提前全国全量上线。同时，淘宝闪购联合饿了么共同投入百亿补贴。</p><p>淘宝此举更多是出于防守。今年2月，京东正式下场做外卖，和美团正面对抗，外卖大战全面升级，阿里作为电商平台，同样需要高频业务带来流量。华尔街见闻获悉，淘宝闪购业务正式上线6天后，日订单就已突破1000万单。</p><p>“公司布局即时零售很多年，从收购饿了么到投资盒马，进入这个市场是很自然的事情。”电话会上，阿里表示，即时零售赛道很大，未来可能承接10亿用户的需求，且增长非常快。淘宝已经有广泛的用户基础，会把即时零售作为一种新服务或新品类，纳入淘宝平台上。</p><p>淘宝的优势在于，有现成的商户体系，同时，饿了么深耕外卖市场多年，有成熟的物流体系。基于这些优势，淘宝可以很快实现不错的用户体验，也能在商业效率上有较好的平衡。</p><p>阿里进一步透露，未来一段时间之内，公司的重心是通过积极投资，把更多的淘宝用户转变成即时零售用户。长期来看，阿里希望，基于即时零售这个新业务来升级商业模式，让淘宝APP变得更加活跃。</p><p>不过，即时零售相对于电商，门槛更高，竞争同样激烈。淘宝要想获取更大的市场蛋糕，还要看美团和京东的反击力度，这会是一场激战。</p><p><strong>AI开始挑大梁</strong></p><p>从创业到淘宝诞生，阿里用了4年时间。如今，阿里用两年多就锁定了AGI战略。</p><p>2023年9月，阿里完成了公司管理职务的第二次制度化交接棒，吴泳铭出任集团CEO。他上任后确立了“用户为先、AI驱动”两大战略重心。他认为，传统互联网模式严重同质化已走向存量竞争，AI人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>为代表的新技术正成为全球商业发展的新动能。</p><p>两个月后，吴泳铭首次在财报会上披露了阿里的新战略大图，为阿里云提出“AI驱动、公共云优先”战略，前者代表着阿里云要提供AI基础设施，构建AI生态，后者代表着业务结构转向公共云。</p><p>AI大模型的迭代速度越来越快，经过两年多的探索后，阿里在今年2月首次提出，AI战略的首要目标是追求实现AGI。公司判断，AGI有可能影响或者替代现在50%左右的GDP的构成，阿里云的目标是成为输出AI智能的最大云计算网络之一。</p><p>为此，阿里围绕AI战略确定了未来三年的投入方向，即AI基础设施、基础模型平台及AI原生应用、现有业务的AI转型三方面，尤其是对于云和AI硬件基础设施，阿里将投入超过3800亿元，总额超过去十年总和。</p><p>一位阿里内部员工透露，基础设施站稳之后，阿里最重要的就是应用端实现“千行百业的AI化”，只有解决真实场景中的复杂问题，AI才能产生价值，云和AI的市场才能更大。</p><p>发布会上，吴泳铭分享了AI领域的两大最新趋势：一是在大中型企业，AI应用开始从内部系统向用户侧场景渗透；二是积极使用AI产品的客户，从大中型企业延展到大量中小企业。</p><p>“本季度，我们的AI产品行业渗透在迅速扩大。”吴泳铭说：“除了比较快使用AI产品的互联网、智能汽车、金融、在线教育外，很多传统行业，如养殖业、传统制造业等，也都在积极探索AI应用，需求增长同样显著。”</p><p>阿里首次披露AI的增长目标。吴泳铭表示：“2026财年，我们将继续聚焦电商、AI+云的核心业务增长，面向中长期，塑造以科技为核心动力的第二增长曲线。”</p><p>从AGI到AI投入方向，再到落地执行，是一个从理论到实践的过程，阿里遇到的问题和挑战也会越来越多。</p><p>不同于电商，阿里在AI时代面临的会是一场更加残酷的全球技术范式之争，这将对阿里的技术判断力和全球化服务能力带来考验。此外，国际贸易壁垒和政策合规风险，也是阿里需要面对的命题。</p><p><strong>重回一个阿里</strong></p><p>去年阿里还在反思自己。2024年4月，蔡崇信在接受挪威主权财富基金的采访时表示，过去几年里，阿里落后了，淘天集团的问题在于忽视用户体验，整个集团已经为此进行了重组。&#34;我们砸了自己的脚,阿里过去忽视了用户体验。&#34;</p><p>如今，阿里开始努力找回昔日的创业状态，将员工重新凝聚在一起。</p><p>5月7日，阿里在西溪园区揭幕了1:1复刻的湖畔小屋。1999年，阿里就是在这个民宅里诞生，后来淘宝、阿里妈妈、钉钉等很多创新业务也都在这里孵化。湖畔小屋被认为是阿里的“风水宝地”。</p><p>“26年前，18个人在这个小屋里开始创业，最终改变了千千万万中国人的生活方式，梦想的力量很伟大。”一位阿里员工参观完湖畔小屋后，感触良多，重新感受到了阿里昔日的峥嵘岁月。</p><p>正是湖畔小屋时期的创业状态，造就了阿里，它代表了中国商业叙事在全球的一次成功。一个广为流传的故事是，蔡崇信当初选择加入阿里，除了马云的个人魅力，他也被团队的凝聚力所吸引。</p><p>5月9日晚，吴泳铭在内网发文称，湖畔小屋是阿里创业的起点，代表阿里巴巴永不止息的创业精神、永远对创新的追求。将它搬进全球总部，是要提醒所有人，今天阿里巴巴依然在创业。</p><p>马云也频繁出现，为阿里打Call。4月10日，马云在阿里云新财年启动会上发表演讲，高科技绝不仅是征服星辰大海，更应该呵护人间烟火。“科技的意义是要让人类活得更好，活得更有意义，是让所有的普通人从中受益。”5月9日，马云现身“湖畔小屋”，鼓励员工要坚持创业精神，持续创新。</p><p>蔡崇信则出现在510阿里日的亲友见面会上，他讲述了个人和阿里创业的故事，还强调了阿里的战略重心。“AI必须融入每一块业务，未来三五年所有业务需以AI为驱动。” </p><p>从湖畔小屋到马云、蔡崇信露面，阿里试图传递一个信号，阿里正在重新聚合。两年前，阿里进行了史上最大力度的拆分，要求各业务独立面向市场，如今，面向AI时代，阿里希望各业务可以协同作战。</p><p>5月8日，阿里时隔两年打通内部论坛权限，淘天、阿里云、阿里国际、菜鸟、阿里大文娱等业务的员工在内网重聚。一位内部员工透露，阿里还将开启跨集团转岗，员工可以带着期权转岗，这样能更好留住人才。</p><p>在帖子中，吴泳铭表示，接下来集团将以饱和式投入的打法，聚焦于几大核心战役。这几个关键战役将由多个业务方参与，发挥各自优势和长项。“我们会选择长期和全局的价值而非短期局部价值，以全局价值最优来制定集团各业务的协同策略。”</p><p>2025年会是AI发展史上的一个关键节点，这一年，AI开始真正走向大规模落地。对阿里来说，电商的中长期目标是在激烈竞争的市场中稳住市场地位，提升盈利能力，AI将承担起增长引擎的重任。</p><p>正如吴泳铭所言，AI科技革命将给人类社会带来深远复杂的改变，风险与机遇并存。阿里积累的技术、人才和资源，是面向新时代的优势，但AI跨代际的创新也会瞬间将以往的优势变为劣势甚至桎梏。</p><p>对阿里来说，重回创业状态，是为了保持创造力，这是AI战役取胜的最重要前提。但对一家科技巨头来说，找回创业心气本身就是一个挑战。</p></body></html>","source":"qthkj","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里锚定AI重新创业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-17 09:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/6pHGxwrA19y4A_B8YuMUxA><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>能否用AI再造一个商业神话？2025年以来，AI被DeepSeek按下加速键。作为最早投入AI的科技巨头，阿里凭借在云计算和大模型等方面的技术积累，正努力接住市场涌现出的新需求。5月15日晚，阿里发布2025财年Q4财报，它的实际发生时间是2025年一季度，是DeepSeek引爆AI需求后的第一份成绩单。本季度，阿里实现收入2364.54 亿元，同比增长7%，增速与去年持平，在过去四个季度中，表现...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/6pHGxwrA19y4A_B8YuMUxA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/6pHGxwrA19y4A_B8YuMUxA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158318442","content_text":"能否用AI再造一个商业神话？2025年以来，AI被DeepSeek按下加速键。作为最早投入AI的科技巨头，阿里凭借在云计算和大模型等方面的技术积累，正努力接住市场涌现出的新需求。5月15日晚，阿里发布2025财年Q4财报，它的实际发生时间是2025年一季度，是DeepSeek引爆AI需求后的第一份成绩单。本季度，阿里实现收入2364.54 亿元，同比增长7%，增速与去年持平，在过去四个季度中，表现也不算突出。在AI需求暴增的情况下，市场对阿里有较高预期，显然，AI落地比想象中更具挑战。不过，由于收入增长与运营效率提升，阿里经调整EBITA实现达326.16亿元，增长了36%，好于市场预期。这份财报传递出一个积极信号，在经过三年的低谷期后，阿里已经彻底走出至暗时刻。业绩上，淘天在稳住市场竞争后，客户管理收入开始回到双位数水平，阿里云的AI增长预期也比较确定。士气上，阿里重新找回自信，干劲十足。26年前，阿里从杭州一处民宅湖畔花园起步，淘宝、天猫、支付宝、菜鸟……一步一步缔造了中国电商的庞大江湖。如今，追求实现AGI的阿里正在试图找回曾经的创业凝聚力，以期在AI时代创造一个新的商业神话。5月10日是阿里日，阿里1:1复刻了湖畔小屋，将其搬进阿里全球总部。前一天晚上，马云现身，现场鼓励员工坚持创业精神。吴泳铭在内网发帖表示，“我们必须抱着从零开始的心态，像创业公司一样思考，从中创造机遇，否则我们面临的只会是风险。”AI时代呼啸而来，阿里想提醒所有人，公司依然在创业，依然相信梦想的力量。稳固基本盘对电商行业来说，一季度是淡季，但阿里还是交出了一份含金量很高的财报。根据财报，本季度，淘天的CMR（客户管理收入）达710.77 亿元，同比增长12%，增速创下过去四个季度的新高，重回双位数水平，这主要由Take rate（货币化率）同比提升所带动，背后是基础软件服务费和“全站推广”的增长。这是一个很有信号意义的数字。过去几年，淘天一直对用户体验和商家经营层面做投入，目的就是稳定市场份额，但投入期的收入增长并不明显，12%的增速逼近淘天2021年的水平，也意味着，淘天开始逐渐找回昔日的电商优势。不过，在阿里资本叙事已经转向AI的背景下，阿里的AI进展比预期要慢。本季度，阿里云实现收入301.27亿元，同比增长18%，整体收入（不计来自阿里巴巴并表业务的收入）的同比增长加速至17%。这一增长势头主要由更快的公共云业务收入增长所带动，其中包括AI相关产品采用量的提升。从财报来看，阿里云AI相关产品收入连续七个季度实现三位数的同比增长。整体增速来看，阿里云虽然创下近一年的新高，但18%的增速低于外界预期。电话会上，阿里管理层表示，一季度阿里云有很多新客户需求，大部分是推理应用或者推理场景所驱动，不过，他们真正的大规模上线可能要在接下来的几个月才会完成。“后面几个月的增速，可能会更接近于我们预测的正常工作情况。”阿里表示，一季度含春节，供应链受到扰动。华尔街见闻从内部获悉，这期间阿里曾向字节购买GPU。一季度，阿里资本支出仅为246亿元，不及预期。今年2月，阿里CEO吴泳铭宣布，未来三年投入超过3800亿元，用于建设云和AI硬件基础设施。计算可知，阿里平均每个季度的资本支出超过300亿元，要远高于246亿元这一水平。高盛认为，阿里巴巴的资本支出逐季下降至240亿元，（同比增长2倍，与腾讯的270亿元人民币大致相当），而上一季度为320亿元人民币。这是由于海外芯片限制以及国内芯片供应增长需要时间，预计阿里资本支出将继续低于公司目标的每年1300亿元人民币。核心主业之外，阿里其他业务的表现则更趋于中规中矩。本季度，阿里国际数字商业集团（AIDC）实现收入335.79亿元，同比增长22%，菜鸟实现收入215.73亿元，同比下降12%，这对曾高度协同的高增长业务表现差强人意。表现相对不错的是阿里大文娱，本季度，大文娱集团实现收入55.5亿元，同比增长12%，经调整EBITA盈利3600万元，主要由优酷实现盈利所带动。受饿了么和高德订单快速增长所驱动，本地生活集团收入161.34亿元，同比增长10%。走出低谷期淘天CMR增速重回四年前，AI推理需求的确定性增长，这些信号代表着，阿里已经彻底走出失落的低谷。这是一个重要转折点，代表着阿里在电商业务上找回了面子，可以更大胆地上阵，奔赴AGI。对于想要存活102年的阿里来说，这注定是发展史上的一个关键转折点。现在提起阿里，人们想到的巅峰时刻还是2019年。彼时，阿里成为全球第一个GMV超过1万亿美金的电商公司，马云以一场盛大的演唱会正式退休。然而，就在人人都以为阿里会迎来一个更加光明的未来时，变局已经悄然而生。突如其来的疫情叠加人们消费回归理性的背景，以拼多多为代表的低价电商模式受到广泛追捧，阿里开始走下坡路。高盛全球投资研究报告显示，淘宝天猫的市场份额从2019年的66%下降至2022年的44%左右。阿里股价也开始一落千丈。根据同花顺iFinD数据，阿里市值自2020年10月的8581亿美元（约为人民币6.2万亿元）高点开始下跌，最低时阿里市值蒸发了80%，直到这轮重估中国科技资产的浪潮前，阿里股价都在低位徘徊。相比市场份额和股价，真正让阿里受到挫败的是信心的丧失，过去三年，阿里的士气遭到了严重打击。2020年12月，市场监管总局依据反垄断法对阿里在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。2021年4月，市场监管总局依法作出行政处罚决定，责令阿里停止违法行为，并处以182.28亿元的罚款。阿里由此进入三年的整改期。阿里的低落在2023年达到顶点。2023年11月30日，拼多多市值达到1958.87亿美元，以31亿美元的领先优势超过阿里巴巴，成为美股市值最大的中概股，阿里的地位被颠覆了。阿里员工都在关注这一刻，很多人难以理解，“砍一刀成了老大哥”。2023年底，京东宣布，北京市高级人民法院对阿里“二选一”案做出一审判决，认定其滥用市场支配地位实施“二选一”的垄断行为成立，向京东赔偿10亿元。对阿里来说，2023年是绝对的低点，也是反弹的开始。2024年8月，国家市场监督管理总局发布公告，宣布阿里巴巴集团完成三年整改，取得良好成效。今年2月，官方时隔7年再次举办民营企业座谈会，马云受邀参加，和任正非、马化腾等企业家共同出席。DeepSeek一夜红遍全球之后，阿里作为AI基础设施服务商成为受益者。一季度，阿里先后与苹果、宝马、中国移动、中国联通等在AI领域合作如今，阿里在电商市场的反击已经开始体现在业绩增长中，不过，面对加速增长的AI市场，阿里显然需要把握好市场节奏。资本市场已经开始重新评估阿里的价值。5月15日收盘，阿里美股股价报123.900美元，年初以来股价涨了46%。阿里正在一点点收复失地。探索增长新路径电商业务是阿里作为科技巨头的支撑，更是其通向AI时代的阶梯。然而，面对电商红海，阿里的增长也愈发艰难。目前来看，阿里的增长思路主要体现在两个层面，一是用户增长，二是拓展新市场，后者主要指的是即时零售。在互联网用户增长见顶的背景下，为了实现用户增长，阿里盯上了对手们的用户底盘，并成为主动打破巨头间藩篱的一方。2023年9月，阿里和腾讯牵手，上演了一出世纪大和解。阿里妈妈与腾讯广告达成深度合作，微信视频号、朋友圈等优质广告流量将通过阿里妈妈UD效果投放。2024年9月，淘宝逐步向商家开通微信支付，消费者逛淘宝可以直接使用微信支付。很快，微信APP支持淘宝下单。根据QuestMobile数据，去年9月，淘宝新增1867万月活用户，总月活规模达9.44亿，创历史新高。该机构分析，微信相对淘宝的独占用户规模为2.45亿，其中，高频电商用户超过8000万，这部分人群有望转化为淘宝的长期增量用户。今年5月7日，淘宝天猫与小红书签订战略合作，打造“红猫计划”，打通从种草到购买的全链路。双方将在投放额度、效果等层面展开合作，尤其，小红书广告笔记下面可以直接挂淘宝链接。中信证券互联网行业首席分析师廖原认为，继微信支付、微博、知乎、B站等渠道之后，小红书的接入有望进一步丰富淘外流量来源，拓展内容型消费者的转化场域，进一步强化电商生态构建与交易达成。在做大用户量的同时，淘宝还将重点放在了即时零售上。今年4月30日，淘宝“小时达”正式升级为 “淘宝闪购”，由饿了么重点保障外卖配送服务，首日上线50个城市，5月2日又提前全国全量上线。同时，淘宝闪购联合饿了么共同投入百亿补贴。淘宝此举更多是出于防守。今年2月，京东正式下场做外卖，和美团正面对抗，外卖大战全面升级，阿里作为电商平台，同样需要高频业务带来流量。华尔街见闻获悉，淘宝闪购业务正式上线6天后，日订单就已突破1000万单。“公司布局即时零售很多年，从收购饿了么到投资盒马，进入这个市场是很自然的事情。”电话会上，阿里表示，即时零售赛道很大，未来可能承接10亿用户的需求，且增长非常快。淘宝已经有广泛的用户基础，会把即时零售作为一种新服务或新品类，纳入淘宝平台上。淘宝的优势在于，有现成的商户体系，同时，饿了么深耕外卖市场多年，有成熟的物流体系。基于这些优势，淘宝可以很快实现不错的用户体验，也能在商业效率上有较好的平衡。阿里进一步透露，未来一段时间之内，公司的重心是通过积极投资，把更多的淘宝用户转变成即时零售用户。长期来看，阿里希望，基于即时零售这个新业务来升级商业模式，让淘宝APP变得更加活跃。不过，即时零售相对于电商，门槛更高，竞争同样激烈。淘宝要想获取更大的市场蛋糕，还要看美团和京东的反击力度，这会是一场激战。AI开始挑大梁从创业到淘宝诞生，阿里用了4年时间。如今，阿里用两年多就锁定了AGI战略。2023年9月，阿里完成了公司管理职务的第二次制度化交接棒，吴泳铭出任集团CEO。他上任后确立了“用户为先、AI驱动”两大战略重心。他认为，传统互联网模式严重同质化已走向存量竞争，AI人工智能为代表的新技术正成为全球商业发展的新动能。两个月后，吴泳铭首次在财报会上披露了阿里的新战略大图，为阿里云提出“AI驱动、公共云优先”战略，前者代表着阿里云要提供AI基础设施，构建AI生态，后者代表着业务结构转向公共云。AI大模型的迭代速度越来越快，经过两年多的探索后，阿里在今年2月首次提出，AI战略的首要目标是追求实现AGI。公司判断，AGI有可能影响或者替代现在50%左右的GDP的构成，阿里云的目标是成为输出AI智能的最大云计算网络之一。为此，阿里围绕AI战略确定了未来三年的投入方向，即AI基础设施、基础模型平台及AI原生应用、现有业务的AI转型三方面，尤其是对于云和AI硬件基础设施，阿里将投入超过3800亿元，总额超过去十年总和。一位阿里内部员工透露，基础设施站稳之后，阿里最重要的就是应用端实现“千行百业的AI化”，只有解决真实场景中的复杂问题，AI才能产生价值，云和AI的市场才能更大。发布会上，吴泳铭分享了AI领域的两大最新趋势：一是在大中型企业，AI应用开始从内部系统向用户侧场景渗透；二是积极使用AI产品的客户，从大中型企业延展到大量中小企业。“本季度，我们的AI产品行业渗透在迅速扩大。”吴泳铭说：“除了比较快使用AI产品的互联网、智能汽车、金融、在线教育外，很多传统行业，如养殖业、传统制造业等，也都在积极探索AI应用，需求增长同样显著。”阿里首次披露AI的增长目标。吴泳铭表示：“2026财年，我们将继续聚焦电商、AI+云的核心业务增长，面向中长期，塑造以科技为核心动力的第二增长曲线。”从AGI到AI投入方向，再到落地执行，是一个从理论到实践的过程，阿里遇到的问题和挑战也会越来越多。不同于电商，阿里在AI时代面临的会是一场更加残酷的全球技术范式之争，这将对阿里的技术判断力和全球化服务能力带来考验。此外，国际贸易壁垒和政策合规风险，也是阿里需要面对的命题。重回一个阿里去年阿里还在反思自己。2024年4月，蔡崇信在接受挪威主权财富基金的采访时表示，过去几年里，阿里落后了，淘天集团的问题在于忽视用户体验，整个集团已经为此进行了重组。\"我们砸了自己的脚,阿里过去忽视了用户体验。\"如今，阿里开始努力找回昔日的创业状态，将员工重新凝聚在一起。5月7日，阿里在西溪园区揭幕了1:1复刻的湖畔小屋。1999年，阿里就是在这个民宅里诞生，后来淘宝、阿里妈妈、钉钉等很多创新业务也都在这里孵化。湖畔小屋被认为是阿里的“风水宝地”。“26年前，18个人在这个小屋里开始创业，最终改变了千千万万中国人的生活方式，梦想的力量很伟大。”一位阿里员工参观完湖畔小屋后，感触良多，重新感受到了阿里昔日的峥嵘岁月。正是湖畔小屋时期的创业状态，造就了阿里，它代表了中国商业叙事在全球的一次成功。一个广为流传的故事是，蔡崇信当初选择加入阿里，除了马云的个人魅力，他也被团队的凝聚力所吸引。5月9日晚，吴泳铭在内网发文称，湖畔小屋是阿里创业的起点，代表阿里巴巴永不止息的创业精神、永远对创新的追求。将它搬进全球总部，是要提醒所有人，今天阿里巴巴依然在创业。马云也频繁出现，为阿里打Call。4月10日，马云在阿里云新财年启动会上发表演讲，高科技绝不仅是征服星辰大海，更应该呵护人间烟火。“科技的意义是要让人类活得更好，活得更有意义，是让所有的普通人从中受益。”5月9日，马云现身“湖畔小屋”，鼓励员工要坚持创业精神，持续创新。蔡崇信则出现在510阿里日的亲友见面会上，他讲述了个人和阿里创业的故事，还强调了阿里的战略重心。“AI必须融入每一块业务，未来三五年所有业务需以AI为驱动。” 从湖畔小屋到马云、蔡崇信露面，阿里试图传递一个信号，阿里正在重新聚合。两年前，阿里进行了史上最大力度的拆分，要求各业务独立面向市场，如今，面向AI时代，阿里希望各业务可以协同作战。5月8日，阿里时隔两年打通内部论坛权限，淘天、阿里云、阿里国际、菜鸟、阿里大文娱等业务的员工在内网重聚。一位内部员工透露，阿里还将开启跨集团转岗，员工可以带着期权转岗，这样能更好留住人才。在帖子中，吴泳铭表示，接下来集团将以饱和式投入的打法，聚焦于几大核心战役。这几个关键战役将由多个业务方参与，发挥各自优势和长项。“我们会选择长期和全局的价值而非短期局部价值，以全局价值最优来制定集团各业务的协同策略。”2025年会是AI发展史上的一个关键节点，这一年，AI开始真正走向大规模落地。对阿里来说，电商的中长期目标是在激烈竞争的市场中稳住市场地位，提升盈利能力，AI将承担起增长引擎的重任。正如吴泳铭所言，AI科技革命将给人类社会带来深远复杂的改变，风险与机遇并存。阿里积累的技术、人才和资源，是面向新时代的优势，但AI跨代际的创新也会瞬间将以往的优势变为劣势甚至桎梏。对阿里来说，重回创业状态，是为了保持创造力，这是AI战役取胜的最重要前提。但对一家科技巨头来说，找回创业心气本身就是一个挑战。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":1786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435376443912960,"gmtCreate":1747302073000,"gmtModify":1747302074405,"author":{"id":"3452505216401608","authorId":"3452505216401608","name":"远离中概股A股股权","avatar":"https://static.tigerbbs.com/a18f4cd278fe8bb0f92da299201fb953","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452505216401608","authorIdStr":"3452505216401608"},"themes":[],"htmlText":"<a 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