$阿里巴巴(BABA_老虎社区_美港股上老虎

$阿里巴巴(BABA)$ 这份财报，冰火两重天。一边是核心业务失速，利润直接雪崩；另一边是All in AI画了个大饼，用今天的利润换明天的船票。但问题是，电商基本盘崩了、现金流腰斩的时候，资本市场有没有耐心等你两三年把AI故事变现？

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