12/20/2024, 07:49 AM UTC
阿里巴巴：转型中的巨头Alibaba: A Giant In Transition
1. 阿里巴巴核心业务稳定，月活跃用户数和4600万忠诚VIP会员数创纪录；2. 政治风险自COVID以来处于最低点，市场份额的减少反而有助于缓解垄断担忧；3. 云计算和人工智能业务强劲，AI产品增长三位数，Qwen 2.5模型优于Meta的Llama 3；4. 股价显著折价，预计亏损部门将在1-2年内扭亏为盈，国际商业增长29%年同比增长。1. Alibaba's core business stabilizes with record monthly active users and 46M loyal VIP members; 2. Political risk is at its lowest since COVID, and market share reduction eases monopoly concerns; 3. Cloud and AI show strong momentum with triple-digit growth in AI products and the Qwen 2.5 model outperforming Meta's Llama 3; 4. Trading at a significant discount, with loss-making segments expected to turn profitable within 1-2 years and international commerce growing 29% YoY.---
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