--- title: "AI Dialogue Perspective: A 'bold claim' about Alibaba, are large models and self-developed chips not important?" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42509534.md" description: "1. Where should Alibaba's focus be? $BABA-W(09988.HK) The biggest problem today is not a lack of technology, not a lack of resources, nor a lack of AI. Alibaba's biggest problem is whether it can return to its core main business—e-commerce. Can Alibaba rediscover its original aspiration: to make business easy for everyone? It serves small and medium-sized sellers, connects buyers and sellers, and solves transaction efficiency. 2. Share your findings In the past few years, Alibaba has done many things that are not well-aligned with its main business, with insufficient synergy with its e-commerce foundation, such as cloud computing, large models, chips..." datetime: "2026-07-08T10:25:30.000Z" locales: - [en](https://longbridge.com/en/topics/42509534.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42509534.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42509534.md) author: "[热点君](https://longbridge.com/en/profiles/1450684.md)" --- # AI Dialogue Perspective: A 'bold claim' about Alibaba, are large models and self-developed chips not important? ### **1\. Where should Alibaba's focus be?** $BABA-W(09988.HK) The biggest problem today is not a lack of technology, not a lack of resources, and not a lack of AI. **Alibaba's biggest problem is whether it can return to its core main business—e-commerce**. Can Alibaba rediscover its original intention: to make it easy to do business anywhere, serving small and medium-sized sellers, connecting buyers and sellers, and solving transaction efficiency. ### **2\. Share your findings** Over the past few years, Alibaba has done many things that are not strongly synergistic with its main business, and the synergy with its core e-commerce business is not sufficient. Cloud computing, large models, chips—all kinds of new businesses can tell a story, but if they cannot return to serving sellers and sellers, cannot return to Taobao, cannot return to the survival space of small and medium-sized merchants, the secondary capital market will have a hard time buying in long-term. ### 3\. Talk about AI e-commerce It's not about creating an AI Taobao, but letting Taobao grow AI. This means AI truly enters the transaction chain, and everything from real business scenarios like search, recommendation, matching, price inquiry, fulfillment, after-sales, credit, to merchant operation tools will be reshaped. ...... **In the final dialogue, it commented like this:** Xianyu is naturally closer to non-standardized transactions and is more suitable for undertaking demand matching and AI matching. "Before, they thought these marginal businesses like Xianyu and 1688 were very low, until Jiang Fan came back and integrated them into one business unit. So I'm happy to see such a change." 😂😂 ### Related Stocks - [09988.HK](https://longbridge.com/en/quote/09988.HK.md) - [BABA.US](https://longbridge.com/en/quote/BABA.US.md) - [KBAB.US](https://longbridge.com/en/quote/KBAB.US.md) - [BABO.US](https://longbridge.com/en/quote/BABO.US.md) - [BABX.US](https://longbridge.com/en/quote/BABX.US.md) - [HBBD.SG](https://longbridge.com/en/quote/HBBD.SG.md) - [KWEB.US](https://longbridge.com/en/quote/KWEB.US.md) - [YINN.US](https://longbridge.com/en/quote/YINN.US.md) - [YANG.US](https://longbridge.com/en/quote/YANG.US.md) - [89988.HK](https://longbridge.com/en/quote/89988.HK.md) ## Comments (9) - **AMD YES锐不可挡 · 2026-07-08T17:40:52.000Z**: This is the legendary Mechanical Master, drawing a circle on the ground to confine oneself. It's recommended to take a look, mechanical materialism. A mechanical person. Huainanzi. - **强者恒强 · 2026-07-08T15:13:54.000Z**: To kill a snake, aim for its vital spot. There might be a chance to hit Pinduoduo hard by teaming up regulators on compliance issues. - **海阔天丰 · 2026-07-08T14:41:19.000Z**: Alibaba has tried more than once to return to its core business, but all attempts have been in vain (Pinduoduo). Stubbornly defending the core business is a dead end!It must innovate and break through on other paths. - **梨花疏雨下 · 2026-07-08T14:30:14.000Z**: Why didn't you say anything a few days ago? Now you're being a Monday morning quarterback after the big rise. - **小刀 · 2026-07-08T13:21:05.000Z**: Do you think Amazon is purely an e-commerce business now? - **巴狼 · 2026-07-08T12:55:34.000Z · 👍 2**: When they do e-commerce, you say it's just e-commerce so it's worthless. When they work on cloud chips and large models, you say they should return to e-commerce. In any case, it's all just various criticisms because you want it to fall. - **买啥跌啥不信邪 · 2026-07-08T11:47:02.000Z · 👍 5**: The problem is that no one is spending anymore, so what's the use of e-commerce being so good? - **lalakokyo · 2026-07-08T11:46:12.000Z · 👍 4**: Those who talk about Xianyu have never really done business - **鹅城的交易员 · 2026-07-08T11:15:20.000Z · 👍 2**: Alibaba could apply AI to Xianyu's matching system; there might be a chance.