lalakokyo
2026.07.08 11:46

Those talking about Xianyu have really never done business

Longbridge - 热点君
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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, 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...

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