阿里巴巴AI战略做好两件事赋能生态是核心|阿里巴巴_新浪财经

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href=https://stock.finance.sina.com.cn/usstock/quotes/BABA.html class="keyword" target=_blank data-sudaclick="content_marketkeywords_p">阿里</a></span><span id=quote_BABA></span>巴巴</a></span><span id=quote_BABA></span>（HK09988，股价80.7港元，市值1.54万亿港元）CEO吴泳铭表示，面向AI时代的生产力革命，阿里巴巴一直专注做好两件事：一是不断完善AI基础设施和相关支撑体系；二是坚持开源开放，与广大生态伙伴一起，把AI能力转化为千行百业的生产力。</p> <p cms-style="font-L">据悉，过去一年，阿里巴巴高强度投入AI基础设施建设，基于规模效应和技术进步，推动算力成本持续降低。通义千问API（应用程序编程接口）调用价格一年下降97%，百万token调用花费最低已降至5毛钱。</p> <p cms-style="font-L">这些行动反映了阿里巴巴在AI技术领域的专业积累和战略布局，也显示其作为行业领导者的责任感。通过实际投入和成果，阿里巴巴增强了自身的技术能力，也为整个行业的进步提供了动力。AI的发展不只是某个企业的单打独斗，赋能生态才能获得更大的发展空间，也才能推动AI技术的普及和应用。</p> <p cms-style="font-L">同样值得注意的是，AI技术正在成为一个新颖且具有吸引力的科技概念，很容易被用来作为品牌宣传的工具。一些企业倾向于追求短期的市场曝光，通过炒作AI概念来吸引眼球，但这种行为可能削弱技术的严肃性与价值，也可能对企业的品牌形象造成长远的负面影响。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">阿里巴巴-W（HK09988）</font></font>：面向AI时代的生产力革命，公司一直专注做好两件事</p> <p cms-style="font-L">11月20日，在2024年世界互联网大会乌镇峰会主论坛上，阿里巴巴集团CEO吴泳铭表示，面向AI时代的生产力革命，阿里巴巴一直专注做好两件事：一是不断完善AI基础设施和相关支撑体系；二是坚持开源开放，与广大生态伙伴一起，把AI能力转化为千行百业的生产力。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">点评：</font></font>阿里巴巴在AI时代的战略定位清晰明确，聚焦AI基础设施构建与生态开放。这一“筑基+赋能”的战略组合，不仅彰显了阿里在AI领域的深厚积累与前瞻布局，也为其在数字经济浪潮中抢占先机、引领生产力革命提供了强大动力。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">宁德时代（SZ300750）</font></font>：实现锂电池铁路运输“零的突破”</p> <p cms-style="font-L">11月19日，宁德时代动力型锂电池铁路试运首发仪式在贵阳、宜宾两地同时举行。随着满载宁德时代产品的列车驶往上海，中国动力锂电池铁路运输实现“零的突破”。据悉，宁德时代已分别在今年6月5日、6月15日针对锂电池铁路集装箱相继完成“热失控”“铁轨冲击”等多项测试。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">点评：</font></font>铁路运输具有运力大、成本适中、受天气影响小等优势。动力锂电池铁路运输的开通，推动了大宗货物和中长途货物运输“公转铁”，也有利于减少运输排放、降低运输成本、提高运输效率。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0"><span id=usstock_XIACY><a href=https://stock.finance.sina.com.cn/usstock/quotes/XIACY.html class="keyword" target=_blank data-sudaclick="content_marketkeywords_p">小米</a></span><span id=quote_XIACY></span>集团-W（HK01810）</font></font>：第三季度总收入约925.1亿元，同比增长30.5%</p> <p cms-style="font-L">11月18日，小米集团发布2024年第三季度财报。报告显示，公司第三季度总收入约925.1亿元，同比增长30.5%。其中，智能电动汽车收入95亿元。值得一提的是，在持续投入造车的前提下，小米现金储备继续不降反升，截至2024年9月30日，现金储备达1516亿元，再创新高。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">点评：</font></font>小米集团第三季度业绩亮眼，为持续造车提供了坚实保障。未来，随着电动汽车市场需求的持续增长，小米有望凭借技术积累和品牌影响力，进一步拓展SU7等产品的市场份额。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">阿里巴巴-W（HK09988）</font></font>：成立阿里电商事业群</p> <p cms-style="font-L">11月21日，阿里巴巴集团CEO吴泳铭发布全员邮件，宣布成立阿里电商事业群，任命蒋凡负责，向吴泳铭汇报。新的电商事业群将全面整合淘宝天猫集团、国际数字商业集团以及1688、闲鱼等电商业务，形成覆盖国内外全产业链的业务集群。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">点评：</font></font>此举符合阿里强化核心业务、提升市场竞争力的战略规划。蒋凡的任命体现了阿里对电商板块的高度重视。整合后的电商事业群有望通过资源共享、协同作战，进一步巩固阿里在国内外电商市场的领先地位，提升运营效率与盈利能力，为阿里带来新一轮增长动力。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">中远海控（SH601919）</font></font>：拟10亿元参与安吉物流增资项目</p> <p cms-style="font-L">11月21日，中远海控发布公告称，公司拟以战略投资人身份参与在上海联交所挂牌的安吉物流增资项目，出资10亿元（不含交易费用）认购安吉物流7500万元新增股本。公司关联法人上港集团也拟参与安吉物流增资项目，出资10亿元（不含交易费用）认购安吉物流7500万元新增股本。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">点评：</font></font>中远海控斥资10亿元参与安吉物流增资，是其在物流产业链上的又一重要布局。本次交易有助于深化中远海控与安吉物流在汽车运输领域的合作，助力先进制造业和现代服务业深度融合发展，也符合中远海控的定位及长期发展战略。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">农夫山泉（HK09633）</font></font>：钟睒睒表示互联网应避免对弱势群体造成伤害</p> <p cms-style="font-L">11月20日，农夫山泉董事长钟睒睒在媒体交流会中表示，互联网文明与农耕文明、工业文明是同样存在的一种文明形式，经过了漫长的人类行为、价值观、利益冲突等多方矫正，慢慢走到为人类服务的区间。“我把这种区间称为‘度’，任何文明都是有度的，当某种文明的力量过度的时候，一定会对弱势群体造成伤害。”</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">点评：</font></font>在互联网高速发展的当下，确实存在信息过载、隐私泄露等问题。钟睒睒的言论表明，在追求科技发展的同时，也应注重保护弱者权益，维护社会公平。</p> <p cms-style="font-L"><font cms-style="font-L strong-Bold"><font cms-style="font-L strong-Bold color0"><span id=usstock_SHTDY><a href=https://stock.finance.sina.com.cn/usstock/quotes/SHTDY.html class="keyword" target=_blank data-sudaclick="content_marketkeywords_p">国药控股</a></span><span id=quote_SHTDY></span>（HK01099）</font></font>：与勃林格殷格翰中国签订战略合作协议</p> <p cms-style="font-L">11月20日，国药控股与勃林格殷格翰中国签订战略合作协议，双方将就勃林格殷格翰旗下产品森福罗（通用名：普拉克索）和泰毕全（通用名：达比加群酯）明年起在国内的推广展开合作。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">点评：</font></font>此次携手，不仅是双方资源共享、优势互补的开始，也为未来更深层次的合作奠定了基础。据悉，国药控股将充分发挥其遍布全国的网络和资源优势，紧密围绕市场需求，为勃林格殷格翰提供全方位、高品质的全供应链服务。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0"><span id=usstock_JD><a href=https://stock.finance.sina.com.cn/usstock/quotes/JD.html class="keyword" target=_blank data-sudaclick="content_marketkeywords_p">京东</a></span><span id=quote_JD></span>集团-SW（HK09618）</font></font>：与中国远洋海运集团签署战略合作协议</p> <p cms-style="font-L">11月21日，京东集团与中国远洋海运集团战略合作签约仪式在沪举行。根据协议内容，双方将充分发挥各自资源优势，共同探索大数据、云计算、人工智能等先进技术在供应链中的应用，推动供应链的数智化升级。</p> <p cms-style="font-L"><font cms-style="font-L color0"><font cms-style="font-L strong-Bold color0">点评：</font></font>中国远洋海运集团作为航运巨头，拥有广泛的物流网络和资源优势；而京东集团则在大数据、云计算、人工智能等方面积累了深厚的技术实力。此次合作，双方将共同探索技术赋能供应链的新路径，有望大幅提升供应链的效率和响应速度。</p> <p cms-style="font-M">封面图片来源：每日经济新闻资料图</p> <div id="app-kaihu-stock"></div> <script type="text/javascript" src="//finance.sina.com.cn/tgdata/zw_account_stock.js" charset="utf-8"></script>        <style> .appendQr_wrap{border:1px solid #E6E6E6;padding:8px;} .appendQr_normal{float:left;} .appendQr_normal img{width:100px;} .appendQr_normal_txt{float:left;font-size:20px;line-height:100px;padding-left:20px;color:#333;} </style> 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