EPISODE · Aug 29, 2025 · 7 MIN
买入阿里巴巴吗？ 押注AI还是闪购？
from 茶水S的美股交易
阿里巴巴正处于关键战略转型期，面临宏观经济利好与短期盈利压力的双重考验。一方面，中国宽松货币政策和其在电商、云及AI领域的领先地位预示着长期增长潜力；另一方面，外卖价格战的巨额补贴和激烈的市场竞争正侵蚀短期利润，引发对其核心业务模式挑战的担忧。公司正试图通过牺牲短期盈利来换取在即时配送和AI领域的新增长点，以实现向技术驱动型数字经济体的转型。
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买入阿里巴巴吗？ 押注AI还是闪购？
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