BABA(HK:09988) 智通财经网·2025-05-11 22:54Core Viewpoint - Alibaba Group is focusing on two core strategic directions: "E-commerce, Cloud + AI" and aims to integrate AI into all business segments over the next three to five years [1][2]. Group 1: AI Integration and Business Strategy - The company plans to leverage AI not only for internal efficiency but also to enhance user and customer experiences [2]. - AI will be used to reconstruct the e-commerce ecosystem, optimizing search recommendations and intelligent customer service, while also exploring new user entry points [2]. - Alibaba Cloud is transitioning from an infrastructure service provider to an "AI as a Service" platform, with significant investments planned for AI model development and infrastructure [2]. Group 2: Investment and Innovation - The company will invest over 20 billion yuan annually in AI model research, computational infrastructure, and industry solution development [2]. - Several innovative businesses under Alibaba, such as Xianyu, Quark, Gaode, DingTalk, and 1688, will utilize AI technology for new growth opportunities [2]. - The AI strategy is viewed as not just a technological upgrade but a fundamental innovation in the business model, significantly altering Alibaba's operational methods [2]. Group 3: Company Culture and Future Outlook - The CEO emphasized that Alibaba's culture is rooted in creation rather than preservation, indicating a need to adopt an entrepreneurial mindset in the face of the AI technology revolution [3].