蔡崇信：亚洲企业可以在美国以外的市场寻求增长

Group 1 - The core viewpoint emphasizes the growing trade relationships between China and neighboring Asian countries, as well as opportunities in the European market for Asian enterprises [3] - In 2024, the total trade volume between China and neighboring Asian countries is projected to reach $1.89 trillion, accounting for nearly one-third of China's global trade [3] - ASEAN is identified as China's largest export market and import source, with countries like South Korea, Japan, Vietnam, and Malaysia among China's top ten trading partners [3] Group 2 - The investment cooperation between China and the EU is described as entering a "fast track," with significant potential for future growth [3] - By the end of 2024, EU companies are expected to have invested over $150 billion in China, while China's direct investment in the EU is nearly $110 billion [3] - The bilateral trade volume between China and the EU has grown from $2.4 billion in 1975 to over $930 billion in 2024, including $785.8 billion in goods and $144.8 billion in services [3] Group 3 - Alibaba's chairman, Daniel Zhang, stated that the company is currently on a positive trajectory, focusing on core businesses such as e-commerce and cloud computing, while integrating AI into various operations [4] - Alibaba reported a revenue of 236.45 billion RMB for Q4 of fiscal year 2025, reflecting a year-on-year increase of 7%, with adjusted net profit rising by 22% [4] - Following the earnings report, Alibaba's stock price fell significantly, attributed mainly to lower-than-expected growth in cloud revenue [4]