阿里股东信：AI重塑未来十年

Core Insights - Alibaba has shifted its focus towards AI as a core driver of growth, marking a significant transformation from previous years [2][3] - The company reported a revenue of 996.35 billion yuan for the fiscal year 2025, with a net profit increase of 77% to 125.98 billion yuan [2] - Alibaba's management emphasizes that AI will reshape industries and is a key variable for future growth [3][4] Financial Performance - For the fiscal year 2025, Alibaba's revenue reached 996.35 billion yuan, with a net profit of 125.98 billion yuan, reflecting a 77% year-on-year increase [2] - The international digital commerce group's revenue grew by 29% year-on-year, indicating strong performance in cross-border business [2] Business Strategy - Alibaba has identified e-commerce and "AI + Cloud" as the two main engines for long-term development [2] - The company has invested 380 billion yuan in building cloud and AI hardware infrastructure, focusing on AI foundational models and applications [4] User Growth and Engagement - The user base for Alibaba's AI flagship application, Quark, has rapidly grown, surpassing 200 million monthly active users [3] - DingTalk, Alibaba's efficiency office app, reached an average of 42 million paid weekly active users, making it the largest in its category in China [3] Future Outlook - Alibaba's leadership believes that AI will bring unprecedented disruptive changes across all industries in the next decade [3] - The company aims to leverage its talent, technology, and resources to establish "AI + Cloud" as a second growth curve [4]