马云被曝全面回归阿里，公司市值再突破3万亿

Core Viewpoint - Alibaba's founder Jack Ma is making a strong return, significantly increasing his involvement in the company's strategic decisions, particularly in artificial intelligence and competition against rivals like JD.com and Meituan [2][5]. Group 1: Strategic Focus - Jack Ma's participation in Alibaba's decision-making has reached its highest level in five years, focusing on AI and direct competition with key e-commerce and local service competitors [2]. - The company is investing 500 billion yuan to subsidize instant retail and local services, aiming to capture market share from JD.com and Meituan [2][8]. - Alibaba is undergoing a strategic refocus, divesting non-core assets to concentrate resources on key business areas, including the sale of its stakes in Intime Retail and Yonghui Superstores [5][6]. Group 2: Leadership Changes - The leadership structure has been adjusted, with a reduction in the partner team from 26 to 17 members, indicating a shift in management dynamics [6]. - Jiang Fan has joined the partner committee, becoming a key figure next to CEO Wu Yongming, reflecting a significant change in the company's core management [6]. Group 3: AI and Technology Investments - Alibaba plans to invest 3.8 trillion yuan over the next three years to build cloud computing and AI hardware infrastructure [6]. - The company has signed a contract to provide 1,024 devices and 16,384 computing cards for the China Unicom Sanjiangyuan Green Power Intelligent Computing Center project, becoming the largest computing power supplier for this initiative [7]. Group 4: Market Performance - Alibaba's stock price surged over 3% on September 17, reaching a nearly four-year high, with a total market value exceeding 3 trillion HKD and a year-to-date increase of over 96% [9][10].