每经记者｜陈婷 每经编辑｜文多 9月22日晚，苏宁易购集团股份有限公司（证券简称为ST易购，证券代码为002024.SZ，以下简称苏宁 易购）披露，杭州灏月企业管理有限公司（简称"杭州灏月"）基于自身商业安排，拟在减持预披露公告 发布之日起15个交易日后的三个月内，以集中竞价及大宗交易方式合计减持苏宁易购股份不超过2.63亿 股（占公司剔除回购专用账户中股份数量后总股本的2.85%）。 截至该公告披露日，杭州灏月持有苏宁易购18.61亿股，占上市公司总股本的20.09%。 天眼查显示，杭州灏月的控股股东为淘宝（中国）软件有限公司（简称淘宝中国），其他股东包括浙江 天猫技术有限公司和阿里巴巴网络中国有限公司（简称阿里网络）。 当前，阿里方面的"断舍离"还在继续。去年12月、今年1月，阿里方面相继对外出售了所持的全部银泰 股权以及所持高鑫零售全部股权。 8月29日，阿里巴巴（09988,HK）发布了2026财年第一季度财报（截至2025年6月30日止季度）。在当 晚的分析师电话会上，阿里巴巴集团CEO吴泳铭表示，面向未来，阿里将围绕大消费和AI＋云两大战 略重心继续坚定投入。 值得一提的是，或是由于乘上了"以旧换 ...

Core Insights - A wave of "AI + Cloud" digital infrastructure is emerging as Chinese companies seek to leverage AI technology for global expansion [1] - The demand for "AI + Cloud" services is increasing as cloud services become essential infrastructure for implementing AI applications [1][4] - Alibaba Cloud, Tencent Cloud, and Huawei Cloud are focusing on "going global" strategies to meet this new demand [1] Group 1: Market Trends - Chinese enterprises are now equipped with competitive technology, supply chains, services, and brand capabilities for the global market, leading to significant external spillover effects [2] - Alibaba Group reported a revenue of 996.347 billion yuan for the last fiscal year, with a net profit increase of 77% to 125.976 billion yuan, driven by strong AI demand [2] - The "AI-driven" approach is becoming a new strategic anchor for Alibaba Cloud, emphasizing the importance of AI as a core growth driver [3] Group 2: Strategic Initiatives - Alibaba Cloud aims to open a new growth phase through "AI + Cloud" services, focusing on three core areas: building a global cloud network, accelerating AI product internationalization, and enhancing service experience [4] - The company plans to deploy full-stack AI capabilities globally and strengthen teams to support Chinese enterprises' international ventures [4] - Partnerships, such as with XPeng Motors, highlight the integration of AI infrastructure and localized computing power to facilitate global expansion [4][5] Group 3: Competitive Landscape - Companies like Thunderbird Innovation are seeking cloud service partners to address challenges in their globalization efforts [6] - The choice of cloud service providers is based on a comprehensive evaluation of cost-effectiveness, infrastructure capabilities, and service compatibility [6] - Alibaba Cloud has seen rapid overseas growth and is strategically investing to support Chinese enterprises in their international endeavors [6]