近日，全球知名商业媒体《快公司》发布2025年度"创新人才最佳雇主"榜单，阿里巴巴成排名最高的中国科技公司。《快公司》称，阿里此次上榜缘于对AI 原生应用Accio的创新探索。据悉，Accio是全球首个贸易领域的AI原生应用，由出海平台阿里国际站推出，能帮中小企业自动化地完成全球采购流程，被称 为"第一个会做生意的AI Agent"。 上线9个月来，Accio的海外企业用户数快速突破200万，创新性的体验深受中小企业欢迎。据悉，《快公 司》"创新人才最佳雇主"榜旨在表彰重视员工创新并为团队创造前瞻性工作环境的企业，阿里凭借对AI原生 应用的探索上榜，不仅展现了创新技术能力，更突显其创新机制的活力。 免责声明：此文内容为本网站刊发或转载企业宣传资讯，仅代表作者个人观点，与本网无关。仅供读者参 考，并请自行核实相关内容。 ...

Core Insights - Alibaba International Station introduced the AI search engine Accio, which streamlines the procurement process from weeks to minutes, emphasizing its practicality for small and medium enterprises (SMEs) in the B2B sector [1][3][4] - The platform aims to enhance global trade infrastructure by integrating AI tools across various stages, including transaction, payment, and logistics [1][4] Group 1: AI Implementation and Impact - Accio significantly reduces the complexity of cross-border procurement by addressing time zone and language barriers, allowing users to find products more efficiently [3][5] - The AI search function launched in September has improved user conversion rates by over 10%, indicating enhanced matching accuracy [4][5] - The platform's search engine traffic has increased by over 20%, with Accio achieving 1.5 million monthly active users in August, projected to exceed 2 million in September [6][9] Group 2: Business Model and User Engagement - The average order value on the platform is approximately $3,000, with the conversion process involving both inquiry and payment stages [5][6] - The integration of local payment methods in regions like Latin America and the Middle East has improved payment convenience and buyer willingness [5][6] - The platform's order volume has grown by 33% this year, driven by increased participation in cross-border trade [9][10] Group 3: AI's Role in Trade Efficiency - AI is expected to revolutionize B2B trade by enhancing supply-demand matching and facilitating communication between buyers and suppliers [10][11] - The company is developing AI capabilities to optimize payment solutions and credit risk assessments for buyers [10][11] - AI tools are being utilized to address compliance issues, helping sellers navigate complex regulations and reduce operational risks [11][12] Group 4: Organizational Changes and Future Outlook - The introduction of AI is transforming organizational culture, with a focus on enhancing efficiency across all roles, from sales to technical development [13][14] - The company is encouraging employees to develop skills that complement AI, emphasizing the importance of human judgment and creativity [14][15] - Future strategies include leveraging AI to simplify the international market entry process for SMEs, making it easier to connect with global supply chains [15][16]

Group 1 - Alibaba International has opened its fall recruitment channel on August 5, aiming to hire around 1,000 graduates from the 2026 class, with 80% of positions related to AI, including roles in algorithms, engineering, product, operations, design, and logistics [1] - The company has been focusing on AI-driven initiatives since its inception, launching the world's first AI-native application in foreign trade, Accio, and significantly upgrading its e-commerce platforms, resulting in a hundredfold increase in usage [1] - The recruitment will take place in various locations including Hangzhou, Beijing, Guangzhou, Shenzhen, Hong Kong, and Sunnyvale, USA, with campus presentations starting in September at key universities [1] Group 2 - Over the past year, Alibaba International has published multiple papers in the AI field, with over 30 papers accepted at top international conferences, including 9 at the ACL [2] - The AI solutions from Alibaba International have received significant recognition, winning the SAIL Star Award at the World Artificial Intelligence Conference, and the open-source model Ovis has surpassed 1 million downloads [2] - Alibaba Group has initiated its fall recruitment for the 2026 class, planning to issue over 7,000 offers, with AI-related positions making up more than 60% of the total, an increase from 50% in the spring recruitment [3] Group 3 - Other major tech companies are also increasing their recruitment in the AI and tech development sectors, with ByteDance seeing a 23% year-on-year increase in R&D positions, and JD.com planning to open 35,000 positions across various sectors [4] - Meituan is set to recruit 6,000 people, including specialized programs aimed at attracting top tech talent globally [4]

Core Insights - Alibaba International has officially opened its recruitment channel for the 2026 autumn intake, aiming to hire around 1,000 graduates globally, with 80% of the positions related to AI [1] Group 1: Recruitment and Job Opportunities - The recruitment will cover various roles including algorithms, engineering, product, operations, design, and logistics across Alibaba International's subsidiaries such as AliExpress, Alibaba International Station, AI Business, and Accio [1] - The recruitment locations include Hangzhou, Beijing, Guangzhou, Shenzhen, Hong Kong, and Sunnyvale, USA [1] - Starting from September, Alibaba International will conduct campus presentations at key universities both domestically and internationally [1] Group 2: AI Focus and Business Strategy - Alibaba International has been committed to AI-driven strategies since its inception, exploring AI and international expansion comprehensively [1] - The company has launched the world's first AI-native application in the foreign trade sector, Accio, and has transformed its e-commerce platforms like AliExpress, Lazada, and Daraz through AI and Agent technologies, resulting in a hundredfold increase in usage [1]

Group 1 - Alibaba International's AI search tool Accio has surpassed 1 million users within six months of launch, reflecting the company's shift towards AI in the B2B sector [1] - Accio has led to a tenfold increase in inquiry volume month-over-month as of April [1] - Alibaba International's overall foreign trade orders grew by 42% year-on-year during the recent 618 shopping festival, with GMV increasing by 30% [1][8] Group 2 - The AI competition in the cross-border e-commerce sector is intensifying, with major players like Amazon and Shopee launching their own AI tools [3] - Despite trade tensions, there remains a strong dependency on Chinese supply chains among small and medium-sized enterprises (SMEs) in the U.S. and Latin America [7] - The growth in orders is attributed to improvements in the platform's trading environment, including logistics, payment capabilities, and the integration of AI in search functions [8] Group 3 - The company aims to enhance seller productivity through AI, addressing inefficiencies in operations that traditionally relied on human labor [10][11] - Accio is envisioned as a "B2B trade version of Google," designed to facilitate global product searches and supplier connections [12][13] - The decision to develop an independent AI search product was influenced by the need for faster search results and a deeper understanding of cross-border e-commerce data [14][15] Group 4 - The company emphasizes the importance of defining clear AI goals and understanding the technology's limitations to ensure effective implementation [22][23] - A culture of "full participation in AI" is encouraged, where every employee recognizes how AI tools can enhance their work efficiency [27][28] - The organization is adapting its structure to ensure that those with the best understanding of AI technology lead product development [26]

Core Viewpoint - The article highlights the strategic differences between Chinese tech giants Alibaba and Tencent in the AI race, emphasizing their respective approaches to AI investment and application, which are driving growth in their core businesses [2][5]. Group 1: Financial Performance - Alibaba's Q4 FY2025 revenue reached 236.45 billion yuan, a 7% year-on-year increase, with adjusted EBITA growing 36% to 32.62 billion yuan and net profit rising 22% to 29.84 billion yuan [2]. - Tencent's capital expenditure increased by 91% year-on-year, while Alibaba's capital expenditure surged by 168% [3]. - Alibaba announced a three-year investment plan of 380 billion yuan for AI and cloud infrastructure, while Tencent's capital expenditure is expected to approach 100 billion yuan this year [3][11]. Group 2: AI Strategy and Implementation - Alibaba's AI strategy focuses on "infrastructure + open-source ecosystem," leveraging its leading position in the public cloud market, with Alibaba Cloud's revenue growth accelerating from 3% to 18% [5]. - AI-related product revenue for Alibaba has seen triple-digit growth for seven consecutive quarters, significantly boosting cloud computing demand [5]. - Tencent's AI strategy is more consumer-oriented, with applications like "Yuanbao" rapidly increasing user engagement, achieving over 20 times daily active user growth in a short period [6]. Group 3: Market Trends and Future Outlook - Both companies are experiencing a surge in AI-related applications across various industries, with Alibaba collaborating with major clients like BMW and China Unicom for AI initiatives [6]. - Tencent's AI-driven marketing services have improved advertising precision, leading to a 20% year-on-year increase in marketing service revenue [6]. - The article suggests that the ongoing investments in AI by both companies are not just short-term strategies but are expected to yield significant long-term returns, positioning them for leadership in the next decade [12].

Core Viewpoint - Alibaba Group's financial results for the fourth quarter and fiscal year 2025 demonstrate strong growth driven by AI initiatives, with significant increases in revenue and shareholder returns [1][21]. Financial Performance - For the fourth quarter ending March 31, 2025, Alibaba reported revenue of 236.45 billion RMB, a year-on-year increase of 7%, and a non-GAAP net profit of 29.85 billion RMB, up 22% from the previous year [4][20]. - In fiscal year 2025, Alibaba achieved total revenue of 996.35 billion RMB, a 6% increase year-on-year, with adjusted EBITA growing 5% to 173.07 billion RMB [6][20]. - Alibaba Cloud's revenue grew 18% year-on-year to 30.13 billion RMB, marking the fastest growth in three years, driven by strong AI demand [10][12]. Shareholder Returns - Alibaba repurchased 1.197 billion shares for a total of 11.9 billion USD in fiscal year 2025, becoming one of the largest repurchasers among Chinese concept stocks [1][21]. - The company announced a total dividend of 4.6 billion USD for fiscal year 2025, reinforcing its commitment to enhancing shareholder returns [1][21]. AI and Cloud Business Growth - AI-related product revenue has seen triple-digit growth for seven consecutive quarters, indicating robust demand across various industries [1][12]. - Alibaba Cloud's market share has been recovering for three consecutive quarters, reflecting the increasing adoption of AI solutions [10][12]. Strategic Focus and Trends - CEO Wu Yongming highlighted two key trends in AI: the shift of AI applications from internal systems to user-facing scenarios in medium and large enterprises, and the expansion of AI usage among small and medium-sized enterprises [2][13]. - The company plans to invest over 380 billion RMB in cloud and AI hardware infrastructure over the next three years to meet growing AI demand [21]. Business Segment Performance - The International Digital Commerce Group's revenue grew 22% year-on-year to 33.58 billion RMB, driven by strong performance in cross-border business [19][20]. - The Local Services Group's revenue increased by 10% to 16.13 billion RMB, supported by order growth from Gaode and Ele.me [19][20]. - The Digital Entertainment Group's revenue rose 12% to 5.55 billion RMB, primarily due to strong performance in film and entertainment [19][20].

Core Viewpoint - Alibaba Group (BABA) has shown strong stock performance with a year-to-date gain of 25.9%, significantly outperforming the Zacks Internet-Commerce industry, the Zacks Retail-Wholesale sector, and the S&P 500 [1][2] Group 1: Business Performance and Growth Catalysts - Alibaba's December quarter results revealed revenues of $38.38 billion, reflecting an 8% year-over-year increase, with customer management revenues for Taobao and Tmall Group growing by 9% year-over-year [5] - The Zacks Consensus Estimate for fiscal 2025 revenues is projected at $137.03 billion, indicating a 5.01% year-over-year growth, with earnings estimated at $8.92 per share, showing a 1.4% upward revision over the past 30 days [6] - AliExpress introduced a new self-serve option, AliExpressLocal Marketplace, which has led to a 27% year-on-year increase in orders from U.S. SME buyers during its March Expo event [7] - Fliggy, Alibaba's travel subsidiary, launched AskMe, an AI-powered travel assistant, which is expected to capture a larger market share in China's travel sector, with "Buy Now, Plan Later" bookings increasing over 20% in 2024 [9] Group 2: AI Strategy and Innovations - Alibaba's Qwen AI model family has gained significant traction, with over 90,000 derivative models developed globally, and more than 290,000 companies accessing Qwen APIs through Alibaba Cloud [10] - AI-related product revenues have experienced triple-digit growth for six consecutive quarters, prompting Alibaba to commit to its largest long-term investment in cloud and AI infrastructure in the next three years [11] - The AI-driven B2B search engine, Accio, reached one million users within five months of launch, introducing features that automate market analysis and enhance global sourcing [12] - Ant Group has reduced AI training costs by 20% through a unique approach that combines Chinese and U.S.-made semiconductors [13] Group 3: Financial Position and Shareholder Returns - Alibaba maintains a robust net cash position of $51.9 billion, allowing for strategic investments and significant shareholder returns [14] - The company has repurchased $1.3 billion in shares in the December quarter and approximately $10 billion in the first half of the fiscal year, achieving a 5% net reduction in share count over nine months [15] - Alibaba has streamlined operations by selling non-core assets for approximately $2.6 billion, focusing on higher-growth, higher-margin businesses [16] Group 4: Valuation Metrics - Alibaba is currently trading at a forward 12-month Price/Earnings ratio of 9.8X, significantly lower than the industry average of 19.17X, indicating that the stock is undervalued compared to its peers [17]

Core Insights - Alibaba International's AI-driven B2B search engine, Accio, has reached over 1 million users within five months of its launch, aimed at empowering SMEs with new features for market entry and global sourcing [1][2][3] Group 1: Accio Features - Accio utilizes reasoning models fine-tuned with real industry data, enhancing its multilingual capabilities and providing precise market insights and actionable sourcing strategies [2] - The Business Research feature automates market analysis, allowing users to input broad goals and receive structured, real-time reports on consumer demand, pricing trends, and competitive landscapes [4] - Deep Search simplifies global sourcing by adapting to complex requirements and intelligently refining searches, providing AI-curated supplier shortlists in minutes [5] Group 2: Market Trends and Adoption - A survey of over 4,000 sourcing decision-makers revealed that nearly 64% plan to integrate AI into their sourcing strategies by 2025, motivated by business growth, efficiency improvements, and cost reductions [6] - Global trade is projected to exceed $33 trillion in 2024, prompting businesses to adopt advanced technologies to remain competitive [7] - Alibaba.com is upgrading its platform to incorporate Accio's capabilities, supporting its 50 million SME buyers and sellers in identifying business opportunities and connecting with reliable suppliers [7]

阿里海外将长期在 AI 投入和业务发展中找动态平衡。 文丨邱豪 编辑丨管艺雯 我们了解到，11 月 12 日，阿里在海外推出对话式 AI 搜索引擎 Accio，面向全球商家开放，这是全球第一个 B2 领域的 AI 搜索引擎。 Accio 的页面主体是对话框，产品形态类似于 AI 搜索引擎 Perplexity，定位是个人采购代理。当用户输入需求之 后，它会通过供货商、定制范围、价格、终端零售销量、客户评价等信息筛选，输出符合的商家和商品。据我们 了解，Accio 意在整合全球超过 3000 万家参与跨境贸易的供应链企业信息，作为对比，阿里国际站收录的商家数 量为 25 万个。 Accio 的首页。 此前，Accio 的部分能力已在阿里国际站的 "找工厂" 模块中灰度上线，一位阿里海外人士称，试运行中，用户搜索 到采购的转化率有了 20% - 30% 的提升。 我们了解到，截至上线当天，Accio 覆盖的商品量已扩展到亿级。目前，PC 和 WAP 端（电脑和手机的网页版）产 品已上线，覆盖英语、德语、法语、西班牙语和葡萄牙语 5 种语言，移动端产品还在开发过程中。 Accio 项目由阿里国际站总裁张阔负责。目前 ...