智能音箱板塊再顯強勢！阿里豪擲100億元重振智能音箱
今日，智能音箱板塊再掀上漲熱潮。截至發稿，漫步者、領益智造、信維通信多股漲停，創維數字漲超7%，歌爾股份、立訊精密皆漲超6%，佳禾智能漲逾5%，智度股份、北京君正等概念股則大幅跟漲。
（行情來源：同花順）
消息面上，智能音箱板塊此次上漲主要是得益於阿里豪擲100億元為其天貓精靈語音助手開發下一代技術消息刺激。
具體而言，阿里近日計劃斥資人民幣100億元(約合14億美元)為其天貓精靈語音助手開發下一代技術。並且宣佈鉅額投資將用於升級人工智能和物聯網平台，暫未給出開發和銷售改進的天貓精靈的具體時間表。
就目前來看，語音應用程序和第三方技術集成的數量不是很多，隨着新宣佈的現金儲備以用於未來的改進，阿里巴巴表示計劃擴大可通過其智能音箱訪問的內容，並開發運行智能家居設備的新技術。
需要指出的是，阿里巴巴此舉很有可能是希望在爆炸式增長的智能音箱市場中再下一城，顯現出強者愈強的馬太效應。
在此之前，華創證券便指出，中國智能音箱的銷售量正在爆炸式增長，2019年銷量同比增長了137%。新的合作伙伴關係和交易正在改變格局，新的投資可以帶來的智能升級能夠吸引大量新客户並幫助鞏固當前品牌忠誠度。
此外，值得一提的是，近期IDC發佈的一份報告指出，雖然2020年前4個月，受疫情衝擊，國內的智能音箱銷量有所下降，但馬太效應仍然比較明顯。
據數據顯示，2020年1-4月，中國智能音箱銷量為1056萬台，同比下降14.7%，可見疫情對市場的衝擊導致今年前4個月市場銷量較去年同期相比有所下滑。同時，疫情衝擊下，智能音箱市場馬太效應愈加明顯——頭部三家廠商的市場份額進一步提升，突破96%，其中阿里巴巴以371萬的銷量位列第一，百度、小米分列第二、三位。華為等品牌被劃分到Others。
（圖片來源：網絡）
對此，IDC分析師：“疫情對中國智能音箱市場產生衝擊的同時也加速了市場升級發展”。其表示，雖然銷量增長出現了短暫停滯，但內容服務的構建在這段時期得到快速發展，渠道結構也在不斷開拓優化。未來語音交互能力提升和語音系統智能化升級將進一步推動市場發展，與語音、視覺等交互方式深層打通的智能應用生態構建，將成為市場後續發展的重要動力。
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