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阿里(09988.HK)張勇:消費及企業信心正改善 未來聚焦消費、雲計算及全球化三大戰略
阿里巴巴(09988.HK)主席兼首席執行官張勇表示,雖然農曆新年期間內地電商業務仍受到挑戰,隨著防疫措施放寬以及感染高峰期已過,消費信心和企業信心正在回暖,整個供應鏈及產業鏈變得活躍,集團的各項業務展示出向好趨勢。 他稱,阿里的長期戰略將聚焦在消費、雲計算及全球化三方面,而雲計算是集團面向未來的核心戰略之一,隨著技術持續發展,料生成式AI及VR等帶來的算力需求將出現幾何級的增長,集團將從五方面鞏固阿里雲的市場地位,包括提升雲計算服務的穩定及安全、繼續建設及繁榮雲計算的技術與產業生態、與合作夥伴為客戶提供智能化的行業解決方案、將釘釘與雲計算一起形成雲釘一體以及雲端一體的服務、構建好自己的預訓練大模型以向市場上的多種模型及應用提供好算力支持。 另外,阿里巴巴表示,暫時未有加大股份回購的計劃,集團仍有逾210億美元的額度可使用,但最重要的是在合適時間做好回購。
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