蔡崇信:阿里(09988.HK)致力重新確立中國科技領導地位
阿里-W(09988.HK)(BABA.US)主席蔡崇信日前於巴黎出席會議時表示,集團正致力於重新確立其在中國科技領域的領導地位,將人工智能(AI)和雲基礎設施作爲其戰略關鍵支柱。他提到自己在2023年中重返領導崗位時,承認阿里巴巴過去的失誤,指公司有點失去了方向,擴張得太大了。
今年DeepSeek推出低成本、功能強大的AI推理新模型,使主要競爭者措手不及。蔡崇信表示,在閱讀相關研究論文後,直言「天啊,我們怎麼落後了?我們一直在做同樣的事情」,事件促使阿里巴巴內部加速回應。他指集團的工程師取消假期,在春節假期期間留在公司,睡在辦公室,繼續工作奮起直追。數週之內推出自己的版本通義千問(Qwen)系列模型。
集團已承諾在未來三年內,投入超過380億元人民幣資金,以擴展其AI基礎設施,並提升與阿里雲相關的訓練和推理能力。集團的戰略依賴於支持開源模型開發,同時推動雲服務的商業需求。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.