“断舍离”的生存智慧，阿里一周内减持三家公司

建新商业视界2025-12-20

近期阿里在短短一周内连续减持了红星美凯龙、华谊兄弟、翱捷科技三家上市公司的股份，同时今年阿里也增持了一家机器人公司穹彻智能。在这一退一进之间，阿里的战略路径似乎愈发清晰：淡出传统领域，聚焦AI。01断舍离，阿里为何着力瘦身？2023年9月，阿里就明确提出了“用户为先、AI驱动”的战略核心。从那时起，阿里就开始了他的“断舍离行动”，先后减持了b站、陌陌、圆通、网易云音乐等企业。从企业财务角度来看，...

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holdings of three companies within a week","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"ALBmain":0.6,"HBBD.SI":0.6,"09988":1.95,"BABA":1.95},"content_text":"近期阿里在短短一周内连续减持了红星美凯龙、华谊兄弟、翱捷科技三家上市公司的股份，同时今年阿里也增持了一家机器人公司穹彻智能。在这一退一进之间，阿里的战略路径似乎愈发清晰：淡出传统领域，聚焦AI。01断舍离，阿里为何着力瘦身？2023年9月，阿里就明确提出了“用户为先、AI驱动”的战略核心。从那时起，阿里就开始了他的“断舍离行动”，先后减持了b站、陌陌、圆通、网易云音乐等企业。从企业财务角度来看，阿里也面对了较为严峻的挑战。今年第三季度，阿里的自由现金流首次出现净流出218.4亿元，可见红蓝黄的外卖大战确实对阿里造成了巨大的财务压力。图片为AI生成02大人时代变了，玩法也变了互联网行业或许已经饱和，过去那种靠着规模扩张抢占赛道的打法已经不灵了。现在大家比的就是更加精细化的运营和核心竞争。阿里的业务太过复杂，从电商到文娱再到物流，各大领域几乎无所不包。但就是这种“大而全”的模式在当今的时代反而失效了。因此，好东西要重点投入，而非核心的就要果断放弃。03扔掉的包袱和加码的未来阿里一边做减法，一边也在做加法。那么钱和资源都流向了哪里呢？毫无疑问：是AI和核心电商。阿里宣布在未来的三年将会投入3800亿元去建设AI和云基础设施；在电商领域，淘宝闪购整合了饿了么的骑手以及线下门店的资源，打造“电商+即时零售”的新模式。这些投入甚至超过了阿里过去10年的投入总和，可以见其决心之大。04学会做减法无论是企业还是个人，都要学会做减法。1.做减法需要决心阿里宁愿亏损也要出售掉非核心的资产，那对于我们个人来讲，是不是也应该砍掉那些消耗精力却产出有限的业务呢？比如无效的社交和低价值的工作习惯。2.认识到核心优势是关键无论是做个体IP还是日常工作，我们都需要清晰的认识到自己的核心优势。只有认清自己的专长，才能打造差异化优势，拥有不被替代的底线。3.持续投资核心价值阿里不惜花费巨额在AI和电商领域进行深度布局。对于我们个人而言，与其什么都会一点，不如在一个领域做到专精。同时也需要持续投资自己的核心优势。图为AI生成放下包袱，才能走的更远当我们能够清晰的识别，自己身上背负的哪些是核心，哪些是冗余，并且能够勇敢的做减法时，我们才能更加轻松的走向未来。阿里这家商业帝国正在重塑自我，这种“聚焦核心、轻装上阵”的思路无疑是面对不确定未来的明智选择。对于我们个人来讲，在这个飞快变化的时代，真正的智慧不是什么都学，而是知道我们该做什么不该做。找到我们的核心优势，并将它的价值最大化。（欢迎扫码找我们咨询）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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