国泰海通：阿里巴巴-W(09988)押注模型、生态与AI基础设施争夺下一代平台主导权

智通财经02-11

智通财经APP获悉，国泰海通发布研报称，阿里巴巴-W(09988)AI战略的核心不再是单一模型规模或跑分，而是把“通义千问”与阿里数字经济体高频场景(电商、本地生活、支付、出行、办公等)系统性打通，形成“能办事、办成事”的闭环体验，并把AI从流程“外挂”升级为用户接入服务的首要界面(AI即入口)。阿里巴巴AI顶层战略由比模型转向拼体系，依托千问入口化与云钉百炼平台协同，并加大云与AI基础设施资本...

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国泰海通：阿里巴巴-W(09988)押注模型、生态与AI基础设施 争夺下一代平台主导权

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国泰海通：阿里巴巴-W(09988)押注模型、生态与AI基础设施争夺下一代平台主导权