阿里把交易前移：千问AI硬件与“需求入口”的重建

观潮科技Pro02-27

过去二十年，阿里的商业位置始终稳定：它距离交易最近，但距离用户最远。在PC互联网与移动互联网时代，平台分工逐渐清晰——内容平台掌握注意力，社交平台掌握关系链，信息流与搜索承担意图表达，而电商与本地生活平台完成最终交易。阿里长期处在链条末端：用户已经决定“买什么”“去哪里”，平台才开始工作。这一结构使阿里具备极强的履约与转化能力，却也意味着它对需求产生的过程几乎没有影响力。用户在抖音、小红书或微信...

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