$阿里巴巴(BABA_老虎社区_美港股上老虎

跳伞的老鹰

2024-01-30

$阿里巴巴(BABA)$ 阿里核心电商淘宝天猫3C数码干不赢京东，物流也干不赢京东。

低价市场干不赢拼多多，

直播市场干不赢抖音，快手，

本地生活市场干不赢美团，

国际市场干不赢temu，

云计算业务增长也放缓了，在政府和国企市场干不赢华为，

支付宝又被抢走，

那么阿里巴巴的护城河还有什么？未来还能有多少增长潜力？

国际化增长，云计算增长还是AI？

阿里自研AI芯片亮相！股价能否再创新高？

据科创板日报，阿里平头哥官网上线高端AI芯片“真武810E” ，这款芯片已在阿里云实现多个万卡集群部署，并服务了国家电网、小鹏汽车等400多家客户。阿里成为继谷歌之后全球第二家具备“大模型+云+芯片”全栈自研实力的科技公司。【阿里能否重上去年10月高点？现在你的操作策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

T111240
2024-01-30
T111240
你都不按数据说话的。个人主观认识而已。
- T111240回复纳指只加不减:
  照你这么说，其它也就成为阿里啊，现阶段不应该超过阿里啊，毕竟差距还很大，也没曾看到什么颠覆性的亮点。
- 纳指只加不减:
  其实不是阿里作为一个本身公司不行，而是作为一个应该是高速增长的公司不行。10年前可以说有支付宝花呗，五年前可以说有云计算。但是现在这些要么出事要么瓶颈，也没有新的增长点。和成熟的大银行股没啥区别，而且股息没人家多。
Nnn王权富贵
2024-01-30
Nnn王权富贵
反过来思考阿里全都有
跟着队长一起走
2024-01-31
跟着队长一起走
成交额第一就行了
梓坚
2024-02-06
梓坚
👍👍

发表看法

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