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$阿里巴巴-W(09988)$ 阿里AI all in战略被资本市场buy，对全体中概都是好事，阿里管理层的指引，态度都已经全AI了，也代表了中概优秀公司全栈AI落地场景能力，在实务角度，我不觉得大模型是分化-入口，AI产品迭代还有其他可能，只是阿里已经等不及了吧

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