Alibaba利润下滑76%，资本开支激增75%押注AI
精选理由
Alibaba利润跌了76%但AI收入连续12个季度三位数增长，Qwen下载超30亿次，这账怎么算值得看看。
Alibaba最新财报显示利润下滑76%，同时资本开支增长75%，引发市场不满。但AI相关产品收入已连续12个季度保持三位数增长。Qwen模型累计下载量超过30亿次。这组数据被解读为Alibaba正在用短期利润换取AI基础设施投入。
原文 · Tech in Asia
Alibaba’s profit fell 76%. Capex jumped 75%. The market didn’t like it. But there’s another way to read the numbers.
AI-related product revenue has grown at triple-digit rates for 12 straight quarters. Qwen has been downloaded 3B+ times.
More: https://t.co/qq9PVZ0nkB https://t.co/l49Ut4C4YK
