云栖大会开完,别再把阿里当电商公司了,人家早就在悄悄变身中国的“小谷歌”!股价翻倍?那只是资本市场刚反应过来而已。人家玩的不是外卖烧钱,而是“自研芯片+开源模型+云服务”的组合拳,用四维打三维,直接把对手干懵。想知道这头巨兽是如何完成这次致命转身的?来,我给你讲透。🔥新朋友!訂閱「JustSayAI早晚報」· 每日兩封 · 一鍵聽報 :justsayai.org👉老朋友!加入會員獲取JustSayAI早晚報+深度研報+文字專欄 :www.youtube.com00:00:00 阿里股价翻倍的秘密是什么?00:04:00 进攻是最好的防守?00:06:55 股价上涨靠的是外卖大战吗?00:11:25 阿里真是中国组织能力最强的公司吗00:12:43 到店大战,被遗忘的高德如何突然开窍?00:13:38 信用+数据,阿里告诉你什么是真正的降维打击?00:18:04 千问开放模型是云变现的妙计吗?00:20:46 AI为阿里云带来了多少增长?00:26:24 只要你够不要脸,细分市场就是第一?00:28:14 千问开源本质上是为了TO B!00:30:25 自研AI芯片(平头哥PPU)是必选项吗?00:33:01 抛弃民族情绪的商业本质是什么?00:34:49 互联网巨头如何焕发第二春?00:38:58 “去IOE”的硬仗阿里打过几次了?00:41:43 阿里在经历的,可能都第四曲线了?00:45:24 阿里是否终于找到了业务的“聚焦感”?(本视频发布恰好和2025云栖大会撞档...如有巧合纯属巧合)🔥新朋友!訂閱「JustSayAI早晚報」· 每日兩封 · 一鍵聽報 :justsayai.org👉老朋友!加入會員獲取JustSayAI早晚報+深度研報+文字專欄 :www.youtube.com【关注频道】:📺B站:叫我小苏就好啊📕小红书:人民公园说AI▶️油管:人民公园说AI📱听友群:justsayai666
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