今日早盘,市值大约2万亿港元的阿里巴巴开盘小幅回落后,临近10点快速拉升股价涨幅一度超6%。作为电商巨头,阿里巴巴未来投资价值几何?核心业务价值:从传统电商到AI基建的升维重构一方面,在电商基本盘上,阿里呈现出防守与进化的双重逻辑。在用户粘性与生态壁垒上,阿里尽管传统电商增速放缓(2024年营收增速8.3%),但淘天集团仍保持4600万88VIP会员规模,单季度新增400万高净值用户。通过“退货宝...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.