Alibaba Large Model Strategy
Alibaba (Ali) has released numerous large models, not simply a matter of “volume chasing,” but a carefully planned “Model-as-a-Service” (MaaS) ecosystem strategy. There are multiple considerations behind this, which can be summarized as “internal empowerment and external ecosystem building.”
Internal Business Driven (Inward Empowerment) Alibaba possesses an extremely vast and diverse business landscape, including e-commerce (Taobao & Tmall), finance (Ant Financial), logistics (Cainiao), cloud computing (Aliyun), and entertainment (Youku), among others.
Hang Seng Index Crash, Meituan Considering Exit? Examining Xiaomi, Alibaba, and Meituan’s New Valuation Anchors Through “Ecological Premium”
Recently, Xiaomi’s third-quarter financial report was released, with little expectation beyond the usual. The US situation is unsettled, Hong Kong stocks have recently experienced liquidity stagnation, and the Hang Seng Technology Index has retreated significantly.
As a major participant in the food delivery war, Alibaba, which bears the highest e-commerce taxes, hasn’t generated much discussion online.
I don’t remember if I wrote any previous articles, when I bought Xiaomi, I didn’t really think about what supported Xiaomi’s market capitalization at that time – perhaps after watching too many TikTok-related videos?
From Meituan’s Losses to Bond Mismatch
In the turbulent and unpredictable stock market, we often use faith and expectations as our compass, attempting to navigate through the fog and reach the shores of wealth. However, when our voyage deviates from the guidance of the compass, it’s easy to lose direction, even to run aground. This essay is about one such journey, beginning with an unwavering obsession with Xiaomi, which rose and fell repeatedly amidst the waves of capital.