X.PIN· @thexpin · X·· 2026-08-26AI 评分52
AI 导读
阿里巴巴联合创始人马云购入逾 6 亿港元（7650 万美元）股份，加入此前已至少买入 2500 万美元股票的公司董事长与首席执行官之列。周三，在 800 亿港元股票出售加剧市场对其 AI 投入将挤压利润的担忧后，此番买入推动阿里巴巴股价一度上涨 3.2%。阿里巴巴计划三年内投入逾 3800 亿元人民币（565 亿美元）用于 AI。尽管利润率收窄，本季度 AI 收入预计将达到约 100 亿美元的年化水平，高于此前的约 73 亿美元。这是一场权衡：AI 规模与短期回报。
正文 · 原文
Alibaba co-founder Jack Ma bought over HK$600M ($76.5M) in shares, joining its chairman and CEO, who had purchased at least $25M.
The buying lifted Alibaba as much as 3.2% Wednesday after an HK$80B share sale amplified concerns that its AI push will squeeze profits.
Alibaba plans RMB380B+ ($56.5B) in AI spending over three years. AI revenue is forecast near a $10B annualized rate this quarter, up from ~$7.3B, even as margins shrink. The trade-off: AI scale versus near-term returns.
来源：X.PIN · x.com