万字财报电话会议实录：阿里不当“老登股”

kunadmin

阿里的价值锚点正在重新定位，5月14日，港股开盘后，阿里一度大涨近8%。

市场高看，主要因为是阿里价值锚点的重新定位——AI看得见钱了，阿里正在摆脱没有想象力的“老登股”标签。

不妨横向对比下，据《财经》报道，月之暗面截至今年4月的ARR（年度经常性收入，当月收入×12）已超过2亿美元，但估值已经飙升到200亿美元。

再看智谱，管理层给的ARR指引是今年年底到10亿美金，如今市值接近5000亿港币。

目前阿里MaaS 业务的ARR已达80亿元，6月季度实现100亿元，年底有望300亿元，管理层乐观表态，“应该说会比年底更早超过300亿ARR。”

300亿人民币，大概44亿美金，相当于风头正劲的大模型公司Anthropic 去年7月时的ARR。

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