Alibaba's AI Strategy: Massive Ad Spend to Dominate Crowded Market
Alibaba's AI Strategy: Massive Ad Spend to Dominate Crowded Market
Chinese artificial intelligence (AI) companies, including tech giants Alibaba Group Holding (NYSE:BABA) and ByteDance, are investing heavily in advertising to gain a foothold in the competitive AI market.
中国人工智能（AI）公司，包括科技巨头阿里巴巴集团控股（纽交所:BABA）和字节跳动(临时代码)，正在大举投资广告以在竞争激烈的人工智能市场中站稳脚跟。
In the third quarter alone, these companies spent over 500 million yuan ($70.2 million) on promotional campaigns for various AI applications, SCMP reports.
仅在第三季度，这些公司就在各种AI应用的推广活动上花费了超过50000万人民币（7020万美元），据《南华早报》报道。
Among the big spenders, Alibaba allocated nearly 200 million yuan to promote Quark, a cloud storage and online search platform enhanced with generative AI features.
在这些大手笔支出中，阿里巴巴为推广Quark，一款配备生成式AI功能的云存储和在线搜索平台，专门拨款近20000万人民币。
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Spending on its ChatGPT-like service, Tongyi Qianwen, was notably lower at 4.5 million yuan. A Tongyi Qianwen spokesperson disputed this figure, SCMP says.
投入到类似ChatGPt的服务上，统一千文的支出明显较低，仅为450万人民币。一位统一千文发言人对此数字提出了异议，《南华早报》称。
The significant marketing budgets have sparked concerns within China about the sustainability of such high spending.
这些巨额的市场预算在中国引发了对这种高额支出的可持续性的担忧。
Chinese AI startup Moonshot AI, backed by Alibaba and Tencent Holdings (OTC:TCEHY), is among the top ad spenders, with approximately 150 million yuan devoted to promoting its chatbot.
依托于阿里巴巴和腾讯控股(场外交易:TCEHY)支持的中国人工智能初创公司Moonshot AI是最大的广告支出者之一，大约投入了15000万人民币来推广其聊天机器人。
The company's substantial ad budget reflects the increasingly crowded AI market, where hundreds of chatbots are vying for user attention. However, a source close to Moonshot told the SCMP that AppGrowing's data on the company's ad spending is exaggerated.
该公司庞大的广告预算反映了人工智能市场日益拥挤，成百上千的聊天机器人争相吸引用户注意。然而，一位了解Moonshot的消息人士告诉《南华早报》，AppGrowing关于公司广告支出的数据被夸大了。
Yan Junjie, CEO of Shanghai-based AI firm MiniMax, highlighted a fundamental difference in strategy between Chinese and U.S. AI companies.
总部位于上海的人工智能公司MiniMax的CEO严俊杰强调了中国和美国人工智能公司在策略上的根本差异。
While American companies rely on product capabilities to attract users, Chinese companies heavily invest in online marketing to differentiate their offerings.
美国公司依靠产品功能吸引用户，而中国公司大量投资在线营销，以区分他们的产品。
Chinese tech giants Alibaba, Tencent, and Baidu Inc (NASDAQ:BIDU) spent $7 billion on AI-focused infrastructure and processors in the first half of this year, a significant rise from last year.
中国科技巨头阿里巴巴、腾讯和百度(纳斯达克:BIDU)在今年上半年花费了70亿美元在以人工智能为重点的制造行业和处理器上，这是去年的显著增长。
Despite increased spending, China's AI capital investments lag behind U.S. firms like Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), Amazon.Com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corp (NASDAQ:MSFT), which spent $106 billion. Wedbush analyst Dan Ives projected $1 trillion in AI capital spending by U.S. tech giants, with Nvidia Corp (NASDAQ:NVDA) a key beneficiary.
尽管支出增加，中国的人工智能资本投资落后于像alphabet inc (纳斯达克:GOOG) (纳斯达克:GOOGL)、亚马逊.com inc (纳斯达克:AMZN)、meta platforms inc (纳斯达克:META) 和微软公司 (纳斯达克:MSFT) 等美国公司，这些公司花费了1060亿美元。Wedbush 的分析师丹·艾夫斯(Dan Ives) 预测，美国科技巨头将在人工智能资本支出上支出1万亿美元，Nvidia 公司 (纳斯达克:NVDA) 将是一个关键受益方。
Price Action: BABA stock traded lower by 2.93% at $96.31 at the last check on Wednesday.
股票价格走势：BABA 股票在周三最后一次检查时以96.31美元的价格下跌了2.93%。
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