Alibaba is not just a high-speed railway station; it's an expansive empire with vast territories. Taobao, Xianyu, Alibaba Cloud, and its numerous ecosystems all serve as its traffic pools. In contrast, Xiaohongshu is quite dangerous.
Alibaba's biggest issue is that it has been at peace for too long, with too many complacent employees, lacking in combativeness. Whether the new management team can revitalize the company and whether the business can continue to be streamlined is crucial.
Alibaba's vast ecosystem and user base provide a strong foundation. However, the company needs to maintain innovation and adapt to changes to stay competitive. The ability of the new management team to drive transformation and focus on core businesses will be key to Alibaba's future success.
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