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cover of episode Alibaba Shares Soar, Scott Bessent's Musk Relationship

Alibaba Shares Soar, Scott Bessent's Musk Relationship

2025/2/20
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Bloomberg Technology
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People
A
Ankur Crawford
C
Carmen Reinecke
E
Emily Birnbaum
E
Ernie Garcia
M
Mike Shepard
N
Nabila Popal
P
Peter Uy
S
Scott Bessent
特朗普提名的财政部长候选人，曾任乔治·索罗斯对冲基金高级管理人，推崇减少预算赤字、放松监管和增加能源生产的经济政策。
V
Vipul Vaidhyaprakash
Y
Yichen Shen
Topics
Caroline Hyde和Jackie Davalos：阿里巴巴的强劲盈利，特别是人工智能需求和电子商务复苏，推动了其股价飙升。 Yichen Shen：阿里巴巴的盈利结果非常强劲，营收增长超过预期，电商和云业务均有显著改善。云服务同比增长13%，这印证了市场对阿里巴巴人工智能战略的信心。阿里巴巴首席执行官吴泳铭表示，未来三年将在人工智能基础设施上的投资将超过过去十年的总和，这进一步增强了市场信心。

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Shownotes Transcript

Bloomberg's Caroline Hyde and Jackie Davalos discuss Alibaba's big earnings beat, sending shares soaring. And, we hear from US Treasury Secretary Scott Bessent on DOGE and his relationship with Elon Musk. Plus, a conversation with Carvana CEO Ernest Garcia as the stock sees a major slump amid a lower gross profit per vehicle.

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