顶级富豪眼中的“人、钱、国运”｜普通人如何在AI时代不被淘汰？｜蔡崇信2025港大演讲拆解 скачать в хорошем качестве

顶级富豪眼中的“人、钱、国运”｜普通人如何在AI时代不被淘汰？｜蔡崇信2025港大演讲拆解

在充满了不确定性、地缘政治摩擦和技术爆炸的时代，驱动中国经济增长的真正动力究竟是什么？本期视频，我将带你深度拆解阿里巴巴董事长蔡崇信在2025年香港大学的重磅演讲。这不只是一场关于商业的“炉边谈话”，更是一次对未来十年宏观经济、中美AI博弈以及个人生存法则的硬核剖析。从中美博弈的冷静算账，到对年轻人的务实建议，我们一起看懂高手眼中的“穿越周期”之道。 In an era full of uncertainty, geopolitical friction, and technological explosion, what is the real engine driving China's economic growth? In this video, I provide a deep breakdown of Alibaba Chairman Joe Tsai's 2025 speech at Hong Kong University. This wasn't just a "fireside chat" about business; it was a hardcore analysis of the macroeconomy, the US-China AI rivalry, and survival rules for individuals over the next decade. From calculated views on US-China relations to pragmatic advice for the youth, let's understand how a master navigates through cycles. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📄 核心内容 & 关键词 | Key Content & Keywords: 非对称风险回报 (Asymmetrical Risk-Reward): 蔡崇信如何回顾1999年加入阿里的疯狂决定？我们深入解析高手的思维模型：关注“下行锁定，上行无限”的收益结构。 How Joe Tsai reflects on his "crazy" decision to join Alibaba in 1999. We break down the master mindset: focusing on structures with "capped downside, infinite upside." 中国AI的“全栈”优势 (China's "Full Stack" AI Advantages): 在这场全球AI竞赛中，中国到底有什么牌？蔡崇信列举了被忽视的四大优势：能源成本（便宜40%）、饥饿引发的工程创新、中文语料优势以及开源战略。 In this global AI race, what cards does China actually hold? Joe Tsai lists four overlooked advantages: Energy costs (40% cheaper), innovation born from scarcity, Chinese language data advantages, and the Open Source strategy. 有机生长 (Organic Growth): 为什么阿里反对盲目收购，坚持“吃自己的狗粮” (Eat our own dog food)？从淘宝到阿里云，解析企业最持久的商业基因。 Why does Alibaba resist blind acquisitions and insist on "eating their own dog food"? From Taobao to Alibaba Cloud, we analyze the DNA of a long-lasting business. AI时代的技能图谱 (Skills for the AI Era): 为什么在AI能写代码的今天，蔡崇信依然建议学编程和Excel？他提出的“能力组合包”——逻辑思维、数据科学、心理学与材料学，为年轻人指明了方向。 Why does Joe Tsai still recommend learning coding and Excel when AI can code? He outlines a "capability portfolio"—logic, data science, psychology, and material science—as a roadmap for young people. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🔔 订阅并加入我的会员 | Subscribe & Join my membership! 你认为蔡崇信提到的中国AI“四张牌”中，哪一张最关键？在评论区分享你的看法！ Which of the four "cards" Joe Tsai mentioned do you think is the most critical for China's AI future? Share your thoughts in the comments below! 如果你喜欢本期内容，请不要忘记点赞、分享，并【订阅】我的频道，开启小铃铛，第一时间获取关于前沿科技与商业逻辑的深度解析。 If you enjoyed this video, please like, share, and SUBSCRIBE for more deep dives into tech trends and business logic. 👉 支持我持续创作 | Support My Work: 加入我的会员频道，提前观看视频并获得专属福利！ Join my channel membership to get early access to videos and exclusive perks!    / @wow.insight   ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 原视频：    • Alibaba Chairman Joe Tsai Spoke at Edward ...   ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #JoeTsai #Alibaba #ChinaEconomy #AI #ArtificialIntelligence #OpenSource #InvestmentStrategy #CareerAdvice #HKU #蔡崇信 #阿里巴巴 #中国经济 #人工智能 #开源 #商业思维 #职场建议 #深度解析 #宏观经济