{"id":144378,"date":"2026-03-20T10:58:47","date_gmt":"2026-03-20T09:58:47","guid":{"rendered":"https:\/\/www.retaildetail.be\/?p=144378"},"modified":"2026-03-20T10:58:50","modified_gmt":"2026-03-20T09:58:50","slug":"pourquoi-alibaba-mise-tout-sur-lia-comme-bouee-de-sauvetage","status":"publish","type":"post","link":"https:\/\/www.retaildetail.be\/fr\/news\/general\/pourquoi-alibaba-mise-tout-sur-lia-comme-bouee-de-sauvetage\/","title":{"rendered":"Pourquoi Alibaba mise tout sur l’IA comme bou\u00e9e de sauvetage"},"content":{"rendered":"\n

Alibaba <\/strong>a <\/strong>essuy\u00e9 de lourds revers ces derniers mois. Au cours du trimestre clos fin d\u00e9cembre, les b\u00e9n\u00e9fices ont chut\u00e9, tandis que dans le retail, la seule croissance \u00e9tait due \u00e0 la livraison express en Chine et (dans une moindre mesure) aux activit\u00e9s internationales.<\/p>\n\n\n\n

Des promotions sans effet<\/h2>\n\n\n\n

Les b\u00e9n\u00e9fices du g\u00e9ant chinois du commerce \u00e9lectronique ont chut\u00e9 de pas moins de 66 % au troisi\u00e8me trimestre, qui s’est achev\u00e9 le 31 d\u00e9cembre, malgr\u00e9 une modeste croissance du chiffre d’affaires de 1,7 %. Il est \u00e9galement frappant de constater que sur le march\u00e9 int\u00e9rieur chinois, le commerce \u00e9lectronique n’a progress\u00e9 que gr\u00e2ce au \u00ab quick commerce \u00bb (+56 %), cette livraison instantan\u00e9e qui conna\u00eet un essor fulgurant en Chine et fait l’objet d’une concurrence acharn\u00e9e. \u00c0 l’international, avec notamment AliExpress en Europe, la croissance du commerce de d\u00e9tail s’est \u00e9lev\u00e9e \u00e0 3 %.<\/p>\n\n\n\n

Alibaba a pourtant mis le paquet pendant les p\u00e9riodes de pointe, avec des r\u00e9ductions et des livraisons ultra-rapides jusque dans les moindres recoins de la Chine. M\u00eame la ru\u00e9e traditionnelle lors de la F\u00eate des C\u00e9libataires, autrefois le moment fort de l\u2019ann\u00e9e, s\u2019est av\u00e9r\u00e9e d\u00e9cevante cette fois-ci. Les promotions ont \u00e9t\u00e9 \u00e9tal\u00e9es sur un mois, mais les consommateurs sont rest\u00e9s prudents, en partie \u00e0 cause de la crise immobili\u00e8re persistante en Chine.<\/p>\n\n\n\n

Les livraisons rapides deviennent donc cruciales, mais restent pour l’instant tr\u00e8s co\u00fbteuses. Alibaba souhaite donc am\u00e9liorer la \u00ab rentabilit\u00e9 unitaire \u00bb de Taobao Quick Commerce et vise un volume brut de transactions de 1 000 milliards de yuans d’ici l’exercice fiscal 2029. Mais la question reste de savoir si cela suffira \u00e0 r\u00e9tablir les marges b\u00e9n\u00e9ficiaires, car la concurrence d’acteurs tels que Meituan et JD.com reste f\u00e9roce.<\/p>\n\n\n\n

L’IA comme bou\u00e9e de sauvetage ?<\/h2>\n\n\n\n

Alors que les activit\u00e9s principales d’Alibaba sont sous pression, la division cloud conna\u00eet quant \u00e0 elle le succ\u00e8s. Son chiffre d’affaires a augment\u00e9 de 36 %, en partie gr\u00e2ce \u00e0 l’int\u00e9gration de l’intelligence artificielle (IA). Alibaba mise pleinement sur les chatbots IA tels que Qwen, qui non seulement r\u00e9pondent aux questions, mais passent \u00e9galement des commandes de repas et de produits. Lors d\u2019une campagne promotionnelle autour du Nouvel An chinois, Qwen a m\u00eame atteint 50 millions d\u2019utilisateurs quotidiens. La fid\u00e9lit\u00e9 reste toutefois faible : de nombreux utilisateurs ne reviennent pas.<\/p>\n\n\n\n

Le PDG Eddie Wu voit d\u00e9j\u00e0 l’avenir dans l’IA. Il a annonc\u00e9 qu’Alibaba visait un chiffre d’affaires cumul\u00e9 annuel de 100 milliards de dollars provenant du cloud et de l’IA au cours des cinq prochaines ann\u00e9es. Une nouvelle division, l’Alibaba Token Hub, a \u00e9t\u00e9 cr\u00e9\u00e9e pour acc\u00e9l\u00e9rer le d\u00e9veloppement d’assistants num\u00e9riques pilot\u00e9s par l’IA.<\/p>\n","protected":false},"excerpt":{"rendered":"

Alibaba a essuy\u00e9 de lourds revers ces derniers mois. Au cours du trimestre clos fin d\u00e9cembre, les b\u00e9n\u00e9fices ont chut\u00e9, tandis que dans le secteur de la vente au d\u00e9tail, la seule croissance a \u00e9t\u00e9 g\u00e9n\u00e9r\u00e9e par la livraison express en Chine et (dans une moindre mesure) par les activit\u00e9s internationales.<\/p>\n","protected":false},"author":5,"featured_media":144379,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[15,25],"tags":[1467,1531],"people":[],"extra":[43],"company":[209],"topic":[198,266],"region":[277],"class_list":["post-144378","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-algemeen","category-general","tag-artificiele-intelligentie","tag-intelligence-artificielle","extra-plus","company-alibaba","topic-e-commerce","topic-resultats-financiers","region-chine"],"acf":[],"yoast_head":"\nPourquoi Alibaba mise tout sur l'IA comme bou\u00e9e de sauvetage - RetailDetail BE<\/title>\n<meta name=\"description\" content=\"Alibaba a essuy\u00e9 de lourds revers ces derniers mois. 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