在致股東信中，阿里巴巴集團(tuán)董事局主席馬云預(yù)測稱，在未來30年，各行各業(yè)都將迎來一場急劇的技術(shù)變革。

“如同歷史上每一次技術(shù)革命一樣，前二十年技術(shù)革新，后三十年應(yīng)用革命?！彼麑懙馈?/p>

這個(gè)三十年就在前方。馬云和阿里巴巴首席執(zhí)行官張勇的致股東信均表示，阿里巴巴將深耕價(jià)值數(shù)萬億美元的中國零售市場，并致力于推動(dòng)傳統(tǒng)零售商完成技術(shù)革新。

“今天我們看到的巨大機(jī)會(huì)不是在于如何把網(wǎng)上銷售從現(xiàn)在的3萬億快速提升，而是幫助傳統(tǒng)零售升級成為新零售的機(jī)會(huì)：如何利用互聯(lián)網(wǎng)的思想和技術(shù)去全面改革和升級現(xiàn)有的約30萬億的社會(huì)零售商品總量，使得中國消費(fèi)者日益升級的消費(fèi)需求可以得到有效的滿足?！睆堄聦懙?。

阿里巴巴將邀請零售商加入由網(wǎng)上銷售平臺、廣告場地（如它的優(yōu)酷土豆視頻網(wǎng)站）和云計(jì)算服務(wù)構(gòu)成的阿里生態(tài)系統(tǒng)。

馬云表示，互聯(lián)網(wǎng)對各行各業(yè)的影響標(biāo)志著一個(gè)拐點(diǎn)，其重要性不亞于電的到來。“未來三十年，數(shù)據(jù)作為新能源，計(jì)算作為新技術(shù)，會(huì)先后引發(fā)新零售、新金融、新制造和新文化的變革?！彼麑懙?。

自2014年赴美上市以來，阿里巴巴一直在有力駁斥種種懷疑論調(diào)。在最新一個(gè)財(cái)季，其銷售額猛增59%。該公司正在向東南亞地區(qū)擴(kuò)張，運(yùn)營中國主導(dǎo)性電子支付系統(tǒng)，斥資數(shù)十億收購優(yōu)酷等娛樂企業(yè)，并與傳統(tǒng)零售商展開戰(zhàn)略合作，其中包括百思買式的中國零售巨頭蘇寧集團(tuán)。

馬云介紹稱，阿里巴巴的交易平臺擁有超過4.3億年度活躍買家。也就是說，幾乎每3個(gè)中國人中就有一個(gè)人在該公司的交易平臺上消費(fèi)?！耙苿?dòng)端對我們中國零售業(yè)務(wù)的收入貢獻(xiàn)在上市前的財(cái)年是個(gè)位數(shù)，上個(gè)季度已經(jīng)超過了75%。”馬云寫道。

“二十年后，我們希望能夠服務(wù)全世界20億消費(fèi)者，賦能1000萬家贏利的企業(yè)，創(chuàng)造一個(gè)億的就業(yè)機(jī)會(huì)。”馬云寫道。

馬云和張勇在各自的致股東信中還談到其他話題，其中包括阿里巴巴集團(tuán)不斷拓展的云業(yè)務(wù)。上個(gè)季度，源自云計(jì)算業(yè)務(wù)的營收同比增長156%至1.87億美元，但同時(shí)也出現(xiàn)2400萬美元的虧損。

馬云表示，“阿里云”承載著超過三分之一的中國網(wǎng)站。與亞馬遜的云計(jì)算業(yè)務(wù)一樣，阿里云現(xiàn)已成為阿里巴巴集團(tuán)的增長樞紐。

“我們要做的也不僅是讓商家與互聯(lián)網(wǎng)連結(jié)，而是以云計(jì)算和大數(shù)據(jù)為基礎(chǔ)讓商家與未來的商業(yè)模式相連結(jié)?！彼f。（財(cái)富中文網(wǎng)）

譯者：Kevin

Alibaba Group executive chairman Jack Ma predicted three more decades of rapid technological change across industries in his latest letter to shareholders sent today.

“Throughout history, technological disruptions have followed similar trajectories: 20 years of technological disruption followed by 30 years of further rapid change as new technologies are applied throughout society,” he wrote.

Those three decades are what’s ahead. Both Ma’s and Alibaba CEO Daniel Zhang’s shareholder letters said for Alibaba , change would involve transforming alongside traditional retailers in a multi-trillion-dollar market.

“From our perspective, the most important opportunity on the horizon is not growing online sales in isolation but rather helping traditional retailers upgrade into a brand new retail model,” Zhang wrote. “The excitement is in leveraging internet-based approaches and new technologies to transform the [$4.5 trillion] China retail market to meet the demands of the ongoing consumer upgrade.”

Alibaba’s pitch would be inviting retailers into its ecosystem of online selling platforms, advertising venues (like its Youku Tudou video site), and cloud computing offerings.

Ma said the Internet’s effect on industry marks an inflection point as important as the introduction of electricity. “Over the next 30 years, with computing power as the new `technology breakthrough’ and data as the new `natural resource,’ the landscape of retail, financial services, manufacturing and entertainment will be transformed.”

Alibaba has defied skeptics since its 2014 IPO. In the latest quarter, sales jumped 59%. The company is expanding into southeast Asia, runs the dominate electronic payment system in China, spent billions on entertainment business like Youku, and partnered with traditional retailers like the Best Buy-esque Chinese retailer Suning.

Alibaba counts 430 million annual buyers across its platforms, or one out of three Chinese. More than three quarters of revenue from its Chinese e-commerce sites came from mobile users; before the IPO, it was a single-digit percentage, according to Ma.

“In 20 years, we hope to serve 2 billion consumers around the world, empower 10 million profitable businesses and create 100 million jobs,”Ma wrote.

The other topic both Ma and Zhang included in their letters was Alibaba’s expanding cloud business. Last quarter Cloud computing revenue grew 156% to $187 million, but it also lost $24 million.

Ma said Alibaba Cloud hosts more than one third of China’s websites, and similar to Amazon’s cloud business, is a growth hub.

“Supported by the twin pillars of cloud computing and Big Data,” he said, “our goal is to empower merchants with the ability to transform and upgrade their businesses for the future.”