新加坡互联网巨头Sea Ltd.正在启动一项新的云业务，并正在考虑对其金融科技部门进行公开上市，以提振增长并重振股价下跌的局面。
Singapore internet giant Sea Ltd. is starting a new cloud business and weighing a public listing of its fintech arm, seeking to bolster growth and revive a plunging stock.
该公司计划向全球企业提供云服务，业务将由名为Sea Cloud的新部门负责，首席执行官Forrest Li在一份被彭博新闻社看到的内部备忘录中写道。
The company plans to offer cloud services to businesses around the world, under a new arm called Sea Cloud, Chief Executive Officer Forrest Li wrote in a memo to staff seen by Bloomberg News.
该转变 — — 意味着将直接与亚马逊网络服务和阿里巴巴集团控股有限公司的云业务竞争 — — 正在进行之际，公司也在考虑剥离并上市其金融服务部门Monee，据该备忘录所述。
That shift — which would mean competing directly with the likes of Amazon Web Services and Alibaba Group Holding Ltd.’s cloud operations — comes as the company is also considering spinning out and listing its financial services arm Monee, according to the memo.
“Monee正接近能够独立站立并开启自身竞赛的阶段。上市可能为其提供资源和空间，使其能够比今天更远、更快地发展，”李写道，以此纪念Sea在股市上市九周年。
“Monee is approaching the point where it can stand on its own two feet and begin its own race. Going public could give it the resources and the room to go further and faster than it can today,” Li wrote, commemorating the ninth anniversary of Sea’s stock-market debut.
该电子商务和娱乐集团正陷入与ByteDance Ltd.旗下TikTok Shop和阿里巴巴的Lazada等深口袋挑战者的激烈竞争之中。与此同时，Shein和PDD Holdings Inc.旗下的Temu也在寻求进入东南亚 — — 一个新兴地区，拥有6.75亿人口，越来越多的购物者正在上线。竞争格局正在拖累Sea的股价，今年股价已下跌超过30%。
The e-commerce and entertainment group is locked in a fierce battle against deep-pocketed challengers including ByteDance Ltd.’s TikTok Shop and Alibaba’s Lazada. That’s as Shein and PDD Holdings Inc.’s Temu are also looking to break into Southeast Asia, an emerging region of 675 million people where more shoppers are coming online. The competitive landscape is weighing on Sea’s shares, which are down more than 30% this year.
Sea下一阶段增长的新战场也正在其本土之外的海洋另一端形成 — — 巴西 — — 因为这家新加坡公司希望扩大其Shopee线上帝国。
A new battleground for Sea’s next stage of growth is also forming an ocean away from its home turf — in Brazil — as the Singaporean company looks to expand its Shopee online empire.
李喜欢给Sea的8万多名员工写备忘录，去年他曾承诺加大对AI的投入，押注这将帮助公司实现万亿美元市值。到目前为止，Sea已将AI融入日常运营，推出新的AI应用，并与OpenAI等前沿实验室在电商领域展开合作。
Li, who is fond of penning memos to Sea’s 80,000-plus employees, last year pledged to double down on AI, betting that this would help the company hit a trillion-dollar market capitalization. So far, Sea has integrated AI into its daily operations, launched new AI applications and partnered with frontier labs like OpenAI in e-commerce.
李表示，公司花了两年时间重建内部云平台，以托管一波它可以向其他企业提供的AI应用。
The company spent two years rebuilding its in-house cloud platform to host a wave of AI applications that it can offer to other enterprises, Li said.
“当我们在移动互联网时代初期建立Shopee时，我们采取了移动优先的策略，而当时我们的许多竞争对手仍在以网站为中心思考，”李说。“我们相信AI正迎来同样的时刻。”
“When we built Shopee at the start of the mobile internet era, we made it mobile-first while much of our competition was still thinking in terms of websites,” said Li. “We believe AI is that moment again.”