记者丨 董静怡 编辑丨李新江 张伟贤 上午，阿里巴巴CEO吴泳铭在内部邮件中回应林俊旸离职一事。 他表示，将继续坚持开源模型策略，持续加大AI研发投入和吸纳优秀人才力度。 3月4日凌晨，阿里千问大模型技术负责人林俊旸在社交平台X上发文表示离职。同一天， Qwen后训练负责人郁博文也正式离职，而Qwen Code负责人惠彬原已在1月加入Meta。 出品丨21财经客户端 21世纪经济报道 编辑 丨 金珊 投资金条遭抢购，有金店日销百万元，多家银行卖断货 中国创新药大单频现 SFC 21君荐读 2 悦 读 · 智能 权 威 . r7 o 扫码点击下载 以下为邮件全文—— 各位通义实验室同学： 公司已决定批准林俊旸同学的辞职，感谢林俊旸过去在岗位上的付出。靖人会继续带领通义 实验室推进后续工作。同时公司将成立基础模型支持小组，由我，靖人，范禹共同协调集团 资源支持基础模型建设。 技术发展不进则退。发展基础大模型是我们面向未来的关键战略，我们将在继续坚持开源模 型策略的同时，持续加大对人工智能领域的研发投入，加大吸纳优秀人才的力度，我们一起 加油。 此前相关报道： 千问90后核心负责人辞职 ...

责编：李丹 最新回应。 今天上午，阿里巴巴CEO吴泳铭在内部邮件中回应了林俊旸离职一事。他表示，将继续坚持开源模型策 略，持续加大AI研发投入和吸纳优秀人才力度。 以下为邮件全文 各位通义实验室同学： 公司已决定批准林俊旸同学的辞职，感谢林俊旸过去在岗位上的付出。靖人会继续带领通义实验室推进 后续工作。同时公司将成立基础模型支持小组，由我，靖人，范禹共同协调集团资源支持基础模型建 设。 技术发展不进则退。发展基础大模型是我们面向未来的关键战略，我们将在继续坚持开源模型策略的同 时，持续加大对人工智能领域的研发投入，加大吸纳优秀人才的力度，我们一起加油。 吴泳铭 2026年3月5日 校对： 杨立林 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 证 券 时 报 新 媒 体 矩 阵 高 15 12 JJA TH 人民财讯 券商中国 e公司 数据宝 全景财经 北证 新財富 CHDD TRustway 期货回报 杂志 资讯 新财富 期货日报 创业资本汇 北证资讯 信托 ...

Core Viewpoint - Alibaba's CEO Wu Yongming has officially approved Lin Junyang's resignation, which has raised questions about the sudden leadership changes within the company, particularly in the Tongyi Lab and the Qwen team [1][2][3][4]. Group 1: Leadership Changes - Lin Junyang's resignation was unexpected, and the company has not provided details regarding the reasons behind it or the appointment of a successor [3][12]. - The All Hands meeting revealed that the leadership transition was not planned and that there was a lack of communication regarding the organizational changes [5][8]. - The company aims to expand its team and resources, indicating that the adjustments are not related to internal political struggles [9][11]. Group 2: Team Dynamics - The Qwen team, which Lin Junyang led, reportedly had only a few hundred members, significantly smaller than comparable AI teams in other major companies [10]. - The team is currently facing a "resource-tight situation," which has been acknowledged by Alibaba Cloud's CTO [11]. Group 3: New Leadership Candidate - Zhou Hao, a senior researcher from Google DeepMind, has emerged as a potential successor to Lin Junyang, with expectations that he will lead the subsequent training efforts for the Qwen model [13][17]. - Zhou Hao has a strong background, having contributed significantly to the Gemini series of models at Google, which includes advancements in large language models [18][20][21]. Group 4: Zhou Hao's Background - Zhou Hao holds a bachelor's degree in Mathematics and Statistics from the University of Science and Technology of China and has pursued advanced degrees in the United States [23][24]. - His previous experience includes roles at Meta and Google, where he was involved in deep learning and conversational AI, contributing to major projects that have garnered significant academic citations [28][34].

公司已决定批准林俊旸同学的辞职，感谢林俊旸过去在岗位上的付出。靖人会继续带领通义实验室推进后续工作。同时公司将成立基础模型支持小组，由 我，靖人，范禹共同协调集团资源支持基础模型建设。 技术发展不进则退。发展基础大模型是我们面向未来的关键战略，我们将在继续坚持开源模型策略的同时，持续加大对人工智能领域的研发投入，加大吸 纳优秀人才的力度，我们一起加油。 吴泳铭 2026年3月5日 来源：新华网财经综合第一财经、界面新闻 3月5日上午，阿里巴巴CEO吴泳铭在内部邮件中回应林俊旸离职一事。他表示，公司已决定批准林俊旸同学的辞职，感谢林俊旸过去在岗位上的付出。周 靖人会继续带领通义实验室推进后续工作。 以下为邮件全文—— 各位通义实验室同学： N # 啊 _ | ■ i 关注" 新华网财经 "视频号 更多财经资讯等你来看 多地景区官宣：3月免门票 嫣然医院设立电商公司 往期推荐 ...

Core Viewpoint - Alibaba's CEO Eddie Wu announced the departure of the head of its artificial intelligence division, Qwen, and committed to reallocating more resources towards the company's AI development efforts [1] Group 1 - The head of Alibaba's AI division, Qwen, has left the company [1] - Eddie Wu emphasized the importance of AI in the company's future strategy in a staff letter [1] - The company plans to enhance its investment in AI technologies and initiatives [1]

Core Viewpoint - The Hang Seng Tech Index has dropped 28% since its peak in October last year, resulting in a market value loss of nearly $600 billion, with major companies like Tencent and Alibaba being significantly affected. The ongoing AI subsidy war raises concerns about profit erosion and the uncertainty of which company will ultimately prevail in the competition [1]. Group 1: AI Subsidy War - During the Spring Festival holiday, ByteDance, Alibaba, Tencent, and Baidu collectively spent approximately $1.1 billion on subsidies to compete for users [2]. - Goldman Sachs recently lowered Alibaba's target price, citing that the company's capital expenditures to secure AI leadership will exceed previous expectations before 2028 [3]. - The upcoming financial reports are critical, with Alibaba expected to see a 45% year-on-year decline in net profit for the quarter ending last December, while Tencent may face its slowest quarterly profit growth since 2023 [4]. Group 2: Market Sentiment and Valuation - The AI hype initiated by DeepSeek has faded, replaced by concerns similar to those faced by major U.S. cloud computing companies, including rising memory chip costs and potential impacts of AI on existing businesses [5]. - Lorraine Tan, Director of Asian Equity Research at Morningstar, notes that while AI spending in China remains reasonable, there are worries about resource wastage and low returns due to intense competition [5]. - Emerging Chinese AI companies have shown resilience to global market fluctuations, with stocks like MiniMax and Tupu Technology rising over 280% since their listings this year [5]. - Bo Ning from China Merchants Securities describes a clear "see-saw" effect between traditional internet giants and emerging AI firms, while market sentiment remains cautious, awaiting clearer AI strategies from companies like Tencent and Alibaba [5]. - The Hang Seng Tech Index currently has a price-to-earnings ratio of less than 17 times based on forward earnings forecasts, below the five-year average of about 22 times, suggesting potential buying opportunities for undervalued large tech stocks [6]. - However, many investors are adopting a wait-and-see approach, with concerns about user retention if subsidies cease, indicating significant uncertainty in determining the eventual winners in the market [6].

Group 1 - Nvidia's CEO Jensen Huang stated that the company's recent $30 billion investment in OpenAI may be its last before the company goes public, with an IPO expected by the end of the year [2] - Huang also mentioned that the $10 billion investment in Anthropic might be the final one, and the previously announced $100 billion investment opportunity may not be on track [2] Group 2 - Moderna agreed to pay up to $2.25 billion to resolve patent disputes related to its COVID-19 vaccine, concluding ongoing legal controversies [3] - Samsung Electronics raised its first-quarter DRAM contract price increase from 70% to 100%, and plans to negotiate with Tesla to boost AI6 chip production, with an additional monthly demand of 24,000 wafers [3] - Alibaba's Qwen model technology head Lin Junyang announced his resignation, raising questions about his future with the company, while CEO Wu Yongming emphasized Qwen as a top priority during a communication meeting [3] Group 3 - Huawei's ICT BG CEO Yang Chaobin announced the official start of 6G standardization work, with the first 3GPP standard version not expected to be frozen before March 2029 [5] - Xiaomi plans to launch a new smartphone processor chip annually, with founder Lei Jun submitting proposals related to "AI+" and new productive forces at the National People's Congress [5] - ByteDance announced the pricing for its Seedance 2.0 video generation service at $1 per second, furthering the commercialization of generative AI applications [5] Group 4 - Apple released a budget MacBook Neo featuring the A18 Pro chip, starting at $599, while iOS 18.7.6 was officially released [8] - Meta plans to develop its own AI training chips and establish a new AI engineering department to accelerate superintelligence research [8] - Microsoft assisted in dismantling a global hacker service platform and is expected to launch Windows 12 this year, integrating AI deeply [8] Group 5 - Tesla's procurement executives plan to visit Samsung Electronics to discuss significantly increasing AI6 chip production capacity, with additional demand reaching 24,000 wafers per month [9] - Morgan Stanley announced a layoff of about 3%, affecting 2,500 employees across various departments [10] - Ross Stores reported strong fourth-quarter results, with same-store sales growth of 9% exceeding expectations, and a record sales figure of $6.64 billion [10] Group 6 - Honda announced plans to import pure electric vehicles produced in China to Japan, marking the first instance of a Japanese automaker selling Chinese-made EVs domestically [12] - SK Hynix is advancing new HBM packaging technology to meet Nvidia's demands, competing with Samsung for high-end memory market share [12] - LG Electronics is set to maintain its position as the global leader in OLED TV market share for the 13th consecutive year in 2025 [12]

要闻提示 NEWS REMIND 今日头条 HEADLINE NEWS 越骂越火？山姆一冰块卖37.9元，多门店已售罄！网友两派吵翻天 3月4日消息，近日，有网友发布视频表示山姆超市一款售价37.9元的1.38公斤冰块产品价格偏高，被指 是"冰块刺客"，随即引发了广泛讨论并登上热搜。媒体通过山姆会员商店App查询发现，该款冰块产品显 示"商品正在补货中"，产品名为"农夫山泉纯透方冰1.38kg"，售价为37.9元，产品介绍称"源自浙江千岛 湖天然水源，采用低速凝结工艺，可用于调酒品鉴，能保持约3小时专业品鉴体验。" 面对这个定价，两派网友产生了激烈的互辩：一派网友表示疑惑，甚至不解。"这冰怎么这么贵？""觉得 对不起这个价值""这哪是冰，是奢侈品吧？""纯纯智商税吧？"另一派网友则认为，"这个冰块的核心是融 化速度极慢，不会稀释饮品破坏口感，可以让喝饮品的体验一直在线。"还有人带着微妙的优越感回 击，"山姆会员费还是太低了，什么人都进来了""有钱人不会发出这个疑问"……值得注意的是，这场关 于"冰块值不值"的争论已有数天，但反而带"火"了它，甚至出现了断货、代购、溢价等现象。北京山姆会 1.越骂越火？山姆一冰 ...

年后，港股整体在A股"科技牛"的衬托下略显黯淡。 拉长时间来看，最为投资者熟悉的恒生科技板块调整明显，自从去年10月以来回撤幅度已逼近三成，一众主题 基金净值也持续走低。 在此期间，包括南下资金、公司回购以及跨境ETF在内的多路抄底资金热情依旧，仅在年内就已有3只ETF份 额被投资者增逾百亿份。有公募基金分析指出，这样的逆势买入说明市场正在从"恐慌性出清"转向"价值性重 塑"，而以南向机构和产业资本为核心的内资正在确认其对港股的"定价权"。 恒生科技深度调整 据统计，截至3月4日，近七个交易日里，恒生科技下跌了六天，年内恒生科技指数跌幅高达12.45%，个股方 面，金蝶国际跌幅接近三成，此外携程集团、美团、小鹏汽车、零跑汽车和腾讯音乐等跌幅超过了20%。 拉长时间来看，若以去年10月3日阶段性高点计算，恒生指数当前回撤幅度已经超过了27%，多名基金经理对 券商中国记者表示："最近恒科的跌幅确实超过了我们的预期。" 作为恒生科技重要指标，多只相关主题的ETF同期跌幅均在27%左右，投向港股的主动权益基金净值也悉数下 滑。在壁仞科技、智谱AI、MiniMax等三家AI领域的明星企业备受追捧之际，公募基金似乎并未尝 ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to reinvent customer experiences [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, reshaping the global economy [2] - Major firms like PwC and McKinsey acknowledge that AI could unlock multi-trillion-dollar potential, supporting Musk's ambitious forecast [3] Industry Trends - The AI revolution is characterized by a powerful breakthrough that is redefining work, learning, and creativity, attracting significant interest from hedge funds and top investors [4] - A smaller, under-owned company is identified as holding the key to the AI revolution, suggesting a potential investment opportunity [4][6] - Prominent billionaires are aligning their investments with AI advancements, indicating a strong belief in the technology's future impact [6][8] Market Potential - The projected $250 trillion market is not limited to a single company but encompasses an entire ecosystem of AI innovators [2] - The technology's potential is seen as more transformative than previous technological advances, with implications for various sectors including healthcare and education [8]