阿里千问员工手举豆包集会要"干死豆包"？阿里辟谣：一眼假的AI图 阿里千问员工手举豆包集会 要"干死豆包"？阿里辟谣：一眼假的AI图 阿里千问员工手举豆包集会要"干死豆包"？阿里辟谣：一眼假的AI图 特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 ...

香港联交所最新数据显示，12月19日，Alibaba Group Holding Limited减持红星美凯龙（01528）864.42 万股，每股作价1.283港元，总金额约为1109.05万港元。减持后最新持股数目约为3371.62万股，最新持 股比例为4.55%。 来源：新浪港股 ...

精彩观点： 12月19日周五，Wedbush Securities董事总经理、资深科技分析师Dan Ives做客由华尔街见闻和中欧国际工商学院联合主办的「Alpha峰会」，就全 球AI产业趋势、中美科技竞合以及2026年的投资机遇做出了深度前瞻。 作为华尔街最具影响力的科技股分析师之一，Dan Ives拥有超过25年的从业经验。他以对苹果（Apple）、特斯拉（Tesla）以及微软（Microsoft） 等科技巨头的精准追踪而闻名，被誉为华尔街最坚定的"科技多头"。 当市场在质疑AI估值是否过高时，Dan Ives始终站在前线，用严密的底层逻辑拆解这场"第四次工业革命"。他提出的"AI派对"论和"1995时刻"论， 已成为科技投资者的重要参考指南。 以下是华尔街见闻整理的精华内容： 谈AI现状：这是一场持续到凌晨4点的派对 1. AI派对刚过半： 如果这场AI派对从晚上9点开始，持续到凌晨4点，那么现在才10点半。空头正隔着窗户观望，而多头还在舞池 中。 2. 并非泡沫的"1996时刻"： 我认为现在更像是1996年（互联网爆发前期），而非1999年（泡沫破裂前夕）。当时的初创公司靠PPT 融资，而现在的AI ...

Group 1 - Apple responds to concerns about iPhone storage issues, stating that users should maintain at least 1GB of free space for optimal performance [3][4] - ByteDance is advancing partnerships with hardware manufacturers like Vivo and Lenovo to develop AI phones, aiming to pre-install AIGC plugins [4] - Alibaba's DingTalk has initiated a secret project called "D Plan," potentially targeting AI hardware, with speculation about launching a product similar to "Doubao phone" [4] Group 2 - Over 500 stores of Mooson Milk have closed, with the founder Zhao Bohua completely exiting the company [6] - SF Express has confirmed its exit from the Douyin e-commerce return service, stating that the contract naturally expired [6] - XREAL won a lawsuit against VITURE for patent infringement, leading to a ban on VITURE products in nine European countries [6] Group 3 - Li Auto has restructured its supply chain department, merging the "Parts Cluster" into the "Manufacturing" department, with nearly 1,000 employees affected [7] - Xiaomi has obtained an L3 level road testing license for its autonomous vehicles in Beijing [7] - Neta Auto is undergoing bankruptcy restructuring, with a management trustee selected to oversee the process [7] Group 4 - Apple's first foldable phone, iPhone Fold, is delayed in mass production until the second half of 2026, with potential supply shortages expected [9] - SoftBank is racing to fulfill its $22.5 billion funding commitment to OpenAI by the end of the year [9] - Elon Musk predicts the gradual extinction of traditional fuel vehicles, emphasizing the future competitiveness of smart vehicles [9] Group 5 - Ford is recalling over 270,000 electric and hybrid vehicles in the U.S. due to parking function issues that could lead to rollaway risks [9] - Geely's autonomous driving unit is undergoing personnel changes, with key scientists leaving the company [9] - ChatGPT mobile app user spending has surpassed $3 billion, with projections for significant growth in the coming years [9] Group 6 - Meta's former chief AI scientist Yann LeCun plans to raise €500 million for his new AI startup, aiming for a valuation of around €3 billion [12] - OpenAI is reportedly planning to raise up to $100 billion, potentially reaching a valuation of $830 billion [12] - Galaxy Z TriFold, Samsung's new foldable phone, has launched in China, starting at ¥19,999 [18]

Group 1: Inflation Data - The core Consumer Price Index (CPI) in the U.S. for November rose by 2.6% year-on-year, the lowest level since 2021, and below the previous 3% and market expectations of 3% [2] - The overall CPI for November increased by 2.7%, also lower than the expected 3.1%, indicating a further easing of inflationary pressures [2] - The three-month annualized CPI has dropped to 2.08%, nearing the Federal Reserve's inflation target [2] - Data collection was significantly disrupted due to the federal government shutdown, affecting the credibility of the reported figures [3] Group 2: TikTok's New Joint Venture - TikTok has signed agreements with three investors, including Oracle and Silver Lake, to establish a new joint venture in the U.S. that will hold 45% of the shares [4] - The new entity, TikTok USDS Joint Venture LLC, will focus on data protection, algorithm security, content review, and software assurance [4] - This move is expected to help TikTok comply with U.S. regulations and avoid potential bans, while still allowing ByteDance to retain significant control over its core operations [5] Group 3: AI "Genesis Project" - A total of 24 leading AI companies, including Microsoft and Google, have joined the AI "Genesis Project" initiated by the White House to enhance coordination in scientific research [6] - The project aims to integrate AI tools more efficiently to achieve scientific breakthroughs, reflecting a strategic move to maintain technological leadership amid U.S.-China competition [6][7] Group 4: Alibaba's Share Reductions - Alibaba has reduced its holdings in three listed companies within a week, including Huayi Brothers and Aojie Technology, indicating a strategic shift towards core business areas [8] - The divestments are part of Alibaba's broader transformation strategy, reallocating funds towards AI and core e-commerce sectors while managing financial pressures [9] Group 5: ByteDance's Talent Investment - ByteDance announced plans to increase talent investment, enhancing salary competitiveness and incentive structures to attract and retain top talent globally [10][11] - This initiative is aimed at positioning ByteDance against major tech giants like Google and Meta in the AI talent market, reflecting a shift in its strategic focus towards becoming a global leader [11] Group 6: U.S. Treasury Holdings - In October, China's holdings of U.S. Treasury bonds fell to $688.7 billion, the lowest level since 2008, with a monthly decrease of $11.8 billion [14] - Japan and the UK increased their holdings of U.S. Treasuries, indicating a shift in investment strategies among major foreign holders [14][15]

一张AI生成图，竟引发阿里、腾讯接连下场"抢流量"？ 12月19日，有网友称，"千问开了一个全员会，把所有人拉到了一个广场，每个人发了一个豆包，让他 们把豆包举过头顶，边喊干死豆包，边掰成两半，最后吃掉。"与此同时，一张似乎能印证该传言的图 片也迅速在网络上传播。"千问"即阿里旗下重磅押注的C端App，也是阿里系大模型Qwen的中文名， 而"豆包"则系字节系C端App、字节系大模型名称。 随后，千问App官方微信公众号"阿里千问"辟谣称图片由AI生成，并表示"也不知这张图是哪位的杰 作，大家都是干AI的，相煎何太急啊。"紧接着阿里千问话锋一转抛出AI生成的梗图，并欢迎大家多来 玩千问App生图功能。 在该条推文底下，不断有网友@腾讯系元宝询问该图片的真假，这也将这场"流量大战"中的第三方—— 腾讯拉下了场。腾讯随后迅速在元宝官微接过这一波流量称："今天忙坏了！因为上述图片，自己度过 了一个忙碌的周五，"同时表示"元宝能当逗包，也能解你千问"，并放上了元宝生成的相关梗图——"我 上我也行"。 "大家都是干AI的"，阿里字节多次交锋 该图片一出，千问App官方微信公众号"阿里千问"正式辟谣：图片完全是AI生成的， ...

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - Preference is given to stocks that have undergone a recent sell-off, particularly when there is insider buying at the new lower price, indicating potential recovery [1] - The investor screens through thousands of stocks, primarily in the US, but is open to owning shares in less stable markets, referred to as "banana republics" [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off, adding an additional layer of due diligence [1]

（文章来源：证券时报网） 深市港股通前十大成交活跃股中，成交额居首的是阿里巴巴-W，成交金额19.61亿港元；其次是腾讯控 股、中国移动，成交金额分别为12.97亿港元、11.07亿港元。以净买卖金额统计，有9只股为净买入，净 买入金额最多的是阿里巴巴-W，净买入4.38亿港元，该股收盘上涨0.83%。净卖出金额最多的是中国移 动，净卖出1.66亿港元，收盘股价下跌0.18%。（数据宝） 12月19日港股通成交活跃股 | 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 00700 | 腾讯控股 | 港股通(沪) | 262767.05 | 79226.32 | 1.49 | | 09988 | 阿里巴巴-W | 港股通(沪) | 262587.90 | 61102.30 | 0.83 | | 06869 | 长飞光纤光缆 | 港股通(沪) | 221567.40 | 393.90 | 12.01 | | 09988 | 阿里巴巴-W | 港股通(深) | 196128.00 | ...

图/阿里千问 记者丨叶映橙 见习记者林健民 编辑丨刘巷 12月19日，21财经《辟谣财知道》注意到，网络流传一张所谓"阿里千问全员会"图片，图中疑似阿里千 问员工聚集在广场上手举豆包，广场一侧有"干死豆包"标语。 下午21财经·南财快讯记者向阿里相关人士求证，对方回复此图不实，指出"这个图里千问的logo都生成 错了"。 傍晚，"阿里千问"微信公众号发文称，"这里正式辟个谣，广场大会是假的，图完全是AI生成的，里面 的Logo和工牌全是错的。" 文中还称，"也不知这张图是哪位的杰作，大家都是干AI的，相煎何太急啊。" SFC 出品丨21财经客户端 21世纪经济报道 编辑丨曾静娇 21君荐读 ...

图/阿里千问 出品丨21财经客户端 21世纪经济报道 编辑丨曾静娇 SFC 12月19日，21财经《辟谣财知道》注意到，网络流传一张所谓"阿里千问全员会"图片，图中疑 似阿里千问员工聚集在广场上手举豆包，广场一侧有"干死豆包"标语。 下午21财经·南财快讯记者向阿里相关人士求证，对方回复此图不实，指出"这个图里千问的 logo都生成错了"。 傍晚，"阿里千问"微信公众号发文称，"这里正式辟个谣，广场大会是假的，图完全是AI生成 的，里面的Logo和工牌全是错的。" 文中还称，"也不知这张图是哪位的杰作，大家都是干AI的，相煎何太急啊。" 记者丨 叶映橙 见习记者林健民 编辑丨刘巷 热搜第一，牛股瞬间闪崩12个点，网友：炒股用曲面屏太难受 一线城市加速房票安置 百亿资金连续5日涌入扫货A股 21君荐读 ...