每经AI快讯，9月30日，港股午后涨幅扩大，科指涨近2%，恒指涨0.7%；科指成分股中，华虹半导体大 涨超11%，快手涨超6%，哔哩哔哩涨近6%，商汤涨近5%，中芯国际、小鹏汽车、蔚来涨超3%，阿里 巴巴涨超2%。 ...

Core Viewpoint - Chengdu Shusheng Technology Co., Ltd. (referred to as "JiaoJiao") has entered into a comprehensive AI strategic partnership with Alibaba Cloud to promote the intelligent development of the education industry through deep collaboration in AI applications [1][3]. Group 1: Partnership Details - The collaboration will utilize the Tongyi Qianwen large model as a technical foundation, integrating JiaoJiao's educational data and methodologies to develop an "AI Learning Companion" with multimodal interaction and emotional support capabilities [3]. - JiaoJiao will fully access Alibaba Cloud's AI capabilities to create a dedicated educational model and unified data infrastructure, achieving a comprehensive intelligent upgrade from content production to user service [3]. - Alibaba Cloud will provide core AI technology, computing resources, and ecosystem support, while JiaoJiao will offer various business scenarios and data resources to facilitate technology implementation and scaling [3]. Group 2: Product Development and Implementation - JiaoJiao has established a stable iterative AI framework, optimizing educational scenario models based on millions of user data, and has effectively implemented AI in four core areas: learning situation detection, personalized service, talent training, and service quality assurance [5]. - The "AI JiaoJiao" product allows for video calls, enabling engaging interactions between children and the AI, providing learning services such as knowledge Q&A and emotional support [6]. - During internal testing, 77% of users initiated video calls with "AI JiaoJiao," with an 80% rate of users engaging in multiple calls, indicating strong user engagement [6]. Group 3: Future Goals and Industry Impact - The partnership with Alibaba Cloud represents a significant step towards JiaoJiao's goal of becoming an AI-driven education technology company, aiming to enhance children's learning experiences through deep integration of AI and education [3][6]. - JiaoJiao's participation in the Cloud Habitat Conference showcased its innovative products and solidified its commitment to the children's education sector, with plans to continue expanding the reach of quality educational resources [6].

Core Viewpoint - Alibaba Group is in negotiations to acquire the top 13 floors of the "One Island East" building in Hong Kong's Causeway Bay for approximately HKD 7 billion (USD 900 million) [1] Group 1: Acquisition Details - The acquisition involves the top 13 floors of the "One Island East" building [1] - The reported price for the acquisition is around HKD 7 billion (USD 900 million) [1] - Alibaba and its affiliates currently lease 10 floors in Times Square, Causeway Bay, with the lease expiring in 2028 [1] Group 2: Seller Information - Mandarin Oriental is in discussions regarding the potential sale of specific office spaces in "One Island East" [1] - There is no guarantee that any transaction will be completed [1] - Alibaba has not responded to requests for comments regarding the potential acquisition [1]

Core Viewpoint - Alibaba has confirmed the reassignment of Xu Zhuhong, the Vice President and Chief Scientist of the Intelligent Information Business Group, to Tongyi Laboratory, where he will focus on research related to multimodal interaction models [1] Group 1 - Xu Zhuhong will report to Zhou Jingren, the head of Tongyi Laboratory, following his transition [1]

写了很多腾讯，后台很多用户私聊我，问怎样看阿里？特别是阿里最近涨幅很猛，蒋凡执掌权柄后有了 中兴之势！ 现在已经不是零售商阿里，是AI的阿里，在云服务、芯片、大模型上三箭齐发，同时闪购+到店+高德 为主站导入海量电商流量，寻找了10年之久的流量入口，终于搭建成功了。 1. 零售电商份额持续流失。零售本质就是多、快、好、省，之前基本是淘宝+天猫独霸了，现在心智完 全分散了。 好——京东自营+天猫品牌店； 多——淘宝、拼多多，抖音、快手货架也丰富起来； 快——京东； 还有菜鸟物流，蚂蚁（支付宝），海外电商板块都是实力在线，这样看上去，阿里眉清目秀， 高大威 猛！ 综合来看，阿里就是亚马逊（电商+云服务）+OpenAI（通义）+英伟达（自研芯片），简直是六边形战 士。 涨就是必然的。 我们反过来探究一下，那为啥之前不涨，跌跌不休？除了进入GP周期而不是效率周期之外，阿里本身 面对什么问题： 省——拼多多。 2. 新的战略级别流量入口始终没有办法找到。 陆兆禧集全集团之力做"来往"失败后，阿里除了同步搞了移动端，千人千面这是电商转化端，一直也同 步寻找新的线上战略级别入口，这个入口必须自己把控的，没有新的流量入口，再 ...

Core Viewpoint - The report from China Merchants Securities International indicates that while the Hong Kong stock market is experiencing short-term volatility, the long-term upward trend remains intact, suggesting a focus on structural themes rather than index levels [1] Market Performance - During the week of September 22-26, the Hong Kong stock market saw a general decline, with the Hang Seng Index dropping by 1.57% and the Hang Seng Tech Index falling by 1.58% [1] - The AH premium significantly widened to 120, indicating a disparity between Hong Kong and mainland Chinese stocks [1] Sector Analysis - Most major sectors in the Hong Kong market experienced declines, with only the materials sector showing an increase, while sectors such as consumer staples, real estate, and construction led the losses [1] Capital Flow - The micro-funding environment showed a net outflow of Hong Kong capital, while both southbound and foreign capital recorded net inflows [1] - Southbound capital saw a total net inflow of 44 billion HKD, primarily directed towards non-essential consumer and information technology sectors [1] - Foreign capital through ETFs recorded a net purchase of 555 million USD, and local Hong Kong ETFs also saw a net inflow of 7.7 billion HKD, totaling a year-to-date net inflow of 59.6 billion HKD [1] Investment Focus - The report highlights AI technology and non-ferrous metals as two core investment themes, with Alibaba-W (09988) being the preferred choice in the AI sector due to its full-stack AI capabilities [1] - There is an emphasis on increasing allocation to sectors experiencing a reversal of difficulties, such as essential consumption, high dividend strategies, and undervalued innovative pharmaceutical stocks, while avoiding excessive concentration risk in holdings [1]

Group 1 - The core viewpoint of the report indicates that while the Hong Kong stock market is experiencing short-term volatility, the long-term upward trend remains intact, suggesting a focus on structural themes rather than index points [1] - The report identifies AI technology and non-ferrous metals as the two main investment themes, with Alibaba (09988) being the preferred choice in the AI sector due to its full-stack AI capabilities, and attention on copper price upward opportunities in the non-ferrous metals sector [1] - The report recommends increasing allocation to sectors experiencing a reversal of difficulties, such as essential consumption, high dividend strategies, and undervalued innovative pharmaceutical stocks, while avoiding excessive concentration risk in holdings [1] Group 2 - Last week (September 22-26), the Hong Kong stock market saw a general decline, with the Hang Seng Index dropping by 1.57% and the Hang Seng Tech Index falling by 1.58%, while the AH premium significantly widened to 120 [1] - From an industry perspective, most major sectors in the Hong Kong stock market experienced declines, with only the materials sector showing an increase, while sectors such as conglomerates, real estate, and essential consumption led the declines [1] - In terms of micro-funding, there was a net outflow of Hong Kong capital, while both southbound and foreign capital saw net inflows: 1) Southbound capital had a total net inflow of HKD 44 billion, primarily flowing into non-essential consumption and information technology; 2) Foreign capital net bought USD 555 million through ETFs; 3) Local Hong Kong ETFs also saw a net inflow of HKD 7.7 billion, totaling a net inflow of HKD 59.6 billion year-to-date [1]

Core Viewpoint - The Hong Kong stock market, particularly the technology sector, is experiencing a rebound driven by advancements in AI and positive market sentiment, with significant capital inflows into technology-focused ETFs [1] Group 1: Market Performance - On September 30, the Hang Seng Index opened up by 0.19% and the Hang Seng Tech Index rose by 0.34% [1] - The Hong Kong Stock Connect Technology ETF (159101) saw a slight increase in early trading, with notable gains in stocks such as Hua Hong Semiconductor, UBTECH, Kangfang Bio, Sunny Optical Technology, and Bilibili [1] - As of September 29, the Hong Kong Stock Connect Technology ETF (159101) recorded a net capital inflow of 436 million yuan over the past 10 trading days, indicating strong investor interest [1] Group 2: Sector Analysis - Huatai Securities reports that the rapid rebound of Hong Kong tech stocks is attributed to accelerated domestic AI developments [1] - The technology sector is expected to lead a third revaluation of the Hong Kong market, as negative factors like the food delivery competition are largely priced in, while AI models, chip procurement, and capital expenditures are anticipated to accelerate [1] - With the onset of a new round of monetary easing by the Federal Reserve and advancements in the internet and technology sectors, market sentiment in Hong Kong may continue to improve, suggesting that the technology sector remains a favorable area for investment [1] Group 3: ETF Composition - The Hong Kong Stock Connect Technology ETF (159101) closely tracks the Guotai Hong Kong Stock Connect Technology Index, selecting 30 large-cap stocks with high R&D investment [1] - The top ten weighted stocks account for over 75% of the ETF, including major internet giants like Tencent and Alibaba, as well as emerging players like Li Auto and BeiGene, covering popular sectors such as "software and hardware + new consumption + innovative pharmaceuticals + new energy vehicles" [1]

智通财经APP获悉，有着"木头姐"之称、方舟投资首席执行官凯茜・伍德近期在一次采访中指出，人工 智能(AI)领域目前由"四大巨头"主导，分别是OpenAI、Anthropic、马斯克旗下的xAI以及谷歌 (GOOGL.US)旗下的Gemini。 她补充道，这四家企业之间的竞争正趋于白热化。"在大型语言模型(LLM)领域，真正具备竞争力的企 业数量已经减少"。 在这一背景下，伍德加码押注AI、云计算和下一代互联网领域，尤其将目光投向了中国科技股。 以下是其旗下主动管理基金上周的主要买卖操作： 其他基金动向： ARK Next Generation Internet ETF(ARKW.US)：增持阿里巴巴约4.2万股，价值逾800万美元;同时减持 了Shopify(SHOP.US)和Roblox。 基因进化ETF-ARK(ARKG.US)： 上周连续多日增持Arcturus Therapeutics(ARCT.US)，总计购入约6.5万 股(此前一周已增持约13.6万股)。该股持续上涨，上周涨幅达8%。基金还增持了Intellia Therapeutics超 1.7万股。 ARK Fintech Innovati ...

人民财讯9月30日电，企查查APP显示，近日，阿里巴巴（中国）有限公司"ANIMODE"商标注册成功， 国际分类为教育娱乐。据了解，Animode是阿里巴巴推出的AI动漫视频创作工具，上传图片、视频等素 材，用户可以将现实世界的视频转换为二次元风格视频。 ...