果然财经|阿里巴巴港股大涨创新高，阿里云算力投入指数级提升 9月24日上午，港股阿里巴巴盘中涨幅超6%，股价创2021年10月以来新高。消息面上，在今日开幕的 2025云栖大会上，阿里集团董事兼首席执行官吴泳铭表示，目前阿里正积极推进3800亿的AI基础设施 建设，并计划追加更大的投入。 果然财经|阿里巴巴港股大涨创新高，阿里云算力投入指数级提升 暂无评论 大众报业·齐鲁壹点53分钟前 鲁ICP备15022957号-13 鲁公网安备 37010202002220号 鲁新网备案号201000101 电信增值业务许可证： 鲁B2-20120085 齐鲁晚报·齐鲁壹点 版权所有(C) All Rights Reserved 联系电话：0531-82625462邮箱： 1790179766@qq.com 热门评论我要评论 微信扫码 移动端评论 ...

Alibaba - Alibaba's shares surged to their highest in nearly four years in Hong Kong following the announcement of increased AI spending plans beyond the initially planned 380 billion yuan ($53 billion) over the next three years [2][3] - CEO Eddie Wu anticipates that global investment in artificial intelligence will accelerate to approximately $4 trillion over the next five years, indicating the need for Alibaba to enhance its AI infrastructure [3] Ford - Ford is offering lower interest rates to attract riskier borrowers for its F-150 pickups, aiming for a strong sales close to the quarter [4][5] - The automaker has been absorbing tariff costs on imported materials to maintain sales volume, despite the impact on profits [5] Lithium Americas - Lithium Americas' shares increased by 78% in pre-market trading after reports that the Trump administration is seeking up to a 10% equity stake in the company while renegotiating terms of a $2.3 billion Department of Energy loan for its Thacker Pass lithium project [5][6] - The Thacker Pass project, valued at approximately $3 billion, was approved by the Trump administration, and the loan was finalized under the Biden administration [6] - General Motors, which invested $625 million for a 38% stake in the mine, has the right to purchase all lithium from the project's phase 1 and part of phase 2 for 20 years, although the Trump administration is now seeking guarantees for these purchases [7]

Group 1 - Dow futures fell by 0.01%, S&P 500 futures rose by 0.13%, and Nasdaq futures increased by 0.27% [1] - Chinese concept stocks saw a pre-market rally, with Alibaba rising by 8.98% after announcing a partnership with NVIDIA for Physical AI, and a three-year investment plan of 380 billion yuan in AI infrastructure [1] - Xiaoma Zhixing increased by 3%, nearing historical highs, with Goldman Sachs maintaining a "buy" rating and raising the target price from $26 to $27.7 [1] Group 2 - Micron Technology rose over 2% after reporting Q4 revenue of $11.32 billion, a 46% year-over-year increase, and adjusted EPS of $3.03, a 156.8% increase [2] - Lithium Americas surged by 68% amid reports that the Trump administration is seeking to acquire up to 10% of the company [2] - Citigroup raised Wells Fargo's target price from $85 to $90 while maintaining a "neutral" rating [2] Group 3 - UBS raised Tesla's Q3 delivery forecast from 431,000 to 475,000 units, suggesting a potential record quarter for the company [3] - Deutsche Bank indicated that AI spending may be supporting the overall U.S. economy, warning that without significant AI capital expenditures, the U.S. could face recession [3] Group 4 - U.S. new home sales data for August is set to be released on September 24 at 22:00 Beijing time [4]

Market Overview - A-shares experienced a significant rise on September 24, with major indices such as the ChiNext and Sci-Tech 50 reaching new highs, while the Hang Seng Index also increased by over 1% [1] - The Shanghai Composite Index rose by 0.83% to close at 3853.64 points, and the ChiNext Index surged by 2.28% to 3185.57 points, marking a three-year high [1] Semiconductor Sector - The semiconductor sector saw a strong performance, particularly in storage chips and photolithography equipment, with stocks like Jiangfeng Electronics and Xingfu Electronics hitting the daily limit [1][4] - Notable price increases were reported for major storage manufacturers, including Samsung, which raised prices for DRAM and NAND products by up to 30% [6] Solid-State Battery Concept - The solid-state battery sector also showed significant gains, with companies like Haimeixing and Jiaocheng Ultrasonic seeing price increases of over 10% [8] - The industry is moving towards mass production and testing of solid-state batteries, with major automotive companies planning to integrate this technology into their vehicles by 2025-2026 [10] Lixun Precision (立讯精密) - Lixun Precision's stock surged near the daily limit, closing up nearly 7% at 70.2 yuan per share, with a market capitalization exceeding 509 billion yuan [12] - The company has reportedly signed an agreement with OpenAI to develop a consumer-grade device, although it has not confirmed this information [14] Alibaba - Alibaba's stock rose over 9% in Hong Kong, closing with a market capitalization of 331.86 billion HKD, and also saw a significant pre-market increase in the US [16] - The company announced a collaboration with NVIDIA in the Physical AI sector, aiming to enhance its AI infrastructure with a planned investment of 380 billion yuan [18]

Core Insights - Alibaba's 1688 platform is leveraging AI to simplify B2B transactions for small and medium enterprises (SMEs) by reducing the barriers to accessing the Chinese supply chain [1][4] Group 1: AI Product Launch - The cross-border AI product "Ao Xia" was unveiled, designed to assist overseas SMEs in sourcing products from China, expected to launch in November 2025 [3] - The product aims to streamline the sourcing process by reducing the selection period from days to minutes through visual recognition and semantic analysis [3][4] - "Ao Xia" will also provide features like multi-language translation and compliance risk alerts for different markets [3] Group 2: AI Capabilities and Features - 1688 has developed an "AI industry model" based on 26 years of data accumulation in the B2B sector, enabling the AI to understand supply-demand fluctuations and category trends [4] - The updated 1688 AI app includes new features such as "AI Find Factory" and "AI Advisor," enhancing supply chain matching and business decision support [6] - "AI Find Factory" allows users to describe their procurement needs in natural language, improving decision-making efficiency by comparing suppliers [6] Group 3: Future of B2B Transactions - The vision for the "AI to B" era includes fully automated B2B transaction processes, where AI can plan procurement schedules and recommend suitable products and factories [7] - Industry experts note that AI applications in B2B are moving beyond mere tools to fundamentally restructuring business processes, enhancing efficiency and evolving business models [7]

Market Overview - The major indices collectively rose, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index increasing by 0.83%, 1.8%, and 2.28% respectively, marking a significant recovery in the market [3] - Over 4,400 stocks rose while more than 800 stocks declined, with a total trading volume of 2.3 trillion [3] Sector Performance - Semiconductor-related sectors, including SMIC concepts, photolithography, memory, and chips, experienced substantial gains, becoming the strongest market theme of the day [3][7] - Solid-state battery stocks also saw significant increases, with companies like Hongtian Co., China Baoan, and Enjie Co. hitting the daily limit [3] - The financial sector showed a localized surge in the afternoon, with Xiangcai Co. hitting the daily limit and other financial stocks performing well [3] - Other sectors such as gaming, photovoltaic, and physical AI also exhibited strong performance, while tourism, banking, and CPO saw slight declines [3] Key Stock Highlights - Notable stocks included Lianang Micro, Changchuan Technology, and Tongfu Microelectronics, which all hit the daily limit [8] - Lixun Precision reached a historical high with a market capitalization exceeding 500 billion [8] - Multiple semiconductor ETFs also saw significant gains, indicating strong investor interest in the sector [8] Catalysts for Market Movement - The market rally was attributed to multiple catalysts, including Microsoft's microfluidic technology and various positive news regarding photolithography equipment [9] - Alibaba's announcement of a 380 billion investment in AI infrastructure at the 2025 Cloud Summit was a significant driver for the market, particularly boosting semiconductor stocks [11] Alibaba's Developments - Alibaba's CEO announced plans for a substantial increase in AI infrastructure investment, projecting a tenfold increase in energy consumption for global data centers by 2032 [11] - The collaboration between Alibaba Cloud and NVIDIA in the field of physical AI further propelled Alibaba's stock, which rose by 9.16% [11] Photolithography Sector - The photolithography sector saw a strong performance, with stocks like Huasoft Technology and Zhangjiang Hi-Tech hitting the daily limit [14][15] - The sector's overall increase was driven by positive market sentiment and news, with photolithography-related stocks rising by over 6.5% at one point during the trading session [16]

Core Insights - Alibaba's CEO, Wu Yongming, announced at the 2025 Cloud Conference that achieving Artificial General Intelligence (AGI) is a certainty, with the ultimate goal of developing Super Artificial Intelligence (ASI) to tackle major scientific challenges like climate change and space travel [4] - The path to ASI is divided into three stages: emergence of intelligence, autonomous action, and self-iteration, with the current industry stage being autonomous action [4] - By 2032, Alibaba Cloud's global data center energy consumption is expected to increase tenfold compared to 2022, indicating a significant rise in computational power investment [4] Company Developments - Alibaba Cloud's CTO, Zhou Jingren, unveiled seven new large model products, including Qwen3-Max, Qwen3-Next, Qwen3-Coder, Qwen3-VL, Qwen3-Omni, Wan2.5-preview series, and Tongyi Bailing [5] - Alibaba has officially announced a collaboration with NVIDIA on Physical AI, covering various aspects such as data synthesis, model training, environmental simulation reinforcement learning, and model validation testing [5]

智通财经9月24日讯（编辑 冯轶）据Wind数据显示，南向资金今日成交约1533.58亿港元，较前一日继续放量约40亿，约为今日恒指成交总额的53.11%，占 比超过五成，交投热度有所回暖。 与此同时，恒指反攻向上，南向资金追涨流入，全天净买入约137.05亿港元，创近7个交易日以来新高。其中，沪港股通净买入约52.25亿港元， 深港股通净买入约84.80亿港元。 个股方面，交易所数据显示，今日南向资金 大幅净买入：阿里巴巴-W(09988.HK)53.39亿港元；腾讯控股(0700.HK)26.51亿港元；山高控股(00412.HK)8.80亿港元；中芯国际(00981.HK)6.88 亿港元。 大幅净流出：中兴通讯(00763.HK)3.54亿港元；小米集团-W(01810.HK)3.15亿港元。 投资要点 阿里巴巴-W今日涨9.16%，短线资金持续流入，前5日加仓6914万股。 腾讯控股今日涨2.05%，短线资金以流出为主，前5日减持291万股。 山高控股今日跌6.00%，短线资金连续流入，前5日加仓4.89亿股。 中芯国际今日涨5.72%，短线资金流出减缓，前5日减持353万股。 中兴通讯今日跌0.1 ...

Core Insights - The VR industry in Jiangxi achieved a revenue of 110 billion yuan in 2024, marking a year-on-year growth of 9.34% [1] Group 1: Industry Development Characteristics - Leading companies are accelerating their concentration in Jiangxi, with over 400 VR enterprises established, including major players like Huawei, Alibaba, Lenovo, HTC, and iFlytek [1] - Jiangxi is home to 16 of the top 50 VR companies in the country, with 9 headquartered in the province [1] Group 2: Innovation Platforms - The National Virtual Reality Innovation Center has made breakthroughs in key technologies such as liquid crystal lens zoom display, 3D reconstruction, perception interaction, eye tracking, and gesture tracking since its establishment in 2022 [2] - Several leading innovation platforms, including Qius Research Institute, Huawei Nanchang Research Institute, and Beihang University Jiangxi Research Institute, have been established in Jiangxi [2] Group 3: Industry Ecosystem - Jiangxi has included the VR industry in its key manufacturing industry chain modernization plan, creating a multi-level policy support system for VR development [2] - The province has launched a virtual reality application promotion plan and identified 76 demonstration projects to promote the integration of VR technology across various sectors [2] - Six universities in Jiangxi have established undergraduate programs in virtual reality technology, with over 20 schools offering specialized programs [2] - The electronic information industry in Jiangxi has maintained a scale of over 1 trillion yuan for three consecutive years, providing a solid industrial foundation for VR hardware manufacturing [2]

大公司： 三星电子第二季度全球HBM市占率降至第三，被美光超越 周三公布的数据显示，三星电子第二季度在全球高带宽内存（HBM）芯片市场的份额下滑至第三位， 美国美光科技公司升至第二位。根据行业追踪机构Counterpoint Research的数据，三星电子在第二季度 占据了全球HBM芯片市场的17%，低于美光的21%。SK海力士以62%的市场占有率位居第一。 美团闪购携十大品牌上线白酒全链路保真体系 36氪获悉，9月24日，美团闪购联合茅台酱香酒、汾酒、洋河、古井贡酒、剑南春、西凤、今世缘、郎 酒、水井坊等十余家白酒品牌，推出即时零售行业首个白酒全链路保真体系，以正品保障为核心，在白 酒售前、售后、配送等环节推出多项服务举措，促进白酒产业知识产权保护，构建健康可信的闪购白酒 生态。 阿里巴巴公开集成电路组件和芯片封装结构专利 36氪获悉，爱企查App显示，近日，阿里巴巴(中国)有限公司"集成电路组件和芯片封装结构"专利公 布。摘要显示，该专利提供了一种集成电路组件和芯片封装结构。所述集成电路组件包括：第一晶圆裸 片，形成有多个运算单元，所述多个运算单元用于并行地执行逻辑运算；第二晶圆裸片，与所述第一晶 圆裸 ...