Core Insights - Alibaba's AI flagship application Quark has launched a new AI creation platform called "ZaoDian," integrating AI image and video generation capabilities, making it the first platform in China to support synchronized audio-visual video generation [1][3] - The platform utilizes the advanced model capabilities of Tongyi Wanshang Wan2.5, allowing for the generation of matching voice, sound effects, and background music for videos up to 10 seconds long, with 1080P HD quality at 24 frames per second [3] - "ZaoDian" supports multiple core features of Midjourney V7 in AI image generation, catering to professional creators' needs in composition, style expression, and detail refinement, particularly excelling in generating Asian portraits and Chinese text [3] Group 1 - The integration of Tongyi Wanshang Wan2.5 is a significant highlight, enabling complex control over video generation, including camera movements [3] - During the beta testing phase, "ZaoDian" attracted numerous professional AIGC creators, resulting in popular works such as "Medieval Oil Painting Chorus" and "Cultural Relics Eating Mooncakes" [3] - Users can access "ZaoDian" through zaodian.quark.cn or the Quark PC app, with a limited-time free trial for video generation capabilities until September 30 [6] Group 2 - The Quark app offers a lightweight creative experience for everyday users, allowing for fun features like "one-sentence photo editing" and "AI creative videos," as well as standard photo editing needs [6] - The platform supports popular AI scenarios such as hairstyle changes, background swaps, style transformations, and 3D figurine generation [6]

Group 1 - Hong Kong's three major indices opened lower but rebounded, driven by Alibaba's significant rise, with the Hang Seng Tech Index increasing over 1.5% [1] - Alibaba's stock surged over 7% during the trading session, leading gains among major holdings in the Hang Seng Tech Index ETF [1] - Alibaba Group's CEO announced at the 2025 Yunqi Conference that large models are the next generation operating systems, and AI cloud is the next generation of computing [1] Group 2 - Domestic internet giants are launching cloud overseas strategies, with Alibaba Cloud accelerating the creation of a global cloud computing network covering multiple regions [2] - The report highlights the dual breakthroughs in underlying models and cloud computing technology, indicating a significant commercial opportunity in the overseas cloud computing market [2] - Alibaba is currently the largest weighted stock in the Hang Seng Tech Index, with a weight of 8.79%, making it a key player for investors looking to access core AI assets in China [2]

Group 1 - The core viewpoint of the articles is that Chinese cross-border e-commerce platforms, particularly AliExpress, are challenging global giants like Amazon by offering brands a more cost-effective and supportive platform for international expansion [1][7][8] - AliExpress has launched a "Super Brand Going Global" initiative, inviting top Chinese brands to shift their focus from Amazon to AliExpress, promising to reduce costs by 50% while achieving higher sales in key markets [1][7] - The shift in strategy is driven by changes in the international trade environment and the evolution of Chinese supply chains, moving from a low-cost model to a focus on brand value and quality [2][4] Group 2 - AliExpress is positioning itself uniquely among China's "four dragons" of cross-border e-commerce by establishing a brand service team and targeting the mid-to-high-end market, moving away from the low-price competition [2][3] - The platform has seen significant growth, with a 70% year-on-year increase in the number of brands joining, and over 500 brands doubling their sales [5][6] - AliExpress is enhancing its operational capabilities by providing comprehensive support for brands, including local marketing, logistics, and AI tools to facilitate global expansion [6][5] Group 3 - The platform's growth is reflected in its financial performance, with the international digital commerce group becoming a key growth engine for Alibaba, maintaining double-digit growth even amid tariff impacts [4][5] - AliExpress aims to differentiate itself by offering a more flexible and supportive environment for brands compared to Amazon, which has been perceived as having rigid rules that hinder brand growth [7][8] - The company is committed to becoming a global player in e-commerce, aspiring to create a new market environment that emphasizes value over price, which aligns with the aspirations of emerging Chinese brands [8]

超强台风"桦加沙"逼近。据央视新闻消息，今天5时，"桦加沙"的中心位于广东省阳江市东偏南方向约255公里的南海北部海面上，将于下午到晚上在广东台 山到湛江一带沿海登陆。随着"风王"的逼近，广东多地自23日起实施"五停"措施。香港天文台24日2时40分发出最新热带气旋警报，十号飓风信号现正生 效。 值得注意的是，港交所、深交所均"打风不停市"，A股、港股均正常交易。 港股小幅低开后回升上扬，截至24日11:18，香港恒生指数涨0.68%，恒生科技指数涨1.49%。阿里巴巴-W涨6.46%，中芯国际涨4.29%，腾讯控股涨0.87%。 港交所、深交所"打风不停市" 23日午后，港交所发文表示，根据香港交易所的恶劣天气交易安排，香港的证券及衍生产品市场（包括沪深港通）在八号或以上烈风/暴风信号、黑色暴雨 警告或极端情况警告生效期间，于正常交易时间维持运作。 | 整体市场 | | | --- | --- | | 恒生指数 恒生国企 | 恒生科技 | | 26336.63 9372.87 | 6258.72 | | +177.51 +0.68% +82.53 +0.89% +91.66 +1.49 | | | 恒指期货 ...

花旗发表报告指，阿里巴巴旗下高德地图透过免除一年平台费用加强店内场景应用。该行认为此项战略 宣布时机正好，适逢十月黄金周假期，高德有望引导更多店内餐饮流量并为餐饮商家带来额外收入。通 过紧密整合并挖掘淘宝闪购、高德地图和支付宝的庞大用户群，该行相信这很可能验证阿里巴巴生态体 系内的跨平台推广协同效应，能为商家带来在线/线下流量及交易转化，并支持消费。该行认为这也可 进一步加强高德的场景应用，并更好地发挥其高日活跃用户(DAU)流量优势。该行维持阿里"买入"评级 及目标价187美元，相当预测2026财年市盈率12倍。 ...

Core Insights - Alibaba's AI flagship application Quark has launched a new AI creation platform called "ZaoDian," integrating AI-generated images and videos, and is the first in China to support synchronized audio-visual video generation with the latest model, Tongyi Wanshang Wan2.5 [1][3] Group 1: Platform Features - "ZaoDian" incorporates advanced capabilities from the Midjourney V7 image generation model, providing a comprehensive creative experience for users with both image and video functionalities [1][3] - The platform can generate synchronized human voices, sound effects, and background music for videos up to 10 seconds long, achieving a complete narrative in a single generation [3] - It supports 1080P HD video at 24 frames per second, meeting the quality requirements for cinematic scene creation [3] Group 2: Target Audience and Use Cases - The platform is designed to cater to both professional AIGC creators and casual users, offering features like "one-sentence image editing" and "AI creative videos" for everyday photo editing needs [4] - It is particularly strong in generating Asian portraits, Chinese text, and traditional cultural elements, making it suitable for e-commerce, graphic design, and film/game applications [3][4] Group 3: User Engagement and Feedback - During the beta testing phase, "ZaoDian" attracted numerous professional AIGC creators, resulting in popular works such as "Medieval Oil Painting Chorus" and "Cultural Relics Eating Mooncakes" [3] - Users have reported enhanced creative efficiency due to the upgraded video model, which allows for synchronized audio and video output [3]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 恒生指数 | 26382.28 | +223.16 | +0.85% | | --- | --- | --- | --- | | 800000 | | | | | 国企指数 | 9391.06 | +100.72 | +1.08% | | 800100 | | | | | 恒生科技指数 | 6292.07 | +125.01 | +2.03% | | 800700 | | | | (责任编辑：宋政 HN002) 格隆汇9月24日｜恒生科技指数涨幅扩大至超2%。半导体股走强，中芯国际、华虹半导体涨超7%，上 海复旦涨超4%。阿里巴巴涨超6%，美团、京东涨超2%，腾讯涨超1%。 ...

Group 1 - The Hong Kong stock market showed a positive trend with the Hang Seng Technology Index rising over 1.5%, driven by significant gains in Alibaba, ASMPT, and others, while Tencent Music and Baidu led the declines [1] - Alibaba's CEO announced at the 2025 Yunqi Conference that large models are the next generation operating systems and AI cloud is the next generation of computing, with plans for substantial investment in AI infrastructure amounting to 380 billion [1] - By 2032, Alibaba Cloud's global data center energy consumption is expected to increase tenfold compared to 2022, indicating a significant exponential increase in computing power investment [1] Group 2 - Long-term prospects for the Hong Kong stock market include potential new highs driven by AI technology and new consumption trends, supported by continuous inflow of southbound funds [2] - The current low interest rate environment in China, combined with potential interest rate cuts in the US, may enhance liquidity and support further growth in the Hong Kong market [2] - Alibaba is the largest weighted stock in the Hang Seng Technology Index, with a weight of 8.79%, making it a key player for investors looking to gain exposure to core AI assets in China [2]

Group 1 - The Hong Kong stock market indices collectively rose, with the Hang Seng Tech Index increasing by 1.5%, driven by strong performance in semiconductor and tech stocks [1] - Alibaba launched Qwen3-Max, its largest and most capable model to date, which has achieved significant rankings in AI benchmarks, surpassing GPT-5-Chat [1] - The Qwen3 series from Alibaba continues to upgrade, with the Qwen3 Coder model performing competitively in coding benchmarks, enhancing the competitiveness of domestic large models [1] Group 2 - Alibaba is the largest weighted stock in the Hang Seng Tech Index, with a weight of 8.79%, indicating its significant influence on the index's performance [2] - The outlook for the Hang Seng Tech Index is optimistic, with expectations of continued inflows from southbound funds and a potential revaluation driven by AI narratives [2]

Group 1 - The core viewpoint of the articles highlights the strong performance of Hong Kong stocks, particularly in the AI sector, with significant gains in major companies like Alibaba and Meituan [1][2] - Alibaba is actively advancing its AI infrastructure with an investment of 380 billion, planning to increase its data center energy consumption tenfold by 2032 [1] - The easing of monetary policy by the Federal Reserve is seen as a direct benefit for Hong Kong stocks, with a favorable liquidity environment and continuous inflow of southbound capital [1] Group 2 - The Hong Kong Internet ETF (513770) and its associated funds track the CSI Hong Kong Internet Index, heavily weighted towards tech and internet leaders like Tencent and Alibaba, which together account for over 28% of the index [2] - The performance of the index has significantly outpaced the Hang Seng Tech Index, with a cumulative increase exceeding 15 percentage points this year [2] - The Hong Kong Internet ETF has reached a record size of over 11 billion, with an average daily trading volume of nearly 600 million, indicating strong liquidity and support for intraday trading [2]