来源：智通财经 9月24日上午，阿里巴巴港股涨幅扩大至超7%，股价创2021年10月以来新高。消息面上，9月24日，阿 里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在云栖大会上表示，到2032年阿里云全球数据中 心的能耗规模将提升10倍。 ...

格隆汇9月24日｜港股低开高走，恒生科技指数涨幅扩大至1.21%，恒指涨0.62%。阿里巴巴、中芯国际 涨超4%。 | 恒生指数 | 26320.32 | +161.20 | +0.62% | | --- | --- | --- | --- | | 800000 | | | | | 国企指数 | 9362.50 | +72.16 | +0.78% | | 800100 | | | | | 恒生科技指数 | 6241.59 | +74.53 | +1.21% | | 800700 | | | | (责任编辑：宋政 HN002) 【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 ...

Core Insights - Voice AI input speed is nearly three times faster than typing and touchscreen operations, enabling hands-free, real-time interaction in industries such as automotive, dining, tourism, and hospitality, which supports business growth [1] - The market size for voice AI is projected to reach $186 billion by 2030 [1] - The current and future market will continue to be dominated by large tech companies from China and the United States, while smaller specialized companies will focus on vertical markets to provide customized and value-added services [1] Company Insights - Smaller specialized companies in the voice AI sector include SoundHound AI, Cerence, and iFlytek [1] - The top stock picks in the internet sector are Meta, Google, Tencent, and Alibaba [1]

Core Insights - Alibaba's CEO emphasizes that large models are the next generation operating system and AI Cloud represents the future of computing, predicting only 5-6 super cloud platforms globally [1] - The company is investing 380 billion yuan in AI infrastructure, with a projected tenfold increase in energy consumption of its global data centers by 2032 [1] - The journey towards Artificial General Intelligence (AGI) is seen as a certainty, with the ultimate goal being the development of Super Artificial Intelligence (ASI) to tackle major scientific challenges [1] Product Launches - Alibaba recently launched six new products, including an open-source security model called Guard, which has generative and streaming versions for real-time safety assessments [3][4] - The "Qianwen Travel Planner" was introduced, capable of generating detailed travel plans based on user inputs, including budget and preferences [4] - A simultaneous interpretation API, qwen3-livetranslate, supports multiple languages and visual understanding, enhancing cross-border e-commerce communication [4] Model Enhancements - The Qwen3-Coder API upgrade enhances programming capabilities, allowing for complex interactions and tool usage beyond traditional code completion [5] - Qwen3-VL, a powerful visual-language model, has been released, with its flagship version outperforming competitors in key visual tasks [5] - The new flagship model Qwen3-Max, with 1 trillion parameters, significantly improves capabilities in understanding and executing complex instructions [5] Market Position and Growth - Alibaba's rapid model iteration and performance improvements position its models as preferred choices for many enterprises, with a reported 17.7% market share in China's enterprise-level model consumption [6] - The company aims for its models to lead in performance, application penetration, and daily usage growth by 2025 [6] - Recent financial reports indicate a 26% year-over-year revenue growth for the cloud intelligence group, with AI-related product revenues achieving triple-digit growth for eight consecutive quarters [7] Strategic Outlook - Analysts suggest that "cloud + AI" will become Alibaba's second growth curve, reinforcing its competitive edge in AI infrastructure and applications [8] - The company maintains its commitment to invest 380 billion yuan in cloud and AI hardware infrastructure over the next three years, adapting to supply chain uncertainties [7]

Core Viewpoint - Alibaba has launched its largest and most powerful model, Qwen3-Max, at the 2025 Yunqi Conference, with plans to invest significantly in AI infrastructure amounting to 380 billion [2][4]. Group 1: AI Infrastructure and Investment - Alibaba is actively advancing its AI infrastructure construction with an investment of 380 billion, with intentions to increase this investment further [3][4]. - The energy consumption of Alibaba Cloud's global data centers is projected to increase tenfold by 2032 compared to 2022, indicating an exponential rise in computing power investment [4][6]. Group 2: Super Artificial Intelligence (ASI) Concept - The realization of Artificial General Intelligence (AGI) is seen as a certainty, but it is only the starting point; the ultimate goal is to develop Super Artificial Intelligence (ASI) that can self-iterate and surpass human capabilities [6][9]. - The path to ASI is divided into three stages: emergence of intelligence, autonomous action, and self-iteration [7]. Group 3: Open Source Strategy - Alibaba's initiative, Tongyi Qianwen, aims to create an open-source model, aspiring to build the "Android system of the AI era," emphasizing the value of open-source models over closed ones [9].

人民财讯9月24日电，企查查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。企查查专利摘要显示，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，与所述第一晶圆裸片叠置，所述第二晶圆 裸片中形成有多个访问控制单元；其中，每个运算单元对应于所述多个访问控制单元，每个运算单元向 至少一个访问控制单元分别发送至少一个数据访问指令，使每个访问控制单元响应对应的数据访问指令 来执行数据访问。 ...

凤凰网科技讯 9月24日，据"通义千问Qwen"微信公众号消息，阿里巴巴推出迄今为止规模最大、能力 最强的模型——Qwen3-Max。 目前，Qwen3-Max-Instruct的预览版在LMArena文本排行榜上位列第三，超越了GPT-5-Chat。正式版本 在代码能力和智能体（agent）能力方面进一步提升，在涵盖知识、推理、编程、指令遵循、人类偏好 对齐、智能体任务和多语言理解的全面基准测试中均达到业界领先水平。 ...

9月24日早盘，港股三大指数低开高走，恒生科技指数涨超1%，A股同赛道规模最大的恒生科技指数 ETF（513180）跟随指数上涨。持仓股中，腾讯音乐、百度集团等领跌，ASMPT、阿里巴巴、中芯国 际、华虹半导体、蔚来、美团等领涨，其中阿里巴巴盘中大幅拉升，一度涨超5%。 消息面上，9月24日，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在云栖大会上表示，为 了迎接超级人工智能(ASI)时代的到来，对比2022年这个GenAI的元年，到2032年阿里云全球数据中心的 能耗规模将提升10倍。这意味着阿里云算力投入将指数级提升。中信证券此前指出，阿里等国内云厂商 已展现出加速追赶北美AI厂商的决心，预计后续将有更多云厂商跟进投入，带动国内算力重回高速增 长轨道。 阿里、百度争相自研芯片，AI点燃看涨狂潮，恒生科技有望再度向上突破。展望后市，美联储降息重 启，南向资金有望持续流入，在内外资共振以及AI叙事回归的共同催化下，恒生科技估值重构可期。 公开信息显示，阿里巴巴当前为恒生科技指数的第一大权重股，权重高达8.79%。没有港股通账户的投 资者或可通过恒生科技指数ETF（513180）一键布局中国AI核心资 ...

阿里巴巴集团董事兼CEO吴泳铭发表主旨演讲。他表示，AGI是具备人类公共认知能力的智能系统，现 在在行业看来已经成为现实的世界。但吴泳铭指出，AGI并非是发展的终点，只是全新的起点，AI肯定 不会止步于AGI， 它将迈向超越人类智能能够自我迭代进化的超级人工智能行业，称为ASI超级人工智 能。吴泳铭称，资本开支会在3800亿基础上，增加更多的投入。 【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 阿里巴巴短线拉升，现涨超4%，报价165.8港元，夜盘涨近3%。 | 09988 阿里巴巴-W | | | | --- | --- | --- | | 165.800↑+6.400 +4.02% | | 交易中 09/24 10:40 | | SEES BEBER | | ● 快捷交易 | | 最高价 165.900 | 开盘价 158.500 | 成交量 5635.01万 | | 最低价 157.600 | 昨 ...

格隆汇9月24日｜今日举办的2025云栖大会上，阿里巴巴集团董事兼首席执行官、阿里云智能集团董事 长兼首席执行官吴泳铭在分享中指出，通义千问选择开放开源的路线，这背后的目标是希望打造"AI时 代的Android系统"。大会上，吴泳铭提出了"超级人工智能(ASI)"这一概念。在他看来，ASI时代开源模 型创造的价值和能够渗透的环境将会远远大于闭源模型。"我们坚定的选择开源，就是为了全力支持开 发者生态，与全球所有开发者一起探索应用的无限可能。" ...