Core Insights - The Chinese AI landscape reached a historic turning point during the 2026 Spring Festival, marked by Alibaba's launch of the Qwen 3.5-Plus model, which transitioned from a pure text model to a native multimodal model [1][6] - The Qwen app became the world's first AI assistant capable of performing tasks, with over 130 million users experiencing AI shopping for the first time during the festival [1][2] Group 1: Model and Application Development - Alibaba's Qwen model has achieved a significant leap in capabilities, focusing on task execution rather than just text generation and image creation [2] - Since its public testing in November 2025, Qwen has integrated with various Alibaba services, offering over 400 task execution functions, allowing users to complete complex tasks with simple natural language commands [2][3] - The app's daily active users (DAU) reached 73.52 million, nearing the 78.71 million of a competing service, with a notable increase in orders from rural areas and older demographics [2][3] Group 2: Technological and Ecological Advantages - Alibaba's dual advantage of a strong model and a robust ecosystem has positioned it uniquely in the AI landscape, enabling the Qwen app to serve as a national AI assistant [3][4] - The "Tongyun Ge" strategy, which includes self-developed chips and a comprehensive cloud service, has laid a solid technical foundation for the AI assistant [3] - Alibaba's extensive consumer ecosystem, built over 20 years, provides a natural testing ground for AI applications, integrating various services to meet complex user needs [3][4] Group 3: Broader Implications for AI in Daily Life - The transition from AI as a conversational tool to a practical assistant signifies a paradigm shift in AI's value proposition, emphasizing real-world applications [2][6] - The success of the Qwen app illustrates a unique Chinese approach to AI, focusing on integrating technology into everyday life rather than merely showcasing capabilities [5][6] - The 2026 Spring Festival may mark the beginning of a new era in AI-driven consumer habits and lifestyles, as evidenced by the widespread adoption of AI for everyday tasks [6]

Group 1 - The core achievement of Moore Threads is the full adaptation of Alibaba's latest large model Qwen3.5 on its flagship AI training and inference GPU MTT S5000, enabling efficient model deployment and optimization through MUSA C programming language and Triton-MUSA toolchain [2] - The adaptation process validated two core capabilities of the MUSA ecosystem: native MUSA C support allows developers to directly use MUSA C for kernel development, significantly lowering the migration barrier from CUDA; deep compatibility with Triton-MUSA enables developers to write high-performance operators using familiar Triton syntax, seamlessly running on Moore Threads' full-featured GPU [2] - Moore Threads achieved native optimization for the hybrid attention mechanism used in the Qwen3.5 multimodal model, providing efficient support for long sequence processing based on the muDNN computing library and MATE open-source operator library, successfully realizing high-performance inference of the model on the MTT S5000 [2] Group 2 - In a week, Moore Threads rapidly followed up and adapted to top domestic large models such as GLM-5, MiniMax M2.5, and Qwen3.5, indicating a normalized agile response mechanism [3] - This agile response is attributed to the seamless compatibility of the MUSA architecture with mainstream AI ecosystems and the continuous optimization of the toolchain, marking the establishment of a full-link support capability from model adaptation to efficient deployment for domestic computing power [3] - A new ecological model combining domestic computing power and domestic large models is gradually taking shape [3]

智能应用向深向实的背后，是中国人工智能发展底座的不断夯实。以阿里巴巴为例，其过去10年持续加 大科研投入。目前，千问模型的衍生模型数量突破20万个，下载量超过10亿次。 让人工智能具备"向实扎根、向上生长"的潜力，将前沿技术嵌入充满"烟火气"的生活日常。千问人工智 能助手产品负责人郑嗣寿表示，产品将进一步发挥模型与生态优势，连接真实世界，深入日常生活，服 务广大用户。 来源：人民日报 春节前夕，以"一句话点奶茶"为代表的人工智能下单方式吸引了不少消费者踊跃尝试。2月6日，仅9个 小时，千问就接到了1000万张订单。这些订单全部由消费者通过一句话下指令实现。而后，由人工智能 帮助完成从消费决策、交易支付到履约服务的全过程。 "在技术支持下，现在的平台不再是简单的'猜你喜欢'，而是'懂你需要'。"淘天集团研究中心主任徐飞 说。在学习、工作、民生服务等场景中，新一代人工智能助手也在大显身手。它可以像老师一样分步讲 解知识点，学生可以随时打断、追问；它能准确识别近百张格式不一的电子发票，提取关键信息，生成 结构清晰的表格。浙江杭州的林先生最近在千问上解锁了新体验，"我问'杭州户口怎么办护照'，它就 告诉我需要准备什么 ...

2月11日,腾讯控股（00700）、盈富基金（02800）、山东黄金（01787）南向资金净流入金额位列市场 前三，分别净流入7.36 亿、4.23 亿、3.93 亿 阿里巴巴-W（09988）、中芯国际（00981）、华虹半导体（01347）南向资金净流出金额位列市场前 三，分别净流出-5.24 亿、-3.91 亿、-1.99 亿 在净流入比方面，南华期货股份（02691）、南方东西精选（03441）、豪威集团（00501）以70.54%、 59.14%、56.33%位列市场前三。 在净流出比方面，郑州银行（06196）、中国能源建设（03996）、弘业期货（03678） 以-50.51%、-49.70%、-48.03%位列市场前三。 前10大资金净流入榜 | 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 腾讯控股(00700) | 7.36 亿 | 5.67% | 548.000（-0.54%） | | 盈富基金(02800) | 4.23 亿 | 5.13% | 27.480（+0.37%） | | 山东黄金(01787) | 3.9 ...

智能应用向深向实的背后，是中国人工智能发展底座的不断夯实。以阿里巴巴为例，其过去10年持续加 大科研投入。目前，千问模型的衍生模型数量突破20万个，下载量超过10亿次。 让人工智能具备"向实扎根、向上生长"的潜力，将前沿技术嵌入充满"烟火气"的生活日常。千问人工智 能助手产品负责人郑嗣寿表示，产品将进一步发挥模型与生态优势，连接真实世界，深入日常生活，服 务广大用户。 本报记者 谷业凯 "帮我订春节假期南京到三亚的往返机票，两大一小，停留4天，出发时间是2月18日或者19日。"江苏南 京的孙女士是一名旅游达人，以往，出游前她都要花大把时间订机票，常为在哪个平台购票性价比更高 而伤脑筋。今年，她简要提出需求，阿里千问应用程序即智能分析出春运票价走势，给出了好几个航班 方案。 春节前夕，以"一句话点奶茶"为代表的人工智能下单方式吸引了不少消费者踊跃尝试。2月6日，仅9个 小时，千问就接到了1000万张订单。这些订单全部由消费者通过一句话下指令实现。而后，由人工智能 帮助完成从消费决策、交易支付到履约服务的全过程。 "在技术支持下，现在的平台不再是简单的'猜你喜欢'，而是'懂你需要'。"淘天集团研究中心主任徐飞 说 ...

来源：滚动播报 美国证券交易委员会（SEC）文件显示：蔻图资本管理公司清空阿里巴巴股份。 ...

Group 1 - The core viewpoint of the articles highlights the rapid integration of generative artificial intelligence into daily life and its role as a key driver for the digital and intelligent transformation of the economy and society [3] - The "Qianwen" application by Alibaba has successfully processed 10 million orders in just 9 hours, showcasing the effectiveness of AI in streamlining consumer transactions through simple voice commands [1] - The user base for generative AI in China is projected to reach 602 million by December 2025, representing a 141.7% increase from the end of 2024, indicating significant growth in AI adoption [3] Group 2 - The new generation of AI assistants is evolving from simple recommendations to understanding user needs, providing tailored responses in various scenarios such as education and public services [2] - Alibaba has invested heavily in research and development over the past decade, resulting in over 200,000 derivative models of the Qianwen AI, with download numbers exceeding 1 billion [3] - The Qianwen application has achieved over 100 million monthly active users, making it one of the fastest-growing AI-native applications globally [3]

Group 1 - The robot industry is at a critical turning point for mass production and commercialization, with companies like Yushu Technology and Magic Atom investing heavily in marketing during the 2026 Spring Festival Gala [2] - The electric grid investment in China is expected to reach approximately 4 trillion yuan during the "14th Five-Year Plan" period, with a 40% increase compared to the previous plan, focusing on new power system construction and high-voltage transmission [3] - Major technology stocks have seen a market value decline of over $1.3 trillion since January 2026, leading investors to focus more on short-term financial transparency [3] Group 2 - The AI competition between Alibaba and ByteDance has intensified, with Alibaba launching Qwen3.5-Plus and ByteDance introducing Seedance 2.0, marking a new phase in China's AI landscape [3] - The gold and silver prices experienced significant fluctuations due to various market factors, including reduced expectations for Federal Reserve interest rate cuts [4] - The film market during the Spring Festival saw record-breaking performance, with total box office exceeding 1 billion yuan, led by "Fast and Furious 3" [5]

Core Viewpoint - The investigation by Glancy Prongay Wolke & Rotter LLP focuses on potential violations of federal securities laws by Alibaba Group Holding Ltd, which may have impacted investors negatively [1] Group 1 - The law firm is representing investors who may have lost money on Alibaba Group Holding Ltd (NYSE: BABA) [1] - The investigation is ongoing as of November 14, indicating that the situation is still developing [1]

分组1 - Alibaba has been experiencing significant market activity due to mixed Q2 results reported last November and the introduction of its Qwen AI application [1] - The company was recently added to and then removed from a notable index, indicating volatility in its market perception [1] 分组2 - The firm is involved in various financial content creation formats, emphasizing the importance of narrative in financial data [1] - There is a focus on thematic investing and macro drivers of asset classes, which are critical for understanding market conditions [1]