格隆汇11月24日｜有投资者在互动平台向海天瑞声提问：请问谷歌和阿里是不是贵司客户？贵司有为上 述公司提供AI语料训练数据吗？阿里在公司主营业务收入占比能否达到10%？ 海天瑞声回复称，谷 歌、阿里一直以来是公司的重要客户，公司为其提供AI训练数据。关于阿里收入占比问题，公司将严 格按照交易所相关法律法规履行信息披露义务，请您关注公司披露的公告。 ...

华源证券认为，包括阿里巴巴在内，腾讯控股、美团、快手、腾讯音乐、网易云音乐、哔哩哔哩等头部 企业平台优势体现在业绩基本面韧性之中，建议持续关注头部公司在内部组织架构主动调整的战略价 值。同时，互联网头部公司AI底层技术的研发和投入、AI应用产品的落地和执行仍然是产业发展和市 场交易的核心，建议持续重视头部公司在内部组织架构主动调整的战略价值，以及中长期在AI等方向 的叙事和执行进度。 （文章来源：21世纪经济报道） 11月24日，三大股指集体收涨。板块上，智谱AI方向强势领涨。其中，光云科技20cm涨停，蓝色光标 涨超15%领涨，三六零、南威科技等涨停，思美传媒、值得买、汉得信息等涨超5%。 消息面上，近期阿里系连发千问、灵光两款重磅AI产品。阿里旗下的AI助手千问App公测一周，下载量 已突破1000万次，超越ChatGPT、Sora、DeepSeek成为史上增长最快的AI应用。此外11月24日，蚂蚁集 团旗下通用AI助手灵光在上线6天总下载量突破200万：在首次破百万下载用时4天刷新纪录后，再破百 万的时间压缩到了2天。 ...

另外，公司将于美东时间11月25日盘前发布财报，机构预期2026Q2财年（对应自然年2025Q3）实现营 收2432.01亿元，同比增加2.83%；预期每股收益2.746元，同比减少84.89%。 阿里巴巴港股今日盘中一度涨近6%，带动阿里巴巴(BABA.US)美股盘前涨3.7%。消息上，阿里旗下的 AI助手千问App公测一周，下载量已突破1000万次，超越ChatGPT、Sora、DeepSeek成为史上增长最快 的AI应用。 ...

AI Development - Alibaba's Qwen app, designed to compete with OpenAI's ChatGPT, has been downloaded over 10 million times within a week of its relaunch [1]

过去十多年的移动互联网时代，是众多互联网巨头乘浪而起、蓬勃发展，并逐步成为我们日常生活和系 统运转中重要部分的过程，对社会而言，可以说这些企业已经日渐 "毛细血管"化了。 而2025年，火热的具身智能机器人赛道背后，同样不缺乏这些企业的身影： 沉寂了一段时间的京东投资部门，仅在今年5-7月，就连续出手投资了6家机器人相关公司。 而美团则是延续了过去一年多时间里对机器人赛道的投资节奏，在不同的轮次进入，洒下了超过5亿元 的金额。 再看和美团在今夏大打外卖大战的阿里，他们也没有闲着，对于机器人产业上游的公司出手频频。 加上字节、腾讯等企业，到了2025年的秋季，一眼看去，头部序列的具身智能机器人公司，其身后基本 上站了不止一家互联网公司的身影。 这些手握资金和资源的互联网公司为什么青睐这个赛道？而他们的下注，又会反过来给这个赛道里的玩 家们带来什么机遇和变数？ 互联网企业为什么不想缺席这波投资热潮 过去十年，不断扩张的互联网巨头们，在业务形态和边界逐渐接近和交锋的过程里，面对有潜力的业务 和赛道，要么自己下场亲自做，要么依靠投资来做布局。 前者以软件、线上虚拟性质，以及在线下已经有了基础的业务为主。比如年初大热的 ...

Core Insights - The article highlights a significant strategic move by Alibaba and Ant Group in the AI sector, with the launch of two AI applications, "Lingguang" and "Qianwen," aimed at enhancing personal productivity and user engagement in the AI market [1][2][3] Group 1: Launch of AI Applications - On November 17, Alibaba launched the public beta of the "Qianwen" app, aiming to create a personal AI assistant that can chat and perform tasks, targeting the future of personal AI life [1][8] - The following day, Ant Group introduced "Lingguang," an AI assistant that allows users to generate applications in 30 seconds using natural language, marking a significant breakthrough in AGI application [2][5] Group 2: Performance and Features of "Lingguang" - "Lingguang" achieved impressive download milestones, surpassing 200,000 downloads on its first day and reaching over 1 million downloads within four days, outperforming early metrics of global AI products like ChatGPT [5][6] - The app features three core modules: "Lingguang Dialogue," "Lingguang Open Eye," and "Lingguang Flash Applications," enabling users to create interactive tools quickly and providing a visual interaction experience [6][7] Group 3: Strategic Positioning of "Qianwen" - The "Qianwen" app is positioned as a comprehensive AI assistant, directly competing with ChatGPT by integrating various life scenarios such as maps, food delivery, and shopping [8][17] - Alibaba's strategy reflects a shift from focusing on B2B to targeting ordinary users (C-end), aiming to convert technical advantages into a seamless user experience [12][13] Group 4: Competitive Landscape and Market Dynamics - The competition in the AI application market is evolving from measuring daily active users to focusing on who can meet core user needs effectively [20][21] - The article notes that the AI market has shifted from a blue ocean to a red ocean, with Alibaba's dual strategy of "Qianwen + Lingguang" aiming to capture the C-end market and challenge established players like ByteDance and Tencent [25][26]

产业观察 [table_Header]2025.11.24 【AI 产业跟踪】阿里首款 AI 眼镜塞满硬核技术，我国 已经成为全球开源 AI 大模型的最大提供者 摘要：产业最新趋势跟踪，点评产业最新风向 [Table_Summary] AI 行业资讯 浙商银行与阿里巴巴达成战略合作 宝马自研 AI 平台"盖亚"在华上线 Kimi K2 Thinking 被 Perplexity 接入，系接入的唯一国产模型 2025"人工智能+"大会在海淀举行，北京市人工智能协会成立 AI 应用资讯 有道音视频翻译升级一站式 AI 工作台 香港人 AI「港話通」面世 上海钢联：已布局并应用 AIGC 技术开发"小钢"数字智能助手 从 AR 近眼显示光学到 POV 夜景拍摄，阿里首款 AI 眼镜塞满硬核技术 蚂蚁集团开源 Awex 框架 翼菲首款人形机器人"鸿钧"发布：全向轮可升降底盘，拧螺丝、贴标签 潜行创新发布全球首款融合"激光雷达+AI 视觉 "泳池机器人 L1 Ultra "超人类外教"上线，斑马推出首个 AI 外教一对一产品斑马口语 AI 大模型资讯 阿里巴巴推出千问 App 公测版 中国工程院院士倪光南：我国已经成为 ...

Core Insights - Ant Group recently launched its multimodal AI assistant "Lingguang," which achieved over 100,000 downloads within four days, aiming to break the homogeneity in the AI to C market focused on conversational interactions [1][6] - Alibaba also released the "Qwen" app, which integrates life services and adopts a free strategy, indicating a comprehensive user-level coverage in the AI to C market [3][8] - The competition in the industry is shifting from individual product comparisons to a contest of group resource integration capabilities, with major players like ByteDance, Tencent, and Alibaba vying for dominance in the AI to C space [5][12] Ant Group's "Lingguang" - "Lingguang" features capabilities such as "Lingguang Dialogue," "Lingguang Flash Applications," and "Lingguang Open Eye," supporting various forms of information output including 3D, audio, video, and charts [7][9] - The core philosophy of "Lingguang" is to simplify complex tasks, allowing users to create applications through natural language input in about one minute [6][7] - Ant Group's CTO emphasized the goal of making advanced AI technology accessible to ordinary users, aiming to enhance productivity [8][9] Competitive Landscape - The launch of "Lingguang" and "Qwen" signifies a strategic move by Alibaba to create a complementary competitive relationship rather than direct competition [9][12] - The AI to C market is evolving, with a focus on the ability of AI to perform tasks rather than just engage in conversation, indicating a shift towards more functional AI applications [12][14] - The integration of AI capabilities into everyday life is becoming a key objective for internet giants, with the potential for significant market growth [10][14] Industry Challenges and Future Directions - The industry faces challenges such as high user learning costs, insufficient ecological collaboration, and the need for deeper integration of tools, payments, and services [9][14] - Experts suggest that the next competitive focus may be on providing personalized and intelligent services while ensuring data security and user experience consistency [15][16] - The ongoing competition in the AI to C market is expected to intensify, with the ultimate success hinging on the ability to integrate ecosystems and mature technological products [14][16]

Core Insights - The integration of AI in e-commerce platforms, particularly in the second-hand trading sector, is enhancing efficiency and user experience, allowing for better pricing and targeted recommendations [1][2][4] - AI is positioned to facilitate a circular economy by extending the lifecycle of products and reducing carbon emissions associated with new product manufacturing [2][5] - The introduction of GSID (Global Standard Identifier) is revolutionizing the way non-standardized products are categorized and matched with potential buyers, improving transaction success rates [3] Group 1: AI's Role in E-commerce - AI is providing precise pricing suggestions based on various factors such as product condition and market trends, which is particularly beneficial for non-standardized second-hand goods [1] - The use of AI in identifying and structuring product information through GSID enhances the matching efficiency between buyers and sellers, especially for niche products [3] - AI capabilities are being expanded to cover the entire transaction process, including pre-sale credit scoring, in-sale AI services, and post-sale dispute resolution [5] Group 2: Environmental Impact and Sustainability - The use of second-hand trading platforms like Xianyu has led to a significant reduction in carbon emissions, with users reportedly reducing carbon output by 11.8 million tons over the past year [2] - The challenge remains in encouraging widespread participation in the circular economy due to the non-standard nature of products and the lack of expertise among casual sellers [2] - AI is seen as a key enabler in overcoming these structural barriers, making it easier for users to engage in sustainable practices [2][4] Group 3: Enhancing Consumer Experience - The application of AI in consumer interactions is evolving, focusing on precision, depth, and interactivity, which enhances the overall shopping experience [4] - AI-driven features such as photo recognition for product recommendations are making the shopping process more intuitive and user-friendly [4] - The ultimate goal is to create a platform driven by super-intelligent agents that facilitate seamless transactions, allowing users to participate in the circular economy with minimal effort [5]

A股三大指数今日小幅反弹，截至收盘，沪指涨0.05%报3836点，深证成指涨0.37%，创业板指涨0.31%。全市场成交额1.74万亿元，较前一交易日缩量2433 亿元，超4200股上涨。 游戏传媒ETF涨超4%；软件50ETF、文娱传媒ETF、软件ETF基金、传媒ETF、游戏ETF、游戏ETF华泰柏瑞、软件ETF、软件龙头ETF、软件ETF指数涨超 3%。 | 证券代码 | 证券简称 | 当日涨幅% | 年内涨幅% | 管理人 | | --- | --- | --- | --- | --- | | 517770.SH | 游戏传媒ETF | 4.30% | 31.13% | 浦银安盛! | | 159590.SZ | 软件50ETF | 3.52% | 13.89% | 汇添富县 | | 516190.SH | 文娱传媒ETF | 3.42% | 25.31% | 花直耳 | | 561010.SH | 软件ETF基金 | 3.40% | 15.37% | 华安县: | | 512980.SH | 传媒ETF | 3.34% | 27.91% | 广发县: | | 159869.SZ | 游戏ETF | 3 ...