8月30日，在苏超第十轮宿迁队与淮安队的比赛中，宿迁人刘强东（京东创始人）现身赛场。而就在前 一日（8月29日），他还出现在宿迁一家即将开业的京东折扣超市内。两周前，这一京东线下新业态在 河北涿州开出首店。8月30日，宿迁四店齐开，单日累计接待顾客超30万人。 距离宿迁500公里外的上海，青浦区一家由原阿里巴巴旗下"盒马NB"更名的平价社区超市——"超盒算 NB"在8月29日正式营业。NB系Neighbor business的缩写，意为"邻里商业"。品牌升级之后，"超盒算 NB"在江浙沪10城集体亮相，一口气开出17家新店。 值得注意的是，就在"超盒算NB"正式营业当日，美团自营超市"快乐猴"全国首店也在杭州开门迎客。 外卖大战输赢未定，京东、阿里、美团三巨头又在线下零售场景满地的"旧瓶"里捡起硬折扣业态，为其 装上"新酒"。互联网巨头之间的竞争一波未平一波又起，对手每一个新动作都可能是"红色警告"，所 有"局中之人"在拼什么？又或者，他们不能放弃什么？ 盒马重押"超盒算NB" 据上述盒马工作人员介绍，工厂可以从早到晚24小时连续作业，"一个班次不用换产品，额外的人工 （成本）就可以减少很多"。通过产品聚焦、 ...

BREAKING:🇨🇳 YUNFENG FINANCIAL LINKED WITH ALIBABA’S JACK MA BOUGHT 10,000 ETH WORTH $44 MILLION.THIS IS HUGE !!!! https://t.co/tPMf3VZ525 ...

9月2日，腾讯优图实验室正式开源智能体框架Youtu-Agent。 据介绍，Youtu-Agent是一个面向实际应用的开源框架，覆盖文件管理、数据分析、学术研究和信息综 述等多个应用场景。 腾讯官方发布内容截图 在多个挑战性基准上，Youtu-agent已展现出领先的性能：在WebWalkerQA基准上，基于DeepSeek-V3.1 达到71.47%准确率，刷新开源效果SOTA；而在GAIA文本子集上，基于DeepSeek-V3 Pass@1达到 72.8%，已接近甚至超越部分依赖训练或付费闭源模型的框架。 性能对比 腾讯官方 此外，秉持 "设计极简" 理念，Youtu-Agent 智能体框架基于 openai-agents-python 架构，可兼容 DeepSeek、gpt-oss 等多类模型 API 与工具；依托 YAML 配置结合 "元智能体" 机制，用户只需描述需 求，就能一键自动生成并运行智能体；同时通过模块化与异步化设计，支持 streaming、tracing 及 agent- loop 等功能，兼顾简洁与高效。 同时，该框架完全基于开源生态构建，不依赖封闭模型，能适配可访问、低成本的部署环 ...

Group 1: Financing Activities - Yingfan Technology completed a strategic A-round financing of over 100 million yuan, with funds primarily aimed at enhancing investments in artificial intelligence applications [1] - Wei Yi Culture announced the completion of a million-level angel round financing, with funds allocated for immersive panoramic project development and self-owned IP operations [8] - Si Ai Ran Medical completed a new round of financing exceeding 100 million yuan, with funds focused on the deep development of its first self-developed phacoemulsification and vitrectomy integrated machine product line [9] - Blue Engine, a precision agriculture robotics company, announced the completion of an angel round financing, with funds intended for product R&D upgrades, mass production, and market expansion [10] Group 2: Financial Performance - Xian Dao Intelligent reported a net profit of 375 million yuan for Q2 2025, a year-on-year increase of 456.29%, with total revenue for the first half of 2025 reaching 6.61 billion yuan, up 14.92% year-on-year [2] - NIO achieved revenue of 19.01 billion yuan in Q2 2025, a year-on-year increase of 9.0%, with a gross margin of 10.0% and cash reserves of 27.2 billion yuan [3] Group 3: Market Developments - Yushu Technology plans to submit an IPO application to the Chinese stock exchange between October and December 2025, with quadruped and humanoid robots expected to account for 65% and 30% of 2024 sales, respectively [4] - Wanjing Technology announced the integration of AI-generated content identification technology into multiple products, covering various formats such as JPG, MP4, and PDF [5] - ChatGPT's user base in South Korea surpassed 20 million in August 2023, representing approximately 40% of the country's smartphone users [6] Group 4: Corporate Changes - Audi appointed Guo Yongfeng as the executive vice president of its sales company in China, effective September 1, 2025 [7]

Core Viewpoint - Alibaba's significant investment in AI is positively impacting its partners, particularly Data Harbor, which has seen a surge in stock price and market capitalization due to this collaboration [1][4]. Financial Performance - Data Harbor's stock price reached 36.66 yuan per share, with a total market value of 26.336 billion yuan, marking a new high for 2025 [1][3]. - The company reported a revenue increase from 0.952 billion yuan in 2020 to 1.721 billion yuan in 2024, with a net profit of 84.9536 million yuan in the first half of 2025, reflecting a year-on-year growth of 20.37% [2][10]. Collaboration with Alibaba - Data Harbor has a long-standing partnership with Alibaba, starting with a memorandum for the Zhangbei IDC Phase II project in 2015, valued at approximately 1.275 billion yuan [5][6]. - The collaboration deepened in 2019 with multiple agreements for data center projects and cloud services, committing to a minimum of 435 million yuan in Alibaba Cloud services over six years [6][5]. - In 2024, Data Harbor's revenue from a single large internet client accounted for 98.01% of its main business income, although it is not confirmed if this client is Alibaba [1][6]. Alibaba's AI Investments - Alibaba's CEO announced a capital expenditure of 38.6 billion yuan in the AI and cloud sector for the current quarter, with a commitment to invest 380 billion yuan over the next three years [4][11]. - The company's revenue for the first quarter of fiscal year 2026 was 247.652 billion yuan, a year-on-year increase of 1.82%, with net profit rising by 66.67% to 40.649 billion yuan [4]. Market Reaction - The stock market reacted positively to Alibaba's financial results and its ongoing investments in AI, leading to a significant rise in Data Harbor's stock price [1][4][3].

今年以来，在大型科技企业和蓝筹金融企业的带动下，港股大盘指数累计超27%的涨幅，恒生指数（HSI.HK） 和恒生科技指数（HSTECH.US）的累计涨幅分别达到27.10%和28.21%。 拉动大盘的，除了科技新贵如地平线机器人-W（09660.HK）和医药股如中国生物制药（01177.HK）等的加持 外，还是离不开重磅股的帮衬。腾讯（00700.HK）今年以来累涨45.26%，阿里巴巴（09988.HK）和快手-W （01024.HK）等的累计涨幅更达到66.22%和73.52%。 Wind的数据显示，今年前八个月，港股回购金额达到1,159.89亿港元，较上年同期下降35.71%，这是退坡的趋势 吗？ 哪家公司回购最多？ 腾讯、汇丰控股（00005.HK）和友邦保险（01299.HK）依然是港股市场回购金额最高的三家上市公司，回购规 模分别达到460.99亿港元、241.45亿港元和176.93亿港元。而这三家上市公司今年以来的累计涨幅也十分惊人。 腾讯股价累计涨幅达45.26%，汇控今年更是一度恢复"红底"身份，股价再踏入"百元"关口，现暂时回落至99.75 港元，但累计涨幅仍达到38.01%。友邦保险 ...

Group 1 - AI remains a capital-intensive sector, with model performance relying on parameters, data, and computing power, making capital expenditure a key indicator of AI strategy strength [1][7] - The fastest monetization applications of AI are in image and video generation, particularly in advertising and content creation, covering three main types of advertisers [1][11] - By the mid-2025 reporting season, nearly all internet companies with a market capitalization over 100 billion mentioned AI in their financial reports [1][2] Group 2 - Since the launch of ChatGPT, AI has transitioned from a technical slogan to real business applications, penetrating various revenue and cost segments such as advertising, video, subscriptions, and office services [2] - From December 1, 2022, to September 1, 2025, Tencent's market value increased by approximately 90% to 5 trillion yuan, while Alibaba returned to a market cap of 2 trillion yuan, and Xiaomi's market value surged by 439% to enter the "2 trillion club" [2] - The valuation changes are not solely driven by AI but also influenced by fundamentals, economic expectations, and policy impacts, with macroeconomic recovery and AI-related policies supporting valuation reassessment [3] Group 3 - Capital expenditures for Alibaba and Tencent in Q2 reached 38 billion yuan and 19.1 billion yuan, respectively, with year-on-year growth of 220% and 119% [7] - Alibaba's strategy includes a significant investment of 380 billion yuan over three years to build AI infrastructure, while its Q2 revenue was 247.6 billion yuan, showing a 2% year-on-year increase [7] - Baidu emphasized its "AI-first" strategy, with non-advertising core revenue exceeding 10 billion yuan, growing 34% year-on-year, but faced cash flow pressures with a negative cash flow of 4.7 billion yuan in Q2 [8] Group 4 - Image and video generation has become the fastest monetization track for AI, with companies like Baidu, Alibaba, Tencent, and others launching video generation models [11] - Kuaishou reported over 250 million yuan in revenue from its AI video generation model "Keling" in Q2, with expectations to double its annual revenue forecast [11] - The education sector is also emerging as a significant AI application area, with companies like NetEase's Youdao showing a clear "education-first" path and achieving 800 million yuan in AI-related revenue, a 30% year-on-year increase [12] Group 5 - Mid-sized internet companies are focusing on vertical scenarios and increasing R&D investment to find more certain AI commercialization paths, with R&D investment typically exceeding 20% of revenue [14] - Kingsoft Office reported a revenue of 2.657 billion yuan, with a 62% year-on-year growth in its WPS 365 business, and R&D investment accounting for 36% of revenue [15] - Companies like Kunlun Wanwei and 37 Interactive Entertainment are embedding AI into their business processes, with significant revenue growth and application in various sectors [15]

转自：贝壳财经 #AI岗月薪下限均值已达4.7万元#【#大厂秋招抢人逻辑被颠覆#：顶尖人才年薪冲200万元】又是一年校 招季。7月、8月以来，阿里巴巴、字节跳动、腾讯、美团、京东等公司相继启动2026届秋招，一个更明 显的趋势是，2026届的校招已不再是一场例行的人才补充，而是大厂面向AI时代发起的一轮"人才军备 竞赛"。据时代财经向多家互联网大厂了解，阿里秋招中超过6成岗位与AI相关，阿里云、钉钉等业务线 的AI岗位占比甚至高达八成；美团的6000人校招计划中，三分之一以上为技术岗，还首次推出"AI产品 经理提前批"专项；百度表示，招聘AI岗位占比超过90%；腾讯不仅扩充AI+校招岗位，还以算法大赛等 形式提前"圈定"人才。薪资数据的变化则更直观。脉脉数据显示，截至7月，AI岗位的招聘薪资下限均 值为4.7万元/月，较2024年初上涨14.16%；上限均值则达到7.8万元/月，同比上涨8.98%。@时代财经 ...

对比2022年11月底，ChatGPT横空出世时，头部科技公司市 值变化：前两名未变，第三至十位座次更替。腾讯稳居第一， 市值上涨约90%至5万亿元；阿里重回2万亿元大关；小米受 汽车等新业务带动，市值暴涨439%，跃升至第三，跻身"两 万亿俱乐部"。 作者： 周悦 封图：图虫创意 导读 壹 || AI仍是重资本赛道。模型性能依赖参数、数据与算力，资本支出成为衡量AI战略强度的 硬指标。 贰 || 图 像和视频生成，已成为AI当前变现速度最快的应用方向，尤其在广告与内容制作环 节，几乎覆盖了三层主要广告主。 2025年中报季，互联网公司交出AI时代的"期中答卷"，几乎所有百亿市值以上的公司都在财报中 提到AI。 与2022年底ChatGPT问世时的市场期待不同，如今AI已从技术口号走向真实业务，渗透进广告、 视频、订阅、办公等多个收入与成本环节。 为观察AI对企业估值的结构性影响，本文选取2022年12月1日（ChatGPT发布后首个收盘日）至 2025年9月1日（中报季后首个收盘日）这一区间，回看头部科技公司市值变化： 前两名未变，第三至十位座次更替。 腾讯稳居第一，市值上涨约90%至5万亿元；阿里重回2万 ...

Five things to know ahead of today's opening bell. We're watching shares of Nvidia in the pre-market after closing down more than 3% Friday on a CNBC report that one of its top rivals in China, Alibaba, is developing a competing AI chip. Nvidia shares this morning off by about 1 and a.5%.Alibaba's Hong Kong listed shares shot up close to 20% yesterday. That came after an earnings report on Friday that showed cloud computing revenue grew by 26% year-over-year and that stock is up another 1 and 3/4% this morn ...