以下文章来源于版面之外 ，作者画画 版面之外 . 版面之外，才是真相。 权力交接。 作者 / 画画 来源 / 版面之外 （ID：Out_take） 2 0 2 5年底到2 0 2 6年初的几个月里，科技圈有个现象挺耐人寻味。 没有盛大的发布会，没有官方通告，但在深圳腾讯大厦、杭州阿里西溪园区、北京字节 跳动办公楼里，指挥大模型战场的人，悄然换上了一副副年轻面孔。 先 看 腾 讯 ， 虽 然 过 去 一 两 年 被 认 为 大 模 型 落 后 ， 但 它 丝 毫 没 闲 着 。 先 是 前 Op e nAI 研 究员姚顺雨被传1亿年薪入职腾讯，经过几次辟谣之后，终于在去年底正式加入腾讯， 头衔是首席 AI 科学家，直接向腾讯总裁刘炽平汇报。 就 在 上 周 ， 清 华 大 学 计 算 机 系 博 士 、 前 新 加 坡 S e a AI La b 高 级 研 究 科 学 家 庞 天 宇 也 入 职腾讯，负责多模态强化学习。在腾讯这种讲究山头和资历的老牌帝国里，这俩人简直 是坐着猎鹰 9 号火箭上位的。 再 看 阿 里 。 林 俊 旸 ， 硕 士 毕 业 后 直 接 加 入 阿 里 AI 研 究 机 构 达 摩 ...

Core Insights - The Milan-Cortina Winter Olympics officially opened on February 6, with the International Olympic Committee (IOC) emphasizing the importance of AI technology in shaping the future of the Olympics, highlighting Alibaba as a key partner in this transformation [1][3] Group 1: Partnership and Collaboration - IOC President Kirsty Coventry expressed excitement about the collaboration with Alibaba, describing it as a significant source of friendship and inspiration [3] - Alibaba's Chairman, Daniel Zhang, noted the evolution of their partnership from "Cloud Olympics" to "Smart Olympics," indicating a shift in focus as their collaboration deepens [5] Group 2: Technological Innovations - The "Milan Alibaba Pavilion" features a transparent crystal ball and an ice crystal dome, providing an immersive AI digital shopping experience for visitors during the Winter Olympics and Paralympics [5] - Visitors can engage in an AI digital shopping journey with the help of an AI assistant, which offers personalized clothing, makeup, and fragrance recommendations based on individual style and preferences [6] Group 3: AI Integration in Operations - The IOC announced the creation of the first official Olympic large model based on Alibaba's Qianwen, aiming to make the Milan-Cortina Winter Olympics the most intelligent event in Olympic history through enhanced operations and deeper engagement [9] - An AI assistant for National Olympic Committees has been launched, utilizing Qianwen's multilingual capabilities to provide precise answers to various inquiries, significantly improving coordination efficiency among global delegations [9] Group 4: Broadcasting and Digital Transformation - Alibaba Cloud supports the majority of global Olympic broadcast content distribution, with AI-enhanced broadcasting technologies deployed in ten core competition venues for the Milan Winter Olympics [9] - The introduction of "360° real-time replay technology" and new "time-space slicing" effects will enhance the viewing experience for global audiences [9][10] - Alibaba has been a global Olympic partner since 2017, progressively advancing the digital transformation of the Olympics from the Tokyo 2020 Games to the upcoming Paris 2024 Games [10]

Core Viewpoint - The article highlights the significant growth in the AI computing sector, driven by advancements in domestic models and government initiatives aimed at enhancing computing resource efficiency and service levels [3][4]. Group 1: Market Performance - Major indices saw an increase, with AI computing and application sectors leading the gains [1]. - Cloud computing ETFs (159890) and software leader ETFs (159899) both rose over 3% during trading [1]. - Notable stock performances included 360 Technology hitting the daily limit, and Oriental Guoxin rising over 18% [1]. Group 2: Government Initiatives - A recent government notification aims to promote the "1+M+N" national computing interconnection node system, which is expected to enhance the quality of the computing industry and improve the efficiency of public computing resource usage [3]. - The total number of operational computing center racks in the country has increased from 5.2 million to 12.5 million over the past five years, with an annual growth rate of 30% [3]. Group 3: Model Development and Investment - The period leading up to the Spring Festival has seen a surge in the release of domestic AI models, including significant updates from companies like DeepSeek, Alibaba, and Baidu [4]. - ByteDance plans to invest 160 billion yuan in capital expenditures by 2026, while Alibaba is advancing a 3-year plan for 380 billion yuan in AI infrastructure [4]. - The acceleration in model iteration is expected to drive rapid growth in demand for inference-side computing power, with 2026 anticipated to be a pivotal year for domestic super node deployment [5]. Group 4: Industry Outlook - The rapid iteration of domestic models is likely to significantly increase demand for inference-side computing power, benefiting the domestic computing industry [5]. - The cloud computing ETF (159890) tracks major players in the AI infrastructure and application sectors, while the software leader ETF (159899) focuses on key software development companies, both expected to benefit from the ongoing industry trends [5].

2026年一开年，高德北京总部洋溢着喜悦之情。高德员工宋磊高兴地说，过去一年大家干劲十足，年底 能拿到丰厚年终奖了。员工士气高涨背后，高德地图最新月活跃用户数已达9.96亿，高出第二名一大 截。 宋磊更开心的是，团队过去一年的努力，得到了阿里巴巴集团CEO吴泳铭的认可，他不光替高德的活动 站台，还在新年家书里，称赞高德去年推出的扫街榜能让商家专心经营、让消费者放心消费。 在阿里合伙人、技术派掌门刘振飞的带领下，高德地图以月活跃用户数9.96亿的体量，成为阿里生态中 跃升的关键力量，其破局点在于去年推出的扫街榜。它的推出标志着高德从导航工具成功转型为本地生 活服务的重要入口，与淘宝、支付宝、千问等业务深度协同，构成了阿里"AI+大消费"战略的核心支 点。 高德扫街榜是阿里生态协同的新典范。它在去年9月发布后，带动高德地图月活跃用户数持续攀升。曾 经游离于阿里主航道的高德，是怎么成为集团打通线上线下的关键棋子的？这背后藏着一个阿里技术派 蛰伏与崛起的故事。 01、技术派掌门的蛰伏与崛起 "他是个被低估的阿里合伙人。"阿里前员工李笠告诉《财经天下》。高德现任董事长刘振飞为人低调， 毕业于计算机专业，拥有北京科技大学 ...

2月9日，摩根大通发表研报指，消费者行为正在转变，用户获取信息和消费内容的方式逐渐改变，聊天 机器人正成为搜索、推荐和任务执行的新起点。该行认为，大型互联网平台现在愿意投入真正的营销资 金以加速采用，这将机械性地提高推理量并推动Token消耗的快速增长。摩通更青睐中国AI基础设施受 益，如阿里巴巴和百度以及在线广告受益者快手作为二级赢家，因为该行认为现在判断持久的AI应用 赢家与输家还为时过早。 责任编辑：栎树 港股频道更多独家策划、专家专栏，免费查阅>> ...

摩根大通发表研报指，消费者行为正在转变，用户获取信息和消费内容的方式逐渐改变，聊天机器人正 成为搜索、推荐和任务执行的新起点。该行认为，大型互联网平台现在愿意投入真正的营销资金以加速 采用，这将机械性地提高推理量并推动Token消耗的快速增长。摩通更青睐中国AI基础设施受益，如阿 里巴巴和百度以及在线广告受益者快手作为二级赢家，因为该行认为现在判断持久的AI应用赢家与输 家还为时过早。 ...

Core Viewpoint - The article discusses the competitive landscape of AI applications during the Chinese New Year, highlighting how major tech companies are leveraging AI to attract user attention and enhance consumer experiences through innovative strategies. Group 1: AI Competition and Strategies - Tencent initiated the AI Spring Festival battle by launching a 1 billion cash red envelope campaign and introducing a new AI social feature called "Yuanbao" [1] - Baidu followed with a 500 million red envelope initiative, collaborating with Beijing TV for the Spring Festival Gala [1] - ByteDance brought its Volcano Engine to the backstage of the CCTV Spring Festival Gala, intensifying the competition [1] - Alibaba's Qianwen APP entered the fray with a 3 billion "Spring Festival Treat Plan," integrating its ecosystem to offer a comprehensive consumer experience [1] Group 2: User Engagement and Order Volume - On the first day of the Qianwen APP event, over 10 million AI orders were completed within 9 hours, with more than 30 million "help me buy" requests received [2] - The overwhelming user engagement led to server congestion, prompting the Qianwen team to request leniency from users [5] Group 3: New Consumption Habits and AI Capabilities - The 3 billion investment not only aimed at distributing cash but also tested new consumer habits, encouraging users to interact with the Qianwen APP [6] - Qianwen demonstrated impressive cross-application coordination, efficiently managing travel planning by integrating services from Fliggy and Gaode [10] - In the family consumption sector, Qianwen acted as a "universal shopping guide," quickly filtering products from Taobao and Tmall based on user needs [13] Group 4: Differentiation in AI Development - The article notes the distinct strategies among tech companies, with Qianwen focusing on integrating AI into shopping and ticketing, thus targeting higher-value consumer scenarios [15] - The differences in AI development paths between China and the U.S. are highlighted, with U.S. AI primarily focusing on high-value B2B markets, while China's AI is more consumer-oriented [20][21] Group 5: Future of AI Applications - The article posits that 2023 and 2024 will be pivotal years for AI technology, with 2025 marking a year for application exploration, as evidenced by Qianwen's efforts to break the boundaries of AI applications [26] - Qianwen's approach combines AI capabilities with a robust ecosystem, enabling seamless integration of AI into everyday life [28] - The evolution of user interaction with digital platforms is shifting towards a more streamlined experience, emphasizing efficiency and convenience [29]

相关信息透露，千问3.5采用了全新的混合注意力机制，并且极有可能是原生可实现视觉理解的VLM类模型。有开发者进一步挖掘出，Qwen3.5或将 开源至少2B的密集模型和35B-A3B的MoE模型。这一最新动态印证了此前有消息称Qwen3.5将在春节期间开源。 据《科创板日报》，在全球最大AI开源社区HuggingFace的开源项目页面中，最新出现Qwen3.5并入Transformers的新PR（提交代码合并申请）。 这意味着阿里千问新一代基座模型Qwen3.5或发布在即。 ...

新浪科技讯 2月9日午间消息，在HuggingFace开源项目页面中，最新出现Qwen3.5并入Transformers的新 PR（提交代码合并申请）。业内猜测阿里千问新一代基座模型Qwen3.5发布在即。 对此，有评论称中国大模型引领的"疯狂2月"即将开启。相关信息透露，千问3.5采用了全新的混合注意 力机制，并且极有可能是原生可实现视觉理解的VLM类模型，有开发者进一步挖掘出，Qwen3.5或将开 源至少2B的密集模型和35B-A3B的MoE模型。 新浪科技讯 2月9日午间消息，在HuggingFace开源项目页面中，最新出现Qwen3.5并入Transformers的新 PR（提交代码合并申请）。业内猜测阿里千问新一代基座模型Qwen3.5发布在即。 对此，有评论称中国大模型引领的"疯狂2月"即将开启。相关信息透露，千问3.5采用了全新的混合注意 力机制，并且极有可能是原生可实现视觉理解的VLM类模型，有开发者进一步挖掘出，Qwen3.5或将开 源至少2B的密集模型和35B-A3B的MoE模型。 此前，美媒The Information爆料Qwen3.5将在春节期间开源，而在2月初，智谱首席科学家唐杰也 ...

"千问还是比元宝大气，登录就送奶茶。" 2月6日，阿里千问"春节30亿免单"活动第一天，以0.01元的诚意价格，邀请全国人民用AI一句话免费点奶茶，掀起了新一轮"AI外卖大战"。 自上午开始开始便有网友反馈称"千问崩了"，在输入"千问，帮我点奶茶"指令后，被提示稍后再试。剁椒Spicy也在这一时间段尝试了AI点单，在经过多 轮尝试后，于早上11点40左右成功下单了一杯霸王茶姬，但显示需要等待约一个半小时，等到1点半订单仍未有动态，最终选择退单。 | 十间~ | | | | 干问~ | 1 +1 | ← | | 8 1 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 选这个 | | | | | 千问,帮我下单 | 商家同意退款 > | | | | | | | 下单成功 ● ■王资轻(通州爱琴海圆带公 ... | | | | 退款 ¥0.01+1个红包,退款到账 > 「支付宝」已在 2026-02-06 13:47:26」 可将钱款入 | | | 千问,帮我下单 | | | | | | | 账至您的原支付账户 ~~~~~~~~ 依次点击我的 ...