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阿里辟谣
证券时报· 2025-12-19 13:28
阿里千问(Qwen)是由阿里巴巴集团推出的开源大语言模型系列,自2023年8月起,陆续开源四代模 型。豆包则是字节跳动公司推出的AI工具,同样上线于2023年8月。 12月19日,阿里千问在其公众号发文称,自己"被AI整了",此前在网络流传的 " 千问全员会,吃豆包 " 一图,系AI生成。不仅广场大会是假的,画面中的Logo与工牌也全是错的。 END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 网信办和证监会联手,一批涉资本市场不实信息的账号被处置 丨 突发!000592、603122,尾盘 直线跳水! 丨 利好!涨停潮! 丨 昨夜,这一赛道,大爆发!美联储,降息大消息! 丨 重磅数据发 布!美股拉升! 丨 吴清最新发声 丨 603288,拟每10股派3元! 丨 稀土,大消息!商务部回应! 丨 这一板块,爆发!多股涨停 丨 昨夜,美股大跌,科技股跳水!美联储,最新发声! 丨 突发!阿 里创投减持 责编:叶舒筠 校对: 姚远 版权声明 证券时报各平台所有原创内容,未经书面授权,任何单位及个人不得转载。我社保留追 究相关 行 为主体 ...
阿里千问官方回应“千问全员会,吃豆包”:假的,相煎何太急
Feng Huang Wang· 2025-12-19 13:23
既然穿越到东汉可以,那遇到月老也是很正常的。 遇到圣诞老人也是更正常的。 凤凰网科技讯 12月19日,阿里千问官方回应"千问全员会,吃豆包":这里正式辟个谣,广场大会是假 的,图完全是AI生成的,里面的Logo和工牌全是错的。并表示,"也不知这张图是哪位的杰作,大家都 是干AI的,相煎何太急啊。" 随后,千问官方也以展示AI能力的方式,回应了这个地狱级冷笑话,并公布了官方的生图提示词。 这张图可以改成可以在这里办厨王争霸赛、还可以穿越到东汉。 ...
高德无障碍导航落地香港
Xin Hua Cai Jing· 2025-12-19 13:08
Group 1 - Alibaba Group's Gaode launched the first barrier-free navigation service in Hong Kong, aimed at assisting disabled individuals and the elderly, enhancing social inclusivity through technology [1] - The barrier-free navigation service originated from a volunteer initiative by Alibaba employees and has expanded to 71 cities in China since its pilot in November 2022, providing over 300 million barrier-free route planning services [1] - The launch in Hong Kong marks a new phase for Gaode's public service in the Guangdong-Hong Kong-Macao Greater Bay Area, emphasizing the importance of equal access to transportation [1] Group 2 - Gaode's one-stop cross-border travel solution has been optimized to address challenges in cross-border driving, integrating features like precise navigation, traffic restrictions reminders, and intelligent route recommendations [2] - This solution aims to support international guests and participants during the ANOC anniversary conference in Hong Kong in 2026, addressing the differences in driving rules and unfamiliar road conditions [2]
AI早报|百度昆仑芯变更为股份公司,360推出智能体工程师标准及认证计划
Xin Lang Cai Jing· 2025-12-19 13:01
Group 1 - Galaxy General Robotics has completed a new financing round of over $300 million, setting a record for single-round financing in embodied intelligence, with a valuation reaching $3 billion [1] - Alibaba Qianwen has denied rumors regarding a company-wide meeting featuring a "bean bun" image, stating that the image was entirely AI-generated [1] - 360 Digital Security Group has launched an AI agent engineer standard and certification program to address the talent shortage in the AI industry, aiming to establish a unified evaluation standard for AI professionals [1] Group 2 - Alibaba's DingTalk has initiated a secret project called "D Plan," potentially entering the AI hardware sector, with speculation about launching a product similar to the "bean bun phone" [2] - The Beijing Humanoid Robot Innovation Center has open-sourced the embodied VLA large model XR-1, which is the first and only embodied VLA large model to pass national standard testing in China [2]
盯上你的眼,苹果、谷歌也加入“百镜混战”
Group 1 - Apple has paused its Vision Pro upgrade plan to focus on developing AI smart glasses, with an entry-level model expected to debut in 2026 [2] - Google has officially announced its return to the smart glasses market, intensifying competition in the sector [2] - In the domestic market, companies like Li Auto, Alibaba, Baidu, Huawei, and Xiaomi are actively launching their own smart glasses, indicating a fierce competition among tech giants [2] Group 2 - The competition for smart glasses is driven by the desire to establish the next generation of human-computer interaction, with smart glasses seen as a key hardware component in the AI multimodal era [3] - Major companies view smart glasses as an extension of their ecosystems and a means to leverage AI capabilities, transforming brand power into market momentum [3] - Li Auto's AI glasses, Livis, have generated significant interest, with reports of high foot traffic and product shortages in stores [3] Group 3 - Consumers are attracted to smart glasses not only for compatibility with their vehicles but also for their aesthetics and quality, indicating that these products can enhance brand ecosystems and fan engagement [4] - Alibaba's Quark AI glasses have quickly gained orders due to their smooth integration with the Quark browser and AR functionalities, addressing previous limitations of traditional smart glasses [4] - The industry is in need of a new core hardware solution as smartphones reach physical innovation limits, with smart glasses positioned as a crucial interface for connecting the physical and digital worlds [4] Group 4 - The smart glasses market is expanding beyond major players, with smaller companies also seeking growth opportunities, particularly in industrial and health monitoring applications [5] - Companies like Huashengchang are focusing on developing AI glasses for industrial applications, enhancing efficiency and precision in operations [5] - Industry experts suggest that smaller firms should concentrate on core components, professional manufacturing, or niche markets to establish competitive advantages [6] Group 5 - The relationship between smart glasses and smartphones is expected to be complementary rather than one replacing the other, as both technologies will evolve together [7] - Current technological challenges such as weight, battery life, and display quality are still present, indicating that the industry is on the brink of significant growth [7] - Consumer expectations for smart glasses vary, with a significant portion believing they will be widely used, while others see limited applications [7] Group 6 - The smart glasses market is projected to grow significantly, with sales expected to reach 1.265 million units in 2024, a year-on-year increase of approximately 90.8%, and a market size of around 4.69 billion yuan [8] - By 2029, sales could reach 41.53 million units, with the market potentially exceeding 100 billion yuan, highlighting the substantial market potential driving competition [8] - The integration of AI models and user experience is seen as a critical factor in determining the future direction of the industry [8] Group 7 - As of December 19, key players in the smart glasses supply chain have shown active stock performance, with companies like Lens Technology and Doctor Glasses experiencing notable stock price increases [9]
盯上你的眼 苹果、谷歌也加入“百镜混战”
Group 1 - Major tech companies like Apple and Google are intensifying their focus on the smart glasses market, with Apple pausing its Vision Pro upgrade plans to accelerate AI smart glasses development, expected to launch in 2026 [1] - The competition in the smart glasses sector is heating up in China, with companies like Li Auto, Alibaba, Baidu, Huawei, and Xiaomi launching their own AI glasses, indicating a cross-industry battle involving tech, internet, and new energy sectors [1][2] - The entry of established tech giants and new players into the smart glasses market signifies a strategic move to capture the next generation of human-computer interaction, positioning smart glasses as a key hardware in the AI multimodal era [2][4] Group 2 - The smart glasses are seen as an extension of existing ecosystems and a means to leverage AI capabilities, with Li Auto's Livis glasses gaining significant consumer interest and sales [4] - Alibaba's Quark AI glasses have also seen strong sales due to their practical features, indicating that major internet companies are finding viable paths in this new market [4] - The industry is at a critical juncture, with startups needing to focus on niche markets or technological breakthroughs to survive amidst competition from larger firms [5][6] Group 3 - The relationship between smart glasses and smartphones is expected to be complementary rather than one replacing the other, as both technologies evolve together [7] - Current technological limitations in smart glasses, such as weight and battery life, indicate that the industry is still in its early stages, with significant growth potential ahead [7][8] - The global market for smart glasses is projected to grow significantly, with sales expected to reach 41.53 million units by 2029, potentially exceeding 100 billion yuan in market size [8] Group 4 - The influx of major players into the smart glasses market is expected to accelerate technological advancements and reshape industry standards, while also creating challenges for smaller brands [9] - The competitive landscape is shifting from price wars to technology-driven competition, emphasizing the importance of AI integration and user experience [9][11] - Key supply chain companies in the smart glasses sector have shown active stock performance, reflecting investor interest and market optimism [11]
深圳“出海基础设施”锻造外贸新活力
Core Insights - The collaboration between Shenzhen Alibaba Center and GoGlobal aims to empower small and medium-sized enterprises (SMEs) for international expansion through a new model that integrates government and enterprise resources [1][2] - This partnership seeks to create a comprehensive "overseas infrastructure" that combines institutional innovation, technological accessibility, and ecosystem cultivation, transforming macro foreign trade advantages into tangible productivity for micro entities [1][3] Group 1: Strategic Collaboration - The Shenzhen Alibaba Center and GoGlobal are not merely launching an incubation space but are exploring a new model for enabling SMEs to go global [1] - GoGlobal acts as a service integrator and standard setter, having gathered over 290 specialized institutions to form a comprehensive service system covering business, legal, tax, financial, and administrative services [2] - Alibaba provides its digital foreign trade capabilities, smart logistics network, and digital infrastructure, addressing core obstacles identified by the WTO for SMEs, such as complex regulations and limited resources [2] Group 2: Benefits for SMEs - The new model reduces trial and error costs for SMEs by allowing traditional manufacturers to use Alibaba's digital tools to accurately test overseas market responses, thus alleviating financial pressures from blind inventory stocking [3] - This certainty creates a "risk buffer" for SMEs, enabling them to focus resources on product innovation and market development rather than on endless risk avoidance and rights protection [3] - The initiative fosters an ecosystem that encourages cross-disciplinary collaboration among entrepreneurs in education technology, business consulting, and artificial intelligence, potentially leading to unexpected innovations [3] Group 3: Long-term Implications - The approach aims to cultivate an industrial "rainforest" rather than isolated "trees," promoting a network effect and knowledge spillover among diverse cross-border innovation entities [3] - This ecological cultivation aligns with the broader trend of upgrading from "supply chain export" to "brand and ecosystem export," enhancing not only order growth but also the specialization and high-end nature of cross-border services [3] - The Shenzhen Alibaba Center and GoGlobal are conducting an experimental initiative to solidify foreign trade competitiveness at the micro-enterprise level through innovative governance and market mechanisms [3]
我们准备好让AI“看”世界了吗?
Xin Lang Cai Jing· 2025-12-19 12:14
Core Insights - In 2025, AI glasses have emerged as a significant trend in the tech industry, with major companies like Meta, Google, and Apple making substantial advancements and product launches in this space [1][3] - Domestic companies in China, including Huawei, Xiaomi, Alibaba, and ByteDance, are also actively developing AI glasses, with notable products like Alibaba's Quark AI glasses experiencing high demand [1][3] - The competition landscape is diverse, with various types of AI glasses categorized into AI audio glasses, AI photography glasses, and AI+AR glasses, each with distinct functionalities [3][7] Industry Overview - The AI glasses market is driven by advancements in large model technology, with companies recognizing the necessity to invest in AI glasses to avoid falling behind in the AI race [3][21] - Meta's Ray-Ban smart glasses have set a successful precedent, selling over 1 million units and demonstrating the feasibility of integrating AI capabilities into eyewear [3][21] - The market is expected to see significant sales growth, with projections indicating that AI glasses could reach 7 million units sold, with Meta accounting for 5 million of that total [9] Competitive Landscape - Major competitors in the AI glasses market include: - Internet platform companies like Alibaba, Baidu, and ByteDance, leveraging their ecosystem advantages [8] - Hardware manufacturers such as Xiaomi and Huawei, utilizing their supply chain and user base [9] - New automotive entrants like Li Auto, which are creating niche products tailored to specific use cases [9] - Specialized XR/AR companies like Rokid and Thunderbird, focusing on optical display technology and lightweight designs [9] Market Dynamics - The pricing of AI glasses varies widely, from hundreds to thousands of yuan, reflecting the differentiation in product features and target markets [12] - The current market is characterized by a mix of established tech giants and agile startups, each pursuing different strategies to capture market share [10][20] - The demand for AI glasses is still being evaluated, with concerns about whether consumers truly need such devices compared to existing technologies like smartphones [13][19] Future Outlook - The AI glasses market is anticipated to evolve, with companies needing to address privacy concerns and enhance user experience to transition from novelty items to essential tools [17][24] - The exploration of AI glasses is seen as a stepping stone towards more advanced human-machine interactions, potentially leading to future innovations like implantable devices or brain-computer interfaces [24][22] - As the market matures, companies are expected to focus on validating the value of AI glasses in B2B applications while nurturing consumer interest in C2C scenarios [20][22]
21评论|深圳“出海基础设施”锻造外贸新活力
Core Insights - The strategic partnership between Shenzhen Alibaba Center and GoGlobal aims to empower small and medium-sized enterprises (SMEs) for international expansion through a new model of collaboration between government and enterprises [1][2] - This initiative seeks to create a comprehensive "overseas infrastructure" that integrates institutional innovation, technological accessibility, and ecosystem cultivation, transforming macro foreign trade advantages into tangible productivity for micro entities [1][3] Group 1: Partnership Overview - The collaboration is not merely about launching an incubation space but represents a new approach to support SMEs in going global [1] - GoGlobal acts as a service integrator and standard setter, having aggregated over 290 specialized institutions to form a comprehensive service system covering business, legal, tax, financial, and administrative services [2] - Alibaba provides its international digital trade capabilities, smart logistics network, and digital infrastructure, addressing core barriers identified by the WTO for SMEs, such as complex regulations and limited resources [2] Group 2: Benefits for SMEs - The model reduces trial and error costs for SMEs by enabling them to use Alibaba's digital tools to accurately test overseas market responses, thus alleviating financial pressure from blind inventory stocking [3] - This certainty creates a "risk buffer" for SMEs, allowing them to focus resources on product innovation and market development rather than on endless risk avoidance and rights protection [3] - The initiative fosters an ecosystem that encourages cross-disciplinary collaboration among entrepreneurs from various fields, potentially leading to unexpected innovations and strong network effects [3] Group 3: Strategic Implications - The partnership aligns with the broader trend of upgrading from "supply chain export" to "brand and ecosystem export," promoting not just order growth but also the professionalization and high-end development of cross-border services [3] - The collaboration serves as an experimental model for solidifying foreign trade competitiveness at the micro-enterprise level through innovative governance and market mechanisms [3]
阿里千问紧急辟谣:图片完全是AI生成
Nan Fang Du Shi Bao· 2025-12-19 12:04
千问全员会集体吃豆包? 千问App表示,大会图是假的,图完全是AI生成的,里面的Logo和工牌全是错的。 今天(12月19日)下午,南都N视频记者注意到,一张疑似"千问全员广场大会"的图片在社交平台流传,引起网友热议。图中,疑似千问员工聚集在广场 上并手举豆包。 对此,今天下午,千问App官方微信公众号"阿里千问"正式辟谣:图片完全是AI生成的,是假的。 千问App幽默回应称:"也不知这张图是哪位的杰作,大家都是干AI的,相煎何太急。 " 此外,阿里千问还在官方公众号发了很多AI生成的梗图,并话锋一转,欢迎大家多来玩千问App的生图功能。 据了解,11月17日,阿里旗下的AI助手千问App上线公测。 阿里巴巴方面曾表示,千问App的定位是"会聊天能办事的个人AI助手",将把千问App与电商、地图、本地生活等业务生态深度整合,持续强化其Agentic 能力——让AI不仅能理解、能生成,更能跨场景协同、直接把事办成。 ...