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中国AI再现全球级爆款,算力、应用呈两端协同跃升态势
Xin Lang Cai Jing· 2025-12-12 14:13
12月10日,阿里巴巴宣布,千问APP公测23天,月活跃用户数已突破3000万。据悉,千问APP于11月17 日上限公测版,仅两天就成功冲入APPStore免费总榜前三,首周下载量破1000万,超越ChatGPT、 Sora、DeepSeek,刷新了"增长最快AI应用"的记录。 这与年初另一家中国AI大模型企业?DeepSeek的高光时刻,形成强烈呼应。1月27日,DeepSeek发布仅 一周的开源推理模型DeepSeek-R1,登顶苹果中国区及美国区应用商店免费榜,同样引发全球关注。 一是新加坡国家人工智能计划在其新的东南亚语言大模型项目中,放弃了Meta模型,转向Qwen的开源 架构;二是美国科技巨头Meta在研发代号为"牛油果"的全新AI模型时,采用了阿里巴巴开源的Qwen模 型进行蒸馏优化。 其他中国大模型方面,诸如硅谷大佬ChamathPalihapitiya宣布用Kimi取代OpenAI作为生产力工具,美国 Vercel、Windsurf等编程平台接入智谱模型,德国NovoAI、英国NetMind.AI与丹麦EmpatikAI弃用 ChatGPT而转投DeepSeek之类案例,同样层出不穷。 单个 ...
【投资风口】千问成全球增长最快AI应用;冰雪经济步入万亿时代
Sou Hu Cai Jing· 2025-12-12 13:55
12月10日,阿里巴巴官方信息显示,自11月17日公测仅23天,千问月活跃用户数(含App、Web、PC 端)已突破3000万,成为全球增长最快的AI应用。 二、冰雪经济步入万亿时代,上市公司抢滩全产业链布局 第一财经资讯2025-12-12 20:32:42 一、阿里千问成全球增长最快AI应用,产业链价值空间全面打开 伴随气温下降,冰雪经济近期逐步升温。《2025中国冰雪产业发展研究报告》显示,我国冰雪产业总规 模从2015年的2700亿元快速增长至2024年的9800亿元,预计在2025年突破1万亿元大关,达10053亿元。 ...
Alibaba Group Holding Limited减持红星美凯龙(01528)1011.4万股 每股作价约1.39港元
Zhi Tong Cai Jing· 2025-12-12 11:34
Core Viewpoint - Alibaba Group Holding Limited has reduced its stake in Red Star Macalline (01528) by selling 10.114 million shares at a price of HKD 1.3884 per share, totaling approximately HKD 14.0423 million, resulting in a new holding of about 105 million shares, representing 14.1% of the company [1] Summary by Category - **Share Reduction Details** - Alibaba sold 10.114 million shares of Red Star Macalline at HKD 1.3884 per share [1] - The total amount raised from this sale is approximately HKD 14.0423 million [1] - **Post-Transaction Holdings** - After the sale, Alibaba's remaining shares in Red Star Macalline are approximately 105 million [1] - The new ownership percentage stands at 14.1% [1]
A 2026 Bet on Alibaba Stock Is a Bet on AI
The Motley Fool· 2025-12-12 11:28
Core Insights - The article highlights Alibaba's significant advancements in artificial intelligence (AI) and its potential impact on the company's stock performance in the coming years [1][4][5] AI Investment Landscape - The global AI investment is heavily dominated by the U.S. and China, with the U.S. expected to invest around $471 billion and China projected to exceed $119 billion in 2023 [2] - The competition in AI is seen as an extension of the U.S.-China rivalry, which could positively influence Alibaba's stock in 2026 [4] Alibaba's AI Performance - Alibaba's stock has risen nearly 84% year-to-date, outperforming the MSCI China Index, which increased by 30.5% [5] - The company's Cloud Intelligence Group reported a 34% sales growth in Q3, driven by triple-digit year-over-year growth in AI-related product revenues [7] Growth Potential and Challenges - Despite the impressive growth, maintaining triple-digit growth rates becomes challenging as companies scale [8] - Alibaba claims that demand for its AI products is increasing, supported by a diverse customer base [8] Large Language Models (LLMs) - Alibaba's ability to deliver large language models (LLMs) at scale and competitive prices is seen as a significant growth opportunity [9][10] - The Qwen model is being utilized across Alibaba's businesses and is gaining traction among external customers, including startups and SMEs [10] E-commerce and Instant Commerce - While AI is crucial, Alibaba's e-commerce roots remain vital, with opportunities in "instant commerce," which aims to deliver essential items quickly [11][12] - The instant commerce market in China could be worth up to $500 billion by 2030, presenting a significant growth avenue for Alibaba [12][13] - This segment can help identify underserved regions and customers, potentially enhancing the AI-driven outlook for Alibaba's stock in 2026 [13]
Alibaba Group Holding Limited减持红星美凯龙1011.4万股 每股作价约1.39港元
Zhi Tong Cai Jing· 2025-12-12 11:20
香港联交所最新资料显示,12月12日,Alibaba Group Holding Limited减持红星美凯龙(601828) (01528)1011.4万股,每股作价1.3884港元,总金额约为1404.23万港元。减持后最新持股数目约为1.05亿 股,最新持股比例为14.1%。 ...
把千问当“乙方”使,用户一周生成超100万份年终总结
Huan Qiu Wang· 2025-12-12 10:36
千问被追捧背后是数亿职场人"苦PPT久矣"的现实。统计显示,高频用户每天在PPT上耗时超2小时,大部分时间在找模版、调格式。一周前,千问 向所有用户开放了免费的PPT能力,无论提交的是图片、文档还是语音,都可以吐出排版工整的PPT。 目前,千问月活跃用户已突破3000万。从数据和口碑的双重反馈来看,AI已不再是高高在上的黑科技,而是正在迅速融入每一位职场人的工位,成 为年终总结季里不可或缺的"隐形同事"。(勃潺) "把AI当乙方用",正成为这届职场人的真实写照。数据显示,在制作PPT时,用户不再满足于简单的对话查询,而是习惯"自带干粮"进场。约70%的 用户会直接上传手头的Word文档、会议纪要甚至脑图,要求千问基于材料进行逻辑梳理、润色和排版。更有50%的用户表现得像一个严格的甲方, 会与千问进行3次以上的深度对话,反复打磨细节。 这种"真刀真枪"的使用习惯,引发了职场圈层的强烈共鸣。不少网友在社交平台感叹:"把流水账扔进去,出来就是高大上的汇报词,简直就是我的 救星"、"终于不用到处找PPT模版了"。 【环球网科技综合报道】临近年底,职场人的"年终总结焦虑"集中爆发。与往年四处找模版、凑字数不同,今年大量 ...
打击诈骗,抖音官宣外呼热线统一为95152
Bei Ke Cai Jing· 2025-12-12 10:13
编辑 岳彩周 校对 赵琳 抖音方面表示,此次整合统一的95152热线,是抖音面向全体用户的官方服务窗口,也是至关重要的反 诈工具。当前,打着平台"客服"幌子进行诈骗的现象仍时有发生。一些诈骗分子假冒"抖音客服",谎称 为用户取消所谓"抖音会员""百万保障""直播会员"等子虚乌有的扣费服务,继而诱导用户下载手机第三 方软件,进行屏幕共享、远程控制窃取手机账户内钱财。95152可针对这类诈骗问题,解决用户难以识 别来电或短信是否为抖音官方人工客服的痛点,"只要是抖音官方主动联系您,认准95152。" 除了诈骗相关内容,无论用户遇到账号及短视频、直播相关的问题,还是需要进行抖音电商或生活服务 相关的消费购物咨询,都可拨打95152解决。这意味着,95152已成为连接用户与抖音官方服务体系 的"一站式"枢纽。抖音相关人员表示,此举旨在从源头上减少因多个客服号码并存可能带来的混淆,增 加诈骗分子"仿冒抖音客服"的难度,为用户提供更清晰、便捷、可靠的服务体验。 今后,用户接听到 的来自抖音的正式客服来电、收到的官方短信,均将源自这一号码。换言之,用户如接到非95152号码 却自称"抖音客服"的来电,请务必保持高度谨慎,尽 ...
钉钉文档崩了?官方回应:经排查紧急处理后已恢复正常
Di Yi Cai Jing· 2025-12-12 09:53
针对文档功能崩了一事,钉钉今日在官微发文致歉称,今天下午4点30分左右,多位用户陆续反馈钉钉 文档崩了,经排查紧急处理后,已于5点25分恢复正常。 (文章来源:第一财经) ...
南向资金 | 阿里巴巴-W遭净卖出33.68亿港元
Xin Lang Cai Jing· 2025-12-12 09:51
南向资金今日净卖出52.87亿港元,阿里巴巴-W、腾讯控股、华虹半导体分别遭净卖出33.68亿港元、 9.96亿港元、7.35亿港元。净买入方面,美团-W、小米集团-W、贝壳-W净买入额位列前三,分别获净 买入24.82亿港元、23.61亿港元、9.97亿港元。 来源:第一财经 (本文来自第一财经) ...
美股中概股盘前涨跌互现,好未来涨3%
Jin Rong Jie· 2025-12-12 09:19
Core Viewpoint - US-listed Chinese stocks showed mixed performance in pre-market trading, with notable gains for several companies [1] Group 1: Company Performance - TAL Education Group (好未来) increased by 3% [1] - Xpeng Motors (小鹏汽车) rose by 0.8% [1] - Pinduoduo (拼多多) saw a gain of 0.7% [1] - Alibaba (阿里巴巴) experienced a 0.5% increase [1]