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港股异动 | 阿里巴巴-W(09988)涨超4% 旗下通义千问推出最强模型Qwen3-Max-Preview
智通财经网· 2025-09-08 02:27
智通财经APP获悉,阿里巴巴-W(09988)涨超4%,截至发稿,涨4.32%,报137.5港元,成交额89.75亿港 元。 消息面上,9月5日晚,阿里巴巴旗下通义千问推出Qwen3-Max-Preview(Instruct),参数量达到1T,为 其迄今为止最大的模型,在中英文理解、复杂指令遵循、工具调用等维度实现了显著增强,同时大幅减 少了知识幻觉。值得关注的是,据IT之家报道,据马克・古尔曼通讯透露,苹果继续推进 Apple Intelligence 在中国的发布计划,预计年底前上线。报道称,苹果正组织中国区员工对相关功能进行测 试,并持续与阿里巴巴及其他合作方推进技术落地工作。 ...
港股科网股表现活跃,阿里巴巴涨超4%
Mei Ri Jing Ji Xin Wen· 2025-09-08 02:23
(文章来源:每日经济新闻) 每经AI快讯,9月8日,港股科网股表现活跃,阿里巴巴涨超4%,百度涨近3%,小米、腾讯、网易均涨 超1%。 ...
多个视频平台被指偷时间!优酷多4秒芒果爱奇艺多3秒
Sou Hu Cai Jing· 2025-09-08 02:14
"看广告的时候,时间好像总是过得很慢。" 有一种心理现象叫"时间错觉",即人们在做不喜欢的事情时,总是觉得时间过得很慢。不过,在看互联 网广告时,时间过得慢可能并不是错觉。 红星资本局调查发现,多个互联网平台标识为80秒、120秒的广告,实际播放时间皆多于标明时长。互 联网广告正在悄悄"偷走"用户的时间。 实测:多个视频平台"偷"时间 广告实际播放时长比标明时长多4秒 近日,有网友发现:互联网上出现了一种新型"鬼秤"。某些平台在播放广告时,广告页面的倒计时与真 实世界的时间流速不一致,广告的实际播放时间多于其标明的倒计时。 8月28日,红星资本局进入优酷视频App,点击观看电视剧《献鱼》,跳出的广告画面右上角标识 为"119秒 | 会员可关闭此广告"。 对优酷视频App中广告的计时 红星资本局对上述广告播放过程进行了录屏,全程网络流畅,广告画面无卡顿,但右上角的数字标识与 现实中的时间秒数流逝逐渐不一致,最终,该广告共播放123秒。 同时,红星资本局把上述广告录屏放入视频编辑器再次确认,广告时长共计123秒。 8月末,红星资本局对优酷视频、芒果TV和爱奇艺等长视频平台进行测试,发现:这些平台的广告实际 播放时 ...
Alibaba: Potential Value Trap Despite Low Valuations And AI Hype
Seeking Alpha· 2025-09-08 01:24
Investors recently have grown more interested in investing in Chinese stocks. Despite earlier proclamations from some analysts that Chinese stocks are uninvestable, the pendulum is swinging back to cautious enthusiasm. In this article we will appraise Alibaba (Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am ...
Is the Worst Finally Over for Alibaba?
The Motley Fool· 2025-09-08 01:05
Alibaba stock isn't without risks, but its progress lately could set the stage for a turnaround.Few tech giants have faced as sharp a reversal of fortune as Alibaba Group (BABA 3.48%). Once the pride of China's internet economy and a global e-commerce leader, Alibaba has spent the last four years navigating regulatory crackdowns, intensifying competition, and sluggish consumer demand. At its peak in 2020, shares traded above $300. Today, they trade at less than half that, a reflection of both real business ...
外卖大战下,打不垮的“夫妻店”|一线
吴晓波频道· 2025-09-08 00:30
点击上图▲立即收听 " 在外卖大战中,小微商户整体毛利率下滑 7.2% ,低于 20 元的低客单价商户毛利率下滑 12.61% 。 " 文 / 巴九灵(微信公众号:吴晓波频道) 外卖大战硝烟散去。 8月底,三大平台晒出财报,仅二季度就一共少赚超200亿元,美团、京东、阿里二季度净利润分别同比下跌89%、50.8%、18%。 "三国杀"结果已经浮出水面: ◎ 第一,外卖市场的蛋糕被做大了两倍多。 加总今年7月三家平台发布的战报,美团、阿里、京东单日外卖总订单量达到2.5亿单;而在本轮外卖 大战打响之前,国内外卖单日总订单量已经在8000万单的水平维持多年。 ◎ 第二,平台烧出去的钱,初见成效。 根据三家财报和业绩会披露,淘宝闪购8月日订单峰值达到1.2亿单,带动闪购整体的月度交易买家数达到 3亿,较4月以前增长200%;京东二季度活跃用户数和购物频次均同比增超40%,几乎全靠外卖拉动;美团外卖日订单峰值突破1.5亿单,仍占据市 场大半壁江山。 ◎ 第三,头部连锁茶饮、咖啡品牌,或成最大赢家。 二季度,瑞幸营收大增近五成,蜜雪集团营收增近四成,古茗增超四成。 而普遍受伤的,是一些线下中小餐饮商家。 这些小商户大多 ...
阿里发布万亿参数大模型,大模型技术进入新发展阶段-股票-金融界
Jin Rong Jie· 2025-09-08 00:22
责任编辑:栎树 9月6日,阿里巴巴正式发布万亿参数大模型Qwen3-Max-Preview,性能全面超越前代及国际竞品,参数 量超1万亿,支持262K上下文长度,在多模态分析(如象棋棋局解读)、代码生成(前端网页、小游戏 开发)、复杂任务分步执行等场景展现出极高准确率,进一步推动算力需求持续爆发。 机构认为, Qwen3-Max-Preview作为迄今首款万亿参数闭源大模型,标志着国产大模型在参数规模、性 能及商业化布局上的重大突破,在全球大模型竞争格局中助力中国大模型技术跻身第一梯队,中文及多 语言能力、垂类行业解决方案深度整合能力、更具性价比的商业化路径增强中国AI企业全球竞争力。 ...
8点1氪丨巴西富豪将80亿遗产赠予球星内马尔;“反诈老陈”打假五星茅台,茅台回应;官方通报“中标价85万的设备,网购仅299元”
3 6 Ke· 2025-09-08 00:05
Group 1 - Japan's Prime Minister Ishiba Shigeru announced his resignation as the leader of the Liberal Democratic Party, citing a desire to avoid party division [5] - OpenAI is projected to achieve nearly $10 billion in revenue through ChatGPT this year, with total revenue expected to reach $13 billion [7] - A Brazilian billionaire has designated football star Neymar as the sole heir to his estate, valued at over $1 billion [2] Group 2 - The Chongqing Three Gorges University procurement incident revealed a significant discrepancy between the bid price of 850,000 yuan for a firewall and its actual market price of 299 yuan [3] - Former CSRC Chairman Yi Huiman is under investigation for serious violations of discipline and law [4] - Xiaomi clarified that the reported 300,000 hours of testing for its phones refers to cumulative testing across multiple devices, not a single device [6] Group 3 - The Chinese government plans to implement a kinetic impact verification mission on an asteroid, highlighting the potential threat of near-Earth asteroids [6] - Weima Automobile announced plans to resume production in September and aims for an IPO preparation within two years [11] - Hesai Technology has initiated a global issuance plan following its successful listing hearing in Hong Kong [12]
盘前必读丨公募基金销售费用管理规定公开征求意见;中国央行连续第10个月增持黄金
Di Yi Cai Jing· 2025-09-07 23:45
Market Trends - The market is expected to rotate between growth and balanced styles in September [1] - Recent adjustments in the A-share market are attributed to profit-taking pressures, with a notable recovery observed on September 5 [13] - The current market valuation is at a historically high level, leading to increased volatility in the short term [13] Economic Indicators - The U.S. non-farm payrolls increased by only 22,000 in August, significantly below the expected 75,000, with the unemployment rate rising to 4.3%, the highest since 2021 [4] - China's foreign exchange reserves increased by $29.9 billion to $332.22 billion as of the end of August [8] Commodity Prices - International oil prices declined, with WTI crude oil futures falling by $1.61 to $61.87 per barrel, a decrease of 2.54% [5] - COMEX gold futures rose by $46.60 to $3,653.30 per ounce, an increase of 1.29%, driven by weak employment data reinforcing rate cut expectations [5] Corporate Developments - Guizhou Moutai's controlling shareholder has secured a loan of up to 2.7 billion RMB to increase its stake in the company [10] - ST Pava is under investigation for information disclosure violations, but the company states that its operations remain normal [11] - Xiangrikui is planning to acquire controlling stakes in two companies, leading to a temporary suspension of its stock [12] - *ST Bosen is proposing to sell a 35% stake in Shaanxi Bosen, which is expected to constitute a major asset restructuring [13] Regulatory Changes - The China Securities Regulatory Commission is revising regulations on open-ended mutual fund sales fees to lower investor costs and encourage long-term holding [6]
Is Alibaba's Quick Commerce Push the Right Strategy for the Company?
The Motley Fool· 2025-09-07 23:15
The Chinese company is well recognized for it's e-commerce businesses.Alibaba Group (BABA 3.56%) is best known as China's e-commerce pioneer, with platforms like Taobao and Tmall shaping the shopping habits of hundreds of millions of consumers. But in recent quarters, the company has been pushing hard into a new frontier: quick commerce, or ultra-fast delivery of groceries and daily essentials within 30 minutes to an hour.It's an ambitious strategy that reflects shifting consumer expectations in China's urb ...