消息称，Meta使用阿里巴巴的通义千问大模型对新AI模型进行了微调。#行情 阿里巴巴盘前涨逾4%，Meta跌超1%。 ...

公众和投资者对 AI 泡沫的质疑，不是没有理由的。毕竟当前整个 AI 产业的 利润分配严重失衡 ， 利润几乎被英伟达等硬件巨头垄断， 下游很 多 应用开发和模型训练企业需支付天价算力成本，却难以实现盈利。 导语：如果站在全球AI竞争的维度上，千问的意义超越了产品本身。 从 chatGPT 横空出世至今，大模型这条路线已经搞了三年。美国科技巨头在 AI 基建上的资本开支高达万亿美元级，仅 2025 年支出就超 4000 亿美元，但近八成部署 AI 的企业迟迟未能实现净利润提升。 这让整个市场对 AI 的质疑持续升温。尤其是应用落地不足、用户需求虚浮 等现实问题 一直萦绕在整个产业面前。 所以，很多人一直疑问，这次 AI 到底有没有泡沫？ 就在此时，阿里千问用 23 天 3000 万月活的增长 数据， 用 真正走进日常生活、解决实际问题 ， 回答了这个问题：中国 AI 产业落地的路，这 一次，千问毫无争议地走在了前面。 这种从 B 端到 C 端的技术下沉方式，在当下的 AI 浪潮中并不常见。更多的公司是直接跳过积累阶段，用开源模型套上一个对话界面就称之为 " 应用 " 。但千问的做法是，把经过 B 端长期验证的能 ...

Group 1 - Southbound funds recorded a net sell of HKD 1.018 billion on December 10, with notable net buys in Xiaomi Group (HKD 619 million), Agricultural Bank (HKD 394 million), Alibaba (HKD 342 million), Meituan (HKD 320 million), China National Offshore Oil Corporation (HKD 269 million), and Pop Mart (HKD 179 million) [1] - The net sell included significant amounts in the Tracker Fund (HKD 1.559 billion), Tencent Holdings (HKD 605 million), China Construction Bank (HKD 123 million), and SMIC (HKD 118 million) [1] Group 2 - Southbound funds have continuously net bought Xiaomi for 9 days, totaling HKD 7.39843 billion, and Agricultural Bank for 3 days, totaling HKD 993.02 million [3] - In November, the sales volume of new energy passenger vehicles reached 1.321 million units, a year-on-year increase of 4.2% and a month-on-month increase of 3.0%; Xiaomi's automotive sales reached 46,249 units, with a year-on-year increase of 99.7% [4] - Morgan Stanley highlighted concerns regarding the asset quality risk related to Vanke's bond extension, noting that Vanke's bank loans account for only 0.10% of total loans in China's banking sector [4] Group 3 - Alibaba has established a new C-end business group, aiming to develop a super app as the primary entry point for users in the AI era [4] - Tencent repurchased approximately 1.06 million shares for about HKD 636 million, with repurchase prices ranging from HKD 595.5 to HKD 603 [4] - China Construction Bank announced a capital increase from RMB 250.011 billion to RMB 261.6 billion through a specific issuance of approximately 11.589 billion A-shares [5] - SMIC's monthly wafer production capacity is expected to exceed 1 million pieces by Q3 2025, with a utilization rate increase of 3.3 percentage points to 95.8%, indicating strong industry demand [5]

近期，AI眼镜赛道热度持续攀升。12月10日，多位消费者向记者反馈，阿里于11月底发布的夸克AI眼镜S1目前市场处于"一镜难求"状态，在二手交易 平台上，该现货价格已被炒至4000—6000元区间。 作为夸克推出的旗舰AI眼镜产品，S1系列配有不同框型和颜色共三款单品，起售价3799元，于11月27日在天猫、抖音、京东等主流电商平台同步开 售。 记者查询发现，当前天猫、抖音、京东等线上平台均显示该产品已售罄。天猫旗舰店客服回应称，受产能限制，目前每天上午10点会限量补货，但通常 在半小时内即被抢空，建议消费者提前关注。客服同时表示，品牌方正在加紧备货，以缓解供应紧张。 值得一提的是，不仅线上渠道紧缺，线下门店同样面临供货压力。有合作门店工作人员表示，目前店内暂无现货，新订单普遍需等待一个月左右。 旺盛的市场需求催生了二手交易市场的火爆。在闲鱼等二手交易平台上，该款眼镜的转手价格普遍维持在4000元左右。而对于少数可"立即发货"的现 货，卖家叫价甚至超过5000元，远超3799元的官方起售价。此外，市场上还出现了租赁服务，夸克AI眼镜的日租金在40元至95元不等。 ¥6000 包邮 换机补贴 以旧换新享最高55 ...

过去一年，我们见证了AI从科幻走入可交互的现实，它能写诗，能生成图和视频，能和你聊哲学。然而当市场在惊叹于这些炫酷技术的同时，一个普遍 的迷茫也浮上水面：除了偶尔的惊喜和娱乐，这个昂贵的技术奇迹，究竟能为我实实在在地省下多少时间、解决多少麻烦？ 今天，阿里巴巴旗下"千问"APP交出了一份阶段性答卷。阿里巴巴官方信息显示，自11月17日公测仅23天，其月活跃用户数已突破3000万，成为全球增长 最快的AI应用。 这个数字的意义，远不止于又一个增长神话。更值得关注的是，用户都用它做了什么。显然，阿里千问的爆火业已释放出一个清晰的信号——用户对AI 的需求，正从"图个新鲜"的休闲体验，转向"真能办事"、"真能解决问题"的生产力革命。 作者 | 贝隆行业研究 01 "卷"技术，更"卷"场景，千问的务实主义 此次在公布亮眼用户增长数据的同时，阿里千问继续"放大招"。其APP聪明地绕开了华而不实的功能竞赛，向所有用户首批开放AI PPT、AI写作、AI文 库、AI讲题四项功能，押注在工作和学习这两个最高频、最高需求密度的场景，刀刀切中职场人和学生党的痛点：那些重复、繁琐、耗时的"杂活"。 例如，对于职场人来说，做一份PP ...

Core Viewpoint - The Hong Kong Stock Exchange has launched the Hong Kong Stock Exchange Technology 100 Index, which tracks the performance of the 100 largest technology companies listed on the exchange [1] Group 1: Index Overview - The Hong Kong Stock Exchange Technology 100 Index is the first index of its kind for Hong Kong stocks, focusing on major technology firms [1] - The index covers six major innovation themes: artificial intelligence, biotechnology and pharmaceuticals, electric vehicles and smart driving, information technology, internet, and robotics [1] Group 2: Constituent Stocks - Initial constituent stocks of the Technology 100 Index include major companies such as Tencent Holdings, Alibaba, Xiaomi Group, and Meitu [1] - The index features a rapid inclusion mechanism, allowing newly listed companies that meet specific criteria to be added outside the regular review cycle after being included in the Hong Kong Stock Connect trading [1]

Baron Funds, an investment management company, released its “Baron Emerging Markets Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 10.89% (Institutional Shares) in the third quarter compared to a 10.64% return for the MSCI Emerging Markets Index (the Benchmark) and a 11.48% return for the MSCI Emerging Markets IMI Growth Index (the Proxy Benchmark). YTD, the fund returned 31.79% compared to 27.53% and 28.19% for the indexes. The firm was satisfied w ...

每经AI快讯，据通义千问官微12月10日消息，阿里通义千问Qwen3-TTS全面升级。Qwen3-TTS是支持 多音色、多语种和多方言的旗舰语音合成模型目前可通过Qwen API访问。主要改进包括：更加丰富的 音色支持多语种多方言能力持续增强以及韵律/语速更加自然、更拟人化。 ...

（文章来源：第一财经） 阿里通义千问Qwen3-TTS全面升级。Qwen3-TTS是支持多音色、多语种和多方言的旗舰语音合成模型， 目前可通过Qwen API访问。主要改进包括：更加丰富的音色支持，多语种多方言能力持续增强，以及 韵律/语速更加自然、更拟人化。 ...

Group 1 - Xiaomi Group repurchased approximately 2.4 million Class B shares for about HKD 100 million, with a repurchase price ranging from HKD 41.82 to HKD 41.92 per share [1] - Pop Mart appointed Wu Yue, President of LVMH Greater China, as a non-executive director, effective December 10, 2023, following the resignation of He Yu due to other work commitments [2] - Luckin Coffee established a new company in Yunnan with a registered capital of USD 10 million, focusing on food sales, production, and catering services [3] Group 2 - Zhou Jingren became a partner at Alibaba, with recognition for his leadership in the Tongyi Laboratory, which has maintained the competitive edge of the Qwen model [4] - Qianwen App launched four new AI features, achieving over 30 million monthly active users within 23 days of public testing [4] - Fliggy reported a nearly 30% year-on-year increase in car rental users for 2025, with the average rental period exceeding six days [5] Group 3 - Nissan announced a partnership with UK-based Wayve Technologies to develop autonomous driving technology, aiming for hands-free driving on urban roads and highways by 2027 [6] - Meituan hired Pan Xin, former head of ByteDance's visual model AI platform, to lead multi-modal AI innovation [6] Group 4 - "Mys Topology" completed nearly CNY 100 million in angel round financing, with funds directed towards the construction of a medical isotope production base [8] - Alibaba Cloud launched the AgentRun function, a one-stop AI infrastructure platform that integrates serverless features with AI applications, aiming to reduce total cost of ownership by 60% [8] Group 5 - Swire Properties announced the expansion of Qiantan Place, which includes two super Grade A office buildings, expected to be completed by the end of 2026 [9]