BABA(BABA)

Search documents
北水动向|北水成交净买入167.05亿 通义千问发布迄今最大模型 北水抢筹阿里(09988)超51亿港元

智通财经网· 2025-09-08 10:03
阿里巴巴-W(09988)获净买入51.46亿港元。消息面上,阿里巴巴旗下通义千问宣布推出Qwen3-Max-Preview模型。根据官网 描述,该模型是通义千问系列中最强大的语言模型。长江证券表示,性能持续提升,国产大模型企业在基础模型领域进入 全球第一梯队;商业化同步推进,AI有望持续推动阿里云业务发展。 智通财经APP获悉,9月8日港股市场,北水成交净买入167.05亿港元,其中港股通(沪)成交净买入81.67亿港元,港股通(深) 成交净买入85.38亿港元。 北水净买入最多的个股是阿里巴巴-W(09988)、地平线机器人-W(09660)、腾讯(00700)。北水净卖出最多的个股是小米集 团-W(01810)、中芯国际(00981)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 45.53 乙 | 23.68亿 | 69.21亿 | | HK 09988 | | | +21.84亿 | | 腾讯控股 | 17.08 乙 | 13.60亿 | 30.68亿 | | HK 00700 | | ...
阿里巴巴成为港股通最火股票,内地投资者上周买入135亿港元!金额超过了其他任何一只股票

Ge Long Hui· 2025-09-08 08:23
格隆汇9月8日|阿里巴巴集团在人工智能(AI)领域的潜力重新被看好,使其成了最受中国内地投资者青 睐的股票。内地投资者上周通过港股通共计买入了135亿港元(17亿美元)的阿里巴巴股票,金额超过了 其他任何一只股票。当周净买入量高于近几个月的总买入量,并将帮助创下4月以来最高月度水平。 (责任编辑:宋政 HN002) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com ...
富瑞:阿里巴巴-W(09988)推新一代Qwen模型再创里程碑 AI主题开启新一轮周期

智通财经网· 2025-09-08 07:36
智通财经APP获悉,富瑞发布研报称,阿里巴巴-W(09988)旗下阿里云推出新一代Qwen模型,再创里程 碑。重点包括:1)Qwen推出超过1万亿参数的Qwen3-Max Preview(Instruct)模型;2)该模型在多项评测中 表现突出,包括知识、数学、程式设计、人类偏好与整合能力。 该新模型在多项第三方测评中表现最佳。Qwen3-MaxPreview(Instruct)在知识(SuperGPQA)、数学 (AIME25)、程式设计(LiveCodeBench v6)、人类偏好(Arena-Hard v2)、整合能力(LiveBench)等指标上 排名第一。比较对象包括:(a)Qwen-3-235B-A22B-Instruct-2507;(b) Kimi K2;(c)Claude Opus 4 Non- thinking;(d) Deepseek-V3.1。 富瑞表示中国互联网估值对比美国同业。继今年1月的DeepSeek时刻后,AI主题开启新一轮周期。市场 焦点集中在Agentic AI(智能代理型 AI)的行业趋势、不同模型的商业化潜力、云业务收入增长前景,以 及各行业需求与资本开支趋势上。 该行 ...
港股AI持续发酵,港股互联网ETF(513770)高溢价止跌,权重股阿里巴巴领涨3%,发布迄今最大模型

Xin Lang Ji Jin· 2025-09-08 05:49
Group 1 - The Hong Kong stock market indices showed positive fluctuations, with major tech leaders like Alibaba and Tencent experiencing notable gains, indicating strong market interest [1][3] - Alibaba's subsidiary, Tongyi Qianwen, launched a new AI model, Qwen3-Max-Preview, which outperformed leading models in benchmark tests, highlighting advancements in AI technology [3] - The recent financial results from major tech companies, particularly Alibaba's cloud revenue and capital expenditure exceeding market expectations, suggest a shift in market narrative towards AI and tech growth [3] Group 2 - The Hong Kong Internet ETF (513770) has seen significant capital inflows, with a net inflow of 557 million yuan last week and over 2.1 billion yuan in the past 20 days, reflecting strong investor interest [1][3] - The performance of the Hong Kong Internet ETF has outpaced the Hang Seng Tech Index by over 10 percentage points, indicating a robust investment opportunity in the sector [3][5] - The ETF's assets under management have exceeded 9.7 billion yuan, with an average daily trading volume of 596 million yuan, showcasing its liquidity and attractiveness to investors [5]
港股午评:恒生指数涨0.35%,恒生科技指数涨0.27%,阿里巴巴涨超3%

Xin Lang Cai Jing· 2025-09-08 04:14
来源:智通财经 9月8日,港股午间收盘,恒生指数涨0.35%,恒生科技指数涨0.27%。阿里巴巴-W上涨3.72%,百度集 团-SW上涨3.20%,药明生物上涨2.82%。腾讯控股上涨1.07%。跌幅方面,泡泡玛特下跌6.65%,快手- W下跌3.98%,联想集团下跌3.45%。 ...
恒生指数涨0.35%,阿里巴巴、百度涨超3%

Mei Ri Jing Ji Xin Wen· 2025-09-08 04:14
Core Viewpoint - The Hong Kong stock market showed positive performance with the Hang Seng Index rising by 0.35% and the Hang Seng Tech Index increasing by 0.27% on September 8 [1] Company Performance - Major technology stocks were notably active, with Alibaba and Baidu both rising over 3%, while NetEase increased by 2.6% [1]
港股午评|恒生指数早盘涨0.35% 阿里巴巴领涨指数权重

智通财经网· 2025-09-08 04:05
黄金股集体活跃,美非农数据引爆降息预期,央行连续第10个月增持黄金。赤峰黄金(06693)涨1.4%; 潼关黄金(00340)涨1.85%;灵宝黄金(03330)涨0.8%。 智通财经APP获悉,港股恒生指数涨0.35%,涨90点,报25508点;恒生科技指数涨0.27%。港股早盘成 交1659亿港元。 阿里巴巴-W(09988)涨3.64%,旗下通义千问推出最强模型Qwen3-Max-Preview。 锂业股继续走高,矿证扰动问题或将持续至四季度,锂价存在大幅波动可能性。赣锋锂业(01772)涨 5%;天齐锂业(09696)涨2.5%。 航空股集体走高,油汇配合有望利好航司业绩释放,机构预计行业Q3旺季大额盈利。中国国航(00753) 涨4.82%;南方航空(01055)涨2.96%;东方航空(00670)涨2.41%。 金阳新能源(01121)涨5%,BC技术有望加速落地,公司此前携手隆基生产HBC电池。 地平线机器人-W(09660)涨超6%创上市新高,恒生科技权重调整,公司有望迎来被动资金流入。 和谐汽车(03836)涨超14% ,比亚迪战略投资ICAR公司,双方合作迈向新高度。 遭剔除港股通名单,宜 ...
【产业互联网周报】 《上海合作组织成员国元首理事会关于进一步深化人工智能国际合作的声明》发布;工信部:前7个月软件业务收入83246亿元,同比增长12....
Tai Mei Ti A P P· 2025-09-08 02:52
【产业互联网周报将整合本周最重要的企业级服务、云计算、大数据领域的前沿趋势、重磅政策及行研 报告。】 国内资讯 美团正式发布并开源 LongCat-Flash-Chat 据"LongCat"官微消息,美团正式发布LongCat-Flash-Chat,并同步开源。LongCat-Flash采用创新性混合 专家模型(Mixture-of-Experts, MoE)架构,总参数560B,激活参数18.6B~31.3B(平均 27B)。 首个为具身智能而生的大规模强化学习框架RLinf重磅开源 清华大学、北京中关村学院、无问芯穹联合北大、伯克利等机构重磅开源RLinf,其为首个面向具身智 能的"渲训推一体化"大规模强化学习框架。RLinf的系统可以抽象为用户层(统一编程接口)、任务层 (多后端集成方案)、执行层(灵活执行模式)、调度层(自动化调度)、通信层(自适应通信)和硬 件层(异构硬件)6大层级。相比其他框架的分离式执行模式,RLinf提出的混合式执行模式,在具身智 能训练场景下实现了超120%的系统提速,VLA模型涨幅40%-60%。同时,RLinf高度灵活、可扩展的设 计使其可快速应用于其他任务,所训练的1. ...
阿里巴巴-W涨超4% 旗下通义千问推出最强模型Qwen3-Max-Preview
Zhi Tong Cai Jing· 2025-09-08 02:43
Core Viewpoint - Alibaba's stock (09988) rose over 4%, reaching 137.5 HKD with a trading volume of 8.975 billion HKD, following the launch of its largest model, Qwen3-Max-Preview, which has 1 trillion parameters and significant enhancements in various capabilities [1][1][1] Group 1: Company Developments - Alibaba's subsidiary Tongyi Qianwen launched Qwen3-Max-Preview, its largest model to date, with 1 trillion parameters, improving Chinese and English understanding, complex instruction adherence, and tool invocation while significantly reducing knowledge hallucination [1][1][1] - The stock price of Alibaba increased by 4.32% as of the report, indicating positive market sentiment towards the company's advancements [1][1][1] Group 2: Industry Context - Apple is reportedly advancing its Apple Intelligence release plan in China, expected to launch by the end of the year, with ongoing testing by local employees and collaboration with Alibaba and other partners [1][1][1]
Alibaba leads $100 million investment in Chinese humanoid robot startup
CNBC· 2025-09-08 02:42
Core Insights - The Chinese humanoid startup X Square Robot has raised approximately $100 million in a funding round led by Alibaba Cloud, bringing total investment to around 2 billion yuan ($280 million) since its launch in December 2023 [1][2]. Funding and Investment - This funding round marks the eighth financing round for X Square Robot, with participation from notable investors including HongShan, Meituan, Legend Star, Legend Capital, and INCE Capital [2]. - The influx of venture capital into humanoid robots is driven by expectations that their integration with generative artificial intelligence will revolutionize human-robot interactions [3]. Technological Developments - X Square Robot has introduced an open-source foundation model for embodied AI named Wall-OSS, which allows developers and the public to access the underlying code for free [6]. - The startup claims to be the first to open source an AI model dedicated to robotics and anticipates the emergence of "robotic butlers" within five years [7]. Product Launches - The company has launched the Quanta X2 robot, which features mop heads for 360-degree cleaning and hands capable of detecting subtle pressure changes, priced at $80,000 according to research firm Humanoid Guide [11]. Market Outlook - X Square Robot is preparing for an initial public offering (IPO) next year, with ongoing revenue generation from sales to schools, hotels, and retirement homes [12]. - The company is in discussions with potential customers in Japan and Singapore, but to penetrate the consumer market, the price of robots needs to decrease to around $10,000, which is expected to be achievable in three to five years [13].