新浪科技讯 12月10日上午消息，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。同时，千问App正在加速从"会聊 天"迈向"能办事"，向所有用户首批开放AI PPT、AI写作、AI文库、AI讲题四项新功能。 据介绍，使用新上线的AI PPT功能，千问用户一句话指令即可生成精美PPT。千问AI PPT支持文档、图 片、语音等 39 种格式输入，并提供超10万份精品模板免费替换，可以直接通过对话修改PPT内容、更 换模板，几分钟就可以做好一份工作PPT。 千问的AI写作功能，能够撰写和修改作文、小说、论文、公文、合同、简历、策划方案等各种类型的 文案，根据内容自动生成不同的排版格式，并支持Word、PDF、图片等多种格式互转。千问中已内置 了1000所高校论文模板、100多种公文模板、近万份合同模板。 千问AI文库实现了"一句话找资料"的功能，覆盖上亿规模的试卷、学习资料、曲谱等资料。 在学习场景中，千问可一键批改整页作业，生成薄弱点诊断、错题讲解及学习小结，实现从诊断到提升 的完整闭环。千问的AI讲题能够模拟人类老师 ...

每经AI快讯，12月10日，阿里千问官微宣布，公测23天月活突破3000万，成全球增长最快AI应用。千 问APP正加速从"聊天"迈向"办事"，向所有用户首批开放AI PPT、AI写作、AI文库、AI讲题四项新功 能。 （文章来源：每日经济新闻） ...

人民财讯12月10日电，阿里巴巴12月10日宣布，阿里千问公测23天，月活突破3000万。 ...

道指跌0.08%，标普500指数跌0.03%，纳指跌0.24%。华纳兄弟探索涨0.77%，百度跌逾3%，阿里巴巴 跌逾2%。 (本文来自第一财经) ...

科技竞赛打开估值上限——多行业联合人工智能 12 月报 20251209 摘要 2026 年端侧增长预计稳健，主要由苹果链和机器人链构成，苹果链受 益于折叠屏和新品，增长强劲，估值偏低，更具优势。关注立讯精密、 水晶光电等消费电子制造公司。 科创短期关注 2026 年业绩能否支撑现有估值，中长期结合康波周期和 中美科技竞赛判断。国内科创板块整体估值仍有上行空间，重点关注集 成电路、工业母机等领域。 Meta 的 AI 眼镜预计 2026 年出货量达 2000 万台以上，推荐关注歌尔 股份和水晶光电。OpenAI 收购 iO 公司后计划推出硬件产品，供应链值 得关注，包括立讯精密、信维通信等环节。 AI 竞争进入强推理和原生多模态阶段，kimi K2 thinking 模型在推理速 度和工具使用能力上大幅提升，训练成本远低于 OpenAI，定价策略也 更具优势。 Gemini 3 在数学、Agent 等领域为全球开源社区提供了全新标杆，实 现了学习构建和规划的突破，并在 LiveCode Bench Pro 测试中表现优 异。 Q&A 当前中美科技竞赛对 AI 板块估值有何影响？未来 AI 产业链的增长趋势如何 ...

Key Points - The article discusses various significant events and developments in the tech and automotive industries, including corporate restructuring, product launches, and regulatory actions. Group 1: Corporate Developments - Blue Zhanfei responded to allegations of staging his kidnapping in South Africa, detailing the traumatic experience he faced during the incident [4][5]. - The U.S. government approved the sale of NVIDIA's H200 AI chips to China, imposing a 25% fee on each chip sold, which is seen as a compromise to allow sales of less advanced technology [6][7]. - Alibaba established a new consumer-facing business unit, Qianwen, aiming to create a super app that integrates various services and AI capabilities [8]. - Xiaomi underwent significant personnel changes in its Chinese operations, with leadership adjustments aimed at improving performance amid declining sales in key product categories [9][10]. Group 2: Product Launches and Innovations - Xiaomi plans to launch three new vehicle models by 2026, targeting different consumer needs, including a large SUV and a luxury sedan [14][15]. - Tencent's OVBU unit has established a new technology department to enhance its video content production capabilities, focusing on AI integration [16]. - Galaxy General Robotics, a leading company in the embodiment intelligence sector, denied rumors of an upcoming IPO while announcing a valuation of 17 billion yuan [17]. - Cloud Deep Technology completed over 500 million yuan in Series C financing, with plans for an IPO on the horizon [18]. Group 3: Regulatory and Market Actions - The EU imposed a €120 million fine on X (formerly Twitter) for violating transparency obligations under the Digital Services Act [34][35]. - The EU has initiated an antitrust investigation into Google regarding its use of online content for AI training without proper authorization [42][43]. - SoftBank and NVIDIA are in talks for a significant investment in Skild AI, which could elevate its valuation to $14 billion [44][45].

Group 1: Federal Reserve and Economic Policy - The Federal Reserve is facing internal divisions regarding interest rate decisions, with 10 out of 19 FOMC members opposing rate cuts, while the White House is advocating for significant easing [3] - There is a high probability of a 25 basis point rate cut in the upcoming meeting, with current estimates showing an 87.6% chance of a cut [3] - The strategy of "cutting rates first and then setting limits" may be adopted by Powell to align with market expectations while raising future easing thresholds [3] Group 2: Technology and Semiconductor Industry - The U.S. government has allowed NVIDIA to export H200 AI chips to "approved customers" in China, with a 25% revenue share taken by the government [4] - China is planning to restrict access to H200 chips to promote technological independence and support domestic AI chip development [4] - The strategic shift towards self-reliance in technology is seen as irreversible despite U.S. efforts to increase revenue through exports [4] Group 3: Corporate Developments - Eli Lilly announced a $6 billion investment to build a factory in Huntsville, Alabama, focusing on the production of the upcoming oral weight-loss drug orforglipron and other medications [10] - The factory is expected to create 450 permanent jobs and 3,000 construction jobs, with operations slated to begin in 2026 and completion by 2032 [10] - The drug orforglipron has received priority review from the FDA, with a market application expected by the end of 2025 [10] Group 4: Corporate Restructuring - Alibaba has established a new C-end business group called Qianwen, integrating its previous smart information and smart interconnect divisions [13] - The new group aims to create a super app that encompasses shopping, travel, and office services, while expanding into various devices such as glasses, PCs, and cars [13] - The management has positioned this initiative as a critical battle for the future in the AI era, focusing on providing users with AI capabilities across multiple scenarios [13]

Group 1 - The Chinese Ministry of Foreign Affairs noted the U.S. decision to allow NVIDIA to sell H200 AI chips to approved customers in China, emphasizing the importance of cooperation for mutual benefit between China and the U.S. [1] - The Chinese Ministry of Commerce highlighted the retail sector as a key focus for developing a complete domestic demand system and promoting high-quality development during the 14th Five-Year Plan period [1] - A new multi-crystalline silicon capacity integration acquisition platform named Beijing Guanghe Qiancheng Technology Co., Ltd. has been established with a registered capital of 3 billion, aimed at exploring strategic cooperation opportunities within the industry [1] Group 2 - The Ministry of Agriculture and Rural Affairs reported that pork supply in November was sufficient, with prices slightly decreasing. The number of breeding sows fell to 39.9 million, marking a 1.1% month-on-month decrease and a 2.1% year-on-year decrease [2] - The Quanzhou Municipal Committee proposed initiatives to enhance infrastructure connectivity with Taiwan, including improving transportation and utilities, and supporting Taiwanese residents in various aspects of life in Quanzhou [2] Group 3 - The draft measures to promote the sales of liquor in Guizhou include supporting collaboration between liquor companies and financial institutions, exploring new financial products, and ensuring product quality while combating market violations [3]

证券时报·券商中国记者日前获悉，阿里已成立千问C端事业群，由阿里巴巴集团副总裁吴嘉负责。 据悉，该事业群由原智能信息与智能互联两个事业群合并重组而来，包含千问APP、夸克、AI硬件、UC、书 旗等业务。 这也是今年9月宣布的额外AI基础设施投入的一部分。今年9月，吴泳铭概述了他自己推出新模型和"全栈"AI 技术的计划，这反映了阿里巴巴既要开发服务，也要开发支撑该技术的基础设施的意图。 9月24日，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在云栖大会演讲中表示，大模型是下一代 操作系统，而AI云是下一代计算机。也许未来全世界只会有五六个超级云计算平台。目前阿里正积极推进 3800亿元的AI基础设施建设，并计划追加更大的投入。 吴泳铭认为，实现AGI（通用人工智能）已是确定性事件，但这仅是起点，终极目标是发展出能自我迭代、 全面超越人类的ASI（超级人工智能），以解决气候、能源、星际旅行等重大科学难题。 通往超级人工智能之路分为三个阶段：一是"智能涌现"，AI通过学习人类知识具备泛化智能；二是"自主行 动"，AI掌握工具使用和编程能力以"辅助人"，这是行业当前所处的阶段；三是"自我迭代"，AI通过连接 ...

Group 1: SpaceX IPO Plans - SpaceX is reportedly advancing its initial public offering (IPO) plan, aiming to raise over $30 billion [2] - The company's overall valuation target is approximately $1.5 trillion, with plans to go public by mid to late 2026 [3] - SpaceX expects to utilize part of the IPO proceeds to develop a space data center, including the purchase of necessary chips [4] Group 2: Microsoft Investment in India - Microsoft announced a $17.5 billion investment over the next four years to develop artificial intelligence and cloud computing infrastructure in India, marking its largest investment in Asia to date [6] - The investment aims to support India's vision of an "AI-first" future, as the country becomes a key battleground in the global AI competition [7] Group 3: Huawei's New AI Division - Huawei's 2012 Lab has established a new foundational model department focused on advancing base model development [8] Group 4: Alibaba's New Business Group - Alibaba has formed a new business group called Qianwen C-end, led by Vice President Wu Jia, which merges two previous groups and aims to create a super app for the AI era [10] Group 5: Nvidia's Chip Sales to China - Former President Trump announced that the U.S. government will allow Nvidia to sell its H200 AI chips to China, with a 25% fee on each chip sold [11] Group 6: Xiaomi's Personnel Changes - Xiaomi has initiated significant personnel adjustments in its China operations, with the China President taking a direct role in driving performance [16] - The restructuring aims to address performance pressures and enhance resource allocation towards growth sectors like automotive [17] Group 7: Impact of AI on Employment - Sundar Pichai stated that AI will impact all job positions, including CEOs, emphasizing the need for individuals to embrace technology to remain competitive [42][43]