Core Insights - Alibaba is positioning itself as a key player in China's AI transformation, with significant growth in its cloud revenue and AI-related services [1][2][18] - The company has developed a vertically integrated AI stack, similar to Western counterparts like AWS and Azure, enhancing its competitive advantage [10][14] Group 1: AI Growth and Cloud Revenue - Alibaba Cloud experienced a 34% year-over-year revenue growth, significantly outpacing the company's overall growth rate [6] - AI-related cloud revenue has shown triple-digit growth for nine consecutive quarters, indicating a structural shift in the company's growth engine [6][18] - The demand for AI workloads is driving companies across various industries in China to adopt Alibaba Cloud for its scale and mature ecosystem [7][8] Group 2: Full-Stack AI Strategy - Alibaba's AI strategy includes a large language model, Tongyi Qianwen (Qwen), which supports various applications in customer service, productivity, and content generation [11][12] - The company is also developing domestic AI chips to reduce reliance on U.S. suppliers and lower costs, further strengthening its AI technology pipeline [13] - This multi-layered approach allows Alibaba to build the necessary infrastructure, models, and tools for Chinese enterprises, enhancing its competitive position [14] Group 3: Ecosystem and AI Application - Alibaba's extensive digital ecosystem allows for the application of AI at scale, enhancing product search, logistics, and enterprise tools [15][16] - The integration of AI across various platforms creates a flywheel effect, improving operations and user experience, which in turn attracts more users and generates more data [16][17] - This unique ability to embed AI across multiple touchpoints provides Alibaba with monetization opportunities beyond just cloud revenue [17] Group 4: Investment Perspective - The recent quarterly results indicate that Alibaba's transformation into a central player in China's AI landscape is gaining momentum [18] - For long-term investors, Alibaba represents a strategic opportunity to participate in the AI boom, positioning itself as the foundational layer for AI in China [19]

记者丨刘雪莹 编辑丨曾静娇 北京时间12月9日晚，美股指数涨跌不一，截至23:00左右，道指、标普500指数小幅上涨，纳指下跌。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 47888.34 | 23512.79 | 6855.81 | | +149.02 +0.31% -33.11 -0.14% +9.30 +0.14% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7707.38 = | 25616.50 | 6857.25 | | -130.37 -1.66% -47.50 -0.19% +1.50 +0.02% | | | 科技股多数下跌， 闪迪跌约4.5%，迈威尔科技跌近3%。美股科技七巨头涨跌不一，脸书跌1.5%领跌。 | 名称 | 现价 | 涨跌幅 ▲ | | --- | --- | --- | | ASTERA LABS | 165.650 | -5.74% | | NAVITAS SEMICONI | 9.100 | -5.21% | | CREDO TECHNOLO | 170.780 | -4.56% | | 闪迪 ...

12月9日，美股三大指数开盘涨跌互现，道指涨0.15%，标普500指数跌0.01%，纳斯达克综合指数跌 0.23%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 47813.11 | 73.79 | 0.15% | | 纳斯达克指数 | 23492.51 c | -53.39 | -0.23% | | 标普500 | 6846.08 | -0.43 | -0.01% | 英伟达跌0.3%，美国总统特朗普通过社交媒体表示，美国政府将允许英伟达向中国出售H200人工智能 芯片。 编辑丨瑜见 热门中概股多数下跌，纳斯达克中国金龙指数跌1.45%，理想汽车跌超4%，哔哩哔哩、百度、小鹏汽车 跌超3%，阿里巴巴、京东跌超2%。 ...

英伟达跌0.3%， 美国总统特朗普通过社交媒体表示，美国政府将允许英伟达向中国出售H200人工智 能芯片。 12月9日，美股三大指数开盘涨跌互现，道指涨0.15%，标普500指数跌0.01%，纳斯达克综合指数 跌0.23%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 47813.11 | 73.79 | 0.15% | | 纳斯达克指数 | 23492.51 c | -53.39 | -0.23% | | 标普500 | 6846.08 | -0.43 | -0.01% | 热门中概股多数下跌，纳斯达克中国金龙指数跌1.45%，理想汽车跌超4%，哔哩哔哩、百度、小鹏汽 车跌超3%，阿里巴巴、京东跌超2%。 编辑丨瑜见 ...

Group 1: Market Overview - The three major U.S. stock indices opened mixed, with the Dow Jones up 0.10%, the S&P 500 down 0.03%, and the Nasdaq down 0.27% [1] - Most of the tech giants saw declines, with Amazon down 0.26%, Tesla down 0.20%, Meta down 0.54%, Google down 0.32%, Microsoft down 0.29%, and Nvidia down 0.3%, while Apple rose 0.13% [1] - The Nasdaq Golden Dragon China Index fell by 1.46%, with notable declines in Li Auto (over 4%), Bilibili, Baidu, and Xpeng (over 3%), and Alibaba and JD.com (over 2%) [1] Group 2: Company News - Microsoft announced an increase in AI investment in Canada, planning to invest over 7.5 billion CAD in the next two years, totaling 19 billion CAD from 2023 to 2027 [2] - Blue Current, a solid-state battery manufacturer, completed over 80 million USD in Series D financing led by Amazon, aimed at accelerating the commercialization of its silicon composite battery platform [3] - Brookfield and Qatar AI Company announced a strategic partnership to establish a 20 billion USD joint venture focused on developing AI infrastructure in Qatar and selected international markets [4] - ExxonMobil expects a profit increase of 25 billion USD and an increase in oil and gas production from the Permian Basin, raising production from 2.3 million barrels per day to 2.5 million barrels per day by 2030 [5] - Alibaba has established a new consumer-facing division called Qianwen, aiming to develop a super app and AI assistant that integrates various services [7] - Stellantis and Bolt are collaborating to explore the development and deployment of Level 4 autonomous vehicles for commercial operations in Europe, with plans to begin testing in 2026 and aim for mass production by 2029 [8] - Medline, a medical supplies giant, plans to go public and raise up to 5.37 billion USD, potentially becoming the largest IPO in the U.S. this year [9]

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。 此次阿里巴巴在内部沟通中提及，千问C端事业群的首要目标是将千问打造成为一款超级APP，成为AI时代用 户的第一入口。未来，还将进一步覆盖眼镜、PC、汽车等场景，让每一个普通人都能随时随地使用 AI。 责编： 战术恒 上版：汪云鹏 校对： 陶谦 百万用户都在看 据了解，阿里还计划将地图、外卖、订票、办公、学习、购物、健康等各类生活场景接入千问。 稍早前，11月13日，券商中国记者获悉，阿里巴巴已经启动"千问"项目，基于Qwen最强模型打造一款同名个 人AI助手——千问APP。彼时，有知情人士透露，在未来几个月内，阿里巴巴将在该应用中逐步增加智能体AI （agentic-AI）功能，以支持包括主要淘宝市场在内的平台上的购物功能。 "阿里巴巴计划最终通过海外版本向全球扩张。"该知情人士表示，在过去几个月里，阿里巴巴CEO吴泳铭已从 各部门调集了超过百名开发人员投入到此次项目中。 这也是今年9月宣布的额外AI基础设施投入的一部 ...

12月9日晚间，阿里方面向《国际金融报》记者确认，公司已正式成立"千问C端事业群"，由阿里巴巴 集团副总裁吴嘉负责。据了解，该事业群由原智能信息事业群与智能互联事业群合并重组而成，旗下涵 盖千问APP、夸克、AI硬件、UC、书旗等业务。 今年以来，阿里巴巴在AI领域持续加码，尤其在To C赛道。 在AI硬件领域，夸克也实现了突破性布局。近期，夸克集中发布6款AI眼镜，首发推出S1、G1两大系 列，售价3999元起。官方称，该系列产品不仅具备多模态实时环境分析、上下文理解、即时翻译等智能 决策能力，还深度融合支付宝、高德地图、淘宝、飞猪、阿里商旅等阿里生态核心场景，打造专属的操 作体验。此外，还会与QQ 音乐、网易云音乐、航班管家等伙伴合作，持续丰富使用场景。夸克AI眼镜 产品负责人晋显透露，未来产品还将支持MCP协议，打造开发者生态。 与此同时，另一边，千问APP的战略定位也完成了关键升级。11月中旬，阿里将此前基于Qwen大模型 的对话应用"通义"正式更名为"千问"。据《晚点》报道，这一决策由吴泳铭亲自拍板。11月17日，"千 问"APP公测版已正式上线。 "用户为先、AI驱动"是2023年9月吴泳铭接任阿 ...

北京大学教育学院助理教授范逸洲研究指出，AI在简历制作、课程推荐、面试等领域受职教学生青 睐。但目前职教院校师生AI素养还主要停留在基础层面，高阶素养层面还相对薄弱。这一方面需要有 更针对性的课程引导，另一方面需要深化学用结合，让职教学生在实践中提升AI素养，更好适应AI时 代发展。 研讨会上，北京大学教育学院、阿里巴巴公益、中国教育发展基金会等机构共同启动"AI+职业教育"联 合课题，将聚合各方优势资源，进一步共建"AI+职业教育"课程资源库；开展AI教学能力认证，打 造"AI+教师"师资队伍，助力解决AI师资结构性短缺问题；联合职业院校共建"AI+职业教育"试点校 等。(完) 中国教育发展基金会副秘书长成梁指出，在职业教育领域，不少职业院校在AI教学实践中存在资源不 足、师资能力不匹配、课程体系与产业需求脱节的现实难题。职教学生的AI基础素养和实践应用能 力，将关系到他们将来在数字化时代的职业发展。 为了让技术更好赋能教育事业发展，教育部等九部门今年联合印发《关于加快推进教育数字化的意 见》，提出将人工智能技术融入教育教学的全要素过程。 阿里巴巴集团助力乡村振兴办公室主任陆昕介绍，此前集团开展的一项职业教 ...

Group 1 - Baidu, Bilibili, and Xpeng Motors saw pre-market declines of over 3% [1] - Alibaba and Li Auto experienced declines of over 2% [1] - Pony.ai, JD.com, and Pinduoduo dropped by more than 1%, while NIO fell nearly 1% [1]

Group 1 - Major Chinese concept stocks in the US market are experiencing a pre-market decline, with Baidu, Bilibili, and Xpeng Motors dropping over 3% [1] - Alibaba and Li Auto have seen declines of over 2%, while Pony.ai, JD.com, and Pinduoduo are down more than 1% [1] - NIO is also facing a nearly 1% drop in pre-market trading [1]