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国产大模型密集发布开源生态加速完善
Zheng Quan Ri Bao· 2026-02-03 16:41
Core Insights - Major Chinese tech companies, including Baidu, Jiyue Xingchen, Alibaba, DeepSeek, and Kimi, have recently launched self-developed large models across various advanced fields such as OCR recognition, multimodal understanding, embodied intelligence, and reasoning capabilities, with most opting for an open-source approach [1][2][4] Group 1: Model Developments - The release pace of domestic large models has significantly accelerated, with Jiyue Xingchen launching Step3.5Flash featuring a sparse mixture of experts (MoE) architecture with a total parameter count of 196 billion, activating only about 11 billion parameters per token to enhance operational efficiency [2] - Zhizhu's GLM-OCR, a lightweight model with only 0.9 billion parameters, has been open-sourced, lowering deployment barriers and supporting mainstream inference frameworks [2] - Baidu's PaddleOCR-VL-1.5, also with 0.9 billion parameters, achieved the highest global performance in document parsing evaluations with an overall accuracy of 94.5% [2] Group 2: Industry Trends - The concentrated release of models is attributed to three years of technological accumulation, leading to a mature technical system capable of producing high-quality models at scale [3] - The demand for specialized, lightweight, and efficient models is driven by clear application scenarios across various sectors, including industrial robotics, smart offices, financial risk control, and healthcare [3] - The current global AI competition emphasizes that domestic large models are not just technological products but also crucial components of national strategic technological power [3] Group 3: Open Source Movement - The trend towards open-source strategies among major models signifies a shift from "closed-source competition" to "open-source collaboration" in the Chinese AI industry, driven by both strategic considerations and ecological logic [4] - Open-sourcing models facilitates rapid validation of capabilities and broadens influence, allowing companies to leverage community support for testing, adaptation, and iterative improvements [4] - The development of a robust domestic AI ecosystem is seen as essential, moving away from reliance on foreign models and frameworks, with a growing matrix of domestic open-source models covering various modalities [4][5] Group 4: Future Outlook - The flourishing open-source ecosystem is expected to contribute to the continuous evolution of models through community-driven data, optimization solutions, and tools [5] - The number of derivative models based on Alibaba's Qianwen has surpassed 200,000, with over 200 new models being developed daily across diverse applications [6] - The transition from intensive releases to comprehensive open-sourcing marks a significant milestone for the maturity of the Chinese AI industry, fostering a more open, collaborative, and efficient domestic AI ecosystem [6]
利弗莫尔中概股龙头指数跌幅扩大至1%,成分股中,哔哩哔哩跌3.8%
Mei Ri Jing Ji Xin Wen· 2026-02-03 15:17
每经AI快讯,2月3日,利弗莫尔中概股龙头指数跌幅扩大至1%,成分股中,哔哩哔哩跌3.8%,阿里巴 巴跌2.65%。 (文章来源:每日经济新闻) ...
美股存储股、矿业股大涨
Di Yi Cai Jing Zi Xun· 2026-02-03 15:03
热门中概股盘初涨跌互现,纳斯达克中国金龙指数跌0.40%,哔哩哔哩、阿里巴巴、网易跌超2%,百 度、京东跌超1%;小鹏汽车涨超2%。 PayPal大跌超18%。 编辑丨瑜见 矿业股大涨,科尔黛伦矿业涨超8%,泛美白银涨超6%。 存储概念走强,西部数据涨超4%,闪迪涨超5%。 科技股多数上涨,英特尔涨超4%,谷歌涨逾1%。 2月3日,美股三大指数开盘涨跌不一,截至发稿,纳指涨0.36%,道指涨0.22%,标普500指数涨 0.20%。 | 名称 | 现价 | 涨跌 涨跌幅 | | --- | --- | --- | | 道琼斯工业平均 | 49515.08 | 107.42 0.22% | | 纳斯达克指数 | 23676.02c | 83.91 0.36% | | 标普500 | 6990.31 | 13.87 0.20% | ...
武汉首家人工智能OPC社区落户武昌
Sou Hu Cai Jing· 2026-02-03 13:54
据阿里巴巴集团副总裁刘菲介绍,阿里巴巴集团将深度结合自身在AI领域的布局,把阿里特色的"亲橙 服务体系"及"亲橙服务中心"等生态力量注入OPC社区,助力创业者快速实现从"0到1""从1到100"的跨 越。 图为人工智能OPC社区一期实景。 武昌区经科局供图 在社区空间上,阿里巴巴集团依托阿里中心Y/OUR SPACE打造优质办公空间,并提供免费启动空间, 让创业成本趋近于零,助力形成产业集聚效应;生态层面,联动本地高校打通人才通道,引入首义科创 母基金等金融机构解决融资需求;社群服务上,设立技术服务驿站,配专业顾问,开放真实业务场景与 订单,推动创新成果商业化。 中新网武汉2月3日电 (贺耀辉 王梦媛)武汉滨江亲橙人工智能OPC社区开园仪式3日在武汉阿里中心举 行。作为武汉首家人工智能OPC社区,该社区的落成,将为武昌区人工智能产业发展注入新动能。 图为武汉滨江亲橙人工智能OPC社区开园仪式现场。 王梦媛 摄 OPC(One Person Company)即"一人公司",是依托AI工具实现的新型创业模式。一个人、一台电脑、一 根网线,便能将创意落地为可盈利的创新产品,让创业门槛从"组织级"降至"个人级"。创业 ...
大厂AI权力交接:90后,集体上位
虎嗅APP· 2026-02-03 13:52
版面之外,才是真相。 本文来自微信公众号: 版面之外 ,作者:画画,题图来自:AI生成 以下文章来源于版面之外 ,作者画画 版面之外 . 2025年底到2026年初的几个月里,科技圈有个现象挺耐人寻味。 没有盛大的发布会,没有官方通告,但在深圳腾讯大厦、杭州阿里西溪园区、北京字节跳动办公楼 里,指挥大模型战场的人,悄然换上了一副副年轻面孔。 先看腾讯,虽然过去一两年被认为大模型落后,但它丝毫没闲着。先是前 OpenAI 研究员姚顺雨被传 1亿年薪入职腾讯,经过几次辟谣之后,终于在去年底正式加入腾讯,头衔是首席 AI 科学家,直接 向腾讯总裁刘炽平汇报。 就在上周,清华大学计算机系博士、前新加坡Sea AI Lab高级研究科学家庞天宇也入职腾讯,负责多 模态强化学习。在腾讯这种讲究山头和资历的老牌帝国里,这俩人简直是坐着猎鹰 9 号火箭上位 的。 再看阿里。林俊旸,硕士毕业后直接加入阿里AI研究机构达摩院,成为智能计算实验室的算法专 家,专注于大模型研究。今天他已经是阿里最年轻的 P10,也是开源模型通义千问背后的核心推手。 如果你把腾讯、阿里、大模型独角兽这几家的核心人物拉出来,包括 Kimi 的杨植麟,刚被 ...
AI打开2026年新春消费新空间
Xin Hua She· 2026-02-03 13:50
新华财经北京2月3日电(记者吴雨)2月2日,阿里巴巴旗下的千问App宣布投入30亿元启动"春节请客 计划",联合淘宝闪购、飞猪、大麦、盒马、天猫超市、支付宝等阿里生态业务,发放现金红包、提供 免单机会。 近日,在小米集团与蚂蚁集团的联手合作下,AI眼镜又落地了新功能——停车缴费。在此之前,京东 科技携手智能眼镜品牌乐奇,已推动AI眼镜购物应用落地。 "看一眼""说一句"即可下单的背后,是AI从"意图理解"到"服务执行"的跨越,具备了在真实世界中的行 动和决策能力。 "千问App希望通过真金白银的投入,培养用户'有事找AI'的习惯。"千问产品负责人郑嗣寿表示,用户 不再需要在多个手机应用之间反复跳转,只需向AI表达意图,即可完成从决策到履约的全过程,带来 AI时代的全新消费体验。 不久前,腾讯也上线了春节活动,用户上元宝App可分10亿元现金红包;百度宣布,自1月26日至3月12 日,用户在百度App使用文心助手,有机会瓜分5亿元现金红包。 开启AI红包大战、发放新春消费券、直播间里办"新春大集"……2026年春节来临之际,多家互联网平台 已经开启消费预热模式。 互联网公司在春节扎堆营销自家AI的背后,不仅只是 ...
超40亿红包!巨头争抢AI第一入口
Guo Ji Jin Rong Bao· 2026-02-03 13:36
Core Insights - The article discusses the unprecedented cash red envelope competition among major internet companies during the Spring Festival, with a total investment exceeding 4 billion yuan [1] - This competition is seen as a pivotal moment in the transition from mobile internet to AI internet, with the potential to reshape the future internet ecosystem [1] Group 1: Company Strategies - Tencent announced a 1 billion yuan cash red envelope campaign through its Yuanbao app, aiming to leverage its social networks on WeChat and QQ [3] - Alibaba's Qianwen launched a 3 billion yuan Spring Festival initiative, emphasizing a wide range of services including Taobao, Alipay, and more [4] - ByteDance's Douyin set aside 300 million yuan for its red envelope campaign, integrating various platforms like Douyin and Volcano Engine to enhance user engagement [2][5] Group 2: User Engagement and Experience - Users can easily participate in Tencent's red envelope activity by downloading the Yuanbao app and completing tasks to earn more rewards [2] - Baidu's approach allows users to engage directly through the Baidu app without needing to download a separate AI application, streamlining the user experience [3] - Despite the initial excitement, Tencent's Yuanbao app faced service disruptions due to high traffic, highlighting the challenges of scaling during peak demand [8] Group 3: Market Impact and Future Outlook - The competition is expected to redefine the landscape of AI applications, with companies vying for user dependency on their AI assistants [1][6] - The focus is shifting from mere traffic acquisition to defining "scene entry" and embedding AI capabilities deeply into user experiences [6] - The success of these initiatives could determine which company gains significant control over digital traffic distribution in the coming decade [1]
Jayud Global Logistics Certified as Alibaba Verified Supplier
Globenewswire· 2026-02-03 13:30
SHENZHEN, China, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Jayud Global Logistics Limited (NASDAQ: JYD) ("Jayud" or the "Company"), a leading end-to-end supply chain solutions provider based in Shenzhen that specializes in cross-border logistics, today announced that it has been officially certified as a Verified Supplier by Alibaba.com, the leading platform for global B2B trade. This certification underscores Jayud's commitment to providing high-quality, reliable, and transparent logistics services to businesses w ...
财经聚焦|AI打开2026年新春消费新空间
Xin Hua She· 2026-02-03 13:16
新华社北京2月3日电 题:AI打开2026年新春消费新空间 新华社记者吴雨 借助提前预见的能力,人工智能技术正在消费领域唤醒需求:空调小程序根据近期用电峰值和PM2.5数 据,提醒用户下单滤芯并预约上门更换;手机应用可估算食物成分、同步外卖订单生成热量账本,推荐 用户个性化减脂外卖订单;规划好前往滑雪场的自驾路线后,相关平台开始推荐沿途餐厅、雪具租赁、 景区门票…… "在AI技术的支持下,平台和产品变得更懂消费者。这不再是简单的'猜你喜欢',而是'懂你需要',将消 费起点从用户的需求清单,前置到了由AI判定的生活场景本身。"淘天集团研究中心主任徐飞说。 AI不仅在深度挖潜消费需求,更在助力消费决策。 近日,在小米集团与蚂蚁集团的联手合作下,AI眼镜又落地了新功能——停车缴费。在此之前,京东 科技携手智能眼镜品牌乐奇,已推动AI眼镜购物应用落地。 2月2日,阿里巴巴旗下的千问App宣布投入30亿元启动"春节请客计划",联合淘宝闪购、飞猪、大麦、 盒马、天猫超市、支付宝等阿里生态业务,发放现金红包、提供免单机会。 "千问App希望通过真金白银的投入,培养用户'有事找AI'的习惯。"千问产品负责人郑嗣寿表示,用户 ...
互联网巨头45亿元“撒钱引流”,AI能否全民普及不在于红包大小,而是看能否真正解决用户实际需求
Mei Ri Jing Ji Xin Wen· 2026-02-03 12:56
每经编辑|何小桃 马年春节将至,互联网行业的红包大战已经开打。腾讯、百度、阿里等互联网巨头相继官宣,三家合计携超45亿元红包资源密集入局。但与往年不同的 是,这场延续多年的流量争夺战,如今摇身一变为AI超级入口的战略卡位战。 今年互联网巨头的红包玩法均与AI深度绑定:腾讯元宝红包玩法深度绑定社交场景;百度文心助手让用户体验AI特效领福利;阿里千问则将AI融入年货 选购、出行规划等消费场景,强力普及"AI办事"功能。 在笔者看来,若想真正长期留住用户,归根结底要靠技术的硬度、场景的深度和服务的温度。 从技术硬度来看,AI模型的响应速度、交互流畅度、内容准确性,是留住用户的基础。红包大战带来的海量用户触达,本质是对AI技术的一次全民大检 验,做到毫秒级响应、无卡顿的自然交互,且输出内容精准贴合用户需求,才能让大众摆脱对AI的陌生感,建立起使用信任,为后续的长期留存筑牢技 术根基。 就场景深度而言,AI不应只是红包活动的"附属品",而应成为串联起春节全场景的核心纽带,唯有嵌入用户真实需求场景,才能打破"节日限定"的局限, 实现长期价值。 从服务温度来讲,AI落地的本质应是"以人为本",是服务人而非教育人。用户从来都 ...