Core Insights - Alibaba's new AI chip "Zhenwu 810E" has been launched, marking a significant breakthrough in domestic AI chip performance and application scale [1][5] - Alibaba is now one of the only two companies globally, alongside Google, to achieve a full-stack AI integration of "AI + Cloud + Chip" [3][15] - The global cloud computing market is dominated by four major players: Microsoft, Amazon, Google, and Alibaba, collectively holding over 80% market share [4] Group 1: AI Chip Development - The "Zhenwu 810E" chip features impressive specifications, including 96GB HBM2e memory, 700GB/s interconnect bandwidth, and a PCIe 5.0×16 interface, surpassing NVIDIA's A800 [5][10] - Alibaba's chip development journey began in 2018, with the establishment of Pingtouge, aimed at overcoming chip supply challenges [9][10] - The chip is a culmination of Alibaba's 17 years of technological investment in building a "Cloud + AI + Chip" ecosystem [6][10] Group 2: Strategic Positioning - Alibaba's full-stack self-research approach contrasts with Microsoft and Amazon's reliance on external technologies, providing a more stable long-term strategy [4][5] - The company plans to invest at least 380 billion RMB over the next three years in cloud computing and AI infrastructure, exceeding its total investment in the past decade [14] - Alibaba's "Tongyun Ge" AI triangle, consisting of Pingtouge, Alibaba Cloud, and Tongyi Laboratory, creates a synergistic effect that enhances both chip performance and cloud service efficiency [10][15] Group 3: Market Impact - The launch of the "Zhenwu" chip and the "Tongyun Ge" AI triangle positions Alibaba as a key player in the global AI infrastructure competition [12][15] - Alibaba's advancements in AI technology are expected to lead to a shift in global AI standards, with the company emerging as a significant competitor against U.S. tech giants [12][15] - The collaboration between chips and cloud services allows for rapid iteration and cost advantages, enhancing Alibaba's competitive edge in the AI market [15]

专业旅运(01235)发布公告，于2026年1月29日，鼎坤旅程(本公司的间接全资附属公司)在公开市场以总 代价约495.7万港元(不包括交易成本)，出售合共3.49万股阿里巴巴股份，平均价格为每股阿里巴巴股份 约142港元。 ...

智通财经APP讯，专业旅运(01235)发布公告，于2026年1月29日，鼎坤旅程(本公司的间接全资附属公 司)在公开市场以总代价约 495.7万港元(不包括交易成本)，出售合共 3.49万股阿里巴巴股份，平均价格 为每股阿里巴巴股份约 142 港元。 ...

Similarweb年度报告称速卖通为"美国大赢家" 在澳大利亚，速卖通增长更为凶猛，全年访问量同比增长45.5%，是澳大利亚增长最快的电商平台。在综合类排名中位居第二，仅次于chatGPT；在英国， 速卖通APP下载量同比增长38.5%，在综合应用榜上排名第三；在德国，速卖通网站访问量增长34.5%，综合排名第五，增速超过Temu。 值得注意的是，上述四国均为全球电商成熟度高、竞争激烈的市场。速卖通的用户增长得益于其2024年起便全面转向"品牌化+本地化"布局。 1月29日消息，互联网数据分析机构Similarweb发布2026年度Digital 100报告。阿里旗下跨境电商平台速卖通AliExpress在美国、英国、德国、澳洲等多个发 达国家市场均跻身综合平台增速前10。 其中，在美国，速卖通2025全年网站访问量同比增长18.7%，成为美国增速最快的十大平台之一，被评为"2025年美国大赢家"。 据了解，在美国市场，亚马逊、沃尔玛、Target等本土零售巨头长期占据主导地位，新兴平台突围难度极高，取得这一成绩可谓不易。因此，纽交所也发文 祝贺：在纽交所上市企业中，阿里速卖通是唯一入选增速Top10的电商 ...

1月29日，阿里旗下平头哥官网悄然上线一款名为"真武810E"的高端AI芯片，阿里自研芯片PPU正式亮 相。 至此，通义实验室、阿里云和平头哥组成的阿里巴巴AI黄金三角"通云哥"首次浮出水面。 2025年9月，央视《新闻联播》在报道中国联通三江源绿电智算中心建设进展时，画面背景中出现了一 张"国产卡与NV卡重要参数对比"的表格。阿里平头哥PPU、华为昇腾910B、壁仞104P，与英伟达 A800、H20的关键参数被并列呈现。 据了解，阿里正在将"通云哥"打造成一台AI超级计算机，它同时拥有全栈自研芯片平头哥、亚太第一的 阿里云以及全球最强的开源模型"千问"，可以在芯片架构、云平台架构和模型架构上协同创新，从而实 现在阿里云上训练和调用大模型时达到最高效率。 平头哥官网显示，真武810E采用自研并行计算架构和片间互联技术，配合全栈自研软件栈，实现软硬 件全自研。其 96GB HBM2e 显存、700GB/s 的片间互联带宽，与此前央视画面中的参数基本一致。 过去在阿里内部，阿里多强调"通云哥"的整合，即通义千问、阿里云、平头哥所代表的AI、云计算、芯 片三位一体核心技术栈的协同发展。这让平头哥能更专注于芯片硬件 ...

中国人工智能领域的主导权争夺战愈演愈烈。科技巨头字节跳动与阿里巴巴集团均计划在 2 月中旬农历 春节前后推出新一代旗舰人工智能大模型，这场对决或将成为中国科技行业最具决定性的一次较量。 据两位直接知情人士透露，字节跳动拟于下月推出三款全新人工智能模型，涵盖大语言模型、图像生成 模型和视频生成模型。这家 TikTok 母公司旗下的云计算业务正凭借人工智能服务快速发展，向中国云 服务行业龙头阿里云计算业务发起挑战，而阿里巴巴也并未坐以待毙。 另两位知晓阿里巴巴计划的直接知情人士表示，阿里也打算在春节同期推出新一代旗舰人工智能大模 型，该系列模型具备强劲的数学运算与代码编写能力。知情人士还透露，阿里计划借春节假期对面向消 费者的通义千问 AI 应用展开大规模营销推广，向字节跳动旗下的豆包聊天机器人发起挑战 —— 豆包 是目前中国用户规模最大的 AI 应用。 此前有消息称，深度求索时隔一年也计划在同期推出新一代重磅大模型，这让行业竞争更趋白热化。 去年春节期间，全国民众迎来一周长假，拥有大量线上时间浏览新闻、消费娱乐内容，深度求索也借此 契机迅速走红全球。今年，阿里巴巴与字节跳动均计划抓住这一窗口期，争夺中国消费级 ...

1月29日，阿里旗下平头哥官网上线一款名为"真武810E"的高端AI芯片，此前被央视曝光的阿里自研芯 片PPU正式亮相。 至此，"通云哥"也就是通义千问大模型、阿里云和平头哥半导体，共同构成阿里巴巴AI能力黄金三角， 在模型、云、芯片层面完成全栈布局。这也是一种追求AI最佳表现的路径选择，记者了解到，阿里巴 巴正在将"通云哥"打造成一台AI超级计算机，寻求在芯片架构、云平台架构和模型架构上的协同创新， 从而实现在云上训练和调用大模型时达到最高效率。 平头哥在2018年成立，在2018年阿里云栖大会上正式官宣。阿里把此前收购的中天微和达摩院自研芯片 业务整合成"平头哥半导体有限公司"，由集团全资控股，推进云端一体化的芯片布局。 平头哥成立以来，发布过多款芯片，比如含光800(AI推理芯片NPU)、倚天710(服务器芯片CPU)，以及 存储和网络芯片、端侧和IOT芯片等。2020年，新一轮AI技术爆发前夕，平头哥在内部启动PPU研发工 作。 据平头哥官网介绍，"真武"PPU采用自研并行计算架构和片间互联技术，配合全栈自研软件栈，实现软 硬件全自研。其内存为96G HBM2e，片间互联带宽达700GB/s，可应用于 ...

Core Insights - Ant Group and Alibaba are competing in the AI to C market, with both companies launching AI applications targeting consumer needs within a short timeframe [1][11][21] - Alibaba's "Qianwen App" and Ant Group's "Lingguang" are positioned as AI life and productivity entry points, respectively, indicating a strategic focus on consumer engagement through AI [1][11][21] - The competition between these two entities raises questions about the necessity of multiple overlapping products in a market where user attention is limited [20][21] Group 1: AI Product Launches - Alibaba officially announced the public testing of its personal AI assistant "Qianwen App," aiming to serve as a universal life entry point for consumers [1] - Ant Group launched its multimodal AI assistant "Lingguang," which emphasizes the ability to generate small applications in 30 seconds using natural language [1] - Ant Group upgraded its AI health product AQ to "Ant Afu," further expanding its consumer-facing services [1] Group 2: Functionality and User Engagement - Both Qianwen and Lingguang offer similar functionalities, including AI-generated content and daily task management, indicating a high degree of overlap [15][20] - Alipay is evolving into a comprehensive consumption platform, capable of performing tasks traditionally associated with Taobao and Tmall, thus broadening its user engagement [2][10] - Alipay's "Daily Flash Sale" feature has seen significant success, with record sales during major shopping events, showcasing its potential as a consumer project [2] Group 3: Membership and User Benefits - Alipay and Taobao membership systems are similar, but Alipay offers a broader range of benefits beyond shopping, including financial services and healthcare [4][9] - Alipay's diamond membership provides 41 benefits compared to Taobao's 18+, highlighting its competitive edge in user engagement [4][9] Group 4: Strategic Implications - The competition between Ant Group and Alibaba raises concerns about internal resource allocation and user attention, as both companies vie for the same consumer base [20][21] - Despite their historical ties, the regulatory environment has led to a separation in governance, yet both companies continue to share significant user bases and technological resources [18][19] - The strategic decision to launch multiple AI products simultaneously may reflect a defensive posture in a rapidly evolving market, but could also lead to inefficiencies [21]

2026年春晚成为大厂首个"秀肌肉"的全民舞台。 百度分5亿，腾讯分10亿，阿里更了新模型，字节拿下了央视春晚的独家合作。 比春晚更先来到的，是大厂间的"战火"。 25日，百度官宣马年春节瓜分5亿元红包。同一天，腾讯开启新春分10亿元现金红包活动，腾讯公司董事会主席兼首席执行官马化腾称"希望重现 当年微信红包的盛况。" 相隔一天后，26日阿里巴巴发布千问旗舰推理模型Qwen3-Max-Thinking。报道称该模型是迄今最接近国际顶尖模型的国际AI大模型，标志着中 国大模型从"追平"到"领跑"的关键突破。 而更早些时候，字节跳动旗下火山引擎"一举夺魁"，成为央视春晚独家AI云合作伙伴。这是继抖音与央视春晚的两次合作之后，字节跳动第三次 成为春晚的重要合作平台。 自2025年年初的"DeepSeek时刻"之后，国内市场上，大模型经历了从"百模大战"到行业洗牌分化的过程。通用大模型的牌桌上，百度、腾讯、阿 里、字节几家互联网科技巨头成为最终争夺"AI超级入口"的"种子选手"。 在大模型爆火之后第一个农历春节，谁能在此期间得到更广泛的用户认可、提供更优质的服务、成为最终赢家，吸引着市场的关注。 春晚——大厂争抢国民 ...

每经AI快讯，1月29日，阿里巴巴美股盘前涨超1%。 ...