阿里云紧急辟谣！寒武纪大跳水

Group 1 - Alibaba Cloud has denied rumors of purchasing 150,000 GPUs from Cambricon, stating that while it supports domestic supply chains, the reported procurement is not accurate [1] - Cambricon's stock price has seen significant fluctuations, with a notable increase of 15.73% on August 28, reaching 1,587.91 RMB per share, surpassing Kweichow Moutai's closing price of 1,446.1 RMB per share, making it the "king of A-shares" [1] - Alibaba's Q1 FY2026 financial report shows strong performance, with overall revenue growing by 10% year-on-year and net profit increasing by 76%. Cloud computing revenue reached 33.4 billion RMB, a 26% year-on-year growth, significantly up from 18% in the previous quarter [1] Group 2 - Alibaba's CEO announced a strategic focus on "big consumption" and "AI + cloud," with plans to invest 380 billion RMB in AI and cloud infrastructure over the next three years, averaging over 120 billion RMB annually [2] - The company is developing a new AI chip to fill the gap left by NVIDIA in the Chinese market, currently in the testing phase and designed for a broader range of AI inference tasks [2] - Following the strong financial performance and AI chip news, Alibaba's stock surged nearly 13% in the US market on August 29, with Hong Kong shares rising over 18% in early trading [2] Group 3 - CITIC Securities reports that Alibaba's latest financial results indicate high growth in capital expenditure and cloud business, with AI-related product revenue achieving triple-digit growth for eight consecutive quarters [3] - The report highlights that despite geopolitical disruptions affecting overseas chip supply, Alibaba remains committed to investing in AI infrastructure, signaling a steady progress in the self-sufficiency of domestic AI chips [3] - The domestic cloud service providers are expected to return to a high growth trajectory driven by AI demand, with recommendations for investments in AIDC, server and network equipment, and upstream switching chip manufacturers [3]