阿里股价飙升，自研AI芯片进展迅速，财报超预期

Group 1 - Alibaba is developing a new AI chip to fill the gap left by Nvidia in the Chinese market, currently in the testing phase and compatible with Nvidia's architecture [1] - The stock price of domestic chip manufacturer Cambricon surged, surpassing Kweichow Moutai to become the new stock king in the A-share market, indicating strong momentum for the domestic chip industry [1] - Alibaba Cloud refuted rumors about purchasing 150,000 GPUs from Cambricon, confirming a multi-chip strategy but denying specific procurement numbers [1] - Alibaba Group reported a 10% year-on-year revenue growth and a 76% increase in net profit for Q1 of fiscal year 2026, exceeding market expectations [1] - Alibaba Cloud's revenue grew by 26% year-on-year, marking a three-year high, with AI-related product revenue achieving triple-digit year-on-year growth for eight consecutive quarters [1] Group 2 - In the instant retail business, Alibaba achieved significant results, with a 25% year-on-year increase in monthly active consumers on the Taobao app during the first three weeks of August [2] - The monthly active consumers and daily order volume for the Chinese e-commerce group continue to reach historical highs [2]