Mei Ri Jing Ji Xin Wen·2025-09-17 05:57Group 1 - SenseTime-W's stock price increased by 17.98% on September 17, with a total market capitalization of HKD 101.326 billion. The stock has risen 76.5% year-to-date, currently 11.5% above its 52-week high of HKD 2.35 and 162% above its 52-week low of HKD 1 [1] - In the past five trading days, southbound funds have net bought HKD 101 million, and in the last 30 trading days, the cumulative net purchase reached HKD 652 million [1] - The global AI landscape is experiencing a revaluation of internet companies and AI ecosystem enterprises due to the accelerated commercialization of AI amidst a global computing power shortage. The medium to long-term investment opportunities in China's AI sector remain promising [1] Group 2 - Alibaba has launched a new architecture model, Qwen3-Next, which boasts a 10-fold increase in inference speed and a 90% reduction in training costs. Its performance in inference and long-context tasks is comparable to Alibaba's flagship model Qwen3-235B, while its thinking model surpasses Google's latest Gemini-2.5-Flash, making it one of the strongest low-energy open-source models [1] - Meituan has introduced a lifestyle service AI agent product called "Xiao Mei," marking the entry of local life services into conversational interaction. "Xiao Mei" is powered by Meituan's self-developed model LongCat-Flash-Chat, facilitating food delivery orders, restaurant recommendations, and navigation for reservations [1]