BABA(US:BABA) Mei Ri Jing Ji Xin Wen·2025-09-25 00:59Group 1: AI Strategy and Investment - Alibaba Group's CEO announced a three-year investment plan totaling 380 billion RMB for AI infrastructure, with future investments expected to exceed this amount [2] - The company aims to establish a foundation for "super artificial intelligence" by significantly increasing computational power and releasing advanced AI models [1][5] - The latest model, Qwen3-Max, is the largest and most capable model developed by Alibaba, marking a new phase in their AI technology research [4] Group 2: Future Projections - By 2032, Alibaba Cloud's global data center energy consumption is projected to increase tenfold compared to 2022 [3] - The overarching vision is to prepare for a future where the number of intelligent agents surpasses the global population, positioning Alibaba as a foundational platform for the next generation of human-machine collaboration [5] Group 3: Market Context - The A-share market saw collective gains, with major indices rising, indicating a recovery in market sentiment [6] - The technology sector is now leading market activity, driven by advancements in core technologies and improving profitability across the tech supply chain [8] - The advanced packaging market is expected to grow significantly, with projections indicating a rise from 38 billion USD in 2024 to 79 billion USD by 2030 [9]