阿里秘密启动“千问”项目，概念股出炉

Group 1: Alibaba's "Qwen" Project - Alibaba has reportedly secretly launched the "Qwen" project, aiming to develop a personal AI assistant app named "Qwen APP" to compete with ChatGPT [7] - The project is part of Alibaba's broader AI strategy, following a significant investment of 380 billion yuan in AI infrastructure earlier this year [7] - The Qwen model has become the world's leading open-source large model, with its latest version, Qwen3-Max, outperforming competitors like GPT-5 and Claude Opus 4 [7] Group 2: Mu Xi Co., Ltd. IPO Approval - Mu Xi Integrated Circuit (Shanghai) Co., Ltd. has received approval for its initial public offering (IPO) on the Sci-Tech Innovation Board, aiming to raise 3.904 billion yuan [2] - The company specializes in high-performance GPU chips and has developed a range of products across three main areas: training and inference, intelligent computing, and graphics rendering [2] - As of March 2025, Mu Xi holds 255 domestic authorized patents, with 245 being invention patents, and is recognized as a national-level specialized and innovative "little giant" enterprise [2] Group 3: Related Concept Stocks - The concept stocks related to Mu Xi cover various fields, including chip design, manufacturing, packaging, and computing applications [3] - Key partners include Supercom, which is the national general agent for Mu Xi's "Xiyun" series GPUs, and SMIC, which provides chip foundry support [4] - Tongfu Microelectronics is a core partner for advanced packaging of Mu Xi's GPUs, utilizing Chiplet technology with a stable yield of 99.3% [5] Group 4: Financial Performance of Related Stocks - The average stock price increase for the "Tongyi Qwen" concept stocks is 50.45% year-to-date, with notable performers including Zhongji Xuchuang, Chipone Technology, and Yingweike, which have seen increases of 291.41%, 182.26%, and 138.65% respectively [7][11] - Among the concept stocks, Qianfang Technology reported a net profit of 189 million yuan for the first three quarters, marking a year-on-year increase of 1098.97% [10][11] - Other companies like Zhongke Shuguang and Yingfang Software have also seen significant net purchases of financing, indicating strong market interest [10]