【大涨解读】AI应用：阿里“千问”引爆应用市场，华为也将发布“突破性技术”，AI应用有望成为2026年大模型重点突破方向

Group 1 - AI application concept stocks showed strength on November 17, with companies like Xuan Ya International, Dongfang Guoxin, and BlueFocus rising over 10% [1] - Notable stock performances included Xuan Ya International at 19.99% increase, 360 at 10.01%, and BlueFocus at 15.39% [2] - Companies are focusing on AI capabilities, with Xuan Ya developing OrangeGPT for content generation, and 360 enhancing its AI search capabilities [2] Group 2 - Alibaba officially launched the "Qianwen" project to enter the AI to C market, integrating various life scenarios into the app [3] - Huawei is set to release breakthrough AI technology on November 21, aiming to increase GPU and NPU utilization from 30%-40% to 70% [3] - Analysts highlight Alibaba's shift from B2B to B2C in AI, targeting a significant market expansion and competing with international models like ChatGPT [4][5] Group 3 - Key AI application scenarios include AIoT, AI in pharmaceuticals, AI in finance, smart cities, intelligent manufacturing, and enterprise-level generative AI [5] - The year 2026 is anticipated to be pivotal for the deployment of reasoning applications, with exponential growth in computational power usage for real-time interactions and content generation [4]