Zheng Quan Shi Bao Wang·2025-11-18 02:39Group 1 - The core viewpoint of the news highlights the active engagement of AI applications in the market, with companies like Xuan Ya International, Inspur Software, and Hua Sheng Tian Cheng experiencing significant stock price increases, indicating strong investor interest in AI-related stocks [1] - Alibaba officially announced its "Qianwen" project on November 17, marking its entry into the "AI to C" market, with the launch of the Qianwen APP, which integrates the Qwen3 model and aims to compete directly with ChatGPT [1] - Alibaba plans to gradually integrate various ecosystem services such as maps, food delivery, and ticket booking into the Qianwen APP, showcasing its strategy to extend technological advantages into the consumer market [1] Group 2 - Huashang Securities emphasizes the core value of the domestic AI industry chain in meeting China's urgent need for self-controlled AI technology across the entire industry chain [2] - From a medium to long-term perspective, the domestic computing power industry chain is showing differentiated competitive advantages, with breakthroughs in open-source and AI chips paving new paths for the development of the domestic AI industry [2] - The widespread application of AI technology and continuous hardware performance iterations are expected to create a virtuous cycle, leading the domestic AI industry into a sustainable growth period [2]