阿里巴巴，突发利好！

Core Viewpoint - Meta's CEO Mark Zuckerberg is shifting the company's focus towards a profitable AI model, moving away from its previous open-source strategy to a closed-source model, which is expected to be launched in spring next year [5][6]. Group 1: Company Developments - Meta has formed one of the most expensive technology teams in history, with Zuckerberg personally involved in daily operations to drive the development of a new AI model [4]. - The new model, codenamed "Avocado," is likely to be released as a closed-source model, allowing Meta to control its usage and sell licenses, marking a significant departure from its previously promoted open-source strategy [5]. - The company has experienced a strategic shift after the disappointing performance of its open-source model Llama 4, leading to the marginalization of some team members and the recruitment of top AI researchers with lucrative compensation packages [5][6]. Group 2: Competitive Landscape - TBD Lab, the team responsible for training the Avocado model, is utilizing third-party models from competitors, including Google's Gemma, OpenAI's gpt-oss, and Alibaba's Qwen, indicating a strategic pivot towards leveraging Chinese technology [6]. - This shift in strategy reflects a recognition of the advancements made by Chinese companies in the open-source domain, as noted by NVIDIA's CEO Jensen Huang [6].