BABA(US:BABA) Xin Lang Cai Jing·2026-01-29 05:58Group 1: Semiconductor Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index (950125) decreased by 3.11% as of January 29, 2026 [1] - Notable performers included Fuchuang Precision, which rose by 4.33%, and Oulaixin Materials, which increased by 3.42%, while Jingyi Equipment led the decline with a drop of 7.26% [1] - The ChiNext Semiconductor Materials and Equipment Theme Index (931743) fell by 3.45%, with Fuchuang Precision again leading gains at 3.82% [1] Group 2: ETF Performance - The Sci-Tech Semiconductor ETF (588170) declined by 3.17%, with a latest price of 1.83 yuan, and had a turnover rate of 8.94% with a transaction volume of 739 million yuan [1] - The Semiconductor Equipment ETF Huaxia (562590) also saw a decrease of 3.35%, with a latest price of 1.96 yuan and a turnover rate of 5.31% with a transaction volume of 160 million yuan [1] - Over the past week, the average daily transaction volume for the Sci-Tech Semiconductor ETF was 1.282 billion yuan, while the Semiconductor Equipment ETF Huaxia averaged 240 million yuan [1] Group 3: Alibaba's AI Chip Development - Alibaba's PingTouGe launched the high-end AI chip "Zhenwu 810E," which has been deployed in multiple large-scale clusters on Alibaba Cloud, serving over 400 clients including State Grid and Xiaopeng Motors [2] - This development positions Alibaba as the second global company, after Google, to possess a full-stack self-developed capability in "large models + cloud + chips" [2] - According to Shenwan Hongyuan, Alibaba is a rare domestic cloud provider with a complete self-developed technology system encompassing "chips, servers, cloud computing operating systems, and large models," with revenue and profit margins in the domestic top tier [2]