【兴证计算机】从阿里AI高歌猛进拆解生态链投资机会

Group 1 - The core viewpoint emphasizes the importance of strategically investing in high-quality leading companies during market dips, particularly in the AI and fintech sectors, as the market shows signs of adjustment and potential for valuation expansion [1][2] - The report highlights the recent advancements in AI models, noting that Alibaba has launched the Qwen3-Max-Preview model, which has over one trillion parameters, marking it as the largest model to date. Other companies like Meituan and Deepseek are also making significant strides in AI model development [1][2] Group 2 - The report provides a deep dive into Alibaba's AI ecosystem, analyzing investment opportunities within its ecosystem and the broader implications for the AI industry [2]