BABA(US:BABA) 第一财经·2025-09-24 10:14Core Viewpoint - Alibaba's stock surged over 9% today, reaching a market capitalization of approximately HKD 3.32 trillion, with an increase of nearly HKD 300 billion in one day [3]. Group 1: AI Development and Future Goals - Alibaba's CEO, Wu Yongming, stated that achieving Artificial General Intelligence (AGI) is a certainty, marking the beginning of a journey towards developing Super Artificial Intelligence (ASI) that can self-iterate and surpass human capabilities [9]. - The path to ASI is divided into three stages: emergence of intelligence, autonomous action, and self-iteration, with the current industry stage being autonomous action [9]. - By 2032, the energy consumption of Alibaba Cloud's global data centers is expected to increase tenfold compared to 2022, indicating a significant rise in computational power investment [9]. Group 2: Technological Innovations and Collaborations - Alibaba Cloud's CTO, Zhou Jingren, announced the launch of seven new large model products, including Qwen3-Max and Qwen3-Next, aimed at enhancing AI capabilities [10]. - Alibaba has officially partnered with NVIDIA for Physical AI collaboration, covering various aspects such as data synthesis, model training, and environment simulation [10].