证券时报·2025-10-13 08:31Core Viewpoint - Alibaba and Haier Group have signed a comprehensive strategic cooperation agreement focusing on AI collaboration to accelerate industrial AI innovation and development [1][2]. Group 1: AI Collaboration - The strategic cooperation will focus on AI + cloud, e-commerce, and globalization, exploring new paths for industrial AI transformation [2]. - In the AI + cloud sector, the collaboration will involve a full-stack AI partnership, creating industry-level models around smart homes and intelligent manufacturing [5]. - The partnership aims to build an overall AI service system, integrating Haier's industrial internet platform capabilities with Alibaba's computing power [5]. Group 2: E-commerce and Globalization - The collaboration will deepen cooperation in domestic and overseas consumer sectors, leveraging Haier's industrial strengths and Alibaba's overseas e-commerce system [5]. - Haier and Alibaba will jointly create a resilient heterogeneous computing power platform to provide stable cloud services globally, supporting Haier's expansion in Southeast Asia [5]. Group 3: Industry Trends - Alibaba has signed strategic cooperation agreements with multiple industry leaders in AI and computing fields this year, aiming for deep application and innovation in key scenarios [8]. - The application of AI, especially large models, is experiencing rapid growth across various industries, with significant usage in internet and consumer electronics sectors [8][9]. - AI's utility in scenarios is primarily reflected in four aspects: enhanced experience, new product creation, efficiency improvement, and "AI for Science" [9].