BABA(US:BABA) 虎嗅APP·2025-11-14 00:01Group 1 - Alibaba has secretly launched the "Qianwen" project, aiming to create a personal AI assistant app to compete directly with ChatGPT, leveraging the Qwen model's strengths [2][3] - This initiative is part of Alibaba's broader AI strategy, which includes a significant investment of 380 billion RMB in AI infrastructure announced earlier this year [2] - The management believes the timing is right to enter the consumer AI market, having previously focused on B2B AI services through Alibaba Cloud [3] Group 2 - Tencent's president confirmed a good relationship with Apple, discussing potential agreements regarding a 15% fee on purchases of WeChat mini-games [4][5] - The two companies are exploring ways to enhance the mini-game ecosystem, with a formal approval possibly forthcoming [5] Group 3 - Evergrande Auto has received a court ruling accepting creditors' bankruptcy and liquidation petitions for its subsidiary, Evergrande New Energy Vehicle (Tianjin) Co., Ltd [7][8] - The subsidiary, which has a registered capital of 4.1 billion RMB, has halted production since January 2024 [8][9] - Trading of the company's shares will remain suspended until further notice [10] Group 4 - China has completed the first phase of 6G technology trials, accumulating over 300 key technology reserves [11] Group 5 - Starting next year, the full exemption of purchase tax for new energy vehicles will end, prompting 17 major automotive brands to offer tax subsidies to secure orders [12][13] - From 2024 to 2025, new energy vehicles will continue to be exempt from purchase tax (up to 30,000 RMB per vehicle), while from 2026 to 2027, the tax will be halved (up to 15,000 RMB per vehicle) [12] Group 6 - Baidu's chairman addressed concerns about an AI bubble, stating that the industry structure is shifting from an unhealthy "pyramid" to a healthier "inverted pyramid" [16][18] - This new structure emphasizes that the value generated by models and applications should significantly exceed that of the underlying chips, promoting a sustainable ecosystem [18] Group 7 - A fire incident at Sinochem Quanzhou Petrochemical resulted in 7 injuries, with the situation now under control and the cause under investigation [19] Group 8 - The "Jiu Yang" brand's stock surged following the popularity of its new product, but the company clarified that it has no equity ties with the related "Jiu Yang Bean Industry" [20]