京东、阿里、百度、腾讯集体下跌

Core Viewpoint - The article discusses the performance of Hong Kong stock indices and highlights the launch of Alibaba's new AI chip "Zhenwu 810E," which is part of its AI supercomputer initiative, showcasing its advancements in AI technology and chip development [1][4][6]. Group 1: Stock Market Performance - On January 29, Hong Kong's three major indices opened lower, with the Hang Seng Index briefly turning positive before stabilizing [1]. - Major tech stocks experienced declines, with JD.com down nearly 2%, Alibaba down approximately 0.7%, Baidu down 0.45%, and Tencent down 0.16% [1]. Group 2: Alibaba's AI Developments - Alibaba is developing the "Tongyun Ge" AI supercomputer, integrating its self-developed chip, Alibaba Cloud, and the open-source model "Qianwen" to achieve high efficiency in training and deploying large models [4]. - The "Zhenwu" PPU has been deployed in multiple clusters on Alibaba Cloud, serving over 400 clients, including major organizations like State Grid and Xpeng Motors [4][6]. - The "Zhenwu" PPU features a 96GB HBM2e memory and a 700 GB/s inter-chip bandwidth, making it suitable for AI training, inference, and autonomous driving applications [6]. Group 3: Competitive Positioning - The performance of the "Zhenwu" PPU reportedly exceeds that of NVIDIA's A800 and is comparable to NVIDIA's H20, indicating a strong competitive position in the market [6]. - The launch of the "Zhenwu" PPU reflects years of strategic investment and vertical integration by Alibaba, marking a significant milestone in its AI and chip development journey [6]. Group 4: AI Model Achievements - On January 26, Tongyi Laboratory released the Qianwen flagship inference model Qwen3-Max-Thinking, achieving multiple global records and performance comparable to GPT-5.2 and Gemini 3 Pro [7]. - The Qianwen open-source model has surpassed 200,000 derivative models and over 1 billion downloads, maintaining its position as the largest AI open-source community globally [7].