左侧写着千问，右侧标着夸克AI眼镜，11月27日，夸克两个系列六款单品的AI眼镜在这样的舞台上亮相。一同站在台前的，还有首次以千问应用负责人身 份出场的阿里巴巴集团副总裁吴嘉。 他开场的第一句就是千问App，再次分享公测一周的成绩：累计下载量突破1000万次。"千问App是我们非常重要的一步"，吴嘉同时补充，"AI最大的想象力 是改变物理世界，在这一点上眼镜是一个非常独特的穿戴式设备"。 两个系列六款单品 11月27日，天猫、抖音、京东等线上渠道正式开售夸克AI眼镜S1，该系列配有不同框型和颜色共三款单品，最低到手价为3799元。全国82个城市的604家线 下门店将陆续提供配镜、产品体验及购买服务，门店地址可通过夸克AI眼镜微信服务号进行查询。 同日发布的G1系列更侧重时尚和轻便，目前在各平台开启预约，这个系列除提供两种框型选择之外，还配有太阳镜款，最低到手价1899元起。 硬件层面，夸克AI眼镜S1搭载双旗舰芯片，配有五个麦克风阵列加骨传导，可实现0.6秒的极速抓拍，3K视频录制，超分超帧后可输出4K视频。G1重量40 克左右。除了不带显示，G1在芯片、声学、拍摄等硬件配置方面与S1一致。 科技类UP主何同 ...

Core Insights - Alibaba's CEO, Wu Yongming, emphasizes the necessity for an AI-native consumer-facing super entry point, leading to the launch of the "Qianwen" app [1][2] - The app achieved over 10 million downloads within a week of public testing, surpassing the growth rates of competitors like ChatGPT and DeepSeek, marking it as the fastest-growing AI application to date [3][5] - Despite facing short-term challenges such as profit pressure and technology integration, Alibaba's strategic focus on AI indicates a commitment to not miss out on the AI ecosystem reshaping [3][18] Market Dynamics - The AI market is becoming increasingly competitive, with major players like ByteDance, Tencent, and Baidu already establishing a strong presence in the consumer AI sector [6][8] - According to QuestMobile, the current market is dominated by three major players: ByteDance's Doubao with 172 million monthly active users, DeepSeek with 145 million, and Tencent's Yuanbao with 32.86 million [6] Strategic Positioning - Wu Yongming's AGI three-stage theory underpins Alibaba's push into the consumer AI market, identifying the current phase as "assisting humans" [7][8] - The focus is shifting from entertainment-based AI to productivity-oriented AI, which is seen as the true growth area for consumer applications [8] Future Vision - The "Qianwen" app aims to integrate various life scenarios such as maps, food delivery, ticket booking, and shopping, positioning itself as a future AI life entry point [11][18] - The competition for consumer entry points is viewed as a battle for future traffic distribution rights, with successful AI applications expected to directly understand user needs and deliver services [11][12] Infrastructure and Ecosystem - Alibaba's comprehensive AI strategy includes significant investments in AI and cloud infrastructure, with a reported capital expenditure of 120 billion yuan over the past four quarters [3][15][19] - The company has open-sourced over 300 AI models, achieving over 600 million downloads, which positions it as a leading player in the global open-source AI landscape [14][15] Financial Implications - Alibaba's aggressive investment in AI has led to a significant decline in profits, with a reported 85% year-on-year drop in operating profit for Q2 of fiscal year 2026 [18][19] - The CFO noted that while core business revenues are strong, the focus remains on long-term growth through AI investments, despite short-term profitability fluctuations [19]

11 月 17 日，阿里把通义 App 全面改版为"千问"，直接把产品定位写得清清楚楚——"阿里最强大模型 官方 AI 助手""个人 AI 生活入口"。 从AI布局看，阿里几乎是全球独有的布局全产业链的企业。 基础设施层，芯片涵盖CPU、AI、Soc，算力有阿里云；模型层，Qwen风头无双，前段时间在大模型炒 股竞赛中不落下风；应用层面，有夸克、灵光、千问一众新锐App，在营销上也下了大力气。 今年7月，黄仁勋表扬DeepSeek、Qwen和Kimi 三款大模型，称它们"非常出色"。而早在5 月的英伟达财 报电话会上，他还专门夸过，来自中国Qwen和DeepSeek是开源AI模型之中最好的。 以至于有评价认为，AI领域"西谷歌、东阿里"，后者在国际上可以和巨头扳扳手腕。 客观来看，近年阿里的确在AI领域接连取得一系列突破，但过于夸张的评价只会带来捧杀。 比如最关键的应用层面，阿里表现过于温吞，在toC应用上甚至有点克制。 AI to C，阿里终于下场了。 紧接着 11 月 25 日财报会上，阿里CEO吴泳铭再次强调：阿里会在AI to B和AI to C两条线同时发力。尤 其是C端，强调要做"AI 原生超级应 ...

11 月 25 日，阿里巴巴集团发布 2026 财年第二季度业绩。 核心电商保持稳健增长，CMR 同比增长 10%； 即时零售业务 UE 显著改善，11 月的 UE 亏损比七八月份降低一半，笔单价环比 8 月上涨超过两位数。在显著获得市场份额的前提下，UE 优化符 合预期，增强了在即时零售长期投入的决心，目标是未来三年带动万亿 GMV 成交； 最大的亮点来自 AI+ 云板块，在旺盛的 AI 需求推动下，阿里云整体收入同比强劲增长 34%，其中 AI 相关产品收入连续 9 个季度实现三位数同比 增长。 尤其是以千问 App 开启公测为关键节点，阿里在 AI 战略版图上再下一城。 通过持续地高强度战略投入，阿里全栈 AI 能力显著升级，AI 基建、AI 模型、AI 原生应用等领域全面开花。基于全球领先的 AI 模型和生态场景 优势，阿里全力入局 AI To C 领域，千问 App 公测一周新下载量就突破 1000 万，成为增长最快的 AI 应用。 在财报分析师电话会上，阿里巴巴集团 CEO 吴泳铭分享 AI 战略进展，阿里正在 AI to B 和 AI to C 两大方向齐发力——在 AI to B 领域，做世界 ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【阿里电话会披露AI战略进展：B端C端齐发力】 11月25日，在阿里巴巴2026财年第二季度业绩电话会上，阿里巴巴集团CEO吴泳铭分享阿里 AI战略的最新进展，正在AI to B和AI to C两大方向齐发力。在AI to B领域，阿里目标是将阿 里云打造为世界领先的全栈AI服务商，服务千行百业不断增长的AI需求；在AI to C领域，将基 于性能领先的AI模型和阿里生态优势，打造面向C端用户的AI超级原生应用。 【英伟达：我们的GPU比谷歌的AI芯片领先一代】 美国哈佛大学医学院与西班牙巴塞罗那基因组调控中心科学家在24日出版的《自然·遗传学》 杂志上发表研究成果称，他们开发出一款名为popEVE的人工智能（AI）模型。该模型能精准 锁定人类蛋白质中最易导致疾病的突变，这一突破有望彻底改变遗传疾病的诊断方式。 七 巨 头 日 报 【 英伟达反驳TPU担忧，称其GPU仍"领先 ...

中经记者 李立 上海报道 这一成绩的背后，是阿里在全栈AI能力上的持续投入与升级。2025年云栖大会上，阿里云发布了从前 沿AI基础模型到高性能AI基础设施的全栈升级，涵盖服务器、高性能网络、分布式存储、智算集群、 人工智能平台（PAI）及模型训练推理服务。其间，阿里AI模型实现"七连发"，覆盖语言、语音、视 觉、多模态、代码等多个领域。 其中，旗舰模型Qwen3-Max在多项专项测试中跻身全球第一梯队，性能超越GPT-5、Claude Opus 4等国 际顶级模型。据Omdia报告，2025年上半年，阿里云在中国AI云市场份额达35.8%，超过第二至第四名 总和。 11月25日，阿里巴巴（NYSE： BABA；HKEX： 9988）发布2026财年第二季度财报，集团收入2477.95 亿元，剔除已出售业务影响，收入同比增长15%。 财报显示，AI+云、大消费两大核心业务强劲增长，其中：核心电商CMR同比增长10%；即时零售业务 UE显著改善，11月的UE亏损比七八月份降低一半，笔单价环比8月上涨超过两位数。在显著获得市场 份额的前提下，UE优化符合预期，增强了在即时零售长期投入的决心，目标是未来三年带动万亿 ...

Core Insights - Alibaba Group reported Q2 FY2026 financial results, showing revenue of 247.8 billion yuan, a 5% year-on-year increase, exceeding market expectations [2] - The company faced short-term profit pressure due to high investments in its "instant retail" business, with operating profit down 85% year-on-year to 5.4 billion yuan and net profit down 53% to 20.6 billion yuan [2] - Significant growth was observed in Alibaba Cloud and instant retail, with cloud revenue increasing by 34% and instant retail revenue rising by 60% year-on-year [2][6] E-commerce Performance - Alibaba's China E-commerce Group generated revenue of 132.6 billion yuan in Q3, a 16% year-on-year increase, driven by effective business collaboration [3] - The core e-commerce segment reported revenue of 102.9 billion yuan, up 9% year-on-year, with customer management revenue increasing by 10% to 78.9 billion yuan [3] Instant Retail Developments - Instant retail revenue reached 229.1 billion yuan, a 60% year-on-year increase, primarily due to growth in the Taobao Flash Sale [5] - The average loss per order for Taobao Flash Sale has been reduced to half compared to July and August, with non-tea drink orders now accounting for over 75% [5] Alibaba Cloud Growth - Alibaba Cloud's revenue surged by 34% to 398.2 billion yuan, marking a record growth rate, with AI-related product revenue showing triple-digit year-on-year growth for nine consecutive quarters [6] - The company is focusing on both AI to B and AI to C strategies, aiming to become a leading full-stack AI service provider [6][7] Future Strategies - Alibaba plans to significantly reduce investments in Taobao Flash Sale in the next quarter, adjusting strategies based on market competition [5] - The company aims to enhance user experience and focus on high-value customers, targeting a trillion yuan in transaction volume over the next three years [5]

Core Insights - Alibaba Group reported a strong revenue growth of 34% year-on-year for its cloud segment, driven by robust AI demand, with AI-related product revenue achieving triple-digit growth for nine consecutive quarters [1][2] - The company has made significant capital investments, totaling 31.5 billion yuan in the latest quarter, and approximately 120 billion yuan over the past four quarters, to bolster its AI and cloud infrastructure strategy [1][5] Group 1: AI Infrastructure and Model Development - Alibaba Cloud announced major upgrades to its full-stack AI capabilities, covering advanced AI foundational models and high-performance infrastructure, including servers and AI platforms [2] - The flagship model Qwen3-Max has surpassed competitors like GPT-5 and Claude Opus 4, ranking among the top three globally [2] - The number of derivative models based on the Qwen family on Hugging Face has exceeded 180,000, more than double that of the second-ranked competitor [2] Group 2: AI to Consumer Market Expansion - The launch of the "Qianwen" project aims to penetrate the AI to consumer market, creating a personal AI assistant that integrates deeply with Alibaba's ecosystem [3] - The Qianwen App achieved over 10 million downloads within a week of its public beta, making it the fastest-growing AI application, surpassing ChatGPT and others [3] - Management views Qianwen as a critical initiative in the AI era, with plans to integrate it into various Alibaba services such as e-commerce and local life [3] Group 3: AI Application in E-commerce - During the Double 11 shopping festival, Alibaba implemented AI tools to enhance merchant efficiency and consumer experience, impacting core areas like search and recommendations [4] - Approximately 5 million merchants utilized the AI tool "Business Manager," achieving an average efficiency increase of 1.5 times [4] - AI customer service "Dianxiaomi" served 300 million consumers, improving merchant conversion rates by 30% [4] Group 4: Long-term Strategic Investments - Alibaba plans to continue investing in AI technology and infrastructure, as well as in integrating life services with e-commerce to create long-term strategic value [5]

11月25日，在阿里财报分析师电话会上，阿里巴巴集团CEO吴泳铭分享AI战略进展时说，阿里正在AI to B 和AI to C两大方向齐发力。在AI to B领域，做世界领先的全栈AI服务商，服务千行百业不断增长的 AI需求；在AI to C领域，打造面向C端用户的AI超级原生应用，推动AI从千行百业到人人可用。 吴泳铭指出，一方面，Qwen3-Max的模型智能水平、工具调用能力都已达到全球领先，另一方面，AI 和阿里电商、地图、本地生活等业务生态的协同是更大的想象力。基于AI模型和阿里生态优势，千问 APP有望率先打造未来的AI生活入口。因此在AI to B加速增长的同时，做出了全力入局AI to C的战略决 定。 "AI to B和AI to C齐发力，将激发核心业务产生更大的协同效应，成为驱动阿里持续增长、迈向新高度 的动能引擎。"吴泳铭说。（智通财经记者 吴雨欣） ...

吴泳铭指出，一方面，Qwen3-Max的模型智能水平、工具调用能力都已达到全球领先，另一方面，AI 和阿里电商、地图、本地生活等业务生态的协同是更大的想象力。基于AI模型和阿里生态优势，千问 App有望率先打造未来的AI生活入口。因此在AI to B加速增长的同时，做出了全力入局AI to C的战略决 定。 "AI to B和AI to C齐发力，将激发核心业务产生更大的协同效应，成为驱动阿里持续增长、迈向新高度 的动能引擎。"吴泳铭说。 吴泳铭表示，全栈AI技术能力已成为阿里云的关键竞争优势，在多个细分领域的市场份额全面提升。 在混合云市场，阿里云已成为核心参与者，增速超20%，超过市场平均增速，市场份额持续提升；金融 云增速也领先市场，份额持续提升；在中国AI云市场份额同样保持领先，超过第二到第四名的总和。 上周，千问App公测版正式发布，标志着阿里巴巴开始在AI To B与AI To C两个方向齐发力。千问App公 测版上线一周，新下载量已超过1000万。 新浪科技讯 11月25日晚间消息，在财报分析师电话会上，阿里巴巴集团CEO吴泳铭分享AI战略进展， 阿里正在AI to B 和AI to C两大方向 ...