消息面上，据报道，四位知情人士称，阿里巴巴、百度已开始采用内部自主设计的芯片训练他们的AI 大模型，取代了部分英伟达芯片。报道称，阿里自今年初以来已将自研芯片应用于轻量级AI模型的训 练，百度则正试验使用昆仑芯的P800芯片训练新版文心大模型。 值得注意的是，海外OpenAI宣布与博通联合设计首款自研AI芯片，谷歌加速自研TPU进入第三方数据 中心与英伟达直接竞争。招商证券指出，AI芯片自研潮兴起，意味着AI基础设施行业正从"单一GPU供 给约束"向"多元化定制芯片方案"切换，投资逻辑边际上从硬件垄断走向生态博弈。 阿里、百度早盘高开。截至发稿，阿里巴巴-W(09988)涨5.86%，报151.7港元；百度集团-W(09888)涨 3.76%，报110.5港元。 ...

Core Viewpoint - Alibaba and Baidu have begun using internally designed chips to train their AI models, replacing some NVIDIA chips, which has led to significant stock price increases for both companies [1][1][1] Group 1: Company Developments - Alibaba's stock rose by 5.86% to HKD 151.7, while Baidu's stock increased by 3.76% to HKD 110.5 following the news [1][1][1] - Since the beginning of this year, Alibaba has been applying its self-developed chips for training lightweight AI models [1][1][1] - Baidu is experimenting with its Kunlun P800 chip to train the new version of its Wenxin AI model [1][1][1] Group 2: Industry Trends - The trend of self-developed AI chips is emerging, indicating a shift in the AI infrastructure industry from a "single GPU supply constraint" to "diversified custom chip solutions" [1][1][1] - This shift in investment logic is moving from hardware monopoly to ecological competition [1][1][1] - OpenAI has announced a partnership with Broadcom to design its first self-developed AI chip, while Google is accelerating its self-developed TPU into third-party data centers to compete directly with NVIDIA [1][1][1]