【导读】港股震荡走低，再现新股破发 中国基金报记者 格林 11月17日，港股震荡走低。恒生指数收跌0.71%，报26384.28点；恒生科技指数收跌0.96%，报5756.88点；恒生国企指数下跌 0.74%，报9328.40点。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | HSI | 恒生指数 | 26384.28c | -188.18 | -0.71% | 2176亿 | 31.53% | | 2 | HSTECH | 恒生科技 | 5756.88c | -55.92 | -0.96% | 6441Z | 28.84% | | 3 | HSBIO | 恒生生物科技 | 15959.29c | -321.53 | -1.97% | 111亿 | 85.11% | | 4 | HSCEI | 恒生中国企业指数 | 9328.40c | -69.56 | -0.74% | 793亿 | 27.96% | | 5 | HSCI | 恒生综合指数 | 405 ...

11月17日港股市场，北水成交净买入84.48亿港元，其中港股通(沪)成交净买入43.35亿港元，港股通(深)成交净买入41.13亿 港元。 北水净买入最多的个股是盈富基金(02800)、阿里巴巴-W(09988)、小米集团-W(01810)。北水净卖出最多的个股是赣锋锂业 (01772)、中芯国际(00981)、小鹏汽车-W(09868)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W HK 09988 | 36.76 乙 | 28.08亿 | 64.84 乙 | | | | | +8.68亿 | | 盈富县金 | 32.68 亿 | 8780.22万 | 33.56亿 | | HK 02800 | | | +31.80 亿 | | 中芯国际 | 10.25 亿 | 10.55亿 | 20.80亿 | | HK 00981 | | | -2915.29万 | | 腾讯控股 | 7.77 亿 | 9.57亿 | 17.35 Z | | HK 00700 | | | -1.80 亿 | | 小米集团-W ...

北水净买入最多的个股是盈富基金(02800)、阿里巴巴-W(09988)、小米集团-W(01810)。北水净卖出最多的个股是赣锋锂业 (01772)、中芯国际(00981)、小鹏汽车-W(09868)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 36.76 乙 | 28.08亿 | 64.84 亿 | | HK 09988 | | | +8.68 亿 | | 盈富县金 | 32.68 亿 | 8780.22万 | 33.56亿 | | HK 02800 | | | +31.80 亿 | | 中芯国际 | 10.25 乙 | 10.55 乙 | 20.80亿 | | HK 00981 | | | -2915.29万 | | 腾讯控股 | 7.77 亿 | 9.57 亿 | 17.35 Z | | HK 00700 | | | -1.80 亿 | | 小米集团-W | 10.06亿 | 5.71亿 | 15.77亿 | | HK 01810 | | | +4.35 乙 | | 交虹未营体 | 8.2 ...

Group 1 - Alibaba officially announced the "Qianwen" project, aiming to enter the AI to C market [1] - The Qianwen App has been launched for public testing, based on the Qwen model [1] - The app is designed to interact with users and assist them in various tasks, covering multiple life scenarios such as office work, navigation, health, and shopping [1] - The Qianwen App is available on major app stores, with a web version and PC version also launched [1] Group 2 - OpenAI officially announced the launch of the new flagship model GPT-5.1, aimed at enhancing the intelligence and conversational experience of ChatGPT [5] - The release of GPT-5.1 comes just months after GPT-5, which faced criticism for lacking "human touch" and being "stiff and uncreative" [5] - GPT-5.1 features upgrades in both intelligence level and communication style [5]

11月16日，"阿里最强大模型"——千问APP在应用商店中低调上线。 对于这枚"重磅炸弹"，阿里巴巴周一官宣，千问APP正式开启公测。这款大模型"免费开放，人人可用"，网页端与PC版也同步开放。这也标志着 阿里正在全力进军AI to C市场。 免费开放，人人可用，阿里巴巴用最强模型打造最佳个人AI助手。不仅能与用户"对话"，更能为用户"办事"，打造未来的AI生活入口，将陆续覆 盖办公、地图、健康、购物等多个生活场景。千问APP公测版已登陆各大应用商店，网页端与PC版同步开放。 此举也证实了此前媒体的报道。此前知情人士透露，阿里巴巴正筹备对旗舰AI应用"通义"进行重大改版并更名为"千问"，以对标ChatGPT模式。 | 三六零 | 13.52 | 10.01% | 0.00% | | --- | --- | --- | --- | | 601360.SH | | | | | 直真科技 | 36.71 | 10.01% | 0.00% | | 003007.SZ | | | | | 格尔软件 | 25.62 | 10.00% | 0.00% | | 603232.SH | | | | | 浪潮软件 | 19.69 ...

Core Insights - Alibaba officially announced its "Qianwen" project to aggressively enter the AI to C market, launching the public beta version of the Qianwen APP, which competes directly with ChatGPT [1] - The management views the Qianwen project as a critical battle for the future in the AI era [1] Group 1: Product Launch and Features - The Qianwen APP is now available on major app stores and will soon have an international version, leveraging the Qwen model's global influence to compete for overseas users [4] - The Qianwen APP aims to be a personal AI assistant that not only engages in intelligent conversation but also performs tasks efficiently, with capabilities demonstrated in generating research reports and creating presentations [5] - The strategic goal of the Qianwen APP is to become the future AI life entry point, integrating various life scenarios such as maps, food delivery, ticket booking, and health services [5] Group 2: Model Performance and Market Position - Alibaba has invested 380 billion yuan in AI infrastructure and aims to expand its cloud data center energy capacity tenfold by 2032 [4] - The Qwen model has surpassed competitors like Llama and Deepseek, becoming the strongest and most widely used open-source large model globally, with over 600 million downloads [4] - The flagship model Qwen3-Max has outperformed international competitors like GPT-5 and Claude Opus 4, ranking among the top three globally [4] - Qwen is rapidly capturing the Silicon Valley market, with notable endorsements from industry leaders like Airbnb's CEO and Nvidia's CEO, indicating its significant market share in open-source models [4]

Core Insights - Alibaba has officially launched its AI application "Qwen" on November 16, marking a significant move into the AI to C (consumer) market with a free and accessible model [1][3][23] - The Qwen model, which powers the app, is recognized as one of the leading open-source models globally, with over 600 million downloads [10][11] - The app aims to serve as a comprehensive AI assistant, integrating various functionalities such as image generation, AI photo editing, video calls, and real-time translation [19] Group 1: Product Launch and Features - The Qwen app is designed to be a personal AI assistant that can interact with users and perform tasks across multiple life scenarios, including work, health, and shopping [1][15] - The app features a minimalist design and includes a default online search function to enhance the accuracy of responses [15] - Initial user feedback indicates that the app experienced service interruptions due to high traffic on its launch day [21] Group 2: Strategic Shift and Market Positioning - The launch of Qwen represents a strategic shift for Alibaba from a B2B (business-to-business) focus to a B2C (business-to-consumer) approach in AI commercialization [23] - The app is positioned to compete with local rivals like ByteDance's "Doubao" and Tencent's "Yuanbao," as well as global leaders like OpenAI [23] - The rebranding from "Tongyi" to "Qwen" aims to unify Alibaba's AI branding, making it easier for consumers to recognize and understand the product [24][25][27] Group 3: Industry Recognition and Performance - The Qwen model has received endorsements from industry leaders, with Airbnb's CEO stating that the company relies heavily on Qwen due to its superior performance compared to OpenAI's models [13] - The Qwen3-Max model, which powers the app, is noted for its capabilities that surpass GPT-5, placing it among the top three models globally [11] - The app's development involved collaboration across multiple Alibaba departments, indicating a strategic investment in AI technology [15][26]

11月17日，阿里巴巴正式宣布"千问"项目，全力进军AI to C市场。当天，千问APP公测版上线，基于全 球性能第一的开源模型Qwen3，凭借免费，以及与各类生活场景生态的结合，与ChatGPT展开全面竞 争。阿里核心管理层将"千问"项目视为"AI时代的未来之战"。据透露，阿里巴巴正在计划将地图、外 卖、订票、办公、学习、购物、健康等各类生活场景接入千问APP，让千问具备更强大的办事能力。 0:00 ...

| 09988 阿里巴巴-W | | | | --- | --- | --- | | 156.700↑+1.800 +1.16% | | 交易中 11/17 10:10 | | * 2 × 5 × 5 × | | ● 快捷交易 | | 最高价 156.700 | 开盘价 152.300 | 成交量 3998.53万 | | 最低价 152.100 | 昨收价 154.900 | 成交额 61.72亿 | | 平均价 154.361 | 市盈率TTM 18.39 | 总市值 2.99万亿 (m) | | 振 幅 2.97% | 市盈率(静) 21.32 | 总股本 190.89亿 | | 换手率 0.21% | 市净率 2.691 | 流通值 2.99万亿 | | 52周景高 186,200 | 委 比 15.60% | 流通股 190.89亿 | | 52周最低 75.399 | 量 比 3.36 | 每 手 100股 | | 开中最高 304.852 | 股息TTM 1.961 | 股息率TTM 1.250% | | 历史最低 55.702 | 股息LFY 1.961 | 股息率LFY 1.251% | 消 ...