21世纪经济报道记者孔海丽 杭州报道 1月15日上午9时许，21世纪经济报道记者留意到最新版千问APP已支持AI点外卖、订机票、定酒店等落 地功能。 21世纪经济报道记者实测发现，用户需要下载最新版千问APP，在应用左下角选择"我的" "应用授权管 理"，打开"淘宝、淘宝闪购、飞猪、支付宝、支付宝AI付"等授权，即可在千问调用相应权限，以自然 语言要求千问完成点外卖、订机票、定酒店等任务。 09:24 本 : !!! 5GA 78 十同 以外 / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / , 一口探川, 版目X 查看详情) 单价约 ¥ 12.8 ¥26.8 35分钟 6.0km 下一个 选它 你也可以告诉我你的偏好,比如快餐便当、汉堡 披萨或奶茶小吃? 帮我定今天下午从杭州到北京的机 票 * 正在使用飞猪旅行服务 8 深度思考 围 作业 © 拍题答疑 E Al生视频 发消息或按住说话 ... · )) 内容由 AI 生成 09:25 % : !!! 5GA TZ 千间 ~ 帮我定今天下午从杭州到北 ...

Core Viewpoint - Google's energy executive highlighted that the connection to the U.S. transmission system has become the biggest issue for the company's data centers to connect to the grid, with some areas experiencing wait times exceeding ten years [1] Group 1: Challenges in Power Supply - The slow development of the U.S. power system poses a significant challenge for major tech companies like Google, which are competing for substantial power to expand energy-intensive data centers [1] - Marsden Hanna, Google's global head of sustainability and climate policy, stated that transmission obstacles are the primary challenge faced regarding the power grid [1] - A utility company indicated that the timeline for interconnection studies could take up to 12 years, which Hanna described as "crazy" [1] Group 2: Proposed Solutions - To address the waiting time issue, it is suggested that the nation needs to resolve delays in permitting new transmission lines and that utility companies should deploy technologies to increase the power flow of existing systems [1] - Google is exploring a "hosted" arrangement, which involves placing some data centers directly next to power plants, potentially allowing the company to bypass some of the waiting times associated with connecting to the transmission system [1]

媒体今日实测发现，千问App上已可以直接点外卖、订机票。 之前，阿里巴巴宣布1月15日10:00将召开千问APP发布会，见证AI如何"开启办事时代"。 据科创板日报报道，从多方获悉，上线两个月，千问C端月活跃用户数(MAU)已突破1亿，在学生和白 领人群中增长迅猛。 据多位行业人士透露，几家竞品流量平台此前已对千问APP做出限制。 据全球最大AI开源社区Hugging Face最新数据显示，阿里千问大模型迎来爆发式增长，自2025年下半年 超越Meta以来，阿里千问累计下载量已达7亿。 智通财经APP获悉，阿里千问增势在全球前10开源模型中最迅猛，是目前全球开发者采用率最高的开源 模型。 中信证券研报指出，蚂蚁旗下C端AI医疗应用"AQ"更名"蚂蚁阿福"，完成品牌战略升级。我们认为，蚂 蚁阿福APP具备结构化多模态精准问诊能力，长周期健康数据积累提升用户黏性，以及阿里系生态互联 商业化前景可观三大亮点；看好互联网大厂凭借AI产品力、成熟生态以及投流资金规模优势，率先抢 占市场并完成用户AI家医心智培育，打造AI集医学问诊、健康管理、医疗消费于一体的国民级AI医疗 应用。 浙商证券发布研报称，维持阿里巴巴-W( ...

媒体今日实测发现，千问App上已可以直接点外卖、订机票。 据多位行业人士透露，几家竞品流量平台此前已对千问APP做出限制。 据全球最大AI开源社区Hugging Face最新数据显示，阿里千问大模型迎来爆发式增长，自2025年下半年 超越Meta以来，阿里千问累计下载量已达7亿。 阿里千问增势在全球前10开源模型中最迅猛，是目前全球开发者采用率最高的开源模型。 中信证券研报指出，蚂蚁旗下C端AI医疗应用"AQ"更名"蚂蚁阿福"，完成品牌战略升级。我们认为，蚂 蚁阿福APP具备结构化多模态精准问诊能力，长周期健康数据积累提升用户黏性，以及阿里系生态互联 商业化前景可观三大亮点；看好互联网大厂凭借AI产品力、成熟生态以及投流资金规模优势，率先抢 占市场并完成用户AI家医心智培育，打造AI集医学问诊、健康管理、医疗消费于一体的国民级AI医疗 应用。 之前，阿里巴巴宣布1月15日10:00将召开千问APP发布会，见证AI如何"开启办事时代"。 据科创板日报报道，从多方获悉，上线两个月，千问C端月活跃用户数(MAU)已突破1亿，在学生和白 领人群中增长迅猛。 浙商证券（601878）发布研报称，维持阿里巴巴-W(099 ...

"大数据杀熟""不给权限不让用"等霸王条款，是群众关心的突出问题。日前，国家互联网信息办 公室发布《互联网应用程序个人信息收集使用规定（征求意见稿）》，直击过度索权乱象，厘清 软件和平台的信息收集边界。在数据成为关键生产要素的当下，立好规矩才能实现个人信息保护 与数据合理流通双赢。 长期以来，互联网应用存在诸多个人信息获利潜规则。比如，调用通讯录权限、短信权限以收集 用户社交关系网中的其他个人信息；麦克风权限辅助平台广告精准推送；甚至看似无关的相册访 问权限，也能通过图片识别用户消费偏好。并且，不少平台将过度索权包装成"体验升级"，用"一 揽子同意""默认勾选"等套路，让用户在不知情中泄露个人信息；更有甚者将通讯录、位置、生物 特征等敏感信息与基础功能捆绑，用户不授权就不能用。这种强制运营模式，不仅透支用户信 任，更导致数据滥用等问题频发，阻碍行业健康发展。 征求意见稿并非限制数据流通，而是要构建"有界流通"的数据应用生态。企业需回归服务本质， 对个人信息明明白白收集、规规矩矩使用；用户应拿回知情权和选择权，主动关注权限调用情 况，用好手中举报投诉的权利；监管部门要强化全链条监管，明确"单独同意"的呈现标准、 ...

Group 1 - Alphabet's Google has launched the Gemini 3 model, enhancing its search dominance and improving its cloud services position [1][2] - Analysts believe Gemini 3 could help Google Cloud compete with Microsoft's Azure for the second position in the cloud market, potentially challenging Amazon's AWS in the future [2] - A significant partnership with Apple integrates Gemini into billions of iPhones, increasing Google's influence in the AI landscape and sidelining competitors like OpenAI [2] Group 2 - Alphabet holds approximately 91% of the global search market and about 13% of the cloud services market, trailing Amazon's 30% and Microsoft's 20% [5] - Alphabet's Class C shares achieved a 65% return in 2025, significantly outperforming the S&P 500's 16% gain, driven by AI-related growth [5] - The company's current trailing price-to-earnings (P/E) ratio is 32.81, above its historical average, indicating premium pricing for growth prospects [6] - The forward P/E ratio is 29.81, suggesting expectations for continued earnings growth [6] - Alphabet's price-to-sales (P/S) ratio is 10.7, higher than historical norms, but justified by revenue growth in cloud and AI [7] - A PEG ratio of 2.1 indicates that the stock is fairly valued, balancing high growth potential with market risks [7]

百度(BIDU.US)一度涨2.7%，最高触及153.4美元，创2023年8月以来新高。消息面上，百度据报正考虑 将当前的香港第二上市地位升级为双重主要上市。若升级为"双重主要上市"，百度有望获得港股通准入 资格，从而直接触达庞大的内地投资者市场。(格隆汇) ...

Core Viewpoint - Alibaba's stock (BABA.US) rose over 2% in pre-market trading, reaching $171.31, driven by the rapid growth of its Qianwen app, which has surpassed 100 million monthly active users within two months of launch [1] Group 1: User Growth and Market Position - Alibaba's Qianwen app has achieved over 100 million monthly active users, with significant growth among students and white-collar workers [1] - Competitors have reportedly imposed restrictions on traffic to the Qianwen app, indicating its competitive impact in the market [1] Group 2: Product Development and Future Events - A press conference for the Qianwen app is scheduled for January 15 at 10:00 AM, which may provide further insights into its features and future developments [1] - According to Hugging Face, Alibaba's Qianwen model has seen explosive growth, with a total download count reaching 700 million, positioning it as the fastest-growing open-source model among the top 10 globally [1]

这一安排提升了其在亚洲市场的可投资性，但由于尚未符合"沪深港通"资格，内地投资者仍无法直接参 与交易。若转为主要上市，百度将有望符合跨境交易条件，从而打通内地资金流向香港的投资通道。知 情人士称，随着百度计划推动旗下从事数据中心及人工智能芯片业务的子公司昆仑芯上市，相关讨论已 明显升温。 格隆汇1月14日｜有媒体援引知情人士透露，百度正在考虑将其在香港的上市地位升级为主要上市 (primary listing)，以增加来自中国内地投资者的敞口，并为可能不利的美国政策提前做好防范。百度市 值约520亿美元，目前在纳斯达克上市，并在香港进行第二上市。 ...

Core Insights - The collaboration between Xiaohongshu and Meituan through the "Hongmei Plan" signifies a strategic move to leverage Xiaohongshu's content-driven marketing capabilities within established e-commerce infrastructures, reflecting its adaptation to competitive pressures in the local lifestyle and e-commerce sectors [2][4][10] Group 1: Collaboration and Strategy - Xiaohongshu's partnership with Meituan allows for direct advertising links to Meituan's platform, enhancing the purchasing process for users and expanding Xiaohongshu's revenue streams through transaction commissions and advertising income [3][4] - The "Hongmei Plan" is part of Xiaohongshu's broader strategy to integrate its content community with local services, moving beyond its initial focus on e-commerce to include real-time retail and local lifestyle services [4][5][10] Group 2: Market Position and Challenges - Xiaohongshu's previous attempts to independently develop local lifestyle services, such as the "Xiaohong Card," faced challenges, leading to a strategic pivot towards collaboration with established players like Meituan [6][7] - The competitive landscape, particularly with Alibaba's influence, has created a need for Meituan to seek new traffic sources, making the partnership beneficial for both companies [5][10] Group 3: Business Model and Revenue Generation - Xiaohongshu's business model focuses on content and community engagement rather than building a comprehensive e-commerce platform, which aligns with its strengths in demand generation and trust-building among users [9][10] - The collaboration with Meituan and other major platforms allows Xiaohongshu to enhance its advertising effectiveness and streamline the consumer journey from content discovery to purchase, potentially increasing its revenue from advertising and commissions [8][9]