9月24日午后，A股三大指数集体上行。盘面上，储存芯片、半导体、光刻胶等概念涨幅居前。近期热 度较高的云计算50ETF（516630）涨幅扩大至1.5%，持仓股中，神州泰岳（300002）、科大讯飞 （002230）、紫光股份（000938）、深信服（300454）、电科数字（600850）、金山办公等涨幅居前。 消息面上，9月24日，阿里集团董事兼首席执行官吴泳铭在2025云栖大会上表示，大模型是下一代操作 系统，而AI云是下一代计算机，也许未来全世界只会有5、6个超级云计算平台。目前，阿里正积极推 进3800亿的AI基础设施建设，并计划追加更大的投入。为迎接超级人工智能时代的到来，到2032年阿 里云全球数据中心的能耗规模将提升10倍。 中信证券此前指出，国产自主可控趋势已成。一方面国产AI芯片持续迭代，自主可控进展顺利，保障 了算力基础设施的持续扩张；一方面国内云厂商已展现出加速追赶北美AI厂商的决心，预计后续将有 更多云厂商跟进投入，带动国内算力重回高速增长轨道。 公开信息显示，云计算50ETF（516630）跟踪云计算指数（930851）。该指数的AI算力含量较高，覆盖 了光模块&光器件、算力租赁、 ...

Core Insights - The CEO of Alibaba Group, Wu Yongming, stated that achieving Artificial General Intelligence (AGI) is a certainty, marking the beginning of a journey towards developing Super Artificial Intelligence (ASI) that can self-iterate and surpass human capabilities [1][3] Group 1: Stages of AI Development - The evolution towards ASI consists of three stages: - The first stage is "Intelligent Emergence," where AI acquires generalized intelligence by learning vast amounts of human knowledge [3] - The second stage is "Autonomous Action," where AI gains tool usage and programming abilities to assist humans, which is the current industry stage [4] - The third stage is "Self-Iteration," where AI connects with the physical world to achieve self-learning and ultimately surpass human intelligence [4] Group 2: Alibaba Cloud's Strategic Path - Alibaba Cloud aims to be a "full-stack AI service provider" and will implement its AI strategy through two core paths: - The first path is the open-source initiative "Tongyi Qianwen," which aspires to create the "Android of the AI era" [4] - The second path involves building a super AI cloud as the "next-generation computer" to provide a global intelligent computing network [4] Group 3: Infrastructure Investment - To support its ambitious vision, Alibaba is actively advancing a three-year plan to invest 380 billion yuan in AI infrastructure, with plans for continued larger investments [4] - By 2032, in preparation for the ASI era, the energy consumption of Alibaba Cloud's global data centers is projected to increase tenfold compared to 2022, which is considered the year of Generative AI [4]

Core Viewpoint - The ultimate goal is to develop Artificial Superintelligence (ASI) that can self-iterate and surpass human intelligence, with the journey towards achieving General Artificial Intelligence (AGI) being a certain event and merely the starting point [2][8]. Summary by Sections Stages of Development - The path to ASI consists of three stages: 1. "Intelligent Emergence," where AI learns vast amounts of human knowledge to develop generalized intelligence [3][11]. 2. "Autonomous Action," where AI acquires tool usage and programming capabilities to assist humans, which is the current stage of the industry [4][12]. 3. "Self-Iteration," where AI connects with the physical world and achieves self-learning, ultimately surpassing human capabilities [5][14]. Strategic Path of Alibaba Cloud - Alibaba Cloud aims to be a "full-stack AI service provider" through two core strategies: 1. Committing to an open-source approach with Tongyi Qianwen, aspiring to create the "Android of the AI era" [5][22]. 2. Building a super AI cloud as the "next-generation computer" to provide global intelligent computing power [5][24]. Investment in AI Infrastructure - Alibaba is actively pursuing a three-year plan to invest 380 billion yuan in AI infrastructure, with plans for even greater investments in the future. By 2032, the energy consumption of Alibaba Cloud's global data centers is expected to increase tenfold compared to 2022 [6][28]. AI's Impact on Society - The emergence of ASI is anticipated to revolutionize technology and society, enabling AI to solve complex scientific and engineering problems at an unprecedented speed, thus ushering in a new intelligent era [9][30]. Future of AI and Human Collaboration - The relationship between humans and AI is expected to evolve into a new collaborative model, where AI significantly enhances human productivity and capabilities, potentially leading to a future where every individual utilizes multiple AI agents [30][31].

来源：@中新经纬微博 【#阿里港股大涨超6%#】#阿里港股大涨#9月24日，2025云栖大会在杭州举行。阿里巴巴集团CEO、阿 里云智能集团董事长兼CEO吴泳铭在主旨演讲中表示，阿里巴巴的资本开支会在3800亿元基础上，增加 更多的投入。他同时表示，到2032年，阿里云全球数据中心的能耗规模将提升10倍。今年2月，阿里巴 巴宣布，未来三年投入3800亿元建设云和AI硬件基础设施。截至发稿，港股阿里巴巴股价拉升涨超 6%，报169.9港元/股。（综合上海证券报）#阿里巴巴港股短线走高# ...

Core Viewpoint - The article discusses the advancements in computing power architecture, particularly focusing on Alibaba Cloud's new supernode design and its implications for large model training and inference in the AI sector [4][10]. Group 1: Supernode Design and Technology - Alibaba Cloud's supernode architecture addresses the increasing demands for memory capacity and bandwidth in large model training, moving beyond traditional GPU setups [4]. - The supernode design leverages the advantages of PPU chip design, emphasizing high-density integration [6]. - The supernode can support up to 64 cards in a single machine, with a power requirement of 300 kilowatts, necessitating advanced interconnect protocols [9]. Group 2: UALink Protocol and Industry Collaboration - The UALink protocol, initiated by a consortium including AMD, AWS, and others, aims to enhance interconnectivity in computing systems, with Alibaba Cloud as a member [5]. - The UALink alliance was formed to address the high costs of evolving proprietary technologies in the industry, with AMD contributing its Infinity Fabric protocol [5]. Group 3: PPU Specifications and Performance - The PPU features 96GB of HBM2e memory, surpassing the A800's 80GB and matching the H20's capacity, with an inter-chip bandwidth of 700GB/s [10]. - The PPU supports PCIe 5.0×15 interfaces, which is an improvement over the A800's PCIe 4.0×16, while maintaining a power consumption of 400W [10]. - The PPU is available in two versions, with the base version achieving a peak performance of 120 TFLOPS, focusing on AI inference tasks [10].

Top 10 Cloud Trends You Can’t Afford to Ignore in 2026HostNOC5 min read·1 hour ago1 hour ago--1. The Rise of Hybrid and Multi-Cloud EnvironmentsAs organizations become more complex, the adoption of hybrid and multi-cloud strategies will continue to soar. According to Gartner, 75% of organizations will employ hybrid or multi-cloud strategies by 2026. This will enable flexibility, scalability and risk mitigation. This trend allows companies to avoid vendor lock-in while optimizing workloads across private, pu ...

其次，他判断，AI Cloud是下一代计算机。算力正在从以CPU为核心的计算加速转变为GPU为核心、以 大模型驱动的AI计算，新的计算范式需要更稠密的算力、更高效的网络和更大的集群规模，需要超大 规模的基础设施和全栈基础积累才能承载这样的需求。他认为，未来全世界也许只会有5到6个超级云计 算平台。 AGI并不是终点，吴泳铭认为，AI会经历三个阶段最终成长为超级人工智能。第一阶段是智能涌现，AI 学习人；第二阶段是AI自主行动，辅助人，我们刚刚处在这个阶段的开端，未来也许会有超过世界人 口的智能体和机器人和人类一起工作；第三个阶段是自我迭代，超越人，跨越到这个阶段需要两个要 素，AI将逐步连接几乎物理世界的所有场景和数据，模型能够自我学习、通过与真实世界的持续交互 获得新的数据实现自我迭代与智能升级。 在通往这个变革的路上，吴泳铭作出了一些预测。首先，他认为大模型将是下一代操作系统，在未来物 理世界与数字世界的交互中，大模型扮演今天操作系统的地位。各行各业、所有用户都会通过大模型相 关的工具执行任务，自然语言可能就是未来AI时代的编程语言。 吴泳铭相信，未来大模型将运行在所有计算设备中，基于此，阿里巴巴坚持开源 ...

(责任编辑：宋政 HN002) 格隆汇9月24日｜2025云栖大会9月24日在杭州举行。阿里巴巴集团董事兼首席执行官，阿里云智能集团 董事长兼首席执行官吴泳铭表示，大模型是下一代操作系统。AI Cloud是下一代计算机。未来全世界或 只会有5-6个超级云计算平台。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Core Insights - The 2025 Yunqi Conference will take place from September 24 to 26, showcasing AI software products and infrastructure hardware [1] - Alibaba Group's CEO, Wu Yongming, emphasized that the intelligent revolution will exceed human imagination, with general artificial intelligence (AGI) paving the way for super artificial intelligence (ASI) [1] - Wu stated that achieving AGI is a certainty, marking the beginning of a journey towards ASI, which aims to address significant scientific challenges [1] Group 1 - Wu outlined three stages towards ASI: emergence of intelligence, autonomous action, and self-iteration [1] - The current industry stage involves AI assisting humans through tool usage and programming capabilities [1] - Future projections suggest there may be more agents and robots than the global population, significantly impacting the real world [1] Group 2 - Wu believes large models will serve as the next generation operating system, while AI cloud will be the next generation computer [2] - Alibaba is actively advancing a 380 billion investment in AI infrastructure, with plans for even larger investments [2] - By 2032, the energy consumption of Alibaba Cloud's global data centers is expected to increase tenfold compared to 2022, indicating exponential growth in computing power investment [2]

Core Viewpoint - Alibaba is positioning itself as a leader in AI and cloud computing, emphasizing the development of large models and AI infrastructure as critical to its future growth and competitiveness in the global market [1][9]. Group 1: AI Infrastructure and Development - Alibaba is investing 380 billion yuan in AI infrastructure, with plans for further investment to support the anticipated growth in AI capabilities [1][8]. - The company predicts that by 2032, the energy consumption of its global data centers will increase tenfold compared to 2022, indicating a significant escalation in computational power [1]. - The CEO of Alibaba Cloud stated that achieving Artificial General Intelligence (AGI) is a certainty, with the ultimate goal being the development of Super Artificial Intelligence (ASI) to tackle major scientific challenges [1]. Group 2: New Product Launches - Alibaba recently launched six new products, including an open-source security model, a travel planning AI, a real-time translation API, an upgraded programming model API, a visual-language model, and a flagship model with enhanced capabilities [4][5][6]. - The new products aim to enhance user experience and operational efficiency across various applications, particularly in e-commerce and programming [5][6]. Group 3: Market Position and Performance - Alibaba's AI models have gained significant traction, with a reported 17.7% market share in the enterprise-level large model consumption in China, making it the most chosen model by enterprises [7]. - The company's cloud intelligence group reported a 26% year-on-year revenue growth, with AI-related product revenue achieving triple-digit growth for eight consecutive quarters [8]. - Analysts suggest that the "cloud + AI" strategy will serve as a second growth curve for Alibaba, potentially enhancing its valuation and competitive edge in the market [9].