（原标题：沪指续创10年新高！锂电池板块集体爆发 消费股继续活跃） 阿里计划先对目前在iOS和Android上的"通义"应用进行更新，并将其更名为"千问"（Qwen），沿用公司知名的大模型品牌。随后，阿里将在未来 数月内逐步加入智能体式AI功能，为包括主站淘宝在内的平台提供购物辅助。 【导读】A股大涨，阿里巴巴直线拉升 今天市场表现不错，沪指续创10年新高，尾盘阿里巴巴股价直线拉升，带动港股持续上扬！ 一起看看发生了什么事情。 阿里巴巴大消息 11月13日午后，阿里巴巴股价直线拉升，一度涨约5%，随后涨幅略有收窄。 消息面上，有报道称，阿里巴巴正准备在未来几个月对其主要移动端AI应用进行全面改版，使其更像OpenAI的ChatGPT。这是阿里在更大范围内 追赶竞争对手，并最终从个人用户实现盈利的重要一步。 其中，2026年1月1日至2028年12月31日，公司采购电量累计不低于200GWh，宁德时代确保按公司需求量纲供应。海博思创承诺其生产经营所需 产品采购并使用宁德时代电芯产品（电芯类产品、系统类产品），宁德时代确保其产品满足海博思创的质量及技术要求，年度采购数量以双方另 行签订的《量纲/框架采购协议》约定 ...

南方财经21世纪经济报道记者郑青亭北京报道 "如果你想看到未来，就必须去中国——或者更广义地说，去亚洲。那里的活力、求知欲，以及将知识 应用于现实的能力，是世界上无可比拟的。作为一名塞尔维亚人和欧洲人，我认为，若要打造一个能够 应对技术变革的强大欧洲，就必须与中国建立坚实的伙伴关系。" 近日，在2025"一带一路"贸易投资论坛上，塞尔维亚工商会会长马尔科·恰泽接受21世纪经济报道记者 专访时表达了上述观点。他认为，共建"一带一路"倡议正进入新篇章，更加注重思想与创新交流，可持 续发展、绿色转型和数字化将深度融入这一全球合作平台。在新的阶段，作为区域数字中心的塞尔维亚 可以发挥"智慧枢纽"作用，为全球供应链注入新附加值。 谈及塞尔维亚的独特优势，恰泽表示，塞尔维亚不仅与中国签有自贸协定，还可零关税进入包括欧盟在 内的超过30亿消费者市场。他建议中国企业充分利用塞尔维亚的战略区位，将其作为进入欧洲市场的门 户。"塞尔维亚是中国企业在欧洲发展的最佳落脚点。"他说。 恰泽今年已多次访问中国，中国的经济活力和创新生态令他印象深刻，特别是粤港澳大湾区。"我们的 目标是与这个年轻、富有创造力与变革动力的地区连接起来。这样的 ...

Core Insights - Sea's VIP membership program has shown strong early growth, with a 75% increase in quarterly membership registrations, indicating positive user engagement and retention efforts [1][8] - The company believes it can achieve high GMV penetration rates similar to other regions, despite being in the early stages of market development [1][8] - Sea's growth in Southeast Asia has exceeded previous expectations, with market share increasing faster than the overall market growth [1][4] E-commerce Business Growth - The company projects over 25% growth in e-commerce for 2025, driven by current market momentum and competitive landscape [2] - Despite an increase in commission rates, e-commerce profit margins fell to 0.6% this quarter, with investments focused on logistics and fulfillment capabilities [2] - Buyer frequency increased by 12% year-over-year, and monthly active buyers grew by 15%, reflecting the effectiveness of investments in user engagement [2] Market Expansion Strategy - Sea adopts a selective approach to new market expansions, with a focus on Argentina to leverage existing cross-border infrastructure and operational experience [3] - The decision to gradually cease cross-border operations in Chile and Colombia aims to concentrate resources on key business priorities aligned with long-term strategies [3] Competitive Landscape - The competitive landscape in Southeast Asia remains stable, with no significant changes in market dynamics or competitor behavior [5] - The company does not foresee substantial threats from competitors transitioning to shelf models, as the nature of their platforms differs [5] Logistics and Fulfillment - Over half of the orders are fulfilled through SPX, with continuous improvements in delivery costs and times contributing to growth [6] - Average delivery times in Brazil have decreased by 2 days year-over-year, enhancing service efficiency [6] Gaming Segment Outlook - Following a successful 2025, the company remains optimistic about the growth of "Free Fire" in 2026, with plans for new IP collaborations and game releases [7] AI Integration - The company is excited about AI's potential to create value but will focus on application rather than large-scale capital expenditures [10] - Key applications of AI include improving ad conversion, enhancing product discovery, and increasing customer service efficiency through AI chatbots [10]

Group 1: Alibaba's Strategic Moves - Alibaba's stock surged approximately 5% following reports of a comprehensive overhaul of its mobile AI application, aiming to resemble OpenAI's ChatGPT [2] - The updated application, named "Qwen," will unify consumer-facing products under one brand and enhance user experience, with plans to introduce AI shopping assistance on platforms like Taobao [4] - This initiative represents Alibaba's largest effort to explore revenue models in consumer services, with the potential for future paid services after building a user base [3][4] Group 2: Market Performance - The A-share market experienced significant gains, with the Shanghai Composite Index reaching a 10-year high, closing up 0.73% [5] - A total of 3,953 stocks rose, with 104 hitting the daily limit up, while 1,338 stocks declined [6] - The lithium battery sector saw a notable surge, particularly with CATL's stock rising nearly 8% due to a strategic cooperation agreement with Haibosichuang [8] Group 3: Sector Highlights - The lithium battery sector is highlighted by CATL's agreement to supply a minimum of 200 GWh of battery capacity from 2026 to 2035, ensuring product quality and meeting Haibosichuang's operational needs [8] - The food and consumer sectors remained active, with stocks like Sanyuan and Haixin Food reaching their daily limit up [12]

据第一财经等多家媒体报道，阿里巴巴对千问秘密项目的询问未予确认。 若上述消息属实，这是继阿里巴巴年初公布3800亿元投入AI基础设施之后，其AI战略的又一重要布 局。 阿里大动作？ 11月13日下午，阿里巴巴港股异动，一度拉升涨超5%。据外媒当天报道，阿里巴巴已秘密启动"千 问"项目，基于Qwen最强模型打造一款同名个人AI助手——千问APP，全面对标ChatGPT。这一动作旨 在追赶竞争对手并最终从用户端盈利。 对此，知情人士透露，在未来几个月内，阿里巴巴将在该应用中逐步增加智能体AI（Agentic-AI）功 能，以支持包括淘宝在内的平台上的购物功能。由于讨论的是非公开审议，这些人士要求匿名。 知情人士称，其最终目标是尝试让千问成为一个功能完备的AI智能体，阿里巴巴计划通过海外版本向 全球扩张。过去几个月里，为响应阿里巴巴CEO吴泳铭在9月份预告的额外AI投资，公司已从各部门调 集了超过100名开发人员投入到这次改造中。 吴泳铭曾在9月下旬表示："AI行业发展的速度远超我们的预期，行业对AI基础设施的需求也远超我们 的预期。我们正在积极推进三年3800亿元的AI基础设施建设计划，并将会持续追加更大的投入。 ...

Group 1: Alibaba's Strategic Moves - Alibaba is preparing a comprehensive overhaul of its main mobile AI application, aiming to make it more similar to OpenAI's ChatGPT, which is a significant step towards monetizing its consumer services [3] - The updated application, named "Qwen," will unify the user interface and experience under the "Qwen" brand, and will initially remain free to users, helping to build a user base for future paid services [4] - Alibaba's AI-related products have seen a triple-digit revenue growth in the last quarter, with its cloud computing segment outperforming market expectations, marking it as the fastest-growing business unit within the group [4] Group 2: Market Performance - On November 13, the A-share market experienced a strong performance, with the Shanghai Composite Index reaching a 10-year high, closing up 0.73%, while the ChiNext Index rose by 2.55% [6] - A total of 3,953 stocks in the market rose, with 104 stocks hitting the daily limit up, indicating a broad-based rally [8] - The lithium battery sector saw significant gains, with CATL's stock surging nearly 8% following a strategic cooperation agreement with Haibosichuang, which includes a commitment to purchase a minimum of 200 GWh of battery capacity from CATL over the next few years [10]

Core Insights - Alibaba has secretly launched the "Qianwen" project, developing a personal AI assistant app to compete with ChatGPT, aiming for user monetization [1][3] - The company plans to gradually integrate Agentic-AI functionalities into the app to enhance shopping experiences on platforms like Taobao, with a goal of global expansion through an overseas version [3] - Alibaba's CEO has indicated a significant increase in AI infrastructure investment, with a commitment of 380 billion yuan over three years, reflecting the rapid growth and demand in the AI sector [3] Company Strategy - Alibaba is shifting its strategic focus back to core businesses after diversifying, enhancing competitiveness in e-commerce, cloud computing, and mobile internet [3] - The company aims to deepen the application of AI technology in key areas such as e-commerce and cloud computing, reinforcing its technological barriers and exploring new growth opportunities driven by AI [3] - As a leading player in domestic e-commerce and cloud computing, Alibaba is positioning AI as a core driver to maintain competitive advantages and unlock long-term growth potential [3]

Core Viewpoint - Alibaba has secretly launched the "Qianwen" project, aiming to develop a personal AI assistant app to compete with ChatGPT, with the goal of monetizing from the user end [1][5]. Group 1: Project Development - The Qianwen app will gradually incorporate Agentic-AI features to enhance shopping functionalities on platforms like Taobao [3]. - Over 100 developers have been mobilized from various departments to support this transformation, following CEO Wu Yongming's announcement of additional AI investments [3][6]. Group 2: Strategic Importance - This initiative follows Alibaba's earlier announcement of a 380 billion yuan investment in AI infrastructure, marking a significant step in its AI strategy [5]. - Wu Yongming highlighted the rapid development of the AI industry and the exceeding demand for AI infrastructure, indicating a commitment to a three-year plan for substantial investment [6]. Group 3: Market Positioning - Alibaba is refocusing its strategy from diversification back to core business areas, enhancing competitiveness in e-commerce, cloud computing, and mobile internet [6]. - The company aims to deepen the application of AI technology in key sectors, reinforcing its technological barriers and exploring new growth avenues driven by AI [6].

消息面上，据报道，阿里巴巴已启动"千问"项目，基于Qwen最强模型打造一款同名个人AI助手——千 问APP，全面对标ChatGPT，加入全球AI应用的顶级竞赛。阿里核心管理层将其视为"AI时代的未来之 战"，希望借助Qwen的开源技术优势赢得竞争。 财通证券近日指出，阿里巴巴从电商起步，经过多元化发展，现涵盖云计算、国际零售、移动互联网等 多个领域。面对消费环境变化和市场竞争，公司战略重心从多元化扩张重回聚焦核心业务，持续增强竞 争力。展望未来，公司将加大对云和AI基础设施的投入（2025—2027财年累计投入超过3800亿元）， 加速AI技术在电商、云计算等核心场景的深度应用与产业化落地，进一步巩固技术壁垒，并探索AI驱 动下的新增长曲线。公司作为国内电商及云计算龙头企业，以AI为核心驱动巩固竞争优势，打开长期 增长空间。 （文章来源：证券时报网） 阿里巴巴（09988.HK）午后快速拉升，盘中一度涨超5%。截至发稿，该股涨逾4%，成交约170亿港 元。 ...

Core Insights - The application of AI tools, particularly generative AI represented by large models, is reshaping the operational logic of new e-commerce, becoming a highlight of this year's "Double Eleven" shopping festival [2][3] - AI has transitioned from being an auxiliary tool to becoming a core decision-making component for platforms, merchants, and consumers alike [3] Group 1: AI's Strategic Role in E-commerce - Major platforms have placed AI in the spotlight, marking a significant change in this year's "Double Eleven," with JD defining it as the "most technology-integrated edition" and Alibaba claiming it as the "first fully AI-implemented Double Eleven" [4] - Alibaba announced a 3-year investment of 380 billion yuan in cloud and AI infrastructure, focusing on e-commerce and cloud as core business areas [4] - JD has extended AI across its supply chain, utilizing its logistics super brain 2.0 and intelligent device clusters to enhance supply chain services [5] Group 2: AI's Impact on Business Growth - Both JD and Alibaba have made AI tools available for free to merchants, aiming to lower operational barriers and costs for small and medium-sized businesses [7] - AI has transformed the entire e-commerce process from "experience-driven" to "data-intelligent-driven," significantly reducing costs and opening new revenue channels for merchants [7] - Alibaba's AI tools have generated over 2 billion images and 5 million videos monthly, improving product click-through rates by 10% [7] Group 3: Consumer Engagement with AI - E-commerce platforms have launched AI features for consumers, with Alibaba introducing six AI shopping applications to enhance user experience [10] - JD has developed several consumer-facing AI applications, including a digital assistant capable of answering various queries and facilitating shopping [12] - Consumers are beginning to utilize AI tools for creating shopping lists and calculating discounts, although experiences vary widely [13] Group 4: Competitive Landscape and Challenges - The competition in e-commerce is shifting from broad traffic acquisition to deep user engagement and lifecycle value extraction driven by AI [14] - Platforms that effectively leverage AI will gain a competitive edge, while those lagging may struggle to adapt to the evolving landscape [15] - The accuracy of AI-generated information remains a concern, as inaccuracies in product recommendations could undermine consumer trust [16]