相关产品：创业板软件ETF华夏（159256）、创业板200ETF华夏（159573）、人工智能AIETF （515070） A股三大指数全线翻红，科技赛道盘中回暖，CPO、存储芯片板块短线拉升，软件开发板块低开高 走，沪市规模最大的人工智能AIETF（515070）、创业板软件ETF华夏（159256）涨幅扩大至1%以上， 持仓股润泽科技涨超5%，神州泰岳、科蓝软件、中科创达、深信服涨幅均超3%。 消息面上，阿里巴巴集团正式成立千问C端事业群，该事业群由原智能信息与智能互联两个事业群 合并重组而成，此次整合旨在将千问App、夸克、AI硬件、UC浏览器、书旗等核心业务协同发力，首 要目标是将千问打造为AI时代的超级App和用户第一入口 。未来，千问将致力于覆盖眼镜、PC、汽车 等多场景，成为无处不在的AI助手 。 在AI产业链中，软件行业主要处于中游技术层和下游应用层，扮演着核心技术支撑和应用落地的 关键角色。具体来看，软件行业在中游技术层主要提供AI框架、开发平台和算法模型，这些技术是AI 应用开发的基础。在下游应用层，软件行业通过将AI技术与各行业结合，推动AI应用的落地。 中信建投证券指出，千问App定 ...

"再造一个淘宝"，是过去十年中国互联网创业者们最常挂在嘴边的豪言，但几乎无人成功。然而在阿里巴巴内部，一个更艰巨的命题正在浮出水面：在AI 时代，淘宝能否再造一个"蒋凡"？ 12月9日，阿里巴巴宣布组织架构重大调整，正式成立千问C端事业群，由集团副总裁吴嘉挂帅掌舵。该事业群整合原智能信息与智能互联两大业务板 块，囊括千问APP、夸克、AI硬件、UC及书旗等核心产品矩阵。阿里还规划将地图、外卖、办公、健康等生活服务全面接入千问，成为用户接触AI技术 的首选触点。 将最核心的AI模型应用、最大的C端流量池、最具潜力的AI硬件整合为一，并交由一位战功卓著的年轻将领统帅，阿里这一系列操作，很难不让人联想起 十年前的那场移动互联网决战。 当时，同样是年轻的技术派高管蒋凡临危受命，率领淘宝"All in 无线"，成功拿下了移动互联网时代的船票，奠定了阿里未来多年的电商霸主地位。 如今，面对生成式AI掀起的滔天巨浪，阿里再次祭出了熟悉的配方，只是这一次战场从电商转移到了AI，主角从蒋凡换成了吴嘉。 这场豪赌的背后，是阿里对AI时代入口的焦虑，也是对重现增长奇迹的渴望。而聚光灯下的吴嘉，能否复刻蒋凡当年的辉煌，成为阿里在AI ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 北京时间2025年12月11日，美联储如期降息25个基点，将联邦基金利率目标区间下调至3.50%–3.75%。 受美联储主席 "鸽派"发言刺激，美股三大指数应声拉升。美联储降息靴子落地，有望缓解全球流动性 压力，对利率较敏感的港股科技类资产或形成利好，市场资金对恒生科技ETF（513130）等产品保持高 度关注，Wind数据显示恒生科技ETF（513130）已连续4个交易日获资金净流入。 （数据来源： Wind，交易日区间为25/12/5-25/12/10，累计净流入0.37亿元；指数过往业绩不代表未来 表现，不构成基金业绩表现的保证或承诺，请投资者关注指数波动风险。） 除宏观流动性的变化之外，港股科技资产产业层面也同样积极推进。消息面上，港股头部互联网上市公 司成立千问C端事业群，包含千问APP、夸克、AI硬件、UC、书旗等业务，其首要目标是将千问打造成 为一款超级APP，旨在争夺AI时代用户首入口的地位，反映出产业龙头在AI应用落地上加速推进。 （信息来源：新浪财经-25/12/10） 作为港股科技领域的人气产品，恒生科技ETF（5 ...

Group 1 - Alibaba has established a new "Qianwen C-end Business Group" led by Vice President Wu Jia [1] - The new group is formed by merging the original Intelligent Information and Intelligent Connectivity business groups, encompassing Qianwen App, Quark, AI hardware, UC Browser, and Shuqing [1] - The primary goal is to develop Qianwen into a super app, aiming to be the primary entry point for users in the AI era [1] Group 2 - Alibaba plans to transform Qianwen into an omnipresent AI assistant, covering various scenarios such as glasses, PCs, and cars, enabling users to access AI anytime and anywhere [1] - The core management views the Qianwen project as a "future battle of the AI era," intending to integrate various life scenarios like maps, food delivery, ticket booking, office work, learning, shopping, and health into Qianwen [1]

据媒体消息，阿里巴巴(09988)已成立"千问C端事业群"，由集团副总裁吴嘉负责。据悉，该事业群由原 智能信息、智能互联两个事业群合并重组而来，包含千问App、夸克、AI硬件、UC浏览器、书旗等业 务，首要目标是将千问打造成为一款超级App，成为AI时代用户的第一入口。 据报，阿里核心管理层将千问项目视为"AI时代的未来之战"，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，赋予其强大的办事能力。 未来，阿里还将进一步把千问打造成无处不在的AI助手，覆盖眼镜、PC、汽车等场景，让每一个普通 人都能随时随地使用AI，并持续从中受益。 ...

12月9日，阿里已成立千问C端事业群，由阿里巴巴集团副总裁吴嘉负责。据了解，该事业群由原智能信息与智能互联两个事业群合并重组而来，包含千问 APP、夸克、AI硬件、UC、书旗等业务。 据新京报报道，阿里核心管理层曾将"千问"项目视为"AI时代的未来之战"。并计划将地图、外卖、订票、办公、学习、购物、健康等各类生活场景接入千 问，赋予其全方位"办事"能力。 阿里巴巴在内部沟通中提及，千问C端事业群的首要目标是将千问打造成为一款超级APP，成为AI时代用户的第一入口。未来，还将进一步把千问打造成无 处不在的 AI助手，覆盖眼镜、PC、汽车等场景，让每一个普通人都能随时随地使用AI，并持续从中受益。 "未来之战"的背后是密集的组织架构调整。早在2024年底至2025年初，阿里巴巴完成了AI业务的关键布局：将AI应用"通义"团队从阿里云划入智能信息事业 群，天猫精灵团队与夸克团队融合探索硬件方向，同时组建数百人规模的AI to C专项团队，由阿里智能信息事业群总裁吴嘉统一操盘，后续上述团队被具体 划分为智能信息事业群与智能互联事业群。 公开资料显示，11月17日，阿里巴巴正式宣布"千问"项目，全力进军AI to C市 ...

Group 1 - The Hong Kong stock market continues to experience fluctuations, with mixed performances among tech giants, as Meituan-W rises nearly 2%, while Alibaba-W, Xiaomi Group-W follow suit, and Tencent Holdings, Kuaishou-W, and Bilibili-W show declines [1][6] - Alibaba has established the Qianwen C-end business group, merging its previous smart information and smart interconnection units, aiming to create a super app as the primary entry point for users in the AI era [3][10] - Citic Securities remains optimistic about the internet sector's cyclical attributes combined with the upward trend of AI, suggesting that if AI technology exceeds expectations, it is likely to be driven by internet giants and their partners [10][11] Group 2 - The Hong Kong Internet ETF (513770) has seen significant capital inflow, with a total of 175 million yuan over four consecutive days, indicating strong buying interest in AI-related stocks [11][13] - The ETF tracks the CSI Hong Kong Internet Index, with its top ten holdings focusing on AI cloud computing and applications, accounting for over 73% of the portfolio, showcasing a strong leader advantage [13] - The ETF's latest scale exceeds 10 billion yuan, with an average daily trading volume of over 600 million yuan, providing good liquidity and supporting T+0 trading without QDII quota restrictions [13]

国联民生证券表示，持续看好中国AI价值重估行情，建议关注平台型互联网公司以及具备模型或应用 能力的AI生态企业等。 港股科技30ETF（513160）紧密跟踪恒生港股通中国科技指数，该指数跟踪可经港股通买卖，从事科技 业务并于香港上市的内地公司之表现。前十大重仓股包括中芯国际、快手-W、腾讯控股、阿里巴巴- W、小米集团-W等多只科技龙头股。 招商证券指出，AI投资主线预计从硬件转向应用，互联网龙头盈利修复叠加主动资金流入，港股科技 板块有望引领跨年趋势性修复行情。 消息面上，阿里再传来利好消息。12月9日，据新京报，阿里已成立千问C端（消费者端）事业群，由 阿里巴巴集团副总裁吴嘉负责。具体而言，该事业群由原智能信息与智能互联两个事业群合并重组而 来，包含千问App（应用程序）、夸克、AI（人工智能）硬件、UC（浏览器）、书旗等业务。 12月10日，港股早盘走低，科技板块明显回调。相关ETF中，港股科技30ETF（513160）截至发稿跌 0.74%，成交额已超4700万元，盘中交投活跃。成分股中，英诺赛科、美团-W、东方甄选等逆市上 涨。 从资金流向来看，资金近几日加速流入港股科技30ETF（513160） ...

Group 1 - Nvidia has received approval from the US government to sell its H200 AI chips to China, which is seen as a positive move for the company [4] - JD.com acknowledged a temporary system failure in its "随心囤" service and stated it would bear all losses incurred by merchants due to this issue [4] - Sam's Club responded to a report of a live mouse found in a product, stating that the issue was due to external factors and they would enhance their packaging and delivery services [4][6] Group 2 - Canon's factory in Zhongshan has halted production, with compensation for employees reportedly exceeding legal standards, with an average payout around 2.3N [6] - Ideal Auto plans to launch its first L4 autonomous vehicle within three years, indicating a strong belief in the future of driverless cars [8] - Xiaomi is set to close underperforming stores as part of a strategic shift towards quality improvement, incurring a one-time loss of approximately 27.26 million yuan [8] Group 3 - Huawei's Yu Chengdong announced the launch of the first MPV named "智界 V9" under the HarmonyOS, emphasizing its technological innovations [8] - Tencent has rebranded its large model from "混元" to "Tencent HY" for better market alignment [8] - Anker Innovations stated its commitment to responsible product recalls, implementing measures to enhance product reliability [8] Group 4 - PepsiCo plans to cut 20% of its US product line and implement layoffs as part of a cost-reduction strategy following pressure from activist investors [13] - Blue Current, a solid-state battery company, has raised over $80 million in funding led by Amazon, aimed at accelerating commercialization [13] - MetaComp, a cross-border payment service provider, completed a multi-million dollar Pre-A round of financing to enhance its technology and market reach [14] Group 5 - IDC predicts a significant growth in the foldable smartphone market by 2026, driven by new product launches from major brands [18][20] - Morgan Stanley forecasts that humanoid robots will lead a surge in tech stocks, with the market potentially exceeding $5 trillion by 2050 [21]

Group 1: SpaceX IPO Plans - SpaceX is reportedly advancing its initial public offering (IPO) plan, aiming to raise over $30 billion [2] - The company's overall valuation target is approximately $1.5 trillion, with plans to go public by mid to late 2026 [3] - SpaceX expects to utilize part of the IPO proceeds to develop a space data center, including the purchase of necessary chips [4] Group 2: Microsoft Investment in India - Microsoft announced a $17.5 billion investment over the next four years to develop artificial intelligence and cloud computing infrastructure in India, marking its largest investment in Asia to date [6] - The investment aims to support India's vision of an "AI-first" future, as the country becomes a key battleground in the global AI competition [7] Group 3: Huawei's New AI Division - Huawei's 2012 Lab has established a new foundational model department focused on advancing base model development [8] Group 4: Alibaba's New Business Group - Alibaba has formed a new business group called Qianwen C-end, led by Vice President Wu Jia, which merges two previous groups and aims to create a super app for the AI era [10] Group 5: Nvidia's Chip Sales to China - Former President Trump announced that the U.S. government will allow Nvidia to sell its H200 AI chips to China, with a 25% fee on each chip sold [11] Group 6: Xiaomi's Personnel Changes - Xiaomi has initiated significant personnel adjustments in its China operations, with the China President taking a direct role in driving performance [16] - The restructuring aims to address performance pressures and enhance resource allocation towards growth sectors like automotive [17] Group 7: Impact of AI on Employment - Sundar Pichai stated that AI will impact all job positions, including CEOs, emphasizing the need for individuals to embrace technology to remain competitive [42][43]