《科创板日报》12月12日讯（记者 黄心怡）记者从知情人士处独家获悉，京东正招募端侧AI芯片领域人才。京东此次的招聘方向主要集中在存算一体AI芯 片领域，产品或将用于机器人、智能家电、智能语音设备等硬件侧。 《科创板日报》记者在招聘网站看到，京东对于存算一体芯片设计相关工程师岗位，开出"25-45k·19薪"、 "40-70k·20薪"、"70-100K*20薪"不等的薪酬待 遇。对此事，京东方面暂无回应。 在具体职责内容上，这些岗位涉及负责面向大模型等生成式AI应用的存算一体芯片架构探索、设计与优化，包括计算单元、存储hierarchy、数据流优化、 近/存内计算范式等满足高性能、低功耗场景需求。 近年间，存算一体技术成为半导体产业的热点，半导体国际巨头如三星、SK海力士、台积电、英特尔、美光、IBM等也纷纷推出最新研究成果。 随着端侧人工智能技术的爆发式增长，智能设备对本地算力与能效的需求日益提高。传统冯·诺依曼架构在数据处理效率上存在瓶颈，"内存墙"问题成为制 约端侧AI性能突破的关键掣肘。而存算一体芯片将计算和存储融合在一起，让数据在存储单元内部就近完成计算，提升了芯片效率，正在成为赋能智能终 端、物 ...

Core Viewpoint - Alibaba's stock has recently surged, reaching a nearly four-year high, prompting significant investment interest, including a notable re-entry by Cathie Wood's ARK fund, indicating a potential market sentiment shift and a strategic transformation within Alibaba [1] Group 1: AI Strategy - Alibaba is deepening its collaboration with NVIDIA in the field of Physical AI, which allows AI to operate in the real world, enhancing its cloud services [2][5] - This partnership enables businesses to utilize NVIDIA's AI tools directly on Alibaba Cloud, transforming its offerings from basic infrastructure to comprehensive "AI + Cloud" solutions, which have higher profit margins and growth potential [3] - Alibaba's self-developed Tongyi Qianwen model is becoming the foundational technology across its business ecosystem, revitalizing its commercial model and positioning AI as the next-generation operating system [3] Group 2: Instant Retail - Alibaba is investing 50 billion yuan to subsidize its food delivery business, reflecting a commitment to regain market share and prioritize user experience in the competitive instant retail sector [4][7] - The company is leveraging its high user base of 800 million monthly active users on its mapping service, Gaode, to expand its monetization strategies beyond traditional services [4][7] Group 3: Self-Developed Chips - Alibaba's semiconductor division, Tsinghua Unigroup, is crucial for its AI strategy, focusing on developing cloud computing and AIoT chips to provide stable and efficient computing power for its AI models [8][9] - This "soft and hard integration" approach strengthens Alibaba's position in the AI era, ensuring both software and hardware capabilities are aligned for future growth [9] Group 4: Market Sentiment and Valuation - Citigroup has raised Alibaba's stock price target from $187 to $217, citing accelerated growth in its AI and cloud businesses, with a projected compound annual growth rate of 29% for cloud revenue [11] - Cathie Wood's significant investment in Alibaba signals a strong market belief in the company's potential for exponential growth in the AI sector, marking a strategic transformation from an e-commerce giant to an AI-driven technology company [11]

Group 1 - Alibaba's stock rose by 5.28% to HKD 161.6, reaching a nearly four-year high, with a market capitalization returning to HKD 3 trillion [1] - The report highlighted the achievements of China Unicom's green electricity intelligent computing center project, which included the latest AI chip PPU developed by Alibaba's subsidiary, Pingtouge [1][3] - A total of 1,747 devices and 22,832 computing cards have been signed for projects, with a total computing power of 3,579P, including significant contributions from Alibaba Cloud [3] Group 2 - Pingtouge has launched several AI chips, including the "Hanguang" series and the "Yitian" series of general-purpose server CPUs, with large-scale deployment on Alibaba Cloud [3] - Alibaba's CEO mentioned that AI development spending may fluctuate quarterly based on supply chain conditions, but the company has a backup plan to diversify its supply chain [3][4] - The company plans to invest CNY 380 billion in cloud and AI hardware infrastructure over the next three years, exceeding the total investment of the past decade [9]

Group 1 - Alibaba's stock surged 8% on September 11, reaching its highest level since the end of 2021, which also boosted the Nasdaq Golden Dragon China Index by 2.89% [1] - On September 12, Alibaba's shares opened 5.86% higher in Hong Kong, closing at HKD 151.8, with a total market capitalization of HKD 289.52 billion [1] - Reports indicate that Alibaba's self-developed AI chips are currently in testing, with the company actively pursuing chip development since establishing "Pingtouge Semiconductor Co., Ltd." in 2018 [1][3] Group 2 - On September 10, Alibaba's Gaode Map launched the "Gaode Street Ranking," targeting Meituan's Dianping, leveraging user navigation and credit data to enhance authenticity [3] - Alibaba's Q1 FY2026 financial report showed revenue of CNY 247.65 billion, a 10% year-over-year increase, with net profit rising 76% to CNY 42.38 billion, exceeding market expectations [3] - Alibaba Cloud's revenue reached CNY 33.40 billion, a 26% year-over-year increase, marking a three-year high, with AI-related product revenue growing for eight consecutive quarters [4] Group 3 - The e-commerce segment demonstrated steady growth, with revenue from Alibaba's China e-commerce group at CNY 140.07 billion, a 10% increase year-over-year [4] - Instant retail revenue contributed CNY 14.78 billion, while the monthly active consumers on Taobao App grew by 25% year-over-year in the first three weeks of August [4]

Core Viewpoint - Alibaba's significant investment in AI is positively impacting its partners, particularly Data Harbor, which has seen a surge in stock price and market capitalization due to this collaboration [1][4]. Financial Performance - Data Harbor's stock price reached 36.66 yuan per share, with a total market value of 26.336 billion yuan, marking a new high for 2025 [1][3]. - The company reported a revenue increase from 0.952 billion yuan in 2020 to 1.721 billion yuan in 2024, with a net profit of 84.9536 million yuan in the first half of 2025, reflecting a year-on-year growth of 20.37% [2][10]. Collaboration with Alibaba - Data Harbor has a long-standing partnership with Alibaba, starting with a memorandum for the Zhangbei IDC Phase II project in 2015, valued at approximately 1.275 billion yuan [5][6]. - The collaboration deepened in 2019 with multiple agreements for data center projects and cloud services, committing to a minimum of 435 million yuan in Alibaba Cloud services over six years [6][5]. - In 2024, Data Harbor's revenue from a single large internet client accounted for 98.01% of its main business income, although it is not confirmed if this client is Alibaba [1][6]. Alibaba's AI Investments - Alibaba's CEO announced a capital expenditure of 38.6 billion yuan in the AI and cloud sector for the current quarter, with a commitment to invest 380 billion yuan over the next three years [4][11]. - The company's revenue for the first quarter of fiscal year 2026 was 247.652 billion yuan, a year-on-year increase of 1.82%, with net profit rising by 66.67% to 40.649 billion yuan [4]. Market Reaction - The stock market reacted positively to Alibaba's financial results and its ongoing investments in AI, leading to a significant rise in Data Harbor's stock price [1][4][3].

Core Viewpoint - Alibaba Cloud is facing a potential computing power shortage for its Tongyi Qianwen large model, prompting the company to reportedly increase its order of Cambricon's Siyuan 370 chips to 150,000 units, although this claim has been denied by Alibaba Cloud representatives [2][3]. Group 1: AI Chip Market Dynamics - Major players in the domestic AI chip market include Cambricon, Huawei, Haiguang Information, Birun, Muxi, Suyuan, and Moore Threads [4]. - According to IDC, the market scale for accelerated chips in China is expected to exceed 2.7 million units by 2024, with GPU cards holding a 70% market share [4]. - Domestic AI chip brands have shipped over 820,000 units, with Huawei's Ascend series capturing a significant portion of the market [4]. Group 2: Alibaba's Chip Development Strategy - Alibaba is actively developing its own chips through its independent semiconductor company, Pingtouge, established in 2018 [6]. - Pingtouge has launched several chip series, including the "Xuantie" RISC-V processors and "Hanguang" AI chips, with some chips already deployed at scale on Alibaba Cloud [6]. - Reports suggest that Alibaba's new AI chip, which is compatible with Nvidia, is currently in testing and will be manufactured by a domestic company instead of TSMC [6][7]. Group 3: Competitive Landscape in AI Chips - Other internet companies like Baidu, ByteDance, and Tencent are also exploring chip development [8]. - Baidu's Kunlun chip supernode has been fully operational since August, supporting extensive AI model training [8]. - Tencent has introduced several self-developed chips, including AI inference and video transcoding chips, and has collaborated with AMD on GPU cards [8]. Group 4: Strategic Importance of Chip Supply Chains - Establishing a self-sufficient supply chain that includes domestic chips is crucial for the future development of the AI ecosystem [8]. - Alibaba's "One Cloud, Multiple Chips" strategy aims to ensure compatibility with various chip architectures, including X86, ARM, and RISC-V [8]. - Experts emphasize the need for domestic chips to enhance performance and build ecosystems to meet global computing power challenges [9].