基于通义千问大模型和云计算基础设施，为中国NBA球迷提供全新的观赛和互动体验。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， NBA中国和阿里云 于 10月9日 宣布达成多年合作，阿里云将正式成为 NBA 中国官方云计算与人工智能合作伙伴，基于通义千问大模型和云计算基础设施，为中国NBA球迷提 供全新的观赛和互动体验。 这一合作由阿里巴巴集团主席、布鲁克林篮网队主席蔡崇信与 NBA副主席兼首席运营官马克·塔图 姆在2025年NBA中国赛前夕共同宣布。本届NBA中国赛将由布鲁克林篮网队对阵菲尼克斯太阳队， 两场比赛分别于10月10日晚8时和10月12日晚7时在澳门威尼斯人综艺馆举行。 阿里巴巴集团主席、布鲁克林篮网队主席蔡崇信表示： "体育与科技的交融，正处在一个激动人心的 时代。人工智能与云是绝佳的连接器，不仅连接着球员与球迷、品牌与消费者，也将全球视野与本土 文化紧密相连。通过与NBA中国的合作并引入阿里的最新技术，我们将为NBA球迷带来前所未有的 超凡体验，点燃他们的激情。" NBA全球副总裁兼首席运营官马克·塔图姆（Mark Tatum ...

Group 1 - Google Cloud has launched the enterprise version of its AI platform Gemini [1][3] - NIO is set to release the world model 2.0 version, achieving open interaction for intelligent driving for the first time [1] - XPeng will announce significant breakthroughs in the field of physical AI during its AI Technology Day this year [1] - NBA China has partnered with Alibaba Cloud to develop a dedicated AI model based on the Tongyi Qianwen large model [1][3]

"体育与科技的交融，正处在一个激动人心的时代。"10月9日，在NBA中国和阿里云合作活动上，阿里 巴巴集团主席、布鲁克林篮网队主席蔡崇信这样说。 NBA全球副总裁兼首席运营官马克·塔图姆（Mark Tatum）表示："我们期待与阿里云携手，在未来几年 里改变中国球迷观看和体验比赛的方式。" （文章来源：上海证券报） NBA中国将利用阿里云的人工智能和云计算服务，支持一系列数字球迷互动计划。双方将基于阿里巴 巴通义千问大模型，开发专属AI模型。这一模型将根据NBA丰富的数字资产进行微调，为中国的NBA App用户提供引人入胜的互动内容，包括实时比赛集锦、篮球历史数据、球员深度分析以及围绕篮球热 点话题的互动讨论。 同时，NBA中国还将采用阿里云的基础设施，以承载其包括NBA App、NBA中国官网和NBA中国小程 序在内的数字平台。NBA中国将利用阿里云的智能分析工具生成数据洞察，加强球迷互动。 球迷还可通过NBA线上渠道和线下展会，体验由通义千问大模型支持的多种互动玩法。通过上传自己 的照片，球迷可以创建个性化的NBA主题虚拟形象，还可以利用自己的声音，生成一段模仿其音色的 经典比赛解说片段。阿里巴巴旗下面向 ...

10月9日，NBA中国和阿里云宣布达成多年合作，阿里云将正式成为NBA中国官方云计算与人工智能合作伙伴，基于通义千问大 模型和云计算基础设施，为中国NBA球迷提供全新的观赛和互动体验。 NBA中国将利用阿里云的人工智能和云计算服务，支持一系列数字球迷互动计划。双方将基于阿里巴巴通义千问大模型，开发一 个专属AI模型。这一模型将根据NBA丰富的数字资产进行微调，为中国的NBA App用户提供引人入胜的互动内容，包括实时比赛集 锦、篮球历史数据、球员深度分析以及围绕篮球热点话题的互动讨论。 同时，NBA中国还将采用阿里云的基础设施，以承载其包括NBA App、NBA中国官网和NBA中国小程序在内的数字平台。NBA中 国将利用阿里云的智能分析工具生成数据洞察，加强球迷互动。 今年的NBA中国赛上，还将率先展示多项由阿里云为NBA中国引入的前沿AI技术，为球迷带来前所未有的感官冲击和个性化体 验。阿里云将首次展示其360度实时回放技术，为球迷提供关键比赛时刻的增强版回放。该系统运用阿里的AI算法，能精准捕捉球员动 作，并以360度环绕视角生成高质量的回放画面，让关键回合的呈现更加突出。 球迷还可通过NBA线上渠道和线 ...

同时，NBA中国还将采用阿里云的基础设施，以承载其包括NBAApp、NBA中国官网和NBA中国小程 序在内的数字平台。NBA中国将利用阿里云的智能分析工具生成数据洞察，加强球迷互动。 马克·塔图姆表示："我们与阿里云的合作，彰显了我们致力于运用最新技术，以新颖且富有创意的方式 与数以亿计的中国NBA球迷进行互动的承诺。我们期待与阿里云携手，在未来几年里改变中国球迷观 看和体验比赛的方式。" 据悉，NBA中国将利用阿里云的人工智能和云计算服务，支持一系列数字球迷互动计划。双方将基于 阿里巴巴通义千问大模型，开发一个专属AI模型。这一模型将根据NBA丰富的数字资产进行微调，为 中国的NBAApp用户提供引人入胜的互动内容，包括实时比赛集锦、篮球历史数据、球员深度分析以及 围绕篮球热点话题的互动讨论。 10月9日，NBA中国和阿里云宣布达成多年合作，阿里云将正式成为NBA中国官方云计算与人工智能合 作伙伴，基于通义千问大模型和云计算基础设施，为中国NBA球迷提供全新的观赛和互动体验。 据了解，这一合作由阿里巴巴集团主席、布鲁克林篮网队主席蔡崇信与NBA副主席兼首席运营官马克· 塔图姆（Mark Tatum）在202 ...

Core Points - NBA China and Alibaba Cloud have announced a long-term partnership, with Alibaba Cloud becoming the official cloud computing and AI partner for NBA China, aimed at enhancing the viewing and interactive experience for Chinese NBA fans [2][5] - The collaboration will leverage Alibaba Cloud's AI and cloud computing services to support various digital fan engagement initiatives, including the development of a dedicated AI model based on the Tongyi Qianwen model [2][3] - The partnership was announced ahead of the 2025 NBA China Games, featuring the Brooklyn Nets and Phoenix Suns, scheduled for October 10 and 12 in Macau [2] Group 1 - Alibaba Cloud will introduce advanced AI technologies during the NBA China Games, including 360-degree real-time replay technology to provide enhanced highlights of key moments [3] - NBA China will utilize Alibaba Cloud's infrastructure to support its digital platforms, including the NBA App and official website, while employing smart analytics tools for data insights [3][4] Group 2 - Fans will have the opportunity to engage with various interactive features powered by the Tongyi Qianwen model, such as creating personalized NBA-themed avatars and generating commentary clips using their own voices [4] - Alibaba Cloud's AI technology has previously been utilized in sports events, such as the "Bullet Time" multi-angle replay system during the Paris Olympics, showcasing its capability to enhance viewer experience [4] Group 3 - The partnership reflects NBA's commitment to using the latest technology to creatively engage with millions of Chinese fans, with expectations to transform the way they watch and experience games in the coming years [5]

同时，NBA中国还将采用阿里云的基础设施，以承载其包括NBA App、NBA中国官网和NBA中国小程 序在内的数字平台。NBA中国将利用阿里云的智能分析工具生成数据洞察，加强与球迷的互动。 今年的NBA中国赛上，还将率先展示多项由阿里云为NBA中国引入的前沿AI技术，为球迷带来前所未 有的感官冲击和个性化体验。阿里云将首次展示其360度实时回放技术，为球迷提供关键比赛时刻的增 强版回放。该系统运用阿里的AI算法，能精准捕捉球员动作，并以360度环绕视角生成高质量的回放画 面，让关键回合的呈现更加突出。 球迷还可通过NBA线上渠道和线下展会，体验由通义千问大模型支持的多种互动玩法。通过上传自己 的照片，球迷可以创建个性化的NBA主题虚拟形象，还可以利用自己的声音，生成一段模仿其音色的 经典比赛解说片段。阿里巴巴旗下面向消费者的AI应用——夸克和通义App，也将成为NBA中国官方市 场合作伙伴，与中国球迷展开互动。 阿里巴巴集团主席、布鲁克林篮网队主席蔡崇信表示："体育与科技的交融，正处在一个激动人心的时 代。人工智能与云是绝佳的连接器，不仅连接着球员与球迷、品牌与消费者，也将全球视野与本土文化 紧密相连。通过与 ...

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]

（图源：阿里云栖大会） 作者丨萧哓 出品丨牛刀商业评论 "阿里的改革不是'外科手术'，而是要重塑'生长基因'。" 2025年云栖大会上，吴泳铭站在聚光灯下，这句关于阿里转型的表述，既是对其两年改革的总结，也为 外界解读这家互联网巨头的变革提供了关键钥匙。 时钟拨回到2023年秋，他临危受命执掌阿里时，这家企业正深陷 "增长失速" 与 "组织臃肿" 的双重困 局。 两年后的今天，9963.47亿元营收（同比增 5.9%）、1259.76亿元税后利润（同比增76.6%）的财报数 据，勾勒出转型的初步轮廓。 但正如吴泳铭在云栖大会上坦诚的 "改革深水区没有标准答案"，核心电商增速趋缓、业务协同不足等 问题，仍在考验着他 "拆分革命" 的成色。 在阿里的故事版图里，吴泳铭始终是那个带着独特注脚的人物。 他不仅是马云最早的技术信徒，更以 "阿里技术初代拓荒者" 的身份，在互联网浪潮中留下浓墨重彩的 一笔。 而这段影响深远的传奇，竟缘起于1996年《钱江晚报》角落一则不起眼的招聘广告。 吴泳铭的过人之处在于，他没有试图用"管理优化"修补旧体系，而是直接用"生态化重构"激活组织基 因。 这段始于招聘广告的渊源，不仅奠定了吴 ...

Summary of Alibaba's Conference Call Company Overview - **Company**: Alibaba - **Date**: September 24, 2025 Key Points Strategic Shift - Alibaba is transitioning from a decentralized to a centralized structure to focus on core business and improve overall performance, which is significant for the company's strategic adjustments [2][3] Instant Retail Market Potential - The instant retail market is projected to reach a size of 2 trillion to 3 trillion yuan, with Alibaba's Taobao Flash Purchase achieving peak orders of over 120 million and user numbers increasing to 300 million, nearing Meituan's market share [2][4] Investment in Instant Retail - Alibaba has invested 50 billion yuan in subsidies to support growth in the instant retail sector, optimizing its business by adjusting product categories and increasing non-food supply to enhance high-ticket and gross margin orders [2][5][6] Risk Management - To mitigate risks associated with subsidy reductions, Alibaba is focusing on developing non-food instant retail categories and improving order structure and fulfillment efficiency to achieve long-term stable growth [2][7] User Experience Enhancements - Investments in order allocation, route planning, and flash warehouses are expected to enhance user experience, improve delivery speed, and increase the number of merchants, potentially reaching Meituan's level [2][8] Impact of Taobao Flash Purchase - Taobao Flash Purchase is expected to drive low-frequency consumption habits and attract new users, with plans to integrate it into the Taobao app to boost main site traffic and cross-selling opportunities, ultimately enhancing advertising revenue and customer relationship management [2][9] Cloud Business Growth - Alibaba Cloud's revenue growth accelerated, reaching a 26% increase in Q2, driven by overseas market demand and a shift in revenue structure towards higher-margin PaaS, SaaS, and AI services [2][10] AI Capabilities - Alibaba Cloud has established a robust AI stack, providing various GPU elastic computing services and AI capabilities, which enhances its competitive edge in the AI application field [2][11][12] Future Trends in Cloud Business - The growth of Alibaba Cloud is fueled by the migration of traditional IT customers to cloud services, with significant demand from state-owned enterprises and the automotive sector, indicating a large future scale and growth potential [2][13] Chip Development Advantages - Alibaba's self-developed chips enhance its product structure and profitability, with a focus on AI model capabilities across its cloud products, and expansion into overseas markets with new data centers [2][14] Collaboration with Software Vendors - Partnerships with major software vendors like SAP are expected to generate incremental revenue and enhance customer acquisition for both parties [2][15] Application of Large Models - The Tongyi Qianwen large model has been implemented in various scenarios, with a focus on multi-modal development and specialized model releases in the future [2][16] Impact of AI Technology - The integration of AI technology is expected to reshape cloud demand and highlight Alibaba's technological differentiation, ensuring high profitability and attracting more customers to AI services [2][17]