作者丨簪竹 来源丨投中网 马上又到我司的年度峰会了，这段时间我照例密集地访谈了一批知名投资人。闲聊中，除了客套话， 主题可能围绕从以下几个比较"小"关键词开始：DeepSeek、中概股、宇树……也可能会从当下的资 本市场，是不是真正进入了"东升西落"周期的大角度叙事开始。 而无论如何开始和结束，一个避不开的公司是——阿里。 将投中网设为"星标⭐"，第一时间收获最新推送 AI时代的超级入口。 可见，阿里早就开始给夸克加码了。 估计也没多少人想到，就是这样一款阿里内部孵化的产品，经过六七年时间的持续生长和进化，今天 已经蜕变成了承载阿里AI战略C端入口级应用旗舰。 用一句"黑话"来讲，以后夸克的这个"AI超级框"，就是阿里AI在C端的"抓手"了。 如果你仔细观察资本市场的走势，会发现春节前后DeepSeek、哪吒堪称国运级别的叙事，自然是现 象级的催化剂之一，但为何资本市场将中国AI发展的前景，锚定在阿里身上，依然是个值得探讨的 话题。 一个显而易见的结论是，阿里是目前中国互联网公司对AI投入最大、最坚定的公司，甚至可以说没 有之一，在阿里业绩沟通会上，阿里巴巴CEO吴泳铭提到未来3年3800亿的AI资本开支，堪 ...

Macro Dynamics - In February, domestic retail sales of new energy passenger vehicles reached 686,000 units, a year-on-year increase of 79.7% [1] - The overall retail sales of passenger vehicles in February amounted to 1.386 million units, reflecting a year-on-year growth of 26% [1] AI Industry Developments - Wuhan's 2025 AI Industry Development Action Plan emphasizes the transition from large models to intelligent agents, with support from industrial policies [2] - The plan includes the establishment of a service team to coordinate data and computing resources for AI companies, aiming to develop intelligent products across various sectors [2] Financial Market Insights - The first two phases of savings bonds were issued with a total maximum issuance of 30 billion yuan, attracting high investor interest, leading to some bank branches selling out quickly [7] - On March 10, A-shares experienced slight adjustments with total trading volume shrinking by over 300 billion yuan, while the market saw mixed performance across sectors [8] - As of March 7, the total margin balance in the two markets decreased by 9.487 billion yuan [9] - The Hang Seng Index fell by 1.85%, with southbound funds recording a net purchase exceeding 29 billion HKD, marking a historical high [10] Commodity Market Trends - On March 10, domestic commodity futures closed with mixed results, with major contracts like soybean meal reaching the daily limit [11] Company News - Midea Group has implemented a policy to encourage employees to leave work by 18:20, aiming to reduce overtime and promote a healthier work culture [13] - Haier Group denied rumors of enforcing mandatory double weekends for employees, clarifying that no such notice was issued [15] - Hu Yuhua, the president of Goodix Technology, resigned for personal reasons, with the chairman temporarily taking over the role [16] - A 00s streamer utilized DeepSeek to generate sales of 330 million yuan in a single day, showcasing the tool's effectiveness in enhancing work efficiency [17]