国泰海通证券研报指出，展望四季度，在多重利好因素共振催化下，港股仍有望继续创年内新高。一方 面，互联网叙事转向"AI赋能"叠加政策加码，港股基本面预期有望回暖；另一方面，外资超预期回流叠 加南向资金持续流入，强化港股增量资金市场。 中证港股通互联网指数聚焦AI应用，由港股通范围内30家涉及互联网相关业务的股票组成，前四大成 分股为腾讯控股、阿里巴巴、小米集团、美团，合计占比过半。指数当前滚动市盈率为26.5倍，处于 2021年发布以来33.5%分位处，配置价值受关注。投资者可通过港股通互联网ETF（513040）一键把握 AI应用投资机遇。 （文章来源：每日经济新闻） 港股午后延续震荡，科技与互联网板块个股普跌，截至14:45，中证港股通互联网指数下跌3.5%，资金 借道ETF持续加码，港股通互联网ETF（513040）连续2个月获资金净流入，合计超38亿元，其中昨日 单日"吸金"5亿元，产品规模创下历史新高。 昨日，阿里云与NBA中国官宣达成多年合作，将基于通义千问为NBA中国开发专属AI模型，并将在 NBA中国赛上首次推出"360度实时回放技术"，通过AI算法提供沉浸式观赛视角。此外，通义千问还于 近日组 ...

Core Insights - The collaboration between NBA China and Alibaba Cloud marks a significant step in integrating sports and technology, aiming to enhance fan engagement through advanced AI and cloud computing solutions [2][4] - Alibaba Cloud will serve as the official cloud computing and AI partner for NBA China, providing innovative viewing and interaction experiences for Chinese NBA fans [2][3] Group 1: Partnership Details - NBA China and Alibaba Cloud have announced a multi-year partnership, with Alibaba Cloud leveraging its Tongyi Qianwen model and cloud infrastructure to enhance fan experiences [2] - The partnership will introduce cutting-edge AI technologies during the NBA China Games, including a 360-degree real-time replay system that captures player movements and provides high-quality playback [2][3] Group 2: Fan Engagement Initiatives - NBA China will utilize Alibaba Cloud's AI and cloud services to support various digital fan interaction initiatives, including a customized AI model tailored to NBA's digital assets [2][3] - Fans will have the opportunity to create personalized NBA-themed virtual avatars and generate commentary clips using their own voices through NBA's online channels and events [3] Group 3: Executive Statements - Alibaba Group Chairman and Brooklyn Nets Chairman, Cai Chongxin, emphasized the role of AI and cloud technology in connecting players with fans and enhancing the overall experience [4] - NBA's Global Vice President and COO, Mark Tatum, expressed anticipation for transforming how Chinese fans watch and experience games through this partnership [4]

Core Viewpoint - Alibaba Cloud has officially announced a long-term partnership with NBA China, becoming the official cloud computing and AI partner for NBA China [1] Group 1: Partnership Details - The collaboration will involve the development of a dedicated AI model for NBA China based on Tongyi Qianwen [1] - NBA China will introduce "360-degree real-time replay technology" at NBA China games, utilizing AI algorithms to provide an immersive viewing experience [1] Group 2: Infrastructure Support - NBA China will utilize Alibaba Cloud's infrastructure to support its digital platforms, including the NBA App, NBA China's official website, and the NBA China mini-program [1]

阿里云与NBA中国官宣达成多年合作，阿里云将成为NBA中国官方云计算与AI合作伙伴，该合作将基 于通义千问为NBA中国开发专属AI模型，并将在NBA中国赛上首次推出"360度实时回放技术"，通过AI 算法提供沉浸式观赛视角。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。 将在NBA中国赛上首次推出"360度实时回放技术"。 ...

Core Insights - Alibaba Cloud has officially partnered with NBA China to become the official cloud computing and AI partner, aiming to enhance the fan experience and engagement with the NBA in China [1] Group 1: Partnership Details - The collaboration will leverage Alibaba's Tongyi Qianwen to develop a dedicated AI model for NBA China [1] - The partnership will introduce "360-degree real-time replay technology" at NBA China games, providing an immersive viewing experience through AI algorithms [1] Group 2: Infrastructure and Digital Platforms - NBA China will utilize Alibaba Cloud's infrastructure to support its digital platforms, including the NBA App, NBA China's official website, and the NBA China mini-program [1]