1. 【谷歌斥资24亿美元购买Windsurf技术授权，并聘请其CEO】据报道，有知情人士透露，谷歌已 同意支付约24亿美元，获得人工智能编码初创公司Windsurf的技术授权，并聘用其首席执行官和部 分员工。知情人士称，在此前OpenAI与Windsurf的谈判陷入僵局之后，双方达成了这笔交易。谷歌 母公司Alphabet正在招聘一小部分Windsurf员工，加入其DeepMind部门，专注于"智能体式编 码"（agentic coding）。此外，这家科技巨头还将获得Windsurf部分技术的非独占许可使用权。 （金融界） 扫码订阅 AIGC 产业日报， 精选行业新闻，帮你省时间！ 此外，如果您还想 查公司、找项目、看行业，深入了解人形机器人、商业航天、AGI等热门赛道 ，欢迎加入睿兽分析会员，解锁相关行业图谱和报告等。 （活动期间加入会员可免费获赠一份 产业日报） 3.【 阿里通义千问推出Qwen Chat桌面端】 7月11日晚间，阿里通义千问宣布Qwen Chat更新，网 页首页可直接开聊，还能支持"深入研究、图像生成、网页开发、深度思考、搜索"等多种功能。此 外，Qwen Chat新增桌面端，支持一 ...

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 1. 自我介绍 自我介绍环节主要是让双方进入快速面试状态，这块没什么特别注意的，别磕巴就好，主要聊聊个人基本信息、教育背景、工作经历和技 能特长等等。 2. 项目面 因为我简历上面写一个RAG项目，所以面试官主要围绕RAG进行提问： 最近面试了理想汽车大模型岗位，被面试官强度拉满了...不仅问到了很多大模型的基础，从通用大模型到大模型微调，再到自动驾驶多模 态大模型全方面被拷打，尤其是对大模型如何落地自动驾驶进行了很长时间的讨论。毕竟理想的VLM是国内首个上车的，这块的经验积累 还是比较丰富。 本文章主要记录了本小菜研找实习的坎坷历程，欢迎大佬们给建议！！！ 4. ... 通用大模型是面试的重点，面试官比较关心有没有横向对比近一年开源的SOTA大模型，这些模型在不同任务上有什么优劣势，以及大模型 微调比较细致的思考，这块涉及： 3. 技术问题回答 3.1 简单介绍一下大模型存在哪些问题？有什么好的解决方法？ 3.2 如何看待自动驾驶大模型？以及如何落地自动驾驶大模型？ 这块聊了很多自动驾驶大模型的工作，像经典 ...

Core Insights - Alibaba's Tongyi Qianwen team announced significant updates to its AI chat product Qwen Chat, enhancing user interaction and adding practical features [1][2] Group 1: Product Updates - Users can now start conversations directly from the Tongyi Qianwen homepage, improving accessibility and immediacy [2] - Qwen Chat integrates multiple functionalities, including "in-depth research," "image generation," "web development," "deep thinking," and "search," allowing users to generate high-quality images from text descriptions and assist front-end engineers in coding [2][3] - A new desktop client has been introduced, enabling one-click access to the Model Context Protocol (MCP) and facilitating cross-application calls and automated task execution [2][3] Group 2: Competitive Positioning - Alibaba's Tongyi Qianwen is recognized as the largest open-source model globally, with a 23% market share in China's AI infrastructure (AIIaaS), surpassing the combined share of the second and third players [4] - The company reported that its "cloud + AI" strategy has become a new growth engine, with Alibaba Cloud achieving a revenue of 1180.28 billion yuan in the 2025 fiscal year, marking an 11% year-on-year increase [4] - AI-related product revenues have seen triple-digit growth for seven consecutive quarters, indicating strong demand in the market [4] Group 3: Investment and Future Plans - Alibaba plans to invest 380 billion yuan in AI infrastructure over the next three years, exceeding its total tech investments from the past decade [5] - The company announced a plan to issue zero-coupon exchangeable bonds worth approximately 12 billion Hong Kong dollars to fund cloud computing infrastructure and support international e-commerce development [5]

Core Viewpoint - Alibaba's Tongyi Qianwen team has made significant updates to its AI chat product Qwen Chat, enhancing user interaction and adding multiple practical features, aiming to improve product usability and integration within the AI platform [1][4]. Group 1: Product Updates - Users can now start conversations directly from the Tongyi Qianwen homepage, reducing usage costs and enhancing accessibility [3]. - Qwen Chat integrates multiple functionalities, including "in-depth research," "image generation," "web development," "deep thinking," and "search," allowing users to generate high-quality images from text descriptions and assist front-end engineers in coding [3]. - A new desktop client has been introduced, enabling cross-application calls and automated task execution, which enhances work efficiency by bridging different AI models and external tools [3]. Group 2: Competitive Positioning - The Qwen model family has been continuously updated, with the latest Qwen3 model outperforming top global models in various benchmark tests, showcasing its competitive edge [4]. - Alibaba is addressing the "product strength" gap of its large models by enhancing usability and user perception, indicating a strategic intent to build a unified AI platform that is user-friendly and feature-rich [4]. Group 3: Market Presence and Financial Performance - Tongyi Qianwen is recognized as the largest open-source model globally, with Alibaba Cloud holding a 23% market share in China's AI infrastructure (AIIaaS) market, surpassing the combined share of its closest competitors [5]. - The "cloud + AI" strategy has become a new growth engine for Alibaba, with the cloud intelligence group achieving a revenue of 1180.28 billion yuan in the 2025 fiscal year, marking an 11% year-on-year increase [5]. - AI-related product revenues have seen triple-digit growth for seven consecutive quarters, indicating strong demand and market penetration in traditional vertical industries [5]. Group 4: Investment and Future Plans - Alibaba plans to invest 380 billion yuan in AI infrastructure over the next three years, exceeding its total technology investment over the past decade [6]. - The company has announced the issuance of zero-coupon exchangeable bonds to fund cloud computing infrastructure and support international expansion [6].

7月11日晚间，阿里通义千问宣布Qwen Chat更新，网页首页可直接开聊，还能支持"深入研究、图像生 成、网页开发、深度思考、搜索"等多种功能。此外，Qwen Chat新增桌面端，支持一键唤起MCP，直 接调用。 ...

Core Insights - Alibaba and JD.com represent two distinct strategies in capturing the digital commerce market, with both companies expanding beyond traditional retail into cloud computing, logistics, AI, and global markets [2][3] - Recent strategic moves and financial performances of both companies highlight contrasting adaptation and growth potential in a competitive landscape [2][3] Alibaba's Position - Alibaba's transformation into an AI-powered technology platform marks a significant shift, enhancing its growth prospects [4] - The partnership with HONOR for integrating AI agents into consumer hardware opens new monetization pathways and expands Alibaba's influence [4][5] - A commitment to invest RMB 380 billion over three years in AI infrastructure reflects strong confidence in this strategic direction [5] - The Qwen3 language model's adoption across various platforms validates the commercial viability of Alibaba's AI strategy [5][6] - The cloud division is experiencing accelerating revenue growth due to rising AI demand, with over 300 million global downloads of Qwen [6] - Core e-commerce platforms show resilient user engagement and improved monetization efficiency through AI enhancements [7] - The Zacks Consensus Estimate for fiscal 2026 earnings is projected at $10.14 per share, indicating a 12.54% year-over-year increase [8] JD.com's Challenges - JD.com faces strategic misalignment, particularly in its aggressive food delivery expansion, leading to cash outflows and unsustainable profitability [11] - International logistics investments in Abu Dhabi and the UK are seen as poorly timed, straining resources amid domestic competition [12] - JD's historical logistics advantage is becoming commoditized, with partnerships lacking transformative impact [13] - The launch of JoyExpress in Saudi Arabia exemplifies JD's capital-intensive expansion approach, which may limit scalability [14] - The consensus estimate for 2025 earnings is pegged at $3.6 per share, indicating a 15.49% year-over-year decline [14] Valuation and Performance Comparison - Both companies trade at discounted valuations, with Alibaba's P/E ratio at 10.02x compared to JD's 7.66x, reflecting Alibaba's superior financial metrics and growth prospects [15] - Recent price performance shows Alibaba shares have increased by 25.8% year-to-date, while JD.com has declined by 10%, indicating investor confidence in Alibaba's strategy [18] Conclusion - Alibaba is positioned as the superior investment choice due to its transformative AI capabilities, diversified revenue streams, and strategic growth positioning [20] - JD's capital-intensive growth strategy and competitive challenges present significant headwinds, suggesting a potential reduction in exposure to JD [20]

Core Viewpoint - Alibaba's stock has shown a nearly 50% increase over the past year, but it remains 65% below its all-time high from October 2020, indicating potential for future growth despite challenges [1][2]. Financial Performance - In fiscal 2022, Alibaba's revenue grew by 19%, but growth slowed to 2% in fiscal 2023, 8% in fiscal 2024, and is projected at 6% for fiscal 2025, primarily due to regulatory and macroeconomic challenges [2][4][5]. - Analysts expect Alibaba's revenue to rise by 7% in fiscal 2026 and by 8% in fiscal 2027, with adjusted EPS growth projected at 8% and 14% respectively [10]. Challenges Faced - Alibaba faced significant regulatory challenges, including fines and restrictions from China's antitrust regulators, which limited its competitive strategies [4]. - The Chinese economy's slowdown, exacerbated by "zero-COVID" policies and a weak real estate market, negatively impacted consumer spending and cloud customer expenditures [5]. - Leadership changes, including the departure of CEO Daniel Zhang in 2023, raised concerns about the company's growth trajectory [6]. Business Stabilization - Despite challenges, Alibaba's retail business saw growth in overseas markets, which helped offset weaker performance in its domestic marketplaces [7]. - The company implemented cost-cutting measures, share buybacks, and increased revenue from higher-margin cloud and AI businesses, leading to improved earnings per share [8]. Future Outlook - Alibaba's stock trades at 11 times its forward adjusted earnings, with potential for a higher valuation if trade tensions ease, possibly rising to about $167 by fiscal 2027 [12]. - The company may integrate its various business units more closely, enhancing its competitive position against less diversified rivals [11].

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！ 智通财经记者 | 陈靖 金融科技已成为证券行业发展的重要驱动力。 近期，东海证券发布首席信息官（CIO）招聘公告、星展证券原CIO李洋加盟野村东方国际证券拟任CIO，再度将市场 目光聚焦于券商首席信息官这一关键岗位的变动情况。 据智通财经不完全梳理，2025年以来，券商行业高管变动频繁，CIO岗位也不例外，截至目前，至少已有10余家券商的 CIO发生了更替。 从变动券商的具体情况来看，中信证券（600030.SH）于2月19日聘任于新利担任公司首席信息官，方兴不再担任该 职。于新利自1999年加入中信证券，现任公司信息技术中心行政负责人，其履历横跨经纪、研究等多领域，是综合金融 领域的"多面手"。兴业证券（601377.SH）的蒋剑飞同样是从内部提拔，他历任信息技术中心总监、副总经理，数智金 融部总经理等管理岗。有业内人士指出，这种内部任命的方式，体现出券商对人才技术与业务管理复合能力的重视，期 望CIO能更好地将信息技术融入业务流程，实现从"被动适配"到"主动赋能"的转变。 并购重组与股权变更也促使了部分券商CIO的新任命。6月6日， ...

智通财经APP获悉，Canalys最新数据显示，2025年第一季度，中国内地在云基础设施服务上的支出达到116亿美元，同比增长16%。AI相 关需求已成为推动企业向云端迁移的主要动力。为把握这一增长机遇，云厂商正积极加大对AI基础设施和模型研发的投资。为弥合AI大 模型能力与实际业务需求之间的差距，厂商正采取多种战略路径，包括开源AI模型、拓展合作伙伴生态、推出AI智能体开发平台等。 在其最新发布的《企业AI合同数据库》中，Omdia记录了多项中国内地企业与云厂商之间的新合作案例，企业正通过部署预训练的即用 型模型及相关服务，加速其AI落地进程。2025年第一季度，阿里云在中国内地云服务市场中占据33%的份额，华为云为18%，腾讯云为 10%。 2025年第一季度，中国内地云基础设施服务市场持续加速发展。随着企业加快AI部署，云服务市场的潜力正不断释放。AI大模型对算力 的巨大需求，正在显著推动企业对基于云的GPU资源的依赖。 客户对AI的旺盛需求正在重塑云计算的应用方式。Canalys高级总监 Rachel Brindley 表示："AI正在全方位推动企业加速上云。一方面， 原本依赖本地数据中心的组织，正将 ...

Canalys （现并入Omdia） 将云基础设施服务定义为由第三方提供商托管，并通过互联网向用户提供的以下服务总和：裸金 属即服务（ BMaaS ）、基础设施即服务（ IaaS ）、平台即服务（ PaaS ）、容器即服务（ CaaS ）以及无服务器（ Serverless ）服务。 Canalys Canalys（现并入Omdia）是全球领先的科技市场独立分析机构，以渠道为核心 。致力于引导客户 展望科技行业的未来，并协助客户打造具有创新思维的商业模式。25年来，我们一直为全球科技厂商提高全球高度及本地视 角的市场分析及定制解决方案，我们的分析师作为各自领域的专家，把市场知识和客户要求相结合，为其打造定制化的研究 产品。 我们的研究涵盖新兴技术、企业技术、移动技术和智能技术。 渠道的深度理解是我们工作的基 石。我们通过专业的报告、数据和预测，为客户提供战略决策支持。同时，我们论坛和Candefero在线社区为渠道伙伴提供 了宝贵的互动与反馈平台。我们始终以高精度及高质量的数据、创新的技术运用和优质的客户服务为立足之本，赢得客户的 信任与认可。 Canalys （现并入 Omdia ）的最新数据， 2025 ...