【环球网科技综合报道】11月20日，彭博社报道称，阿里巴巴集团本周发布了其在中国市场推出的升级版Qwen应用，并计划在未来将其类ChatGPT工具推 向国际市场。而此前美国针对阿里巴巴的指控和攻势可能会适得其反，并引发新一轮紧张局势。 据了解，阿里巴巴旗下的AI模型系列已受到全球开发者的广泛欢迎，而此次推出的一体化应用标志着其在消费市场上的最大胆尝试。公司表示，新的Qwen 平台不仅限于对话式AI，还可以在几秒钟内生成完整的研究报告或制作PowerPoint演示文稿。目前，阿里巴巴免费提供该服务——这一举措可能对硅谷领导 者OpenAI构成潜在威胁，据称后者70%的年收入来自消费者使用ChatGPT。 此前，英国《金融时报》称，根据白宫一份备忘录，阿里巴巴为中国官方提供技术支持，这份备忘录已与该新闻机构分享。阿里巴巴强烈否认这些指控，称 其完全错误，并质疑匿名泄露背后的动机。 彭博社认为，目前，美国并未采取更激进的行动，例如制裁或将阿里巴巴列入贸易黑名单。但这表明，阿里巴巴作为中国AI领域的领军企业，其崛起并未 被忽视，可以预见美国对其的审查只会加剧。 相关报道发布后，阿里巴巴股价一度下跌，但随后在本周内部分 ...

Core Insights - The focus of the upcoming Q2 earnings reports for Chinese internet giants will be on AI and food delivery services, with expectations of a mixed performance across companies [1][2] - Goldman Sachs predicts a 10% year-over-year decline in overall profits for the sector, marking the first drop since Q2 2022, primarily due to e-commerce and local service platform pressures [1][3] AI Cloud Business Growth - The AI cloud business is expected to see significant acceleration in growth, with Alibaba Cloud's revenue growth forecasted to increase from 18% in Q1 to 23% in Q2, although still below Google Cloud's 32% and Microsoft Azure's 39% [3] - This growth is driven by a surge in AI inference demand, with ByteDance processing 15 trillion tokens daily in June, compared to Alibaba's 4-5 trillion [3] - Major tech firms showcased advancements in AI at the World Artificial Intelligence Conference, which are anticipated to translate into revenue growth in the latter half of the year [3] Impact of Food Delivery Competition - Intense competition in the food delivery market is significantly impacting platform profits, with Alibaba's EBITA expected to decline by 16%, and Meituan and JD's EBIT forecasted to drop by 58% and 70%, respectively [1][5] - Alibaba's food delivery business is projected to incur losses of 11 billion yuan in Q2, increasing to 19 billion yuan in Q3, while JD's food delivery losses are expected to exceed 10 billion yuan [5] - The competition extends beyond traditional food delivery to instant shopping, with Alibaba and Meituan reporting peak order volumes of 15 million and 20 million, respectively [5] Performance Disparities Among Companies - Despite overall profit pressures, segments like gaming and ride-hailing are expected to show resilience, with Tencent projected to achieve an 11% revenue growth and a 15% adjusted EBIT increase [6][7] - Alibaba faces greater challenges, with a forecasted revenue growth of only 3% in Q1 and a 16% decline in adjusted EBIT, although customer management revenue is expected to grow by 11% [6] - Meituan anticipates a 16% revenue growth but a 58% drop in adjusted EBIT, while JD expects a 16% revenue increase but a 70% decline in adjusted EBIT [6] Stable Growth in Ride-Hailing - Didi is expected to maintain growth in a stable market environment, with a projected 8% revenue increase and a 32% rise in adjusted EBIT, reflecting operational leverage in the ride-hailing business [7]

Core Viewpoint - The upcoming Q2 earnings reports of Chinese internet giants are expected to show a divergent performance, with overall profits projected to decline by 10% year-on-year, marking the first drop since Q2 2022, primarily due to the struggles in e-commerce and local service platforms, while AI cloud services and gaming sectors are anticipated to provide support for some companies [1] Group 1: AI Cloud Business Growth - The AI cloud business of Chinese internet giants is expected to see significant acceleration in growth during Q2, with Alibaba Cloud's revenue growth forecasted to increase from 18% in Q1 to 23%, although still lagging behind Google Cloud's 32% and Microsoft Azure's 39% [2] - This growth is driven by a surge in AI inference demand and rapid development of AI applications, with ByteDance processing 15 trillion tokens daily in June, while Alibaba processes around 4-5 trillion tokens [2][3] Group 2: Impact of Intense Competition in Food Delivery - Intense competition in the food delivery market is a major drag on platform profits, with Alibaba's EBITA expected to decline by 16%, and Meituan and JD's EBIT projected to drop by 58% and 70%, respectively [4] - Alibaba's food delivery business is estimated to incur losses of 11 billion yuan in Q2, which may expand to 19 billion yuan in Q3, while JD's food delivery business is expected to lose over 10 billion yuan in Q2 [4] - The competition extends beyond traditional food delivery to instant shopping, with Alibaba's peak daily order volume reaching 15 million and Meituan's at 20 million, further intensifying market rivalry [4] Group 3: Performance Divergence Among Platforms - Despite overall profit pressures, gaming and ride-hailing sectors are expected to show strong growth, with Tencent projected to achieve an 11% revenue increase and a 15% adjusted EBIT growth in Q2 [5] - JD is expected to report a 16% revenue growth, significantly outperforming the overall retail sector, but its adjusted EBIT is forecasted to decline by 70% [5][6] - Didi is anticipated to maintain growth in a stable market environment, with a projected 8% revenue increase and a 32% adjusted EBIT growth [6]