众所周知，全球AI竞争非常激烈，尤其美国，对AI势在必得。就在几天前，特朗普就公开表示，将建立全球最大、最强大、最具创新力的人工智能生态系 统。而这还没完，有外媒爆料，特朗普还将推动"创世纪计划"，全面加速美AI的发展。由此可见，AI已然成为美国际战略级的重点关注对象。 或许是因为太重视，所以只要中国AI有一点风吹草动，美国都会重拳出击，或打压或卡脖，就是要阻止中国AI的崛起。这不，阿里就"中招"了，在阿里通义 千问大模型逐渐成为美硅谷的"香饽饽"，且"千问计划"正式推出后，美国就给阿里泼了一盆脏水，给阿里扣上了"涉军"的帽子，想要借此借口来打压阿里。 需要强调的是，阿里千问和蚂蚁灵光，也是最近最热门的应用，在App Store总榜上，分别抢占了第四和第六的位置，阿里系这次来势汹汹，实力真不容小 觑。 但只能说，美国还是太低估中企了，就在最近，阿里正式亮剑，两箭齐发，剑指美科技巨头！第一"箭"就是千问APP，作为直接对标ChatGPT的中国AI助 手，这张"王牌"的丢出，标志着，中国AI已经不再是行业的"追赶者"，而已经成为可以定义行业规则的"领跑者"。 第二"箭"就是灵光，这是蚂蚁推出的创新性AI产品，上线 ...

Group 1 - Google denies using user emails to train AI models, clarifying that there have been no changes to their policies regarding Gmail content and AI training [2] - Ant Group's new AI assistant "Lingguang" achieved over 1 million downloads within 4 days, surpassing the download speed of major global AI applications like ChatGPT and Sora2 [2] - A survey by Bitkom reveals that young users prefer using AI for information searches over traditional search engines, with 50% of respondents occasionally using AI for searches [2] Group 2 - Apple's latest research indicates that large language models (LLMs) can accurately identify user activities based on textual descriptions of audio and motion data, potentially applicable to Apple Watch [2]

Core Insights - The domestic AI assistant "Lingguang" achieved over 1 million downloads within 4 days of its launch, ranking sixth on the App Store's free chart in China, surpassing global AI products like ChatGPT, Sora2, and DeepSeek [1] Group 1 - On November 18, Alibaba founder Jack Ma was spotted wearing a badge at Ant Group's campus, indicating his involvement with the company [4] - Ant Group's CTO He Zhengyu and Lingguang App head Cai Wei mentioned that Jack Ma encouraged them to aim for higher goals, stating that their initial target of 200,000 users by year-end was too low [4] - As of the report, the Lingguang app has already met its year-end target ahead of schedule [4]

Core Insights - Ant Lingguang achieved over 1 million downloads within 4 days, ranking sixth on the App Store's free chart in China, surpassing the download speed of major global AI products like ChatGPT, Sora2, and DeepSeek [1] Summary by Sections - **Download Performance** - Ant Lingguang's download exceeded 1 million in just 4 days [1] - It ranked sixth in the App Store's free chart in China [1] - The download speed outpaced other prominent AI products [1]

Core Insights - Ant Group's innovative AI application "Lingguang" achieved over 1 million downloads within 4 days, surpassing the download speed of ChatGPT, Sora2, and DeepSeek [1] - The app's launch has disrupted the domestic AI application market, with Ant Group's products ranking in the top 6 of the App Store's free chart, breaking ByteDance's previous dominance [3] Group 1 - "Lingguang" was launched on November 18 and reached 20,000 downloads on its first day, and 100,000 downloads by the fourth day, ranking sixth in the App Store's free chart in China and first in the free tools category [1] - The CTO of Ant Group stated that the initial target was 200,000 users by the end of the year, but this goal was surpassed within days of launch [1] - The app features a full-modal AI assistant with three main functions: "Lingguang Dialogue," "Lingguang Flash Applications," and "Lingguang Open Eyes" [1] Group 2 - Unlike typical chatbot products, "Lingguang" offers an interactive experience that combines stylized text and images, allowing users to generate and store "mini-applications" through text dialogue [2] - The app has undergone 8 rounds of urgent capacity expansion within its first 4 days to support the "Lingguang Flash Applications" feature [3] - The launch of "Lingguang" and another product "Qianwen" has altered the competitive landscape of the AI application market in China [3]

【环球网科技综合报道】11月22日消息，蚂蚁灵光上线4天下载量突破100万，冲上App Store中国区免费榜第六，首个百万下载速度超过ChatGPT、Sora2、 DeepSeek等全球主流AI产品，成为2025年底表现最亮眼的一款通用AI助手。灵光迅速爆火，在X、领英等平台受到全球AI从业者、科技博主等专业人士广泛 讨论。 灵光是蚂蚁集团发布的全模态通用AI助手，首批上线"灵光对话""灵光闪应用""灵光开眼"三大功能。灵光开创性地在移动端实现"自然语言30秒生成小应 用"，并且可编辑可交互可分享，也是业内首个全代码生成多模态内容的AI助手，支持3D、音视频、图表、动画、地图等全模态信息输出，对话更生动，交 流更高效，极具信息美感。 在领英拥有9.6万粉丝的美国AI战略专家Kirk Borne认为，"闪应用"功能提升了AI应用的包容性和生产力："非技术人员也能轻松开发功能型应用，使他们 从'AI用户'转变为'AI创造者'。" 他同时指出，灵光对话通过动态、多模态的内容，对用户提问或关键词进行回应："所有内容均以简洁、极简的风格呈现""更清晰和吸引人"。 新加坡AI领域KOL Madapparambath表示 ...

灵光 首个百万下载速度超过 ChatGPT、Sora2、DeepSeek等全球 现象级 AI产品，成为2025年底表现最亮眼的一款通用AI助手。 至此，阿里系两大AI to C应用（阿里千问、蚂蚁灵光）占据总榜Top6两席，为长期由字节跳动系产品领跑的AppStore免费榜注入了新的竞争变量。 在短短 96小时内，灵光下载量突破百万 。 冲上 App Store中国区免费榜第六。 11月18日，蚂蚁集团全模态通用AI助手"灵光"同步登陆安卓与苹果应用商店，随后的市场反应呈现出"阶梯式爆发"。 从数据来看，灵光上线首日的下载量即突破 20万；次日，这一数字迅速攀升至50万；第四天，下载量冲破100万大关， 冲上 App Store中国区免费榜第 六，App Store中国区免费工具榜第一 。 阿里系两大产品所代表的 "实用主义"AI策略证明，"实用化" 已 成为 AI下半场竞争最重要的游戏规则之一。 中国 AI产业"南阿里北字节"的格局初定！路线分野背后，是生态基因对行业未来定义权的正面博弈。 灵光 4天 "百万下载" ， 快过 ChatGPT 在互联网产品的发展史上，某些特定时刻往往标志着一种新范式的确立。 ...

Core Insights - Ant Group's Lingguang app achieved over 1 million downloads within 4 days of its launch, ranking sixth on the App Store's free chart in China, surpassing the download speed of major global AI products like ChatGPT and Sora2 [1][3] - Lingguang is a multimodal AI assistant featuring three main functions: "Lingguang Dialogue," "Lingguang Flash Applications," and "Lingguang Open Eye," which allows users to create applications using natural language in just 30 seconds [3] - The rapid growth of Lingguang has led to eight rounds of emergency capacity expansion to support its "Lingguang Flash Applications" feature, indicating high user demand [3] Market Dynamics - The domestic AI application market is experiencing a shift, with Ant Group's Lingguang and Alibaba's Qianwen both entering the App Store's free chart, marking a significant presence for Alibaba's ecosystem [4] - As of November 21, both Lingguang and Qianwen ranked fourth and sixth respectively on the App Store's free chart in China, highlighting the competitive landscape among AI applications [4]

来源：市场投研资讯 （来源：汇丰晋信基金） 本周市场回顾 本周A股市场呈现调整趋势，本周上证指数累计跌幅3.90%，深证成指累计跌幅5.13%，创业板指累计跌幅6.15%，微盘股指数表现弱于大盘，显示 小盘股的调整压力更大。内部因素来看，10月工业增加值同比增速回落至4.9%，社零增速降至2.9%，房地产持续回调，拖累市场信心；外部因素上 看，地缘政治风险、美联储鹰派表态、美股的震荡调整，也对A股情绪形成扰动。 表一：本周各指数涨跌幅 数据来源：Wind，截至2025.11.21。过往表现不预示未来，市场有风险，投资需谨慎。 本周银行板块防御性凸显 近期国内外大厂相继发布AI应用端的重大进展，某电子商务龙头公司推出"千问"app，全面对标ChatGPT，并迅速冲入苹果免费榜前四；同时， OpenAI发布下一代视频生成模型Sora2，以AI营销、AI智能体为首的 AI应用端全线爆发，逆势走强。 *文中所示公司仅作示意，不构成投资建议，市场有风险，投资需谨慎。 11月19日，广期所碳酸锂主力合约自2024年6月以来首次突破10万元/吨关口，锂矿股再获提振，但后半段动力不足，同时前期强势的电解液方向回 落，锂电产业 ...

Group 1: Japan's Economic Stimulus Plan - Japan is planning a significant economic stimulus package worth 21.3 trillion yen (approximately 961 billion RMB) to help households cope with ongoing inflation, marking the largest stimulus since the pandemic [2][3] - The plan includes 17.7 trillion yen in general spending and 2.7 trillion yen in tax cuts, exceeding last year's 13.9 trillion yen [2] - The total impact, including private sector funding, could reach 42.8 trillion yen, reflecting Prime Minister Kishi's expansionary fiscal and monetary policy stance [2] Group 2: AI Development Initiatives in the U.S. - Former President Trump plans to launch the "Genesis Mission," aimed at enhancing the U.S. artificial intelligence capabilities, which is considered a strategic priority akin to the Manhattan Project [4] - The initiative may involve increased research efforts in national laboratories and promote public-private partnerships, with a focus on establishing a unified AI regulatory framework [4] - The "Genesis Mission" follows previous challenges faced by the "Stargate" initiative, indicating a shift towards more government involvement in AI development [4] Group 3: Labor Insurance Regulations in China - The Ministry of Human Resources and Social Security has released guidelines clarifying the recognition of work-related injuries, including cases of medical malpractice and injuries during remote work [5][6] - The new standards aim to broaden the scope of work injury insurance, reflecting the evolving nature of work environments, such as remote work [5][6] - The adjustments highlight a commitment to ensuring that new employment forms, like gig economy workers, receive adequate protection [6] Group 4: E-commerce Growth in China - China's online retail sales increased by 9.6% year-on-year in the first ten months of the year, with significant growth in smart products and digital services [7] - The government has issued guidelines to boost digital consumption, emphasizing the development of AI hardware and software innovations [7] - Despite the growth in online retail, the overall consumer market remains under pressure, with mixed results from major promotional events like "Double 11" [8] Group 5: Nvidia's Financial Performance - Nvidia reported a 62% year-on-year revenue increase to $57.006 billion for the third quarter of fiscal 2026, surpassing market expectations [9] - The company anticipates fourth-quarter sales to reach approximately $65 billion, indicating strong demand for AI chips and cloud GPU products [9] - CEO Jensen Huang expressed optimism about the AI industry's growth, dismissing concerns about an AI bubble, and highlighted the ongoing demand for their Blackwell chips [9][10] Group 6: Kuaishou's Financial Results - Kuaishou's Q3 revenue grew by 14.2% year-on-year to 35.6 billion RMB, with adjusted net profit increasing by 26.3% to 5 billion RMB [11] - The e-commerce segment saw a GMV increase of 15.2% to 385 billion RMB, driven by growth in AI-related services [11][12] - Despite a slowdown in live-streaming revenue, Kuaishou's advancements in AI technology position it well for future growth in the content ecosystem [12] Group 7: Securities Industry Consolidation - China International Capital Corporation (CICC) is set to merge with Dongxing Securities and Xinda Securities, creating a significant player in the securities industry with a capital scale exceeding 170 billion RMB [13] - This merger represents a new model for integrating smaller securities firms into larger entities, enhancing service capabilities across the industry [13] - If successful, CICC's market value could significantly increase, positioning it among the top securities firms in China [13] Group 8: Market Trends and Investor Sentiment - The Chinese stock market experienced fluctuations, with the Shanghai Composite Index falling by 0.4% amid mixed investor sentiment [14] - Despite Nvidia's strong earnings report, the A-share market showed limited positive impact, with various sectors experiencing declines [14][15] - Investor concerns about potential interest rate changes by the Federal Reserve have led to a cautious market outlook, with heightened sensitivity to negative news [15]