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Mx_9007
08-11
模拟我一个月都翻2000多倍
@沃金通寶:
$特斯拉(TSLA)$
Mx_9007
06-02
不能玩了
Mx_9007
05-14
2天409倍
Mx_9007
05-12
实盘 这就上天了
Mx_9007
2025-09-24
这篇文章不错，转发给大家看看
加大AI基建投资，阿里云要做“AI时代的Android”
Mx_9007
2025-09-20
这篇文章不错，转发给大家看看
@AI行业观察:赵长鹏：AI + Web3推进，港交所将升级为“链上纽交所”
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这就上天了","listText":"实盘 这就上天了","text":"实盘 这就上天了","images":[{"img":"https://static.tigerbbs.com/967bcf3859b0f22383d03f5351ae3934","width":"1240","height":"2772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563192961091232","isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":482059127910480,"gmtCreate":1758718676779,"gmtModify":1758718864388,"author":{"id":"3546235906055459","authorId":"3546235906055459","name":"Mx_9007","avatar":"https://static.tigerbbs.com/b394c11b33eaceced2b25677d2e83a30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546235906055459","authorIdStr":"3546235906055459"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482059127910480","repostId":"2569706127","repostType":2,"repost":{"id":"2569706127","kind":"news","pubTimestamp":1758714097,"share":"https://www.laohunote.com/m/news/2569706127?lang=zh_CN&edition=full","pubTime":"2025-09-24 19:41","market":"hk","language":"zh","title":"加大AI基建投资，阿里云要做“AI时代的Android”","url":"https://stock-news.laohu8.com/highlight/detail?id=2569706127","media":"21世纪经济报道","summary":"阿里云升级全栈AI体系当天的大会还释放了重磅信息。阿里云将持续加大投入，迎接超级人工智能时代到来。过去一年，阿里云AI算力增长超5倍，AI存力增长4倍多。两者结合，共同服务于阿里巴巴布局AI的战略目标。成为AI时代的“Android”资本市场也给予了积极回应。因此，出海也成为下一步的重要战略，要成为AI时代的“Android”，阿里云必须走到更远的地方。","content":"<div>\n<p>21世纪经济报道记者陶力 杭州报道从电商到云+AI，再到超级人工智能（ASI），在AI战略的全力投入，让阿里巴巴再次回到巅峰。9月24日，在2025云栖大会上，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭明确阐述了AI时代下阿里云的核心战略。他表示大模型是下一代操作系统，而AI云是下一代计算机。“大模型将取代传统OS，成为连接用户、软件与AI计算资源的中间层。”（2025云栖大会现场 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250924195758a4410d8d&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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杭州报道从电商到云+AI，再到超级人工智能（ASI），在AI战略的全力投入，让阿里巴巴再次回到巅峰。9月24日，在2025云栖大会上，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭明确阐述了AI时代下阿里云的核心战略。他表示大模型是下一代操作系统，而AI云是下一代计算机。“大模型将取代传统OS，成为连接用户、软件与AI计算资源的中间层。”（2025云栖大会现场 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250924195758a4410d8d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","09988":"阿里巴巴-W","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0791591158.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","BK1586":"云计算","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0611395673.USD":"NINETY ONE GSF 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SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250924195758a4410d8d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569706127","content_text":"21世纪经济报道记者陶力 杭州报道从电商到云+AI，再到超级人工智能（ASI），在AI战略的全力投入，让阿里巴巴再次回到巅峰。9月24日，在2025云栖大会上，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭明确阐述了AI时代下阿里云的核心战略。他表示大模型是下一代操作系统，而AI云是下一代计算机。“大模型将取代传统OS，成为连接用户、软件与AI计算资源的中间层。”（2025云栖大会现场 本报记者 陶力/摄）他宣布，公司正积极推进3800亿元的AI基础设施建设，并计划追加更大投入。到2032年，阿里云全球数据中心的能耗规模将比2022年提升10倍。这一目标预示着阿里云算力投入将指数级增长，为迎接超级人工智能（ASI）时代做准备。此前公布的2025财年第二季度财报显示，阿里云智能集团收入同比增长26%，创下近三年最高增速。公司整体净利润同比增长76%，表明AI投入已开始产生实效。受到上述信息的刺激，资本市场也给予了积极回应。截至9月24日下午4点，阿里巴巴港股股价上涨超9%，市值一日增加近3000亿港元。这意味着，阿里巴巴的AI战略获得了资本市场的认同。但与此同时，AI市场的竞争也异常激烈，无论是火山引擎、百度还是腾讯等科技巨头均在加大投入。对于市场态势，阿里云智能集团首席技术官周靖人在接受21世纪经济报道等媒体采访时表示，客观来看，阿里云是全球少数几家在大模型和云计算方面都能够做到全栈自研，并能联合创新的云计算公司。“所有的创新是联合在一起的，也是相辅相成的。今天模型之间的竞争，实质是系统的竞争；云的竞争，也是模型的竞争。”在他看来，综合能力的协同以及全栈自研的能力，正是阿里云在AI领域建立的护城河。更重要的是，他希望通过开源和新的大模型技术，让开发者也能够使用起来并与他们的应用场景结合在一起，从而推动整个AI产业的发展。阿里云升级全栈AI体系当天的大会还释放了重磅信息。阿里云宣布和英伟达在Physical AI（物理人工智能）领域达成合作。阿里云人工智能平台PAI将集成英伟达Physical AI软件栈，为企业用户提供数据预处理、仿真数据生成、模型训练评估、机器人强化学习、仿真测试等全链路平台服务，进一步缩短具身智能、辅助驾驶等应用的开发周期。截至9月24日下午6点，阿里巴巴美股盘前股价也上涨近10%。所谓Physical AI，是AI技术向物理世界延伸的分支领域，旨在通过融合多模态感知、空间关系理解和物理规则认知 ，使AI能够与现实世界进行交互。其典型应用包括人形机器人、高级别自动驾驶等需要与物理环境交互的系统。吴泳铭在演讲中表示，通用人工智能（AGI）已是确定性事件，但这只是起点，终极目标是发展出能自我迭代、全面超越人类的超级人工智能（ASI）。（2025云栖大会现场 本报记者 陶力/摄）“AI时代，大模型将是下一代操作系统，超级AI云是下一代计算机。”吴泳铭说，超级AI云需要超大规模的基础设施和全栈的技术积累，未来，全世界可能只会有5—6个超级云计算平台。阿里云将持续加大投入，迎接超级人工智能时代到来。吴泳铭宣布阿里云重磅升级全栈AI体系，实现从AI大模型到AI基础设施的技术更新。阿里云将全力打造成为全栈人工智能服务商。（2025云栖大会现场 本报记者 陶力/摄）为了迎接ASI时代的到来，对比2022年，2032年阿里云全球数据中心的能耗规模将提升10倍。这意味着阿里云算力投入将指数级提升。当下，在AI基础设施上，阿里云围绕AI进行了软硬全栈的协同优化和系统创新，已初步形成以通义为核心的操作系统和以AI云为核心的下一代计算机。过去一年，阿里云AI算力增长超5倍，AI存力增长4倍多。对于资本市场来说，全面升级的阿里云AI基础设施也意味着阿里巴巴的AI战略全面走向落地。会场展示了阿里云从底层芯片、超节点服务器、高性能网络、分布式存储、智算集群到人工智能平台、模型训练推理服务的全栈AI技术能力。无论是巨额的资本开支还是与英伟达的合作，都是阿里云为实现其核心战略而采取的关键举措。巨额投入用于建设更强大的数据中心等基础设施，以扩大规模和降低成本；而与行业龙头英伟达合作，则是为了获取顶级的AI算力与技术，抢占人工智能市场的先机。两者结合，共同服务于阿里巴巴布局AI的战略目标。成为AI时代的“Android”资本市场也给予了积极回应。9月24日，阿里巴巴港股全天大涨9.14%，股价创下2021年10月以来新高 ，市值一日暴增近3000亿港元。9月阿里巴巴股价已累计上涨超四成，年内涨幅接近翻倍。截至发稿，其总市值达到3.32万亿港元。从美股层面来看，当地时间周一，华尔街明星基金经理“木头姐”凯茜•伍德（Cathie Wood）管理的方舟投资（Ark Investment）也重启对阿里巴巴(BABA.N)持仓，这也是四年来的首次。这意味着，全球资本市场也开始重新评估中国龙头科技公司，并展现了对阿里巴巴AI转型方向和前景的认可。如何从电商巨头向AI巨头迈进，从吴泳铭的演讲中，可以看出他的思考和战略。（2025云栖大会现场 本报记者 陶力/摄）吴泳铭表示，未来通义千问将坚定开源开放路线，致力于打造“AI时代的Android”；此外将构建作为“下一代计算机”的超级AI云，为全球提供智能算力网络。他认为，未来全世界可能只会有5—6个超级云计算平台。某种程度上看，股价的上涨也有短期消息刺激的因素，但是阿里云在大模型能力升级方面确已取得显著进展。在云栖大会现场，阿里巴巴推出Qwen3-Max，并被称作是“迄今为止规模最大、能力最强的模型”。目前，Qwen3-Max-Instruct的预览版在LMArena文本排行榜上位列第三，超越了GPT-5-Chat。因此，出海也成为下一步的重要战略，要成为AI时代的“Android”，阿里云必须走到更远的地方。当天，阿里云宣布了新一轮全球基础设施扩建计划：将在巴西、法国和荷兰首次设立云计算地域节点，并将扩建墨西哥、日本、韩国、马来西亚和迪拜的数据中心。（2025云栖大会现场 本报记者 陶力/摄）全栈AI能力，有望同步复制到海外市场。它包括底层算力、云计算和大模型三个层面，全球在这三个层面同时有布局的公司，目前只有阿里巴巴和Google。“我们通往ASI一系列链路，现在还在第二个阶段，能够去做各种工具的使用。但这中间还有很多的问题，还在亟待去解决。想要到第三个阶段，让模型去做自我学习、自我完善，这中间还有很多技术的难题。”周靖人寄望于明年，在这一方面的技术能有更大的突破。招银国际证券指出，当下市场对中国AI相关的投资叙事展现出更高热情，AI对业绩中短期实质性变现进展或有望为估值水平提供支撑。根据市场轮动的经验，及中美两边的科技股发展趋势，中国互联网公司估值或仍有修复空间。","news_type":1,"symbols_score_info":{"89988":0.6,"BABA":0.6,"09988":1.5,"ALBmain":0.6,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480365602853424,"gmtCreate":1758300443735,"gmtModify":1758302554606,"author":{"id":"3546235906055459","authorId":"3546235906055459","name":"Mx_9007","avatar":"https://static.tigerbbs.com/b394c11b33eaceced2b25677d2e83a30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546235906055459","authorIdStr":"3546235906055459"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480365602853424","repostId":"474830982185152","repostType":1,"repost":{"id":474830982185152,"gmtCreate":1756952922669,"gmtModify":1756963304693,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI行业观察","avatar":"https://static.tigerbbs.com/03acd63f394134e53cb315da4b353c9a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"1436866998000","authorIdStr":"1436866998000"},"themes":[],"title":"赵长鹏：AI + Web3推进，港交所将升级为“链上纽交所”","htmlText":"2025年8月27日，币安创始人赵长鹏（CZ）在香港大学主办的「加密金融论坛 2025」发表主题演讲，系统阐述了他对稳定币、AI 与区块链融合等五大热门赛道的最新判断，并给香港提出“抢占下一轮风口”的具体建议。核心观点整理如下：一、稳定币：从“波动避风港”到美元全球化利器，香港可做人民币国际化的“数字航道”业务模式简单（发行-赎回），门槛低、流动性高；币安目前占全球稳定币交易量约 70%，是最重要的分发渠道。USDT 已持有超 1,000 亿美元美国国债，用户几乎全在美国境外，实质扩大了美元影响力；美国政府已转而支持。对香港的启示： • 发行合规的港币稳定币，可同时连接全球资金与内地市场。 • 每个国家/地区都应有多币种稳定币，香港拥有独特优势，应率先布局。二、AI + Web3：微支付浪潮将催生千倍交易增量，香港可成“AI 经济结算中心”未来每人将拥有数百个 AI 代理（订酒店、做设计、写报告），它们之间会产生海量 0.01 美元级的微支付；传统银行因手续费高无法承载，区块链却可“秒级到账+零手续费”，天然匹配。仅 OpenAI 一家就计划把算力扩张 10–100 倍，对应资金需求达数千亿美元，Web3 融资将成为重要资金来源。香港如果现在就建设适配 AI 的合规支付接口、稳定币清算体系，有机会成为全球 AI 经济的“数字央行”。三、给香港的三条行动建议监管“先跑再修”：用“监管沙盒+牌照合作”快速吸引平台落地，以效率换时间。流动性全球化：必须接入全球流动性池，避免成为“孤岛”。为前沿技术“留白”：DEX 与 AI 今天看似边缘，明天可能成为主流，政策需提前预留空间。四、其他赛道简述（RWA、DAT、DEX）RWA（现实世界资产代币化）：优先股票、债券等高流动性资产，而非房产等低流动性标的； <a href=\"https://laohu8.com/S/00388\">$HK</a>","listText":"2025年8月27日，币安创始人赵长鹏（CZ）在香港大学主办的「加密金融论坛 2025」发表主题演讲，系统阐述了他对稳定币、AI 与区块链融合等五大热门赛道的最新判断，并给香港提出“抢占下一轮风口”的具体建议。核心观点整理如下：一、稳定币：从“波动避风港”到美元全球化利器，香港可做人民币国际化的“数字航道”业务模式简单（发行-赎回），门槛低、流动性高；币安目前占全球稳定币交易量约 70%，是最重要的分发渠道。USDT 已持有超 1,000 亿美元美国国债，用户几乎全在美国境外，实质扩大了美元影响力；美国政府已转而支持。对香港的启示： • 发行合规的港币稳定币，可同时连接全球资金与内地市场。 • 每个国家/地区都应有多币种稳定币，香港拥有独特优势，应率先布局。二、AI + Web3：微支付浪潮将催生千倍交易增量，香港可成“AI 经济结算中心”未来每人将拥有数百个 AI 代理（订酒店、做设计、写报告），它们之间会产生海量 0.01 美元级的微支付；传统银行因手续费高无法承载，区块链却可“秒级到账+零手续费”，天然匹配。仅 OpenAI 一家就计划把算力扩张 10–100 倍，对应资金需求达数千亿美元，Web3 融资将成为重要资金来源。香港如果现在就建设适配 AI 的合规支付接口、稳定币清算体系，有机会成为全球 AI 经济的“数字央行”。三、给香港的三条行动建议监管“先跑再修”：用“监管沙盒+牌照合作”快速吸引平台落地，以效率换时间。流动性全球化：必须接入全球流动性池，避免成为“孤岛”。为前沿技术“留白”：DEX 与 AI 今天看似边缘，明天可能成为主流，政策需提前预留空间。四、其他赛道简述（RWA、DAT、DEX）RWA（现实世界资产代币化）：优先股票、债券等高流动性资产，而非房产等低流动性标的； <a href=\"https://laohu8.com/S/00388\">$HK</a>","text":"2025年8月27日，币安创始人赵长鹏（CZ）在香港大学主办的「加密金融论坛 2025」发表主题演讲，系统阐述了他对稳定币、AI 与区块链融合等五大热门赛道的最新判断，并给香港提出“抢占下一轮风口”的具体建议。核心观点整理如下：一、稳定币：从“波动避风港”到美元全球化利器，香港可做人民币国际化的“数字航道”业务模式简单（发行-赎回），门槛低、流动性高；币安目前占全球稳定币交易量约 70%，是最重要的分发渠道。USDT 已持有超 1,000 亿美元美国国债，用户几乎全在美国境外，实质扩大了美元影响力；美国政府已转而支持。对香港的启示： • 发行合规的港币稳定币，可同时连接全球资金与内地市场。 • 每个国家/地区都应有多币种稳定币，香港拥有独特优势，应率先布局。二、AI + Web3：微支付浪潮将催生千倍交易增量，香港可成“AI 经济结算中心”未来每人将拥有数百个 AI 代理（订酒店、做设计、写报告），它们之间会产生海量 0.01 美元级的微支付；传统银行因手续费高无法承载，区块链却可“秒级到账+零手续费”，天然匹配。仅 OpenAI 一家就计划把算力扩张 10–100 倍，对应资金需求达数千亿美元，Web3 融资将成为重要资金来源。香港如果现在就建设适配 AI 的合规支付接口、稳定币清算体系，有机会成为全球 AI 经济的“数字央行”。三、给香港的三条行动建议监管“先跑再修”：用“监管沙盒+牌照合作”快速吸引平台落地，以效率换时间。流动性全球化：必须接入全球流动性池，避免成为“孤岛”。为前沿技术“留白”：DEX 与 AI 今天看似边缘，明天可能成为主流，政策需提前预留空间。四、其他赛道简述（RWA、DAT、DEX）RWA（现实世界资产代币化）：优先股票、债券等高流动性资产，而非房产等低流动性标的； 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这就上天了","listText":"实盘 这就上天了","text":"实盘 这就上天了","images":[{"img":"https://static.tigerbbs.com/967bcf3859b0f22383d03f5351ae3934","width":"1240","height":"2772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563192961091232","isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":482059127910480,"gmtCreate":1758718676779,"gmtModify":1758718864388,"author":{"id":"3546235906055459","authorId":"3546235906055459","name":"Mx_9007","avatar":"https://static.tigerbbs.com/b394c11b33eaceced2b25677d2e83a30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546235906055459","idStr":"3546235906055459"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482059127910480","repostId":"2569706127","repostType":2,"repost":{"id":"2569706127","kind":"news","pubTimestamp":1758714097,"share":"https://www.laohunote.com/m/news/2569706127?lang=zh_CN&edition=full","pubTime":"2025-09-24 19:41","market":"hk","language":"zh","title":"加大AI基建投资，阿里云要做“AI时代的Android”","url":"https://stock-news.laohu8.com/highlight/detail?id=2569706127","media":"21世纪经济报道","summary":"阿里云升级全栈AI体系当天的大会还释放了重磅信息。阿里云将持续加大投入，迎接超级人工智能时代到来。过去一年，阿里云AI算力增长超5倍，AI存力增长4倍多。两者结合，共同服务于阿里巴巴布局AI的战略目标。成为AI时代的“Android”资本市场也给予了积极回应。因此，出海也成为下一步的重要战略，要成为AI时代的“Android”，阿里云必须走到更远的地方。","content":"<div>\n<p>21世纪经济报道记者陶力 杭州报道从电商到云+AI，再到超级人工智能（ASI），在AI战略的全力投入，让阿里巴巴再次回到巅峰。9月24日，在2025云栖大会上，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭明确阐述了AI时代下阿里云的核心战略。他表示大模型是下一代操作系统，而AI云是下一代计算机。“大模型将取代传统OS，成为连接用户、软件与AI计算资源的中间层。”（2025云栖大会现场 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250924195758a4410d8d&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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杭州报道从电商到云+AI，再到超级人工智能（ASI），在AI战略的全力投入，让阿里巴巴再次回到巅峰。9月24日，在2025云栖大会上，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭明确阐述了AI时代下阿里云的核心战略。他表示大模型是下一代操作系统，而AI云是下一代计算机。“大模型将取代传统OS，成为连接用户、软件与AI计算资源的中间层。”（2025云栖大会现场 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250924195758a4410d8d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","09988":"阿里巴巴-W","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0791591158.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","BK1586":"云计算","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0611395673.USD":"NINETY ONE GSF 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SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250924195758a4410d8d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569706127","content_text":"21世纪经济报道记者陶力 杭州报道从电商到云+AI，再到超级人工智能（ASI），在AI战略的全力投入，让阿里巴巴再次回到巅峰。9月24日，在2025云栖大会上，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭明确阐述了AI时代下阿里云的核心战略。他表示大模型是下一代操作系统，而AI云是下一代计算机。“大模型将取代传统OS，成为连接用户、软件与AI计算资源的中间层。”（2025云栖大会现场 本报记者 陶力/摄）他宣布，公司正积极推进3800亿元的AI基础设施建设，并计划追加更大投入。到2032年，阿里云全球数据中心的能耗规模将比2022年提升10倍。这一目标预示着阿里云算力投入将指数级增长，为迎接超级人工智能（ASI）时代做准备。此前公布的2025财年第二季度财报显示，阿里云智能集团收入同比增长26%，创下近三年最高增速。公司整体净利润同比增长76%，表明AI投入已开始产生实效。受到上述信息的刺激，资本市场也给予了积极回应。截至9月24日下午4点，阿里巴巴港股股价上涨超9%，市值一日增加近3000亿港元。这意味着，阿里巴巴的AI战略获得了资本市场的认同。但与此同时，AI市场的竞争也异常激烈，无论是火山引擎、百度还是腾讯等科技巨头均在加大投入。对于市场态势，阿里云智能集团首席技术官周靖人在接受21世纪经济报道等媒体采访时表示，客观来看，阿里云是全球少数几家在大模型和云计算方面都能够做到全栈自研，并能联合创新的云计算公司。“所有的创新是联合在一起的，也是相辅相成的。今天模型之间的竞争，实质是系统的竞争；云的竞争，也是模型的竞争。”在他看来，综合能力的协同以及全栈自研的能力，正是阿里云在AI领域建立的护城河。更重要的是，他希望通过开源和新的大模型技术，让开发者也能够使用起来并与他们的应用场景结合在一起，从而推动整个AI产业的发展。阿里云升级全栈AI体系当天的大会还释放了重磅信息。阿里云宣布和英伟达在Physical AI（物理人工智能）领域达成合作。阿里云人工智能平台PAI将集成英伟达Physical AI软件栈，为企业用户提供数据预处理、仿真数据生成、模型训练评估、机器人强化学习、仿真测试等全链路平台服务，进一步缩短具身智能、辅助驾驶等应用的开发周期。截至9月24日下午6点，阿里巴巴美股盘前股价也上涨近10%。所谓Physical AI，是AI技术向物理世界延伸的分支领域，旨在通过融合多模态感知、空间关系理解和物理规则认知 ，使AI能够与现实世界进行交互。其典型应用包括人形机器人、高级别自动驾驶等需要与物理环境交互的系统。吴泳铭在演讲中表示，通用人工智能（AGI）已是确定性事件，但这只是起点，终极目标是发展出能自我迭代、全面超越人类的超级人工智能（ASI）。（2025云栖大会现场 本报记者 陶力/摄）“AI时代，大模型将是下一代操作系统，超级AI云是下一代计算机。”吴泳铭说，超级AI云需要超大规模的基础设施和全栈的技术积累，未来，全世界可能只会有5—6个超级云计算平台。阿里云将持续加大投入，迎接超级人工智能时代到来。吴泳铭宣布阿里云重磅升级全栈AI体系，实现从AI大模型到AI基础设施的技术更新。阿里云将全力打造成为全栈人工智能服务商。（2025云栖大会现场 本报记者 陶力/摄）为了迎接ASI时代的到来，对比2022年，2032年阿里云全球数据中心的能耗规模将提升10倍。这意味着阿里云算力投入将指数级提升。当下，在AI基础设施上，阿里云围绕AI进行了软硬全栈的协同优化和系统创新，已初步形成以通义为核心的操作系统和以AI云为核心的下一代计算机。过去一年，阿里云AI算力增长超5倍，AI存力增长4倍多。对于资本市场来说，全面升级的阿里云AI基础设施也意味着阿里巴巴的AI战略全面走向落地。会场展示了阿里云从底层芯片、超节点服务器、高性能网络、分布式存储、智算集群到人工智能平台、模型训练推理服务的全栈AI技术能力。无论是巨额的资本开支还是与英伟达的合作，都是阿里云为实现其核心战略而采取的关键举措。巨额投入用于建设更强大的数据中心等基础设施，以扩大规模和降低成本；而与行业龙头英伟达合作，则是为了获取顶级的AI算力与技术，抢占人工智能市场的先机。两者结合，共同服务于阿里巴巴布局AI的战略目标。成为AI时代的“Android”资本市场也给予了积极回应。9月24日，阿里巴巴港股全天大涨9.14%，股价创下2021年10月以来新高 ，市值一日暴增近3000亿港元。9月阿里巴巴股价已累计上涨超四成，年内涨幅接近翻倍。截至发稿，其总市值达到3.32万亿港元。从美股层面来看，当地时间周一，华尔街明星基金经理“木头姐”凯茜•伍德（Cathie Wood）管理的方舟投资（Ark Investment）也重启对阿里巴巴(BABA.N)持仓，这也是四年来的首次。这意味着，全球资本市场也开始重新评估中国龙头科技公司，并展现了对阿里巴巴AI转型方向和前景的认可。如何从电商巨头向AI巨头迈进，从吴泳铭的演讲中，可以看出他的思考和战略。（2025云栖大会现场 本报记者 陶力/摄）吴泳铭表示，未来通义千问将坚定开源开放路线，致力于打造“AI时代的Android”；此外将构建作为“下一代计算机”的超级AI云，为全球提供智能算力网络。他认为，未来全世界可能只会有5—6个超级云计算平台。某种程度上看，股价的上涨也有短期消息刺激的因素，但是阿里云在大模型能力升级方面确已取得显著进展。在云栖大会现场，阿里巴巴推出Qwen3-Max，并被称作是“迄今为止规模最大、能力最强的模型”。目前，Qwen3-Max-Instruct的预览版在LMArena文本排行榜上位列第三，超越了GPT-5-Chat。因此，出海也成为下一步的重要战略，要成为AI时代的“Android”，阿里云必须走到更远的地方。当天，阿里云宣布了新一轮全球基础设施扩建计划：将在巴西、法国和荷兰首次设立云计算地域节点，并将扩建墨西哥、日本、韩国、马来西亚和迪拜的数据中心。（2025云栖大会现场 本报记者 陶力/摄）全栈AI能力，有望同步复制到海外市场。它包括底层算力、云计算和大模型三个层面，全球在这三个层面同时有布局的公司，目前只有阿里巴巴和Google。“我们通往ASI一系列链路，现在还在第二个阶段，能够去做各种工具的使用。但这中间还有很多的问题，还在亟待去解决。想要到第三个阶段，让模型去做自我学习、自我完善，这中间还有很多技术的难题。”周靖人寄望于明年，在这一方面的技术能有更大的突破。招银国际证券指出，当下市场对中国AI相关的投资叙事展现出更高热情，AI对业绩中短期实质性变现进展或有望为估值水平提供支撑。根据市场轮动的经验，及中美两边的科技股发展趋势，中国互联网公司估值或仍有修复空间。","news_type":1,"symbols_score_info":{"89988":0.6,"BABA":0.6,"09988":1.5,"ALBmain":0.6,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480365602853424,"gmtCreate":1758300443735,"gmtModify":1758302554606,"author":{"id":"3546235906055459","authorId":"3546235906055459","name":"Mx_9007","avatar":"https://static.tigerbbs.com/b394c11b33eaceced2b25677d2e83a30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546235906055459","idStr":"3546235906055459"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480365602853424","repostId":"474830982185152","repostType":1,"repost":{"id":474830982185152,"gmtCreate":1756952922669,"gmtModify":1756963304693,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI行业观察","avatar":"https://static.tigerbbs.com/03acd63f394134e53cb315da4b353c9a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"赵长鹏：AI + Web3推进，港交所将升级为“链上纽交所”","htmlText":"2025年8月27日，币安创始人赵长鹏（CZ）在香港大学主办的「加密金融论坛 2025」发表主题演讲，系统阐述了他对稳定币、AI 与区块链融合等五大热门赛道的最新判断，并给香港提出“抢占下一轮风口”的具体建议。核心观点整理如下：一、稳定币：从“波动避风港”到美元全球化利器，香港可做人民币国际化的“数字航道”业务模式简单（发行-赎回），门槛低、流动性高；币安目前占全球稳定币交易量约 70%，是最重要的分发渠道。USDT 已持有超 1,000 亿美元美国国债，用户几乎全在美国境外，实质扩大了美元影响力；美国政府已转而支持。对香港的启示： • 发行合规的港币稳定币，可同时连接全球资金与内地市场。 • 每个国家/地区都应有多币种稳定币，香港拥有独特优势，应率先布局。二、AI + Web3：微支付浪潮将催生千倍交易增量，香港可成“AI 经济结算中心”未来每人将拥有数百个 AI 代理（订酒店、做设计、写报告），它们之间会产生海量 0.01 美元级的微支付；传统银行因手续费高无法承载，区块链却可“秒级到账+零手续费”，天然匹配。仅 OpenAI 一家就计划把算力扩张 10–100 倍，对应资金需求达数千亿美元，Web3 融资将成为重要资金来源。香港如果现在就建设适配 AI 的合规支付接口、稳定币清算体系，有机会成为全球 AI 经济的“数字央行”。三、给香港的三条行动建议监管“先跑再修”：用“监管沙盒+牌照合作”快速吸引平台落地，以效率换时间。流动性全球化：必须接入全球流动性池，避免成为“孤岛”。为前沿技术“留白”：DEX 与 AI 今天看似边缘，明天可能成为主流，政策需提前预留空间。四、其他赛道简述（RWA、DAT、DEX）RWA（现实世界资产代币化）：优先股票、债券等高流动性资产，而非房产等低流动性标的； <a href=\"https://laohu8.com/S/00388\">$HK</a>","listText":"2025年8月27日，币安创始人赵长鹏（CZ）在香港大学主办的「加密金融论坛 2025」发表主题演讲，系统阐述了他对稳定币、AI 与区块链融合等五大热门赛道的最新判断，并给香港提出“抢占下一轮风口”的具体建议。核心观点整理如下：一、稳定币：从“波动避风港”到美元全球化利器，香港可做人民币国际化的“数字航道”业务模式简单（发行-赎回），门槛低、流动性高；币安目前占全球稳定币交易量约 70%，是最重要的分发渠道。USDT 已持有超 1,000 亿美元美国国债，用户几乎全在美国境外，实质扩大了美元影响力；美国政府已转而支持。对香港的启示： • 发行合规的港币稳定币，可同时连接全球资金与内地市场。 • 每个国家/地区都应有多币种稳定币，香港拥有独特优势，应率先布局。二、AI + Web3：微支付浪潮将催生千倍交易增量，香港可成“AI 经济结算中心”未来每人将拥有数百个 AI 代理（订酒店、做设计、写报告），它们之间会产生海量 0.01 美元级的微支付；传统银行因手续费高无法承载，区块链却可“秒级到账+零手续费”，天然匹配。仅 OpenAI 一家就计划把算力扩张 10–100 倍，对应资金需求达数千亿美元，Web3 融资将成为重要资金来源。香港如果现在就建设适配 AI 的合规支付接口、稳定币清算体系，有机会成为全球 AI 经济的“数字央行”。三、给香港的三条行动建议监管“先跑再修”：用“监管沙盒+牌照合作”快速吸引平台落地，以效率换时间。流动性全球化：必须接入全球流动性池，避免成为“孤岛”。为前沿技术“留白”：DEX 与 AI 今天看似边缘，明天可能成为主流，政策需提前预留空间。四、其他赛道简述（RWA、DAT、DEX）RWA（现实世界资产代币化）：优先股票、债券等高流动性资产，而非房产等低流动性标的； <a href=\"https://laohu8.com/S/00388\">$HK</a>","text":"2025年8月27日，币安创始人赵长鹏（CZ）在香港大学主办的「加密金融论坛 2025」发表主题演讲，系统阐述了他对稳定币、AI 与区块链融合等五大热门赛道的最新判断，并给香港提出“抢占下一轮风口”的具体建议。核心观点整理如下：一、稳定币：从“波动避风港”到美元全球化利器，香港可做人民币国际化的“数字航道”业务模式简单（发行-赎回），门槛低、流动性高；币安目前占全球稳定币交易量约 70%，是最重要的分发渠道。USDT 已持有超 1,000 亿美元美国国债，用户几乎全在美国境外，实质扩大了美元影响力；美国政府已转而支持。对香港的启示： • 发行合规的港币稳定币，可同时连接全球资金与内地市场。 • 每个国家/地区都应有多币种稳定币，香港拥有独特优势，应率先布局。二、AI + Web3：微支付浪潮将催生千倍交易增量，香港可成“AI 经济结算中心”未来每人将拥有数百个 AI 代理（订酒店、做设计、写报告），它们之间会产生海量 0.01 美元级的微支付；传统银行因手续费高无法承载，区块链却可“秒级到账+零手续费”，天然匹配。仅 OpenAI 一家就计划把算力扩张 10–100 倍，对应资金需求达数千亿美元，Web3 融资将成为重要资金来源。香港如果现在就建设适配 AI 的合规支付接口、稳定币清算体系，有机会成为全球 AI 经济的“数字央行”。三、给香港的三条行动建议监管“先跑再修”：用“监管沙盒+牌照合作”快速吸引平台落地，以效率换时间。流动性全球化：必须接入全球流动性池，避免成为“孤岛”。为前沿技术“留白”：DEX 与 AI 今天看似边缘，明天可能成为主流，政策需提前预留空间。四、其他赛道简述（RWA、DAT、DEX）RWA（现实世界资产代币化）：优先股票、债券等高流动性资产，而非房产等低流动性标的； 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