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08-03
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Hong Kong stocks say | Ali broke out! The AI market is far from over
山东武松
2025-10-08
$Vertiv Holdings LLC(VRT)$
山东武松
2023-11-18
$英特尔(INTC)$
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17:36","market":"sh","language":"zh","title":"Hong Kong stocks say | Ali broke out! The AI market is far from over","url":"https://stock-news.laohu8.com/highlight/detail?id=2656532754","media":"每日经济新闻","summary":"真的没想到，今天（8月3日）港股互联网“老登”——阿里巴巴（以下简称“阿里”）涨幅竟然达到7.01%。从前期低点88.65港元算起，阿里这一波涨幅已经超过42%。阿里突然的爆发，原因是阿里正式发布新一代基座大模型Qwen3.8，总参数量2.4万亿。在权威三方榜单Arena中，Qwen3.8仅次于Anthropic的Claude系列，整体性能处于全球大模型第一梯队。","content":"<p><div>Unexpectedly, today (August 3rd), Alibaba (hereinafter referred to as \"Ali\"), the \"old Deng\" of Hong Kong stocks, rose by 7.01%. From the previous low of HK$ 88.65, Ali's wave of increase has exceeded 42%. Ali's sudden outbreak was due to the official release of a new generation of large base model Qwen3.8, with a total number of 2.4 trillion parameters. In the authoritative three-party list Arena, Qwen3.8 is second only to Anthropic's Claude series, and its overall performance is in the first echelon of large models in the world. Currently, Qwen3.8's...</p><p><a href=\"http://finance.eastmoney.com/a/202608033829876066.html\">Web link</a></div></p>","source":"stock_eastmoney","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong stocks say | Ali broke out! 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The AI market is far from over\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">每日经济新闻</strong><span class=\"h-time small\">2026-08-03 17:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Unexpectedly, today (August 3rd), Alibaba (hereinafter referred to as \"Ali\"), the \"old Deng\" of Hong Kong stocks, rose by 7.01%. From the previous low of HK$ 88.65, Ali's wave of increase has exceeded 42%. Ali's sudden outbreak was due to the official release of a new generation of large base model Qwen3.8, with a total number of 2.4 trillion parameters. In the authoritative three-party list Arena, Qwen3.8 is second only to Anthropic's Claude series, and its overall performance is in the first echelon of large models in the world. Currently, Qwen3.8's...</p><p><a href=\"http://finance.eastmoney.com/a/202608033829876066.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://finance.eastmoney.com/a/202608033829876066.html\">每日经济新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME 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实际上，前期腾讯股价反扑，与Workbuddy广受市场好评有关。如今，阿里发布“千问办公”，同样引发市场高度关注。毫无疑问，当AI与办公场景深度绑定之后，人们对AI大模型的需求，已经不仅仅满足于答疑解惑似的友情陪伴，人们在未来如何运用AI大幅提升工作效率，这将是AI需求的爆发式增长点。 上周末，笔者和几位朋友展开小范围行情讨论，焦点是经过7月的大幅下跌，AI行情是否已经结束。得到的答案惊人一致，那就是AI行情远未结束。 简单来说，当一个产业技术上还有巨大的发展空间、需求上还远远没有开发到位。而大厂的竞争，更是如火如荼在进行，竞争激烈程度远非常人可以理解。今天，我们如果觉得豆包好用，明天豆包可能就落后了，我们又会觉得千问好用。前几天，大家觉得智谱比MiniMax更好，谁知道今天智谱股价下跌，而MiniMax最终涨超7%。上周，我们可能觉得Workbuddy很好用，但还没用多久，“千问办公”又横空出世，未来说不定还有更好用的办公AI出现。 过去的7月，AI板块很多个股虽然回撤巨大，这主要还是由于赛道过于拥挤，再加上“去杠杆”也加剧了下跌。但AI产业的发展前景，不会因为股价的下挫而发生改变。经过充分的调整之后，真正有价值的AI个股行情还远未结束。（文章来源：每日经济新闻）","news_type":1,"symbols_score_info":{"89988":0.6,"CXSE":0.6,"LDEM":0.6,"KWEB":0.6,"09988":1.96,"FDNI":0.6,"HBBD.SI":0.6,"BKF":0.6,"BABA":1.96,"ALBmain":0.6}},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486949684449528,"gmtCreate":1759914780237,"gmtModify":1759914782503,"author":{"id":"4117489097309502","authorId":"4117489097309502","name":"山东武松","avatar":"https://community-static.tradeup.com/news/17c25b40e3ddd1773b72f414d6b0c719","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117489097309502","idStr":"4117489097309502"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$ </a><v-v 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</a>","text":"$英特尔(INTC)$","images":[{"img":"https://community-static.tradeup.com/news/d5073cd0b07057c15e6e6ceb2800901c","width":"870","height":"1708"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242570462224608","isVote":1,"tweetType":1,"viewCount":4820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":592801226334280,"gmtCreate":1785751422155,"gmtModify":1785751424386,"author":{"id":"4117489097309502","authorId":"4117489097309502","name":"山东武松","avatar":"https://community-static.tradeup.com/news/17c25b40e3ddd1773b72f414d6b0c719","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117489097309502","idStr":"4117489097309502"},"themes":[],"title":"","htmlText":"？.：？：..：：","listText":"？.：？：..：：","text":"？.：？：..：：","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592801226334280","repostId":"2656532754","repostType":2,"repost":{"id":"2656532754","kind":"news","pubTimestamp":1785749771,"share":"https://ttm.financial/m/news/2656532754?lang=en_US&edition=fundamental","pubTime":"2026-08-03 17:36","market":"sh","language":"zh","title":"Hong Kong stocks say | Ali broke out! The AI market is far from over","url":"https://stock-news.laohu8.com/highlight/detail?id=2656532754","media":"每日经济新闻","summary":"真的没想到，今天（8月3日）港股互联网“老登”——阿里巴巴（以下简称“阿里”）涨幅竟然达到7.01%。从前期低点88.65港元算起，阿里这一波涨幅已经超过42%。阿里突然的爆发，原因是阿里正式发布新一代基座大模型Qwen3.8，总参数量2.4万亿。在权威三方榜单Arena中，Qwen3.8仅次于Anthropic的Claude系列，整体性能处于全球大模型第一梯队。","content":"<p><div>Unexpectedly, today (August 3rd), Alibaba (hereinafter referred to as \"Ali\"), the \"old Deng\" of Hong Kong stocks, rose by 7.01%. From the previous low of HK$ 88.65, Ali's wave of increase has exceeded 42%. Ali's sudden outbreak was due to the official release of a new generation of large base model Qwen3.8, with a total number of 2.4 trillion parameters. In the authoritative three-party list Arena, Qwen3.8 is second only to Anthropic's Claude series, and its overall performance is in the first echelon of large models in the world. Currently, Qwen3.8's...</p><p><a href=\"http://finance.eastmoney.com/a/202608033829876066.html\">Web link</a></div></p>","source":"stock_eastmoney","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong stocks say | Ali broke out! The AI market is far from over</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong stocks say | Ali broke out! The AI market is far from over\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">每日经济新闻</strong><span class=\"h-time small\">2026-08-03 17:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Unexpectedly, today (August 3rd), Alibaba (hereinafter referred to as \"Ali\"), the \"old Deng\" of Hong Kong stocks, rose by 7.01%. From the previous low of HK$ 88.65, Ali's wave of increase has exceeded 42%. Ali's sudden outbreak was due to the official release of a new generation of large base model Qwen3.8, with a total number of 2.4 trillion parameters. In the authoritative three-party list Arena, Qwen3.8 is second only to Anthropic's Claude series, and its overall performance is in the first echelon of large models in the world. Currently, Qwen3.8's...</p><p><a href=\"http://finance.eastmoney.com/a/202608033829876066.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://finance.eastmoney.com/a/202608033829876066.html\">每日经济新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0823426480.USD":"法巴中国股票经典Dis","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0106259558.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" ACC","LU0577902611.USD":"FULLERTON LUX FUNDS - 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