阿里巴巴-W(BABA)今日盘中大涨6.24%,引起市场广泛关注。主要原因如下:
消息面上,阿里发布了最新AI推理引擎QwQ-32B。该模型仅有320亿参数,参数量仅为DeepSeek R1的1/20,但在多项基准测试中,性能不仅与DeepSeek R1持平,部分测试项目更超越了对手。这一成果有望大幅降低部署成本,说明阿里AI技术实力达到新高度,引发市场对其长期增长潜力信心。
此外,中国政府工作报告继续聚焦科技创新、人工智能等领域发展,加之中概股集体走高,也助推了阿里巴巴的上涨。同时,美国暂缓加征汽车关税及经济数据喜忧参半,亦令包括阿里在内的美股ADR受益。再加上阿里继续回购自家股票,体现了公司对未来信心,共同推高了阿里股价。
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