阿里巴巴，突发利好！

市场资讯2025-12-10

来源：中国基金报　　【导读】扎克伯格使用阿里千问优化Meta新AI模型　　中国基金报记者泰勒　　大家好，简单关注一下国产AI大模型的一则利好。　　12月10日晚间，阿里巴巴美股盘前突然直线拉升，正式开盘后，维持2%左右的涨幅。　　消息面上，Meta首席执行官马克·扎克伯格在组建了史上最“烧钱”的技术团队之一几个月之后，已经亲自介入日常工作，并推动公司把重点转向一个可以真正赚钱的...

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爱爱爱爱爱爱
2025-12-11
爱爱爱爱爱爱
你们就捧杀吧

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泰勒\n　　大家好，简单关注一下国产AI大模型的一则利好。\n　　12月10日晚间，阿里巴巴美股盘前突然直线拉升，正式开盘后，维持2%左右的涨幅。\n\n　　消息面上，Meta首席执行官马克·扎克伯格在组建了史上最“烧钱”的技术团队之一几个月之后，已经亲自介入日常工作，并推动公司把重点转向一个可以真正赚钱的...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-12-10/doc-inhaiuqy8617816.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4543","symbol_name":"AI","start_time":0,"source_url":"https://finance.sina.com.cn/roll/2025-12-10/doc-inhaiuqy8617816.shtml","article_id":"2590536117","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590536117","pubTimestamp":1765381260,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　大家好，简单关注一下国产AI大模型的一则利好。　　12月10日晚间，阿里巴巴美股盘前突然直线拉升，正式开盘后，维持2%左右的涨幅。据这些知情人士说，Meta新任首席AI官Alexandr Wang倾向于支持闭源模型。　　据知情人士透露，TBD 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4的表现让硅谷和扎克伯格都感到失望。扎克伯格把部分参与该项目的人边缘化，同时亲自出面挖角顶尖的AI研究人员和负责人，有些人拿到了数亿美元级别、为期多年的薪酬方案，现在，扎克伯格把大量时间和精力花在和这些新加入的人密切合作上，他们被集中到一个名为TBD Lab的团队中。\n　　据知情人士透露，TBD 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23:41","market":"us","language":"zh","title":"阿里巴巴，突发利好！","url":"https://stock-news.laohu8.com/highlight/detail?id=2590536117","media":"市场资讯","summary":"　　大家好，简单关注一下国产AI大模型的一则利好。　　12月10日晚间，阿里巴巴美股盘前突然直线拉升，正式开盘后，维持2%左右的涨幅。据这些知情人士说，Meta新任首席AI官Alexandr Wang倾向于支持闭源模型。　　据知情人士透露，TBD Lab在训练Avocado的过程中，正在使用多家第三方模型，从包括谷歌的Gemma、OpenAI的gpt-oss以及阿里巴巴集团旗下的通义千问等竞争对手模型中进行“蒸馏”。　　用中国技术来训练新模型，标志着扎克伯格在态度上的微妙转变。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　来源：<a href=\"https://laohu8.com/S/CHN\">中国基金</a>报</p>\n<p cms-style=\"font-L\">　　【导读】扎克伯格使用阿里千问优化<a href=\"https://laohu8.com/S/META\">Meta</a>新AI模型</p>\n<p cms-style=\"font-L\">　　中国基金报记者 泰勒</p>\n<p cms-style=\"font-L\">　　大家好，简单关注一下国产AI大模型的一则利好。</p>\n<p cms-style=\"font-L\">　　12月10日晚间，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美股盘前突然直线拉升，正式开盘后，维持2%左右的涨幅。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/235/w550h485/20251210/c8e2-6e940ba0cf04156943e875eb2a9754c7.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L\">消息面上，Meta首席执行官马克·扎克伯格在组建了史上最“烧钱</font><font cms-style=\"font-L\">”</font><font cms-style=\"font-L\">的技术团队之一几个月之后，已经亲自介入日常工作，并推动公司把重点转向一个可以真正赚钱的人工智能模型。</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L\">据知情人士透露，一款代号为</font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">“Avocado”</font></font><font cms-style=\"font-L\">的新模型预计将在明年<a href=\"https://laohu8.com/S/600381\">春天</a>亮相，且很可能会以“闭源”模型的形式推出——一种可以被严格控制、并由Meta对外出售使用权的模型。这一做法与竞争对手<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和OpenAI的路线一致，将成为与Meta多年来大力宣扬的开源战略迄今为止最大的一次背离。开源模型允许外部开发者和研究人员审查并在代码基础上进行二次开发。据这些知情人士说，Meta新任首席AI官Alexandr Wang倾向于支持闭源模型。</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L\">今年早些时候，在Meta发布了开源模型Llama 4之后，公司的战略出现了重大转向。Llama 4的表现让硅谷和扎克伯格都感到失望。扎克伯格把部分参与该项目的人边缘化，同时亲自出面挖角顶尖的AI研究人员和负责人，有些人拿到了数亿美元级别、为期多年的薪酬方案，现在，扎克伯格把大量时间和精力花在和这些新加入的人密切合作上，他们被集中到一个名为</font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">TBD Lab</font></font><font cms-style=\"font-L\">的团队中。</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L\">据知情人士透露，</font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\">TBD Lab</font></font></font><font cms-style=\"font-L\">在训练Avocado的过程中，正在使用多家第三方模型，从包括<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>的</font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">Gemma</font></font><font cms-style=\"font-L\">、OpenAI的</font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">gpt-oss</font></font><font cms-style=\"font-L\">以及<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>集团旗下的</font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">通义千问（Qwen）</font></font><font cms-style=\"font-L\">等竞争对手模型中进行“蒸馏”。</font></p>\n<p cms-style=\"font-L\">　　用中国技术来训练新模型，标志着扎克伯格在态度上的微妙转变。Llama和其他美国方面的努力已开始落后，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司首席执行官黄仁勋本月早些时候就表示：“中国在开源领域遥遥领先——远远领先。”</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：何俊熹 </p>\n</div></body></html>","source":"sina","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>阿里巴巴，突发利好！</title>\n<style 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href=\"https://finance.sina.com.cn/roll/2025-12-10/doc-inhaiuqy8617816.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4531":"中概回港概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","BK4534":"瑞士信贷持仓","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4535":"淡马锡持仓","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","BK4538":"云计算","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU1152091754.HKD":"UBS 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4之后，公司的战略出现了重大转向。Llama 4的表现让硅谷和扎克伯格都感到失望。扎克伯格把部分参与该项目的人边缘化，同时亲自出面挖角顶尖的AI研究人员和负责人，有些人拿到了数亿美元级别、为期多年的薪酬方案，现在，扎克伯格把大量时间和精力花在和这些新加入的人密切合作上，他们被集中到一个名为TBD Lab的团队中。\n　　据知情人士透露，TBD Lab在训练Avocado的过程中，正在使用多家第三方模型，从包括谷歌的Gemma、OpenAI的gpt-oss以及阿里巴巴集团旗下的通义千问（Qwen）等竞争对手模型中进行“蒸馏”。\n　　用中国技术来训练新模型，标志着扎克伯格在态度上的微妙转变。Llama和其他美国方面的努力已开始落后，英伟达公司首席执行官黄仁勋本月早些时候就表示：“中国在开源领域遥遥领先——远远领先。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","news_type":1,"symbols_score_info":{"09988":1.95,"BABA":1.95}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":4,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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