港/美股：阿里AI--通义千问是否能重塑互联网生态？

港美财观2025-12-25

Hi~~，今天给大家分享的内容是阿里AI---通义千问，截至2025年12月24日，根据最新公开信息，通义千问（注：Qwen）在产品发布、用户规模和生态建设方面取得显著进展。声明：本文不涉任何广告或软文内容，仅以AI未来应用与发展方面做阐述通义千问App上线后，月活跃用户突破3000万，月活增速：149.0%，在全球AI应用增速排名第一。开源模型数超过300款，覆盖0.5B–480B参数，也是全球...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2594284201?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-25 11:34","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2594284201","market":"us","top_or_hot":-1,"title":"港/美股：阿里AI--通义千问是否能重塑互联网生态？","media":"港美财观","content":"<div>\n<p>Hi~~，今天给大家分享的内容是阿里AI---通义千问，截至2025年12月24日，根据最新公开信息，通义千问（注：Qwen）在产品发布、用户规模和生态建设方面取得显著进展。声明：本文不涉任何广告或软文内容，仅以AI未来应用与发展方面做阐述通义千问App上线后，月活跃用户突破3000万，月活增速：149.0%，在全球AI应用增速排名第一。开源模型数超过300款，覆盖0.5B–480B参数，也是全球...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225124230a476037d&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>港/美股：阿里AI--通义千问是否能重塑互联网生态？</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n港/美股：阿里AI--通义千问是否能重塑互联网生态？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-25 11:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225124230a476037d&s=b><strong>港美财观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hi~~，今天给大家分享的内容是阿里AI---通义千问，截至2025年12月24日，根据最新公开信息，通义千问（注：Qwen）在产品发布、用户规模和生态建设方面取得显著进展。声明：本文不涉任何广告或软文内容，仅以AI未来应用与发展方面做阐述通义千问App上线后，月活跃用户突破3000万，月活增速：149.0%，在全球AI应用增速排名第一。开源模型数超过300款，覆盖0.5B–480B参数，也是全球...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225124230a476037d&s=b\">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":"BK4502","symbol_name":"阿里概念","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225124230a476037d&s=b","article_id":"2594284201","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225124230a476037d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2594284201","pubTimestamp":1766633672,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"Hi~~，今天给大家分享的内容是阿里AI---通义千问，截至2025年12月24日，根据最新公开信息，通义千问在产品发布、用户规模和生态建设方面取得显著进展。对比OpenAI的GPT-4o，通义千问的API调用成本几乎是打骨折价。以上说到的内容只是让大家大概了解目前阿里通义千问在全球AI水平和地位。那它是否能重塑互联网生态？AI重塑互联网生态的关键，并非仅仅在于模型参数更大、响应更快，而在于能否构建一个以数据—算法—场景—价值为核心的闭环生态圈。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89988":"阿里巴巴-WR","BK4502":"阿里概念","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","BK4505":"高瓴资本持仓","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4504":"桥水持仓","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","BK4607":"DeepSeek概念股","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4524":"宅经济概念","BK4220":"综合零售","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK4527":"明星科技股","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4526":"热门中概股","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK4122":"互联网与直销零售","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4575":"芯片概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4579":"人工智能","BK4614":"Manus概念股","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","BK4581":"高盛持仓","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","BK4543":"AI","BABA":"阿里巴巴","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","BK4531":"中概回港概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","BK4534":"瑞士信贷持仓","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4535":"淡马锡持仓","LU1046421795.USD":"富达环球科技A-ACC","BK4538":"云计算","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4548":"巴美列捷福持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4554":"元宇宙及AR概念","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4585":"ETF&股票定投概念","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4558":"双十一","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4587":"ChatGPT概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4588":"碎股","BK4565":"NFT概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4503":"景林资产持仓","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","09988":"阿里巴巴-W","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC"},"translate_title":"Hong Kong/US stocks: Ali AI-Can Tongyi Qianwen reshape the Internet ecosystem?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.9,"ALBmain":0.6,"BABA":1.95,"09988":1.95},"content_text":"Hi~~，今天给大家分享的内容是阿里AI---通义千问，截至2025年12月24日，根据最新公开信息，通义千问（注：Qwen）在产品发布、用户规模和生态建设方面取得显著进展。声明：本文不涉任何广告或软文内容，仅以AI未来应用与发展方面做阐述通义千问App上线后，月活跃用户突破3000万，月活增速：149.0%，在全球AI应用增速排名第一。开源模型数超过300款，覆盖0.5B–480B参数，也是全球开源大模型排名第一。通义千问已从简单聊天全面转向能做事，凭借强大的开源生态、快速的产品迭代和精准的场景切入，正加速成为全球AI基础设施的重要力量。在OpenAI、Google、Meta激战的全球AI格局中，阿里的通义千问（注：Qwen系列）确实杀出一条血路，抢占一席之地。它主要有3个优势：全线覆盖、多模态理解能力强、价格优势。阿里走了一条类似Meta-Llama的路线，但是更为激进和极致。Qwen系列在Hugging Face（注：全球最大的AI开源社区）上长期是榜首位置。从手机端到大型云端模型都全面覆盖到，全线开源，Qwen-Coder在代码生成领域表现极强，甚至超过GPT-4。让全球程序员非常方便使用wen作为基座进行二次开发。阿里是做电商出身，拥有海量的图片、图片、文字数据，通义千问的多模态理解能力就是通过这些数据训练出来的，视觉理解模型（Qwen-VL）能够精准识别图片中的商品细节、海报文字甚至图表数据。将这些放在电商应用场景中，AI不仅能理解你现在的描述，还能看懂你要买的商品的图片。对于开发者和企业来说，选择模型往往是在性价比和性能之间做平衡。而阿里作为中国最大的云服务商，打价格战非常凶猛和直接。对比OpenAI的GPT-4o，通义千问的API调用成本几乎是打骨折价。如果你开发一个高频调用的C端的用户，使用GPT-4o的成本可能会让需成千上万成本，但使用Qwen系列，成本几乎可以忽略不计，这是阿里最大的护城河。但是在推理速度和深度思考目前与GPT-4o仍是有差距的，但随着技术迭代升级，这个差距会慢慢缩小。以上说到的内容只是让大家大概了解目前阿里通义千问在全球AI水平和地位。那它是否能重塑互联网生态？我的答案在未来是可以的，在国内只有阿里拥有完整的物理生态圈，涵盖了衣、食、住、行、支付的产品。举个例子来说你就明白，现冬天你想去北方看雪景，按照正常操作是不是先打开小红书或抖音选择目的地，然再到携程、美团等看机票、高铁票。再到淘宝或拼多多购买保暖物品，单这些操作都打开6、7个App，要1~2天才能做一个出行计划。但如果使用一个对话框与AI沟通，说出你的需求，AI会推荐目的地和行程规划。阿里拥飞猪、淘宝、天猫这些APP的生态资源，AI可以在后台直接调用，根据行程给你订酒店、机票、景点门票等等。再结合淘宝天猫的大数据推荐出行需购物品、衣服，你不用再打开好几个APP去对比，也不需要一个个加购物车，只需对着行程单和装备单点击确认，后台自动下单、支付、发货，AI是不是提供一站式服务？虽然OpenAI技术强，但OpenAI没有供应链，仅是在应用层面，AI重构电商的核心壁垒不在AI本身，在AI –->供应链–->数据的闭环。阿里做电商有20多年，拥有10亿以上人的消费数据。它知道买保暖衣服该推荐什么品牌，还建议你需购买手套，这种关联数据的训练，能让AI的推荐极其精准。重塑互联网生态也会面临也会两个突然显示的问题，问题一：大家知道平台是通过广告与订阅服务做商业化运营，如果后续用户仅通过AI（AI助理）一个对话框解决所有需求，而AI不需要看广告，AI看的是数据和参数。那势必会打破现有的广告和订阅服务的收入模式，像阿里、美团、京东等等平台是否寻找到新的商业模式？问题二：AI是通过海量数据分析你的问题及需求，提供答案和推荐方案，但如果公司“作弊”通过人为干预呢？就如你想购买一个多功能电饭煲，AI通过分析推荐A产品才符合你的需求，但通过人为干预推荐了B产品，那用户对于AI推荐内容将会产生不信任感，可能就不会再使用。像常常提到的大数据杀熟。这不仅是AI技术层面的重塑，也是商业模式、利益分配机制、信任体系的重构。而商业模式的变革，往往比技术变革更残酷。AI重塑互联网生态的关键，并非仅仅在于模型参数更大、响应更快，而在于能否构建一个以数据—算法—场景—价值为核心的闭环生态圈。未来互联网的竞争，将是生态协同效率vs技术突破的较量——而阿里、谷歌、亚马逊等科技巨头，正全力推进这场变革。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2594284201","isCrawlerRequest":true}