$阿里巴巴(BABA_老虎社区_美港股上老虎

$阿里巴巴(BABA)$ 消息面上，今日，网信中国公众号发布相关信息显示，苹果技术开发(上海)有限公司的“Apple智能”大模型已于2026年7月8日备案，适用场景为苹果手机。据悉，该AI功能的合作方包括阿里巴巴。

阿里巴巴今日上涨4.13%，新一代大模型Qwen3.8-Max发布点燃中国AI叙事。SeekingAlpha"华尔街早餐"专门点名Qwen3.8-Max，市场重新审视阿里在云与AI的重估空间，叠加地缘缓和带动的中概情绪回暖。但宏观消费与监管的老问题仍在。当国产大模型加速迭代，阿里的AI重估行情能走多远？

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