TMT行业周报（1月第2周）：阿里巴巴举办千问产品发布会_老虎社区_美港股上老虎

TMT行业周报（1月第2周）：阿里巴巴举办千问产品发布会

世纪证券01-21

（以下内容从世纪证券《TMT行业周报（1月第2周）：阿里巴巴举办千问产品发布会》研报附件原文摘录）行业观点：1)周度市场回顾。TMT板块内一级行业上周（1/12-1/16）涨跌幅为：计算机（3.82%）、电子（3.77%）、传媒（2.04%）、通信（1.42%），TMT板块整体跑赢沪深300（-0.57%）。板块内涨幅靠前的三级子行业分别为门户网站（17.69%）、集成电路封测（14.47%）、...

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2 of January): Alibaba holds Qianwen product launch conference","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"HBBD.SI":0.6,"09988":1.93,"BABA":1.93,"ALBmain":0.6},"content_text":"（以下内容从世纪证券《TMT行业周报（1月第2周）：阿里巴巴举办千问产品发布会》研报附件原文摘录）行业观点：1)周度市场回顾。TMT板块内一级行业上周（1/12-1/16）涨跌幅为：计算机（3.82%）、电子（3.77%）、传媒（2.04%）、通信（1.42%），TMT板块整体跑赢沪深300（-0.57%）。板块内涨幅靠前的三级子行业分别为门户网站（17.69%）、集成电路封测（14.47%）、半导体设备（9.31%），跌幅靠前的三级子行业分别为电视广播Ⅲ（-1.64%）、通信线缆及配套（-0.69%）、通信工程及服务（-0.36%）。细分到个股来看，电子周涨幅前三的标的分别为蓝箭电子（57.66%）、佰维存储（45.85%）、汉朔科技（29.78%）；计算机周涨幅前三的标的分别为通达海（39.73%）、浩瀚深度（30.57%）、杰创智能（28.95%）；传媒周涨幅前三的标的分别为易点天下（54.34%）、人民网（31.83%）、视觉中国（21.45%）；通信周涨幅前三的标的为世嘉科技（32.39%）、联特科技（26.69%）、信科移动-U（25.06%）。2)阿里巴巴举办千问产品发布会。发布会以“开启办事时代”为核心主题，宣告AI从“问答助手”全面迈向“任务执行者”。千问App接入淘宝、支付宝、飞猪、高德等阿里生态业务，一次性上线超400项办事功能，实现点外卖、购物、订机酒等场景的“对话-决策-支付”全闭环。同时，千问“任务助理”功能开启定向邀测，可高效处理报表整理、研报撰写、小工具开发等复杂办公任务。阿里巴巴副总裁吴嘉表示，千问上线两月MAU已突破1亿，我们认为阿里巴巴通过打通生态将持续快速积累用户量，为AI的实用化落地与商业化奠定基础，我们看好阿里巴巴及相关产业链，建议关注阿里IDC服务商、阿里系AIAgent服务商及夸克眼镜产业链。3)GEO商业模式涌现带动相关产业链股价表现。GEO（生成式引擎优化）的底层逻辑是围绕大模型的检索增强生成（RAG）与思维链推理机制，通过结构化内容、权威信源与语义适配，让品牌信息成为AI优先引用的答案，实现“零跳转转化”。其核心变化是从SEO“抢排名”转向GEO“夺引用权”，流量来源从“点击付费”变为“答案引用”，价值分配向内容资产与技术能力倾斜。我们认为GEO模式利好营销代理商（服务环节价值量增加，毛利率提升，格局向头部集中）与权威媒体平台（可信信源被大模型RAG算法优先引用，产业链地位提升），而传统流量平台产业链地位将有下滑。4)风险提示：大模型及应用进展不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}