Artificial intelligence surged against the trend today, and Alibaba announced!
After the market close on the 9th, positive news for artificial intelligence continued. Alibaba established the Qianwen C-end business group, integrating businesses such as the Qianwen APP, Quark, AI hardware, UC, and Shuq flag, with the intention of creating a "super software" for the era of artificial intelligence! This is not only Alibaba's ambition but also represents an important trend, which is a significant step from the theoretical application of AI to actual commercialization. Recently, the market speculation focus in the artificial intelligence sector has been on AI hardware computing power infrastructure, driving rapid development in sub-sectors like CPO. The current position is already quite high, and there is limited space for further growth. On the other hand, the commercialization of AI software has just begun, and its position is relatively low, making it very likely to attract more funding attention in the future.
Of course, the outstanding performance of AI hardware in the past period is due to its ease of achieving results, while software is still in a phase where investment exceeds actual returns, and competition is fierce, with unclear commercialization prospects, all of which are points of concern for the market. In summary, Alibaba has taken the first step, and more domestic companies may follow, as securing a position in the market is quite important!
