智通财经APP获悉，科网股全线回暖，截至发稿，美团-W(03690)涨5.14%，报84.9港元；京东集团-SW(09618)涨3.56%，报107.5港元；阿里巴巴-W(09988)涨2.65%，报151港元；快手-W(01024)涨2.63%，报68.25港元；腾讯(00700)涨2.01%，报532.5港元。
消息面上，阿里旗下阿里云宣布开源新一代千问Qwen3.5-Plus大模型，其API价格每百万Token低至0.8元人民币。中银国际发布研报称，本轮AI行情尚未出现明显泡沫化特征，2026年AI投资有望进入产业趋势下半场。
开源证券则表示，关注AI商业化及应用场景拓展；开源模型能力持续提升下，AI云需求有望持续验证，AI应用有望带动推理需求持续增长，国产AI芯片增长迅速，昆仑芯正式启动中国香港上市进程，推荐阿里巴巴-W、拼多多，百度集团-SW，受益标的腾讯控股。
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