金吾财讯 | 阿里巴巴（BABA）盘前涨逾4%，截至发稿，最新报127.75美元，涨幅4.47%。今日（8月3日）该股于港股市场全天大幅走高，收盘价对应125.20港元，收涨7.01%，全天成交额239.35亿港元。消息面上，外媒新近报道称，月之暗面已与阿里巴巴达成算力协议，可使用约2万枚英伟达芯片组成的算力集群，占其Kimi系列模型总算力相当大一部分。此外，月之暗面近期完成超35亿美元F轮融资，估值达350亿美元。阿里作为最大的互联网大厂投方，从B+轮就开始，后面每轮都跟投，总共投了8亿美元。按最新估值330亿美金算，阿里部分对应约50亿美元，账面获利42亿美金。与此同时，阿里巴巴旗下千问（Qwen）团队于8月3日正式发布千问3.8-Max，总参数量2.4万亿，激活参数95B，是千问家族迄今规模最大、能力最强的模型，也是千问首次将Max级别模型开源。据悉，该模型权重将于下周在开源社区Hugging Face和Model Scope发布。基准测试显示，千问3.8-Max在编程智能体和通用智能体多项指标上与Anthropic Fable5表现相当，部分指标超越后者。
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