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Alibaba Group BABA\uff1a\u4f4f\u623f\u9700\u6c42\u6210\u4e3a\u6570\u636e\u4e0e\u670d\u52a1\u7684\u826f\u6027\u5faa\u73af\u3002\u66f4\u5bbd\u677e\u7684\u4f4f\u623f\u653f\u7b56\u63d0\u5347\u9ad8\u4ef7\u54c1\u7c7b\u548c\u672c\u5730\u670d\u52a1\uff0c\u8fd9\u4e9b\u901a\u8fc7\u6dd8\u5b9d\u3001\u5929\u732b\u548c\u997f\u4e86\u4e48\u5b9e\u73b0\u8d27\u5e01\u5316\uff1b\u540c\u65f6\u4f01\u4e1a\u5356\u5bb6\u66f4\u4f9d\u8d56 Alibaba Cloud \u8fdb\u884c\u9700\u6c42\u9884\u6d4b\u3002Alibaba \u5df2\u88ab\u8ba4\u5b9a\u4e3a\u5168\u7403\u9886\u5148\u7684 AI \u516c\u53f8\u4e4b\u4e00\uff0c\u5e76\u6301\u7eed\u5c06\u96f6\u552e AI \u63a8\u5165\u5546\u5bb6\u8fd0\u8425\uff1b\u5f53\u5bb6\u5ead\u7f6e\u529e\u65b0\u5c45\u65f6\u8fd9\u662f\u76f4\u63a5\u7684\u987a\u98ce\u3002\u91cc\u7a0b\u7891\uff1aAlibaba \u5728 2020 \u5e74\u88ab\u8bc4\u4e3a\u5168\u7403\u7b2c\u4e94\u5927 AI \u5b9e\u4f53\uff0c\u51f8\u663e\u5176\u6301\u4e45\u7684\u80fd\u529b\u4f18\u52bf\u3002\u5168\u7403\u5f71\u54cd\u8bf4\u660e\uff1a\u5176\u8de8\u5883\u5546\u5bb6\u7f51\u7edc\u5c06\u4e2d\u56fd\u54c1\u724c\u8fde\u63a5\u5230\u4e1c\u5357\u4e9a\u53ca\u66f4\u8fdc\u5730\u533a\uff0c\u628a\u56fd\u5185\u4f4f\u623f\u52a8\u529b\u8f6c\u5316\u4e3a\u53ef\u51fa\u53e3\u7684\u589e\u957f\uff0c\u5e76\u5728\u5bb6\u5c45\u4e0e\u751f\u6d3b\u65b9\u5f0f\u54c1\u7c7b\u4e2d\u4fc3\u8fdb\u66f4\u5e7f\u6cdb\u7684\u4ef7\u683c\u53d1\u73b0\u3002<\/p>\n
JD.com Inc JD\uff1a\u4e3a\u4f4f\u623f\u4e0a\u884c\u5468\u671f\u63d0\u4f9b\u7269\u6d41\u8f68\u9053\u3002JD \u8986\u76d6\u5168\u56fd\u7684\u7f51\u7edc\u8986\u76d6\u8d85\u8fc7 99% \u7684\u4e2d\u56fd\u4eba\u53e3\uff0c\u4e13\u4e3a\u5927\u4ef6\u3001\u5f53\u65e5\u8fbe\u7684\u5bb6\u7535\u548c\u5bb6\u5177\u914d\u9001\u800c\u5efa\u2014\u2014\u8fd9\u6b63\u662f\u4f4f\u623f\u56de\u6696\u6240\u91ca\u653e\u7684\u9700\u6c42\u3002\u81ea\u52a8\u5316\u4ed3\u50a8\u4e0e\u672b\u7aef\u5bc6\u5ea6\u538b\u7f29\u4e86\u4ea4\u4ed8\u65f6\u95f4\u4e0e\u9000\u8d27\u6d41\u7a0b\uff0c\u63d0\u9ad8\u9ad8\u4ef7\u503c\u54c1\u7c7b\u7684\u8f6c\u5316\u7387\u3002\u91cc\u7a0b\u7891\uff1a\u8986\u76d6\u8d85\u8fc7 99% \u7684\u4eba\u53e3\u4e3a\u7535\u5546\u7269\u6d41\u6e17\u900f\u7387\u8bbe\u5b9a\u4e86\u5168\u7403\u6807\u6746\u3002\u5168\u7403\u5f71\u54cd\u8bf4\u660e\uff1aJD \u7684\u8de8\u5883\u80fd\u529b\u5c06\u5916\u8d44\u54c1\u724c\u62c9\u5165\u4e2d\u56fd\u91cd\u542f\u7684\u6d88\u8d39\u5468\u671f\uff0c\u540c\u65f6\u628a\u4e2d\u56fd\u7684\u4f9b\u5e94\u94fe\u8f6f\u4ef6\u51fa\u53e3\u5230\u65b0\u5174\u5e02\u573a\uff0c\u5951\u5408\u5317\u4eac\u5c06\u7269\u6d41\u6280\u672f\u5546\u4e1a\u5316\u7684\u521b\u65b0\u653f\u7b56\u3002<\/p>\n
PDD Holdings Inc PDD\uff1a\u6027\u4ef7\u6bd4\u7535\u5546\u52a0\u901f\u88c5\u4fee\u5468\u671f\u3002\u62fc\u591a\u591a\u7684\u793e\u4ea4\u7535\u5546\u5f15\u64ce\u5728 2023 \u5e74\u62e5\u6709\u8d85\u8fc7 7 \u4ebf\u6d3b\u8dc3\u7528\u6237\uff0c\u5f53\u6d88\u8d39\u8005\u66f4\u65b0\u5ba4\u5185\u3001\u914d\u4ef6\u548c\u5c0f\u5bb6\u7535\u65f6\u76f4\u63a5\u53d7\u76ca\u3002\u5176\u4ea7\u9500\u76f4\u8fde\u6a21\u5f0f\u538b\u7f29\u6210\u672c\uff0c\u6269\u5927\u4e86\u9996\u6b21\u8d2d\u623f\u8005\u548c\u5347\u7ea7\u8005\u7684\u8d2d\u7269\u7bee\u3002\u91cc\u7a0b\u7891\uff1a\u8d85\u8fc7 7 \u4ebf\u7684\u6d3b\u8dc3\u7528\u6237\u5de9\u56fa\u4e86 PDD \u4f5c\u4e3a\u5168\u56fd\u9700\u6c42\u6674\u96e8\u8868\u7684\u5730\u4f4d\u3002\u5168\u7403\u5f71\u54cd\u8bf4\u660e\uff1aTemu \u7684\u56fd\u9645\u6269\u5f20\u6b63\u5728\u91cd\u5851\u5168\u7403\u4ef7\u683c\u53d1\u73b0\uff0c\u5c06\u4e2d\u56fd\u7684\u5236\u9020\u6548\u7387\u8f93\u51fa\u7ed9\u5168\u7403\u6d88\u8d39\u8005\u2014\u2014\u8fd9\u5728\u56fd\u5185\u5de5\u5382\u5229\u7528\u7387\u968f\u7740\u4f4f\u623f\u76f8\u5173\u8ba2\u5355\u4e0a\u5347\u65f6\uff0c\u4e3a\u4ea7\u80fd\u63d0\u4f9b\u4e86\u6709\u7528\u7684\u6d88\u7eb3\u6e20\u9053\u3002<\/p>\n
Xiaomi Corporation 1810.HK\uff1a\u62ff\u5230\u94a5\u5319\u540e\u667a\u80fd\u5bb6\u5c45\u9644\u52a0\u7387\u4e0a\u5347\u3002\u5c0f\u7c73\u7cbe\u901a\u786c\u4ef6\u52a0\u670d\u52a1\u7684\u7ecf\u6d4e\u5b66\uff0c\u79cd\u4e0b\u7684 IoT \u8bbe\u5907\u4e00\u65e6\u5bb6\u5ead\u786e\u7acb\u5c31\u5177\u5907\u9ecf\u6027\u3002\u4f4f\u623f\u8c03\u6574\u5e94\u62c9\u52a8\u667a\u80fd\u7535\u89c6\u3001\u7a7a\u6c14\u51c0\u5316\u5668\u3001\u8def\u7531\u5668\u3001\u6444\u50cf\u5934\u4e0e\u53ef\u7a7f\u6234\u8bbe\u5907\u7684\u9700\u6c42\uff0c\u63d0\u9ad8\u751f\u6001\u7cfb\u7edf\u7684\u7528\u6237\u5e73\u5747\u6536\u5165\uff08ARPU\uff09\u3002\u91cc\u7a0b\u7891\uff1a\u5c0f\u7c73\u901a\u8fc7\u5728\u5927\u4f17\u4ef7\u4f4d\u666e\u53ca\u9ad8\u7aef\u529f\u80fd\u5efa\u7acb\u4e86\u5168\u7403\u8ffd\u968f\u8005\uff0c\u8fd9\u662f\u5c06\u89c4\u6a21\u8f6c\u6362\u4e3a\u670d\u52a1\u6536\u5165\u7684\u7ecf\u9a8c\u8bc1\u7b56\u7565\u3002\u5168\u7403\u5f71\u54cd\u8bf4\u660e\uff1a\u968f\u7740\u5c0f\u7c73\u5728\u6b27\u6d32\u3001\u5370\u5ea6\u4e0e\u4e1c\u5357\u4e9a\u7684\u5927\u89c4\u6a21\u51fa\u8d27\uff0c\u516c\u53f8\u5ef6\u7eed\u4e86\u4e2d\u56fd\u6d88\u8d39\u7535\u5b50\u7684\u9886\u5bfc\u529b\uff0c\u5c06\u56fd\u5185\u667a\u80fd\u5bb6\u5c45\u91c7\u7eb3\u4e0e\u51fa\u53e3\u52a8\u80fd\u3001\u4ee5\u53ca\u589e\u5f3a\u8bbe\u5907\u5b9e\u7528\u6027\u7684\u5f00\u53d1\u8005\u751f\u6001\u8054\u7cfb\u8d77\u6765\u3002<\/p>\n
Haier Smart Home Co., Ltd 6690.HK\uff1a\u5bb6\u7535\u662f\u9500\u552e\u56de\u5347\u7684\u7b2c\u4e00\u9636\u5bfc\u6570\u3002\u6d77\u5c14\u5904\u4e8e\u5bb6\u5ead\u5f62\u6210\u4e0e\u5347\u7ea7\u5468\u671f\u7684\u6838\u5fc3\uff0c\u8986\u76d6\u51b0\u7bb1\u3001\u6d17\u8863\u673a\u4e0e HVAC\u3002\u9996\u90fd\u7684\u653f\u7b56\u5bbd\u677e\u4e3a\u5176\u4ed6\u57ce\u5e02\u5b9a\u8c03\uff0c\u63d0\u5347\u5404\u6e20\u9053\u7684\u552e\u7f44\u7387\u3002\u91cc\u7a0b\u7891\uff1a2024 \u5e74\u6d77\u5916\u8425\u6536\u8fbe\u5230 201 \u4ebf\u7f8e\u5143\uff0c\u62e5\u6709 11 \u5bb6\u7f8e\u56fd\u5de5\u5382\u4e14\u7ea6 80% \u7684\u7f8e\u56fd\u9500\u552e\u6765\u81ea\u672c\u5730\u5236\u9020\u2014\u2014\u5728\u964d\u4f4e\u5730\u7f18\u653f\u6cbb\u98ce\u9669\u7684\u540c\u65f6\u590d\u5408\u5e02\u573a\u4efd\u989d\u3002\u5168\u7403\u5f71\u54cd\u8bf4\u660e\uff1a\u6d77\u5c14\u7684\u672c\u5730\u5316\u6a21\u5f0f\u5c06\u4e2d\u56fd\u7684\u5236\u9020\u7eaa\u5f8b\u4e0e\u5de5\u7a0b\u80fd\u529b\u8f93\u51fa\u5230\u4e3b\u8981\u5e02\u573a\uff0c\u628a\u56fd\u5185\u9700\u6c42\u5f3a\u5ea6\u8f6c\u5316\u4e3a\u5168\u7403\u8fd0\u8425\u6760\u6746\u3002<\/p>\n
Tencent Holdings Ltd 0700.HK\uff1a\u968f\u7740\u623f\u5730\u4ea7\u4fe1\u5fc3\u56de\u5347\uff0c\u5e7f\u544a\u9884\u7b97\u4e0e\u652f\u4ed8\u89c4\u6a21\u56de\u5f39\u3002\u623f\u5c4b\u4ea4\u6613\u50ac\u5316\u4e86\u5728\u88c5\u4fee\u3001\u5bb6\u5c45\u670d\u52a1\u4e0e\u6d88\u8d39\u91d1\u878d\u65b9\u9762\u7684\u652f\u51fa\uff0c\u8fd9\u4e9b\u6b63\u662f\u817e\u8baf\u7684\u5e7f\u544a\u5806\u6808\u4e0e WeChat Pay \u5927\u89c4\u6a21\u8d27\u5e01\u5316\u7684\u9886\u57df\u3002\u6e38\u620f\u4ecd\u662f\u73b0\u91d1\u5f15\u64ce\uff0c\u800c\u4e91\u4e0e\u5c0f\u7a0b\u5e8f\u751f\u6001\u5728\u623f\u5730\u4ea7\u7ecf\u7eaa\u4eba\u548c\u627f\u5305\u5546\u8ffd\u5ba2\u65f6\u6355\u6349\u4e2d\u5c0f\u4f01\u4e1a\u7684\u6570\u5b57\u5316\u9700\u6c42\u3002\u91cc\u7a0b\u7891\uff1a\u54c1\u724c\u4ef7\u503c\u8fbe 1290 \u4ebf\u7f8e\u5143\uff0c\u4e3a\u4e2d\u56fd\u6700\u9ad8\uff0c\u51f8\u663e\u817e\u8baf\u4f5c\u4e3a\u5e73\u53f0\u7684\u6301\u4e45\u5f15\u529b\u3002\u5168\u7403\u5f71\u54cd\u8bf4\u660e\uff1a\u56fd\u9645\u6e38\u620f\u4e0e fintech \u4e1a\u52a1\u63d0\u4f9b\u591a\u5143\u5316\u4e0e\u89c4\u6a21\u5f3a\u5316\uff0c\u5de9\u56fa\u4e86\u4e2d\u56fd\u8f6f\u4ef6\u9886\u57df\u7684\u9886\u5148\u5730\u4f4d\uff0c\u5e76\u4e3a\u5c06\u5c0f\u7a0b\u5e8f\u73a9\u6cd5\u8f93\u51fa\u5230\u65b0\u5174\u5e02\u573a\u521b\u9020\u53ef\u9009\u9879\u3002<\/p>\n
Baidu Inc BIDU\uff1a\u667a\u80fd\u57ce\u5e02\u4e0e\u81ea\u52a8\u9a7e\u9a76\u642d\u4e58\u57ce\u5e02\u5347\u7ea7\u5468\u671f\u3002\u968f\u7740\u4ea4\u6613\u589e\u957f\uff0c\u5e02\u653f\u4f1a\u5728\u4ea4\u901a\u4f18\u5316\u3001\u5730\u56fe\u4e0e\u6570\u5b57\u516c\u5171\u670d\u52a1\u4e0a\u6295\u8d44\u4ee5\u63d0\u5347\u5b9c\u5c45\u6027\u2014\u2014\u8fd9\u4e9b\u9886\u57df\u5df2\u5d4c\u5165 Baidu \u7684 Apollo \u5e73\u53f0\u4e0e AI \u4e91\u3002\u91cc\u7a0b\u7891\uff1aApollo \u62e5\u6709\u8d85\u8fc7 200 \u4e2a\u5408\u4f5c\u4f19\u4f34\uff0c\u673a\u5668\u4eba\u51fa\u79df\u8f66\u8fd0\u8425\u6269\u5c55\u4ee5\u53ca\u9ad8\u7cbe\u5730\u56fe\u80fd\u529b\u652f\u6491\u667a\u80fd\u4ea4\u901a\u57fa\u7840\u8bbe\u65bd\u3002\u5168\u7403\u5f71\u54cd\u8bf4\u660e\uff1a\u8fd9\u4e9b\u89e3\u51b3\u65b9\u6848\u5728\u201c\u4e00\u5e26\u4e00\u8def\u201d\u6cbf\u7ebf\u5730\u533a\u65e5\u76ca\u76f8\u5173\uff0c\u4f7f BRI \u57ce\u5e02\u80fd\u591f\u4f7f\u7528\u4e2d\u56fd\u6210\u672c\u6548\u76ca\u9ad8\u3001\u7ecf\u8fc7\u5b9e\u6218\u68c0\u9a8c\u7684\u6280\u672f\u5806\u6808\u5b9e\u73b0\u667a\u80fd\u51fa\u884c\u7684\u8de8\u8d8a\u5f0f\u53d1\u5c55\uff0c\u540c\u65f6\u56fd\u5185\u9700\u6c42\u9a8c\u8bc1\u4e86\u89c4\u6a21\u7ecf\u6d4e\u3002<\/p>\n
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