阿里发布Qwen3.5智能体模型，印度AI峰会开幕，字节回应视频模型版权争议，AI回报焦虑拖累科技股

阿里巴巴发布Qwen3.5：主打智能体任务执行，官方称性能提升且调用成本下降，模型竞争转向“能力+成本”。字节Seedance 2.0遭迪士尼等片方版权施压：公司承诺加强IP保护，文生视频进入强合规阶段。印度AI Impact Summit开幕：全球AI公司高层与多国政要齐聚，印度强调应用落地与发展中国家治理话语权。 Nexperia获6000万美元贷款扩产：用于产线升级和增产，AI算力链条中的基础芯片供给继续被加固。科技股重估AI回报：投资者从“讲增长”转向“看兑现”，AI投入产出比成为二零二六年核心指标。进展更新：印度AI峰会首日出现排队拥堵与流程混乱，暴露大规模AI活动在组织与配套上的短板。前往小宇宙评论区与主播互动

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阿里发布Qwen3.5智能体模型，印度AI峰会开幕，字节回应视频模型版权争议，AI回报焦虑拖累科技股

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