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北京时间·🕒 发布 17:50:53(美东 05:50)·⟳ 抓取 22:52:52 +5h01m·⚡ 决策 07-03 18:16:36 −4h36m·115.9 天前
阿里巴巴据报内部禁用 Anthropic Claude Code，要求员工转用自家 Qoder
事件本质是阿里巴巴内部合规与安全管控，不是外部客户采购、付费商业化或云收入指引上修。
📄 原文Reuters↗ 原文
消息称阿里巴巴拟在办公环境禁用Claude Code，因其涉嫌存在后门风险 阿里巴巴因安全后门风险将于7月10日起禁止员工使用Claude Code，属内部IT安全政策调整，对股价影响有限。
Chinese tech giant Alibaba (9988.HK) has banned employees from using Anthropic's Claude Code at work after the tool dr…
不做 阿里巴巴-W（09988.HK）
硬理由是超大市值主标的仅有内部工具替换和安全合规叙事，未披露外部订单、收费、收入分成或利润影响，无法证明短周期正期望交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 2026-07-03首发Chinese media outlets非一手Reuters 正文称阿里内部禁用 Claude Code 的消息最早由中国媒体报道，但未给出具体媒体和发布时间。
- The Information 同日称阿里禁止员工使用 Claude，显示消息已进入英文科技财经媒体传播。
- Reuters 引述知情人士称阿里员工被要求改用自家 Qoder，但阿里和 Anthropic 未立即回应置评请求。市场反应:港股 09988.HK 当时已收盘，无法即时连续交易；档案给出的截至 2026-07-02 价格为 95.35 港元。
关键理由
- 事件本质是阿里巴巴内部合规与安全管控，不是外部客户采购、付费商业化或云收入指引上修。
- Qoder 作为内部替代工具可能验证阿里自研 AI 编程能力，但未披露外部收费、客户拓展或订单金额，难以形成相对阿里巴巴市值的短线可量化增量。
- 量级上，内部员工从 Claude Code 切换到 Qoder最多减少第三方工具使用和提升自研工具曝光，无法对应到阿里云或 AI 产品的新增收入、利润或市值弹性。
主要风险
- 若后续阿里公开将 Qoder 商业化并披露企业客户或收费规模，事件性质才可能从内部合规变为产品商业化催化。
- Reuters 报道称阿里和 Anthropic 未立即回应，事件仍缺少公司正式确认。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-07-03 · 影响 weakens
KB 命中同日 The Information 报道，但没有命中 Qoder 外部商业订单、收费规模或云收入上修证据。
检索:阿里巴巴-W 09988.HK Alibaba to ban employees from using Anthropic's coding tool, source says 原文 ↗ - 做多前查反向 · 来源 event_text · 日期 2026-07-03 · 影响 weakens
Reuters 正文仅说明员工被要求使用公司自有 Qoder，未披露商业化收入、客户合同或利润影响。
检索:Reuters Alibaba Claude Code ban Qoder revenue commercialization 原文 ↗
工具调用 · 历史记录,结果未知(1 种)
- kb_search · 结果未知
原文全文
展开原文 · 2,690 字
Chinese tech giant Alibaba (9988.HK) has banned employees from using Anthropic's Claude Code at work after the tool drew scrutiny for features that can help identify China-linked users, according to a person familiar with the order.
The ban is part of a deepening spat between the two companies after Anthropic accused Alibaba of illicitly extracting its Claude AI model capabilities — a dispute that highlights the frantic race between the U.S. and China to take the lead in artificial intelligence.
Claude Code is Anthropic's AI coding assistant for software developers. It has become popular among programmers in China despite Anthropic's restrictions on access by users and entities in China.
The person, who was not authorised to speak to media and declined to be identified, said that Alibaba employees were being told to use the company's own coding platform Qoder.
Alibaba and Anthropic did not immediately respond to Reuters requests for comment. Alibaba has not publicly commented to date on Anthropic's accusations.
ANTHROPIC ACCUSES ALIBABA OF DISTILLATION STRIKE
Anthropic said last month that it had suffered a strike by Alibaba, which it described as a "distillation" effort that involves training a less capable model on the outputs of a stronger one.
The distillation helps accelerate China's ability to reach Anthropic's advanced Mythos Preview capabilities, it said in a letter seen by Reuters that was sent to two U.S. senators.
Alibaba's ban comes just days after developers said Claude Code contained mechanisms that inspected user environments, including timezone and proxy-related information, and inserted subtle markers into prompts sent to Anthropic's servers.
An Anthropic employee wrote on Tuesday on X that the feature was "an experiment we launched in March" intended to prevent account abuse by unauthorized resellers and protect against model distillation.
The person who spoke to Reuters about Alibaba's ban said that Anthropic's restrictions targeting China were difficult to enforce on individual users who can deploy servers in the United States and make traffic appear as if it originated there.
But companies were more aware of legal and compliance risks, the person added.
As U.S. AI model developers seek to prevent unauthorised access, resale and distillation of their systems, Chinese cloud and AI firms have shifted toward domestic and open-source models such as DeepSeek, Alibaba's Qwen, Moonshot and Zhipu.
At the same time, Chinese AI models are making inroads in the U.S. market — a development that sparked concern among some U.S. industry experts.
Alibaba's ban was first reported by Chinese media outlets.
The ban is part of a deepening spat between the two companies after Anthropic accused Alibaba of illicitly extracting its Claude AI model capabilities — a dispute that highlights the frantic race between the U.S. and China to take the lead in artificial intelligence.
Claude Code is Anthropic's AI coding assistant for software developers. It has become popular among programmers in China despite Anthropic's restrictions on access by users and entities in China.
The person, who was not authorised to speak to media and declined to be identified, said that Alibaba employees were being told to use the company's own coding platform Qoder.
Alibaba and Anthropic did not immediately respond to Reuters requests for comment. Alibaba has not publicly commented to date on Anthropic's accusations.
ANTHROPIC ACCUSES ALIBABA OF DISTILLATION STRIKE
Anthropic said last month that it had suffered a strike by Alibaba, which it described as a "distillation" effort that involves training a less capable model on the outputs of a stronger one.
The distillation helps accelerate China's ability to reach Anthropic's advanced Mythos Preview capabilities, it said in a letter seen by Reuters that was sent to two U.S. senators.
Alibaba's ban comes just days after developers said Claude Code contained mechanisms that inspected user environments, including timezone and proxy-related information, and inserted subtle markers into prompts sent to Anthropic's servers.
An Anthropic employee wrote on Tuesday on X that the feature was "an experiment we launched in March" intended to prevent account abuse by unauthorized resellers and protect against model distillation.
The person who spoke to Reuters about Alibaba's ban said that Anthropic's restrictions targeting China were difficult to enforce on individual users who can deploy servers in the United States and make traffic appear as if it originated there.
But companies were more aware of legal and compliance risks, the person added.
As U.S. AI model developers seek to prevent unauthorised access, resale and distillation of their systems, Chinese cloud and AI firms have shifted toward domestic and open-source models such as DeepSeek, Alibaba's Qwen, Moonshot and Zhipu.
At the same time, Chinese AI models are making inroads in the U.S. market — a development that sparked concern among some U.S. industry experts.
Alibaba's ban was first reported by Chinese media outlets.
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