【导读】23天月活破3000万！千问成为全球增长最快AI应用 12月10日，阿里千问公测23天月活突破3000万，成全球增长最快AI应用。千问APP正加速 从"聊天"迈向"办事"，向所有用户首批开放AI PPT、AI写作、AI文库、AI讲题四项新功能。 业内人士表示，长期以来，国内市场对标ChatGPT的高质量、普惠性AI应用存在巨大的"需求 堰塞湖"。千问以极快的速度突破3000万月活，雄辩地证明了这一市场的真实性与广阔性。 市场需求验证与产业势能正集中释放。 千问月活突破3000万 开放AI PPT等四项新功能 12月10日，阿里巴巴官方信息显示，自11月17日公测仅23天，千问月活跃用户数（含 APP、Web、PC端）已突破3000万，成为全球增长最快的AI应用。 同时，千问APP正在加速从"会聊天"迈向"能办事"，向所有用户首批开放AI PPT、AI写作、 AI文库、AI讲题四项新功能。 业内人士表示，"开放四项新功能"是此次事件中最具实质性意义的举措。它标志着千问乃至 阿里AI的战略重心，正从追求模型的通用能力"能聊天"，转向解决特定场景的具体问题"能办 事"。 FJR 7E 向所有用户开放四项"办 ...

经济观察网12月9日，香港交易所宣布推出香港交易所科技100指数(港交所科技100)，港交所科技100是 首只港股指数。港交所科技100是一个宽基股票指数，追踪100家在香港交易所上市的市值最大的科技公 司的表现。港交所官网显示，腾讯控股、阿里巴巴、小米集团、美团、京东集团等互联网与科技龙头， 美图公司、易鑫集团等新兴科技企业入选指数。 ...

Group 1 - Alibaba has established the Qianwen C-end business group, led by Vice President Wu Jia, resulting from the merger of the original Intelligent Information and Intelligent Connectivity groups [2] - The primary goal of the Qianwen C-end business group is to develop Qianwen into a super app, aiming to be the primary entry point for users in the AI era [2] - Qianwen is expected to evolve into an omnipresent AI assistant, integrating into various scenarios such as glasses, PCs, and cars, allowing users to access AI anytime and anywhere [2] Group 2 - In the past month, Qianwen has experienced rapid growth in the C-end market, with over 10 million downloads within a week of public testing, exceeding user growth and retention expectations [2] - The product has been deeply integrated with Quark AI browser and Quark AI glasses, expanding into more user scenarios [2] - Alibaba's core management views the Qianwen project as a "future battle of the AI era," planning to integrate various life scenarios such as maps, food delivery, ticket booking, office work, learning, shopping, and health into Qianwen [2]

Group 1: Core Insights - The overseas business segments of major Chinese internet companies have become "profit dark horses," with Alibaba's international digital commerce turning profitable, Meituan's Keeta achieving monthly profitability in Hong Kong, and Tencent's overseas gaming revenue surging by 43% year-on-year [1] - As domestic internet traffic growth reaches diminishing returns, going overseas has become a necessary strategy for companies, evolving from "go overseas or go home" to "no core capabilities, no overseas expansion" [1] Group 2: Cross-Border E-commerce - Alibaba's international retail business reported revenue of 28.068 billion yuan, a 10% year-on-year increase, driven by growth from AliExpress and other international operations [2] - The international wholesale business generated 6.731 billion yuan, an 11% increase year-on-year, attributed to growth in value-added services related to cross-border business [2] - Temu's gross merchandise volume (GMV) growth is primarily due to rapid penetration in the European (30-40% share, 60-70% year-on-year growth) and Latin American markets (over 15% share), while growth in North America is slowing [2][3] Group 3: Local Lifestyle Services - Meituan's Keeta achieved its first monthly profitability in Hong Kong, marking a significant milestone in its overseas expansion [4] - Keeta is expanding in the Middle East and Brazil, utilizing AI algorithms and big data to optimize delivery routes and improve efficiency [4][5] - The competitive landscape in Brazil is intense, with Didi and Uber also expanding their food delivery services, indicating a battle for market share [6] Group 4: Entertainment Sector - Tencent's international gaming revenue reached 20.8 billion yuan, a 43% year-on-year increase, driven by successful titles like "Clash Royale" and "PUBG MOBILE" [7] - NetEase's overseas strategy is undergoing significant adjustments, with the closure of several overseas studios despite some successful game launches [8] Group 5: Mobile Phones - Xiaomi's smartphone revenue declined by 3.1% year-on-year to 46 billion yuan, attributed to a decrease in average selling price (ASP) [9] - Xiaomi's overseas internet service revenue reached a record high of 3.3 billion yuan, growing by 19.1% year-on-year, with a notable increase in the share of high-margin overseas market revenue [10] - The competition in the African market between Xiaomi and Transsion is intensifying, leading to price wars [10] Group 6: Conclusion - The third-quarter financial reports indicate a shift in Chinese internet companies' overseas strategies, moving from reliance on policy advantages and low prices to focusing on supply chain capabilities, AI technology, localization, and compliance management [12] - The transformation represents an upgrade from being participants in the global value chain to integrators, with challenges such as geopolitical compliance risks and cultural differences remaining significant [13]

来源：阿里巴巴 公测23天 千间月活突破 300 向所有用户开放四项"办事"新功能 & AI PPT 一句话生成PPT,超10万模板智能匹配,可对话修改内容 ☆ AI写作 一句话成稿,上万种论文、公文、合同模板自动排版 ☆ Al讲题 一键拍题,像真人老师一样讲解,百万真题免费提供 公测23天，感谢大家对千问的支持。我们正全力让千问成为最会办事的AI助手，用技术兑现每一份期 待。 未来，更多可能尽在千问。 责任编辑：杨赐 来源：阿里巴巴 公测23天 千间月活突破 300 向所有用户开放四项"办事"新功能 ☆ AI文库 一句话找资料,5亿规模资料全领域覆盖,免费下载 ☆ AI写作 一句话成稿,上万种论文、公文、合同模板自动排版 ☆ AI文库 一句话找资料,5亿规模资料全领域覆盖,免费下载 ☆ Al讲题 一键拍题,像真人老师一样讲解,百万真题免费提供 公测23天，感谢大家对千问的支持。我们正全力让千问成为最会办事的AI助手，用技术兑现每一份期 待。 未来，更多可能尽在千问。 责任编辑：杨赐 & AI PPT 一句话生成PPT,超10万模板智能匹配,可对话修改内容 ...

在人工智能应用竞争激烈的2025年末，一匹"黑马"正以加速度闯入更多人视野。 12月10日，阿里巴巴官方信息显示，旗下AI应用"千问"自11月17日全面公测仅23天，月活跃用户数（涵盖 APP、Web、PC全端）已破3000万大关，一举成为全球增长最快的AI应用之一。 有业内观察人士指出，这展示出市场对AI应用的旺盛需求，也体现出AI应用的竞争焦点正从炫技式的"会聊 天"转向务实的"能办事"。 不只是流量狂欢 千问的快速起势是多种因素共同作用的结果，其背后既体现了技术积累的价值，也反映出战略定位在市场竞争 中的关键作用。 首先，底层模型的技术支撑即基于阿里千问（Qwen）大模型的长期积累，为快速发展奠定基础。实际上，自 2023年起，阿里便采取了积极的开源策略，其Qwen系列模型在Hugging Face等全球开发者社区获得了广泛认 可。 截至目前，阿里千问Qwen已开源300多款模型，囊括文本、编程、图像、语音、视频等全模态，覆盖0.5B到 480B等全尺寸，在全球主要模型社区的下载量已经突破6亿，衍生模型突破17万个。 其次，明确的功能场景聚焦加速了其用户增长。千问发布伊始便定位"会聊天、能办事"这一方向 ...

银河证券研报称，展望未来，12月即将召开的国内重要会议与美联储议息会议，有望为港股市场提供中 长期政策方向和短期流动性信号，配置方面，建议关注贵金属、内需消费、科技成长等板块。 港股消费ETF（513230）跟踪中证港股通消费主题指数，一键打包互联网电商龙头+新消费，成分股近 乎囊括港股消费的各个领域，包括泡泡玛特、老铺黄金、名创优品等新消费龙头，又包含腾讯、快手、 阿里巴巴、小米等互联网电商龙头，科技+消费属性突出。 消息面上，国家统计局数据显示，11月份CPI同比上涨0.7% 环比下降0.1%。1至11月平均，全国居民消 费价格与上年同期持平。此外，全国零售业创新发展大会12月9日至10日在北京举行，商务部相关负责 人表示，"十五五"时期，要把零售业作为培育完整内需体系、做强国内大循环的关键着力点，推动行业 转向品质驱动、服务驱动，实现高质量发展。 12月8日，Apple Store官方旗舰店在电商平台推出年末降价活动，iPhone 17 Pro及iPhone 17 Pro Max机型 降价300元，降价后两款机型售价分别为8699元起和9699元起。山西、上海、四川等部分地区可享国家 补贴，至高可省50 ...

据悉，千问APP正在以周为单位快速迭代。阿里巴巴正在陆续将地图、外卖、订票、办公、学习、购 物、健康等各类生活场景接入千问，不断增强"办事"能力。 凤凰网科技讯12月10日(作者/董雨晴)凤凰网科技获悉，自11月17日公测仅23天，千问月活跃用户数(含 APP、Web、PC端)已突破3000万，成为全球增长最快的AI应用。同时，千问APP正在加速推进其"能办 事"的能力，向所有用户首批开放AI PPT、AI写作、AI文库、AI讲题四项新功能。 ...

12月10日，港股震荡回落，科网龙头多数回调，不过美团-W涨逾1%，阿里巴巴-W一度下跌后迅速翻 红。热门ETF方面，港股AI核心工具——港股互联网ETF（513770）早盘下跌后有所回弹，现跌0.9%， 盘中持续溢价交易，显示买盘资金强势。 中泰证券表示，港股科技龙头在AI投入加大背景下，当前估值合理且分红回购增强。随着美联储降息 周期开启、南向资金持续流入，港股科技板块的估值洼地效应与盈利弹性正同步显现。值得一提的是， 近日来资金密集涌入相关资产，港股互联网ETF（513770）近4日获资金连续净流入合计超1.7亿元。 港股互联网ETF（513770）及其联接基金（017125）被动跟踪中证港股通互联网指数，该指数重仓互联 网龙头，前10大持仓汇聚AI云计算、大模型+各领域AI应用公司，合计占比超73%，龙头优势显著，阿 里巴巴-W、腾讯控股、小米集团-W是其前3大权重股，权重占比分别为18.89%、17.01%、10.05%。港 股互联网ETF（513770）基金规模超百亿元，年内日均成交额超6亿元，支持日内T+0交易，不受QDII 额度限制，流动性佳。 中信证券分析，继续看好互联网板块顺周期属性叠加A ...

Core Insights - Alibaba has established the Qianwen C-end business group, led by Vice President Wu Jia, aiming to develop Qianwen into a super app and an omnipresent AI assistant for users in the AI era [1][4] - The Qianwen project is positioned as a strategic move to enter the AI to C market, directly competing with ChatGPT, with the management believing the timing is ripe for such a launch [3][4] - The AI to C market is projected to grow significantly, with McKinsey estimating a global market size of $1.3 trillion by 2030, growing at an annual rate exceeding 35% [3] Group 1 - The Qianwen C-end business group is formed by merging the original Intelligent Information and Intelligent Connectivity groups, encompassing various services including the Qianwen app, Quark, AI hardware, UC, and Shuqing [1] - The primary goal of the Qianwen C-end business group is to make Qianwen the first entry point for users in the AI era, integrating AI into everyday scenarios such as glasses, PCs, and cars [1][4] Group 2 - Alibaba's management views the Qianwen project as a critical battle for the future in the AI era, planning to integrate various life scenarios such as maps, food delivery, ticket booking, office work, learning, shopping, and health into Qianwen [4] - Significant organizational restructuring has occurred, with key teams being realigned to enhance AI capabilities, including the transfer of the Tongyi AI application team from Alibaba Cloud to the Intelligent Information group [4]