传统入口，用户明确关键词获取定向结果，在不同App之间存在决策割裂。在AI时代，用户需求简单 化，AI将其需求拆解生成方案推进服务，实现了真正的AI帮你做事。 时代的列车挡不住。无论字节还是阿里，不如主动按下加速键。 1月15日，千问App宣布全面接入淘宝、支付宝、淘宝闪购、飞猪、高德等阿里生态业务，实现点外 卖、买东西、订机票等AI购物功能，并向所有用户开放测试。同时，此次升级将上线超400项AI办事功 能。 千问充当AI超级入口，阿里率先生态协同。AI助手要做的事不再局限于简单的问答，而是要通过AI助 手真正打通阿里的业务体系，执行跨应用的长任务，进入实际交易链路。 AI入口之战，从豆包手机开始明示。尽管只在合作硬件中小范围试水，掀起的巨浪却远超想象。 现阶段的手机，还远远没有AI化。小厂做过很多尝试，注定跑不过互联网大厂，尤其是阿里字节这样 的"卷王"。 字节一直在尝试各种硬件入口，选择和品牌手机合作也在情理之中。而阿里拥有得天独厚的生态优势， 自我内部整合完成AI化顺理成章。 AI时代的入口之争，看似从简单的"帮我"做事开始，实则并非简单的流量通道，而是可能深度参与用户 决策的智能中枢。 北京商报评论 ...

Core Insights - The launch of "AI Pay" by Alipay marks a significant advancement in integrating AI with payment systems, allowing users to make purchases through simple voice commands [1][5][8] Group 1: AI Integration and Functionality - The Qianwen App has fully integrated with the Alibaba ecosystem, enabling AI-driven functionalities such as food delivery, shopping, and travel bookings [1][3] - Users can place orders by simply stating their requests, with the app automatically processing payments through Alipay without needing to switch applications [3][5] - The integration includes over 400 AI service functions, enhancing user experience and streamlining the payment process [1][4] Group 2: User Experience and Feedback - Initial user experiences indicate a smooth and efficient process, although some users reported minor issues with order accuracy [3][6] - The AI Pay system significantly reduces the steps required for payment, with a claim of over 60% fewer steps compared to traditional methods [5][6] Group 3: Market Implications and Future Prospects - Analysts suggest that the integration of AI Pay represents a transformative shift in the payment industry, potentially reshaping competitive dynamics [4][8] - The expansion of AI Pay's application scenarios is expected to facilitate the growth of the intelligent economy, with future developments likely to include public services and third-party platforms [7][8] - The success of AI Pay will depend on addressing user trust concerns and ensuring the accuracy of AI commands to prevent errors in transactions [9][10]

Core Viewpoint - Alibaba is strategically entering the C-end AI market with its AI app "Qianwen," aiming to leverage its ecosystem and model capabilities to enhance user experience and satisfaction [3][4][10]. Group 1: Strategic Approach - Alibaba's approach to the C-end AI market is characterized by two main strategies: maximizing the capabilities of its Tongyi large model and leveraging its overall ecosystem advantages [4][12]. - The company aims to focus on two primary user scenarios: AI office (learning) and daily life, prioritizing user experience and reputation [4][12]. - Alibaba's strategy is to engage in an "ecological war" and a "model war," rather than merely competing on product features [6][12]. Group 2: Competitive Landscape - Prior to Alibaba's entry, major players in the C-end AI market adopted three user growth models: ByteDance's model focused on product and traffic, Tencent's model leveraging social and content ecosystems, and Meituan's model centered on core business scenarios [5][6]. - Alibaba's strategy aligns with ByteDance's logic of maximizing its strengths, but differs in viewing its core assets as "model + ecosystem" rather than "product + traffic" [6][12]. Group 3: Internal and External Challenges - Internally, Alibaba must ensure its model capabilities remain superior while improving operational efficiency across various dimensions [8][12]. - Externally, competition is intensifying with the upcoming release of new models from competitors like DeepSeek, and the market is expected to see explosive growth in AI applications by 2026 [8][12]. Group 4: User Engagement and Metrics - The core goal for Qianwen in the coming year is to enhance user satisfaction to ensure retention, which will subsequently drive new user acquisition and interactions within the ecosystem [9][12]. - Qianwen's evaluation metrics focus on user satisfaction, delivery completion, and retention rather than traditional metrics like monthly active users or GMV [12][13]. Group 5: Future Outlook - The next five months are critical for Qianwen, as they will coincide with Alibaba's fiscal year-end and the 618 shopping festival, providing an opportunity to assess early user engagement and the operational link between Qianwen and ecosystem businesses [14][12]. - Alibaba's long-term strategy involves continuous upgrades to model capabilities and user demand insights, with a focus on enhancing user experience across various scenarios [18][19].

Core Insights - The emergence of AI-driven platforms like Taobao Flash Purchase signifies a paradigm shift in the food delivery industry, moving from a graphical interface to a language-based interaction model [1][2][4][5] Group 1: AI Integration and Competitive Landscape - Taobao Flash Purchase leverages the Qwen AI model, enabling it to understand user intent and execute complex orders seamlessly, positioning it ahead of competitors like Meituan, which lacks a comparable AI framework [5][7][8] - The integration of AI allows Taobao Flash Purchase to proactively anticipate user needs, contrasting with Meituan's reactive approach [8][9] Group 2: User Experience Transformation - Natural language processing eliminates the need for users to navigate complex app interfaces, making the ordering process more intuitive and accessible for all demographics, including the elderly and visually impaired [9][20] - The AI-driven service model transforms user interaction from a transactional experience to a personalized service, enhancing user loyalty and engagement [14][24] Group 3: Ecosystem Synergy - The Qwen AI model not only connects Taobao Flash Purchase but also integrates with other Alibaba services, creating a comprehensive local life operating system that addresses both spatial and temporal needs [10][12][23] - This interconnected ecosystem allows for smarter decision-making, as the AI can suggest dining options based on user preferences and real-time conditions [23][25] Group 4: Market Dynamics and Future Outlook - The shift towards AI-driven services marks a transition from subsidy-based competition to value creation, with Taobao Flash Purchase showing significant growth in non-food categories and improved unit economics [25] - If Meituan fails to develop a comparable AI capability quickly, it risks losing its competitive edge in the evolving market landscape [25]

Core Insights - Alibaba's Qianwen App is undergoing a significant update, integrating over 400 AI service functions across its ecosystem, including Taobao, Alipay, and Fliggy, marking a shift from conversational AI to practical applications [1] Group 1: Product Development - The Qianwen App aims to become a personal AI assistant capable of handling various tasks such as food delivery, shopping, and travel bookings, with a vision to create a comprehensive AI lifestyle entry point [1] - The app has achieved over 100 million monthly active users shortly after its launch, indicating rapid user adoption and engagement [1] Group 2: Market Positioning - The update signifies a strategic move in the competition for AI super entry points, transitioning the focus from entertainment to practical utility in AI applications [1] - Industry experts view this rapid development as a critical step in establishing a competitive edge in the AI market [1]

2. 千问的 任务助理 自然也有常见的 Agent 也能满足的做个小游戏、处理表格、图像化演示等任务。我在之前评测过的场景（字节的 AI Agent 效果如何？ 9 个实测案例），千问也都可以做，这里不展开讲了。 如今我不会特别关心这些小应用的效果。因为我去年体验过后，发觉它们更多的是炫技式需求。 用 AI 一句话就做一个游戏或者 APP 上架，并且获得收入的难度是很大的。真正的独立开发者需要不断发掘需求和打磨产品。AI 在专家的手里才是工 具，在大众用户的手里只是玩具。 大量的 Agent 炫技的需求场景都是非常长尾的，在垂直领域或许才更有意义。比如开发者、内容创作者等等。普通用户不需要。 1. 千问具体的升级，是上线了 任务助理 ，并且 接⼊淘宝/闪购/⻜猪/⾼德/⽀付宝 。 任务助理相当于一个能处理各种任务的 Agent。Agent 不少见，重点在于第二段： 接⼊淘宝/闪购/⻜猪/⾼德/⽀付宝。这里的接入是内部接口级别的，跟浏 览器 Agent 的形态是挺不一样的。 3. 普通用户真正需要的，是能解决实际问题的 Agent，而且最好是高频的实际问题。 千问在 2026 年开年第一时间升级了，聊聊这件事儿 ...

Core Insights - Alibaba has launched a significant update to its Qianwen app, integrating it with its ecosystem services like Taobao, Alipay, and Fliggy, marking a shift towards consumer-facing AI applications [1][2] - The update allows users to perform complex tasks such as ordering food and booking travel through a single AI application, indicating a move towards practical AI solutions in everyday life [1][4] Group 1: Product Features and Capabilities - The upgraded Qianwen app will feature over 400 AI functionalities, positioning itself as a comprehensive assistant for complex real-life tasks [2] - Users can issue commands like ordering food or planning travel, with the app providing options based on user preferences and location [6][7] - The app aims to address the consumer demand for convenience, particularly among younger users who prefer minimal effort in their purchasing decisions [9] Group 2: Market Position and Strategy - Alibaba is focusing on "commercial AI," leveraging its extensive ecosystem to create direct value through AI technology [10][12] - The company has committed to investing 380 billion yuan in cloud and AI infrastructure, indicating a long-term strategy in the AI space [10] - The integration of Qianwen into Alibaba's ecosystem is seen as a strategic move to differentiate itself in the competitive AI landscape [16][17] Group 3: Challenges and User Experience - Despite the promising features, early user feedback indicates that the app may be slow and not always provide the best options, highlighting areas for improvement [20][21] - User adoption remains a challenge, as consumers need time to adjust to using Qianwen as a regular tool for their needs [21] - There are concerns about data privacy and security, especially given the financial transactions involved in the app's functionalities [20][22]

从2025年9月宣布推出国内首个"AI付"，到如今通过千问App打通阿里生态，支付宝AI付再迎新进展。 实测一句话下单，全程AI秒级支付 一句话点外卖、订酒店、找餐厅，你体验过吗？1月15日，千问App重磅更新，全面接入淘宝闪购和支付宝AI付。 当天，北京商报记者实测发现，用户下载千问App后，只需给出"帮我点杯奶茶"指令，系统在绑定淘宝闪购并获取授权后，便可瞬时调用淘宝闪购的本地生 活资源，自动匹配就近门店、生成订单，消费者只要点击"选它"，即可通过支付宝AI付完成付款。不久后，淘宝闪购骑手就将奶茶送至现场。 1月15日，千问正式接入阿里生态，定位为AI生活助理，北京商报记者注意到，其目前已全面接入淘宝、支付宝、淘宝闪购、飞猪、高德等阿里生态业务， 实现点外卖、买东西、订机票等AI购物功能，并向所有用户开放测试，此次升级将上线超400项AI办事功能。 以AI外卖功能为例，北京商报记者实测发现，用户只需给千问App下达一句话指令"帮我点杯奶茶"，千问App可迅速回应，调用淘宝闪购下单，用户同意用 户协议，开通AI付服务后，即可无需任何跳转在端内完成AI支付。 "体验很丝滑，支付也很流畅。"多位北京地区消费者第 ...

Core Insights - Alibaba's C2B business group is intensifying efforts, accelerating the integration of its "Cloud + AI + Applications" ecosystem [1] - Ant Group has launched two AI products, Lingguang and Afu, with significant user engagement and market positioning [1] - The upcoming Qianwen APP launch is expected to enhance user interaction and service efficiency [1] Group 1: AI Product Launches - Ant Group's Lingguang gained 2 million users within 6 days, indicating strong market potential [1] - Afu has expanded from a single medical Q&A service to a comprehensive health companion, entering the top five AI applications in China [1] - A new product, Wuli, is currently in testing, developed by Ant's newly integrated AGI organization, InclusionAI [1] Group 2: Strategic Partnerships and Applications - Alibaba's computing power partnerships include companies like Hongqi Technology, Data Port, and Inspur Information [1] - Key AI application partners span various sectors: - Legal: Tongda Hai and Jinqiao Information - Health: Alibaba Health and Weining Health - Financial: Hengsheng Electronics and Highgreat [1][3] - The Qianwen APP is positioned as a super lifestyle entry point, emphasizing the importance of Alibaba's ecosystem [1]

1月15日，千问App宣布接入淘宝、支付宝、淘宝闪购等阿里旗下业务，并一口气上线超400项AI办事功 能。通过最新版千问App，用户只需一句指令——如"点40杯奶茶"或"订四姑娘山徒步装备"——即可在 端内完成咨询、推荐、下单、支付全流程，无需跳转。 全文共2674字，阅读大约需要6分钟 据北京商报记者体验，用户对千问App提出购物需求，并不是每次都可以直接下单。 北京商报记者丨魏蔚 阿里想把命运牢牢握在自己手里，尤其AI时代。 在千问App之前，用户通过豆包也可以下单商品，虽步骤略有不同，但双方意图一致：不只做信息中 介，要成为任务执行的起点。 这场围绕"帮我……"的争夺，已超越功能比拼，直指下一代流量入口的核心。当AI助手真正开始"替你 办事"，信任、体验与生态将成为决定胜负的关键变量。 千问的三头六臂 1月15日，千问App宣布，在全球首次实现点外卖、买东西、订机票等AI购物功能，并向所有用户开放 测试，实现了千问App刚上线时的承诺。 干问~ N +1 = 霸王茶姬( ■■■ 轻因·伯牙绝弦x40 本店热销榜第6名 章看胖情 20分钟 2.3km 单价约 ¥ 15.0 选它 如果需要调整数量、规格或送 ...