阿里夸克“C计划”浮出水面？AI新战场被指对阵字节跳动

Core Viewpoint - Alibaba Group's stock performance surged by 4.2% during trading on October 21, closing with a 1.98% increase, driven by news of its significant investment in artificial intelligence [1][3]. Group 1: AI Business Development - Alibaba is reportedly developing an AI initiative known as "Plan C," which aims to compete with ByteDance's similar products [3]. - The project is led by the Quark core team and involves senior members from the Tongyi Laboratory, indicating a high level of internal importance [3][4]. - "Plan C" focuses on conversational AI applications, with initial results expected to be revealed soon, although it requires long-term investment and technological breakthroughs [4]. Group 2: Competitive Landscape - ByteDance has made substantial investments in AI, with its product "Doubao" achieving significant user growth, surpassing competitors like DeepSeek [5]. - Doubao's daily token usage increased from 120 billion in May 2022 to 30 trillion by September 2023, marking a 253-fold growth [5]. - As of August 2025, Doubao is projected to have 157 million monthly active users, leading the native AI app market in China [5]. Group 3: Strategic Implications - The launch of "Plan C" may be a strategic move to capture the next generation of information access, integrating advanced conversational AI into platforms like Quark [4][7]. - Quark has gained recognition among users under 25, which could enhance its role as a new super entry point for information, content consumption, and intelligent interaction [4][7]. - The initiative could also serve as a defensive strategy against ByteDance's growing influence in the AI sector, potentially creating pressure on Alibaba's core business boundaries [6][7].