夸克上线对话助手，“C计划”挑战豆包

Core Insights - Quark and Doubao are set to compete for the "super entrance" in the AI era, with Quark launching a dialogue assistant as part of its strategy to integrate AI capabilities into its platform [1][5] - Quark's dialogue assistant utilizes the latest Qwen3-Max model and aims to enhance user experience by providing personalized responses based on user data [1][4] - The competition is intensified by the rapid growth of AI applications in the consumer market, where both AI search engines and dialogue assistants are vying for similar user needs [5][6] Company Strategies - Quark has transitioned into an "All in One" AI super box, indicating a strategic shift to leverage its dialogue assistant for capturing market share from Doubao [4] - The collaboration between Quark's algorithm team and Tongyi Lab aims to ensure the professional quality of generated content, addressing common issues like "information hallucination" [6] - Quark is focusing its resources on enhancing its dialogue assistant capabilities while also integrating various functions such as AI search, translation, and image generation [6] Market Positioning - As of September 2025, Doubao's mobile app is projected to reach 157 million monthly active users, while Tongyi's user base remains at 3 million, highlighting a significant gap in user engagement [4] - In the advertising space, Quark is concentrating its efforts on increasing its market presence, as evidenced by its 32% share of AI product material placements, compared to Doubao's 9% [4] - Despite Quark's advantages in scale, Doubao continues to grow rapidly, with a 6.44% increase in monthly active users in September, while Quark experienced a decline of 2.21% [6]