Zheng Quan Shi Bao·2025-11-13 07:58Core Insights - Alibaba has secretly launched the "Qianwen" project, developing a personal AI assistant app to compete with ChatGPT, aiming for user monetization [1][3] - The company plans to gradually integrate Agentic-AI functionalities into the app to enhance shopping experiences on platforms like Taobao, with a goal of global expansion through an overseas version [3] - Alibaba's CEO has indicated a significant increase in AI infrastructure investment, with a commitment of 380 billion yuan over three years, reflecting the rapid growth and demand in the AI sector [3] Company Strategy - Alibaba is shifting its strategic focus back to core businesses after diversifying, enhancing competitiveness in e-commerce, cloud computing, and mobile internet [3] - The company aims to deepen the application of AI technology in key areas such as e-commerce and cloud computing, reinforcing its technological barriers and exploring new growth opportunities driven by AI [3] - As a leading player in domestic e-commerce and cloud computing, Alibaba is positioning AI as a core driver to maintain competitive advantages and unlock long-term growth potential [3]