Zheng Quan Shi Bao·2025-11-13 08:05Core 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 features into the app to enhance shopping functionalities across its platforms, including Taobao [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 - The company is shifting its strategic focus back to core businesses after diversifying, enhancing competitiveness in response to changing consumer environments and market competition [3] - Alibaba aims to increase investments in cloud and AI infrastructure, accelerating the application and industrialization of AI technologies in e-commerce and cloud computing [3] - The company seeks to solidify its technological advantages and explore new growth opportunities driven by AI, reinforcing its position as a leader in e-commerce and cloud computing in China [3]