Core Insights - Alibaba has secretly launched the "Qianwen" project, developing a personal AI assistant app named Qianwen, aimed to compete directly with ChatGPT in the global AI application market [1][2] - The management views this initiative as a critical battle for the future in the AI era, leveraging the open-source advantages of the Qwen model to gain a competitive edge [1][2] Group 1 - Over a hundred engineers have been assigned to work on the Qianwen project, with dedicated office space at Alibaba's headquarters in Hangzhou [2] - An international version of the Qianwen app is also in development, targeting overseas users and competing directly with ChatGPT [2] - The Qwen model, developed over the past three years, is now ranked as the top open-source large model globally, with its latest version, Qwen3-Max, outperforming competitors like GPT-5 and Claude Opus 4 [2] Group 2 - The Qwen series has achieved over 600 million downloads globally, gaining significant traction in Silicon Valley [2] - Notable endorsements include Airbnb's CEO stating the company relies heavily on Qwen due to its superior performance compared to OpenAI's models [2] - Nvidia's CEO highlighted that Qwen has captured a substantial share of the global open-source model market and continues to expand its presence [2] Group 3 - Following the announcement of a 380 billion yuan investment in AI infrastructure earlier this year, this project represents a significant strategic move for Alibaba in the AI sector [2] - Previously, Alibaba focused on the B2B AI market, providing model API services through Alibaba Cloud, but now sees the opportunity to enter the consumer market with Qianwen [2] Group 4 - On November 13, Alibaba's stock price surged, with its Hong Kong shares closing at 162 HKD, up 3.32%, and over 100% increase year-to-date; US shares rose 4.49% to 165 USD, with approximately 90% increase year-to-date [3]
全面对标ChatGPT,阿里大动作曝光,股价大涨!抽调上百名工程师秘密办公,划了两层楼作为专属区域
Mei Ri Jing Ji Xin Wen·2025-11-13 10:40