Bei Jing Shang Bao·2025-11-17 14:50Core Insights - The launch of the AI assistant "Qianwen App" on November 17 marks another strategic project for Alibaba, following its AI infrastructure and Taobao flash sales initiatives [1] - Qianwen App has not performed as well as competitors like Baidu and Doubao, indicating a need for Alibaba to enhance its C-end presence [1][2] - Alibaba's focus is on creating a broader, more integrated AI entry point that connects both B-end and C-end services, rather than merely competing with ChatGPT [1][2] Group 1 - The Qianwen App's performance has been lukewarm since its launch, lacking the early momentum of Baidu and the popularity of Doubao and Yuanbao [1] - Alibaba's AI strategy includes a commitment to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years, alongside the release of the Tongyi Qianwen Qwen3 model [2] - The competition in the AI space has evolved beyond simple Q&A capabilities to the creation of a "super entry point" for user engagement [2][3] Group 2 - Alibaba faces significant competition from ByteDance's Douyin and Tencent's WeChat, which dominate C-end traffic, making it crucial for Alibaba to redefine its market position [3] - The success of Qianwen and other AI applications will depend on their ability to serve as genuinely useful AI assistants rather than just tools for Alibaba's traffic generation [3][4] - The AI competition is characterized by urgency in iteration, market share battles, and strategic decisions regarding ecosystem integration [3][4]