BABA(US:BABA) Sou Hu Cai Jing·2025-11-18 05:14Core Insights - Alibaba's Qianwen app has launched its public beta, directly competing with ChatGPT, and has generated significant user interest in investment decision-making [2][4] - The app demonstrated impressive investment capabilities by winning a global AI investment competition with over 20% profitability, outperforming major models like ChatGPT-5 and Gemini 2.5 Pro [4] - The launch faced high traffic, causing service disruptions, but Alibaba has responded by expanding capacity to ensure user access [6] Group 1 - The Qianwen app has become a platform for users to seek investment advice, with discussions on various hot topics such as gold buying points and stock replacements [2] - Users have reported that the app provides detailed and professional answers to investment-related queries, indicating its potential as an investment assistant [4] - Prominent investors have praised the app for its logical reasoning and practical application in the Chinese market, suggesting it could redefine AI in investment [6] Group 2 - The app's launch coincided with a surge in user engagement, leading to temporary service overloads, which the company is addressing through capacity expansion [6] - The competitive performance of Qianwen in the AI investment competition highlights its advanced capabilities compared to other global models, with significant implications for its market positioning [4] - The app's focus on financial investment optimization reflects a strategic move by Alibaba to integrate AI into investment practices, potentially reshaping the industry landscape [6]