中信建投:阿里发力C端AI应用 千问探索下一代流量入口
Mei Ri Jing Ji Xin Wen·2025-11-19 00:12

Core Insights - The launch of Qianwen App on November 17 led to a significant rise in its iOS free chart ranking, moving from 45th to a peak of 6th place [1] - Alibaba's AI strategy has primarily focused on B-end applications, emphasizing large models and cloud services [1] - The Tongyi model family has over 170,000 global derivative models, making it the model family with the highest number of derivative models [1] - The introduction of Qianwen App signifies Alibaba's strong expansion into C-end applications [1]