Seek .(US:SKLTY) Di Yi Cai Jing·2025-11-21 10:40Core Insights - Ant Group is actively entering the AI assistant market with its newly launched multimodal AI assistant "Lingguang," which has already surpassed 500,000 downloads, indicating a strong strategic push in the AGI space [1][2][3] - The excitement and urgency within Ant Group were significantly influenced by the early success of DeepSeek, prompting the company to rapidly assemble resources and make strategic decisions regarding AI development [2][3] - Ant Group aims to create a national-level application in the AGI era, emphasizing the importance of exploring various strategic avenues rather than solely focusing on direct competition with existing products [3][6] Company Strategy - Ant Group has established a relatively independent AGI organization with over 200 members to focus on AI development since March [1] - The company is prioritizing the enhancement of natural language interaction and reducing the barriers for users to engage with AI technologies through Lingguang [5][6] - Ant Group believes that the commercial viability of AI applications will emerge naturally as user value and engagement increase, rather than being a primary focus at this stage [6] Market Context - The AI market in China is still in its early stages, with no product achieving over 100 million daily active users, despite significant investments from major internet companies [2][6] - The current landscape is characterized by a lack of clear market leaders, and companies are exploring various opportunities to identify potential breakthroughs in AI applications [2][5] - Ant Group's approach to AI development is not solely about competing with specific products but rather about understanding the evolving capabilities of models and user needs over time [6][7]