BABA(US:BABA) Ge Long Hui·2025-11-24 02:17Core Insights - The explosive growth of Qwen APP is attributed to Alibaba's Qwen model technology strength and open-source influence [2] - Since its full open-source launch in 2023, the Qwen model has surpassed competitors like Llama and Deepseek, becoming a leading open-source large model globally [3] - The Qwen series models have achieved over 600 million downloads worldwide, establishing a strong reputation in the industry [3] - Alibaba's flagship model Qwen3-Max ranks among the top three globally, outperforming international competitors such as GPT-5 and Claude Opus 4 [3] - The Qwen series has rapidly captured the Silicon Valley market, with Airbnb's CEO stating the company heavily relies on Qwen due to its superior performance compared to OpenAI's models [3] - NVIDIA's CEO noted that Qwen has captured a significant share of the global open-source model market, showing continuous growth [3] - On November 17, Alibaba launched the public beta of Qwen APP, which quickly gained popularity, reaching the top three in the Apple App Store free chart within three days and surpassing 10 million downloads in a week [3] - The term "Qwen Panic" has become a trending topic on overseas social media, indicating a significant impact on the global AI landscape [3] - Alibaba views Qwen as a critical player in the "AI era future battle," positioning it as an ideal time to create a consumer-facing AI entry point [4] - The Qwen APP is designed as a "chatting and task-performing personal AI assistant," integrating deeply with e-commerce, maps, and local life services to enhance its Agentic capabilities [4] - Industry experts believe the public beta success of Qwen APP is just the beginning, with potential to become a national-level application in the AI era, supporting China's competitive edge globally [4]