BABA(US:BABA) Ge Long Hui·2025-11-24 02:32Core Insights - Alibaba's Qianwen App has achieved over 10 million downloads within a week of its public testing, making it the fastest-growing AI application in history, surpassing competitors like ChatGPT and DeepSeek [1][2] - The rapid growth of Qianwen App is attributed to Alibaba's Qwen model technology and its open-source influence, which has established Qwen as a leading open-source large model globally [1][2] - The Qwen series models have accumulated over 600 million downloads globally, gaining a strong reputation in the industry, with the flagship Qwen3-Max model ranking among the top three globally [1][2] Market Impact - The launch of Qianwen App has sparked significant interest in the consumer market, quickly reaching the top three in the Apple App Store free category within three days [2] - The term "Qianwen Panic" has emerged as a trending topic on overseas social media, indicating the app's impact on the global AI landscape [2] - Alibaba views Qianwen as a critical player in the "AI era future battle," positioning it as an ideal entry point for consumer AI [2] Strategic Positioning - Qianwen App is designed as a personal AI assistant capable of conversation and task execution, integrating deeply with Alibaba's ecosystem, including e-commerce and local services [2] - The app aims to enhance its Agentic capabilities, allowing AI to not only understand and generate but also to collaborate across different scenarios and complete tasks [2] - Industry experts believe that the public testing success of Qianwen App is just the beginning, with potential to become a national-level application in the AI era, supporting China's competitive edge globally [2]