Xin Jing Bao·2025-11-25 13:53Core Insights - Alibaba is focusing on both AI to B (business) and AI to C (consumer) strategies, aiming to become a leading full-stack AI service provider and create AI-native applications for consumers [1][2] - The company's cloud revenue grew by 34% in Q2 of the fiscal year, driven by AI demand, with external commercialization revenue accelerating by 29% and AI-related product revenue achieving triple-digit year-on-year growth for nine consecutive quarters [1] - The launch of the Qianwen App marks Alibaba's commitment to both AI to B and AI to C, with over 10 million downloads within a week of its public release [1] AI Strategy - Alibaba's CEO highlighted the advanced intelligence and tool utilization capabilities of the Qwen3-Max model, positioning it as a global leader [2] - The synergy between AI and Alibaba's ecosystem, including e-commerce, maps, and local services, is expected to create significant opportunities for growth [2] - The dual focus on AI to B and AI to C is anticipated to enhance core business synergies, driving Alibaba's continuous growth and elevating its market position [2]