Xuan Gu Bao·2025-12-10 23:13Group 1 - Qianwen has surpassed 30 million monthly active users within 23 days of its public beta launch on November 17, making it the fastest-growing AI application globally [1] - Qianwen app is undergoing daily feature updates with hundreds of engineers working in a closed development environment at Alibaba's Xixi campus, aiming for a major iteration before the Spring Festival [1] - Alibaba's internal communications indicate that the primary goal for Qianwen's consumer-facing division is to develop it into a super app, serving as the primary entry point for users in the AI era [1] Group 2 - Guohai Securities suggests that Alibaba's shift towards consumer-facing AI applications indicates that Qianwen app is expected to become a new high-frequency super entry point in the next one to two years, deeply integrating with Alibaba's e-commerce, entertainment, and local life services [1] - Zhonghang Securities believes that domestic AI is transitioning from model competition to a critical phase of system integration and scenario penetration, with three main drivers: the formation of endpoint entry, practical model capabilities, and the maturity of multimodal tools accelerating AI application deployment [1] Group 3 - Nanxing Co., Ltd. reported that its subsidiary, Yiwang Network, is a key supplier of data center and bandwidth resources for Alibaba Cloud, providing stable, efficient, and secure infrastructure support [2] - Runjian Co., Ltd. is collaborating with Alibaba in AI applications and computing power, with ongoing order placements; its Wuxiang Cloud Valley Intelligent Computing Center is positioned as a core hub for China-ASEAN AI cooperation [2]