BABA(HK:09988) Zhi Tong Cai Jing·2026-01-15 00:38Group 1 - The core viewpoint of the news highlights the rapid growth and adoption of the Qianwen App by Alibaba, which has surpassed 100 million monthly active users within two months, particularly among students and white-collar workers [1] - The Qianwen App allows users to directly order takeout and book flights, showcasing its expanding functionality [1] - The Qianwen model has achieved a cumulative download of 700 million and is recognized as the fastest-growing open-source model globally, surpassing Meta since the second half of 2025 [1] Group 2 - Citic Securities reports that Ant Group's AI medical application "AQ" has been rebranded to "Antifufu," indicating a strategic upgrade in branding [1] - The report emphasizes three key highlights of the Antifufu App: structured multi-modal precise diagnosis capabilities, long-term health data accumulation enhancing user stickiness, and promising commercialization prospects within the Alibaba ecosystem [1] - Zhejiang Securities maintains a "Buy" rating for Alibaba Group, with a target price of HKD 189.09, citing the company's leading position in the AI full-stack cloud platform and the high certainty of profit margin improvement [2]