Di Yi Cai Jing·2026-01-15 02:16Core Insights - The battle for the future in the AI era has officially begun with Qianwen App integrating various Alibaba ecosystem services, enabling AI shopping functionalities for users [1][5] - Qianwen App has been updated in the Apple Store, allowing users to interact directly with the app for tasks like ordering coffee, with seamless payment integration through Alipay [1][6] Group 1: Product Integration and User Experience - Qianwen App has integrated services from Taobao, Alipay, and other Alibaba platforms, allowing users to order food, shop, and book flights through AI interactions [1][5] - The app's performance has improved significantly, reducing the time taken to generate responses for food delivery from nearly 30 seconds to about 10 seconds, enhancing overall user experience [4][5] - The app can recommend routes and transportation options through Gaode, providing users with detailed information on travel time and costs [4][5] Group 2: Strategic Positioning and Market Competition - Alibaba views Qianwen as a key player in the AI-to-C (consumer) sector, aiming to create a "super app" that integrates various daily life scenarios such as shopping, navigation, and health [5][6] - The competition in the AI dialogue assistant market is intensifying, with Alibaba aiming to differentiate its offerings beyond simple dialogue capabilities [7] - The integration of multiple services into Qianwen is expected to create more commercial opportunities for Alibaba, positioning it as a central AI entry point within its ecosystem [6][7]