大行评级｜大摩：千问具备成为全能AI超级App的强大优势 维持阿里“增持”评级

Core Insights - Morgan Stanley reports that Alibaba's Qianwen has achieved over 100 million monthly active users within two months of launch, fully integrating into Alibaba's ecosystem [1] - The report highlights that Qianwen's strong advantage as a comprehensive AI super app and life assistant is bolstered by Alibaba's vast ecosystem, which includes Taobao, Ele.me, Fliggy, Amap, and Alipay [1] - The firm anticipates that the growth in daily active users for Qianwen, along with future iterations enhancing its capabilities, will be a significant driver for Alibaba's stock price, while cloud business revenue growth remains a primary driver [1] - Morgan Stanley maintains an "Overweight" rating on Alibaba with a target price of $180 [1]