智通财经网·2026-01-19 02:12Core Viewpoint - Alibaba has established a strong position in the AI application sector through various products, including health assistant "Antifufu," general-purpose assistant "Lingguang," and personal life assistant "Qianwen," suggesting continued investment opportunities in AI applications [1] Group 1: Qianwen App Integration - The Qianwen App has fully integrated into Alibaba's ecosystem, functioning as a super agent that allows users to order food, shop, and book flights through various Alibaba services [2] - It features "Alipay AI Payment" for seamless transactions and has incorporated 50 public service functions, enhancing its utility in daily life [2] - The app's capabilities include human-like understanding and multi-step task execution, positioning it as a significant traffic entry point in the AI era [2] Group 2: Antifufu Health Assistant - Antifufu, launched in June 2025, is an AI health manager that offers over a hundred functions, including health education, consultation, report interpretation, and health record management [3] - As of January 2026, the app has over 30 million monthly active users, with daily inquiries exceeding 10 million, 55% of which come from third-tier cities and below [3] Group 3: Lingguang General-Purpose AI Assistant - Lingguang, introduced in November 2025, is a multi-modal AI assistant that can generate small applications in 30 seconds using natural language [4] - It is the first AI assistant capable of generating multi-modal content, including 3D models, audio, icons, animations, and maps, enhancing communication efficiency [4] - The assistant has launched three main features: "Lingguang Dialogue," "Lingguang Flash Applications," and "Lingguang Open Eye," available on both Android and iOS [4] Group 4: Investment Recommendations - Beneficiary companies in the industry chain include Shiji Information, Jinqiao Information, Boyan Technology, and others [5] - Continued focus on investment opportunities in AI applications is recommended, with specific companies highlighted such as Kingsoft Office, Hehe Information, and others [5] - Additional beneficiary companies include Zhiyun, Minimax, and various software and technology firms, indicating a broad spectrum of investment potential in the AI sector [5]