Zhi Tong Cai Jing·2026-01-19 02:34Core Insights - Alibaba has established a strong position in the AI application space with various products like "Ant Aifu," "Lingguang," and "Qianwen," suggesting potential investment opportunities in AI applications [1] Group 1: Qianwen App Integration - The Qianwen App has fully integrated into Alibaba's ecosystem, enabling users to perform tasks such as ordering food, shopping, and booking flights through AI functionalities [2] - It has incorporated over 50 public service features via Alipay, enhancing its utility in daily life [2] - The app has evolved from a standard AI assistant to a significant entry point for Alibaba's ecosystem, potentially becoming a major traffic hub in the AI era [2] Group 2: Ant Aifu Health Assistant - Ant Group launched the AI health manager AQ, which was upgraded to "Ant Aifu," offering over a hundred AI functionalities related to health [3] - As of January 2026, the app has over 30 million monthly active users, with daily inquiries exceeding 10 million, indicating strong user engagement [3] - Notably, 55% of users are from third-tier cities and below, highlighting its reach in less urbanized areas [3] Group 3: Lingguang AI Assistant - The "Lingguang" AI assistant was introduced as a productivity tool, capable of generating small applications in 30 seconds using natural language [4] - It is the first AI assistant in the industry to support full-code generation for multi-modal content, including 3D models, audio, icons, animations, and maps [4] - The assistant has launched three main features, enhancing user interaction and efficiency [4] Group 4: Investment Recommendations - Beneficiary companies in the industry chain include Shiji Information, Jinqiao Information, Boyan Technology, and others, indicating a broad spectrum of investment opportunities [5] - Continued focus on AI application investments is recommended, with specific companies highlighted such as Kingsoft Office, Hehe Information, and others, suggesting a diverse investment landscape [5]