BABA(US:BABA) 3 6 Ke·2026-02-12 12:33Core Insights - The article highlights the significant impact of AI in consumer interactions during the 2026 Spring Festival, with a record of 1.2 billion orders processed by AI, marking a milestone in AI's real-world application and commercialization [3][4][9] Group 1: AI Performance and User Engagement - The AI system "Qianwen" achieved 1.2 billion completed orders in just six days, demonstrating a successful execution of AI in real-world tasks [2][3] - Daily active users of Qianwen surged to 73.52 million, nearly matching the industry leader, indicating a strong user engagement [2] - Nearly half of the orders came from county-level cities, and 1.56 million users aged 60 and above experienced ordering through AI for the first time, showcasing a broadening user base [6][8] Group 2: Technological Advancements and Ecosystem Integration - Qianwen successfully integrated the entire process from AI model to ecosystem, payment, and fulfillment, creating a positive feedback loop [5][6] - The underlying technology includes the "Zhenwu 810E" chip and a robust cloud computing infrastructure, enabling efficient handling of high order volumes [8] - Alibaba's extensive experience in e-commerce and logistics supports Qianwen's backend capabilities, enhancing its service offerings in various sectors [8] Group 3: Competitive Landscape and Future Implications - The current AI competition has shifted focus from model parameters to building executable and scalable task-oriented ecosystems, with Qianwen leading this transition [5][9] - The successful implementation of Qianwen during a high-traffic consumer period may redefine user interaction with AI, potentially establishing new habits in AI-assisted shopping and daily life [7][9] - As global competitors like Google test new features, Alibaba's Qianwen has already demonstrated a practical application of AI in consumer markets, positioning China at the forefront of AI model validation [9]