千问总裁吴嘉回应千问爆火：不是卷补贴，是AI未来必然趋势

Core Insights - The core idea of the news revolves around the significant success of the AI assistant Qianwen, which has rapidly gained popularity through its promotional activities, particularly the "Spring Festival Free Order" campaign that exceeded expectations in terms of user engagement and order volume [1][3]. Group 1: Campaign Success - On February 6, Qianwen launched a major promotional campaign, achieving 15 million orders on the first day, which was 15 times the initial forecast [1]. - The campaign included a budget of 3 billion yuan, marking the largest investment by Alibaba for a Spring Festival event and the highest investment among tech companies for AI-related activities during the 2026 Spring Festival [1]. - The second wave of the free order campaign was announced on February 14, extending the promotion and integrating additional services such as movie and scenic ticket purchases through AI [2][3]. Group 2: User Engagement and Behavior - User enthusiasm remains high, with a notable shift in user behavior from simple transactions to more complex requests, indicating that AI is evolving from a chat tool to a functional assistant [4][5]. - The introduction of the "Super Free Order Card" expanded the range of applicable services, including hotel and flight bookings, with significant increases in demand for these services, such as hotel bookings growing over four times [4]. - The growth in user engagement is particularly pronounced in lower-tier cities, suggesting that AI consumption is penetrating deeper into various market segments [4]. Group 3: Industry Context and Future Outlook - The rapid rise of Qianwen has sparked discussions about competition in the AI space, with the company emphasizing that its goal is not to engage in a subsidy war but to integrate AI into everyday life [5]. - The competitive landscape is intensifying, with other tech giants like Google also introducing shopping features in their AI assistants, indicating a global trend towards AI moving from mere conversation to actionable tasks [5][6]. - The company believes that China will lead in AI application, as evidenced by the large-scale adoption of AI shopping, contrasting with the slower rollout of similar features by international competitors [6].