BABA(US:BABA) Guang Zhou Ri Bao·2026-02-17 11:20Core Insights - Alibaba's AI application "Qianwen" has become a national phenomenon during the Spring Festival, driven by its "one-sentence ordering" and "Spring Festival free order" activities, attracting over 130 million first-time users and achieving 5 billion user interactions with the phrase "Qianwen help me" [1][2] Group 1: User Engagement and Performance - During the initial free order event on February 6, Qianwen exceeded expectations with over 15 million actual orders in one day, which was 15 times the company's forecast [1][2] - On February 7, Qianwen's daily active users (DAU) reached 73.52 million, nearly matching Doubao's 78.71 million, achieving this in just three months [2] - The user behavior has shifted from chat-based interactions to task execution, indicating a deeper integration of AI into daily life [2][3] Group 2: Service Expansion and Ecosystem Integration - Qianwen has integrated with various Alibaba ecosystem resources, leading to a significant increase in cross-category consumption, with hotel demand growing over 4 times and movie ticket orders increasing by 372 times [3] - The launch of the "Daily First Order Discount" activity aims to transition seasonal promotions into regular usage, allowing users to enjoy discounts across multiple platforms [3][4] Group 3: Strategic Vision and Future Developments - The company aims to embed AI into everyday life, moving beyond promotional activities to establish AI as a daily habit for users [4][5] - Future plans include expanding functionalities to cover more services such as ride-hailing and mobile top-ups, enhancing the AI assistant's capabilities [4] - The launch of the new open-source model Qwen 3.5-Plus positions Alibaba at the forefront of AI technology, emphasizing the importance of practical applications in consumer decision-making [5]