Sou Hu Cai Jing·2026-02-17 17:24Core Insights - The AI industry in China experienced unprecedented activity during the Spring Festival, with major companies like Alibaba, ByteDance, and Tencent launching aggressive initiatives to capture market share [2] - Alibaba's Qwen 3.5-Plus model, which was released on New Year's Eve, showcases significant advancements in performance and cost efficiency, positioning it as a strong competitor against Google's Gemini 3 Pro [4] - The shift in AI value focus is moving from chat-based interactions to task-oriented agents, with Alibaba leveraging its comprehensive capabilities to address industry challenges [2][10] B-end Cost Reduction - Alibaba's Qwen 3.5-Plus model features a sparse mixture of experts architecture, boasting 3.97 trillion parameters but activating only 170 billion, resulting in a 19-fold increase in inference throughput and a 60% reduction in memory usage [4] - The API pricing for Qwen 3.5-Plus is set at 0.8 yuan per million tokens, which is only 1/18th of the cost of Google's equivalent model, aiming to enhance enterprise AI penetration [4] C-end User Engagement - During the Spring Festival, over 1.3 billion commands were issued to the Qwen app, with 130 million users experiencing AI shopping for the first time, establishing it as a national-level AI assistant [7] - The daily active users (DAU) of Qwen reached approximately 73.5 million, nearly matching ByteDance's three-year accumulation in just three months, indicating strong market penetration [8] Technological Integration - Alibaba's "Tongyun Ge" strategy integrates its model development, cloud infrastructure, and chip technology, enabling it to support both B-end pricing strategies and C-end user engagement effectively [10] - The unified architecture allows Alibaba to maximize computational efficiency, reducing training costs and increasing training speed by 10% [10] Market Dynamics - The Spring Festival results indicate a significant shift in user behavior towards practical AI applications, with Alibaba's approach focusing on creating agents that can perform tasks rather than just engage in conversation [10] - The company is building a robust ecosystem by integrating its core assets like Taobao and Alipay with the Qwen model, enhancing its competitive edge against Silicon Valley giants [8][10]