计算机行业“一周解码”：阿里千问APP上线，全面对标ChatGPT

Investment Rating - The industry investment rating is "Outperform the Market" [40] Core Insights - Alibaba has launched the "Qianwen" app, entering the C-end AI assistant market, aiming to create a comprehensive AI agent platform and expand globally, enhancing the integration of technology and commercialization [11][12] - The autonomous driving sector is accelerating, with "LuoBo Kuaipao" leading the global Robotaxi commercialization process, achieving over 250,000 fully autonomous orders weekly and expanding its services to 22 cities worldwide [13][14] - Rokid has partnered with BOLON to introduce AI smart glasses, which feature advanced functionalities such as AI object recognition and voice navigation, marking a significant step in wearable technology [17][19] - The release of GPT-5.1 signifies a new era in AI, enhancing ChatGPT's intelligence and conversational experience, with features like adaptive reasoning and personalized dialogue styles [20][21][23] Summary by Sections 1. Alibaba's Qianwen App Launch - Alibaba is developing the "Qianwen" app based on the Qwen model, directly competing with ChatGPT, and plans to enhance its AI capabilities over the coming months [11][12] - The international version of the app is also in development, targeting overseas users [11][12] 2. Autonomous Driving and Robotaxi - "LuoBo Kuaipao" has become the world's largest fully autonomous ride-hailing platform, with significant growth in service volume and geographical expansion [13][14] - The company has established partnerships in cities like Dubai and Abu Dhabi, facilitating its global expansion [14][15] 3. AI Smart Glasses by Rokid and BOLON - The new BOLON AI smart glasses are designed for comfort and functionality, featuring a 12-megapixel camera and various AI capabilities [17][19] - Rokid aims to innovate further in the AI glasses market, focusing on lightweight designs and enhanced user experience [18][19] 4. GPT-5.1 Model Release - OpenAI's GPT-5.1 introduces significant improvements in conversational AI, focusing on user experience and adaptability [20][21][23] - The model includes features for personalized dialogue and enhanced emotional intelligence, marking a shift towards more human-like interactions [21][23]