阿里巴巴，午后快速拉升

Group 1 - Alibaba has secretly launched the "Qianwen" project, creating a personal AI assistant app named Qianwen, which directly competes with ChatGPT [2] - The core management views this initiative as a "future battle of the AI era," aiming to leverage the open-source technology advantages of Qwen to gain a competitive edge [2] - This move follows Alibaba's earlier announcement of a 380 billion investment in AI infrastructure, marking a significant expansion of its AI strategy [3] Group 2 - Previously, Alibaba focused heavily on the B-end AI market, providing model API services through Alibaba Cloud to various industries [3] - With the strong performance and international influence of Qwen, the management believes the timing is right to initiate a C-end battle in the AI space [3]