BABA(HK:09988) 硬AI·2025-11-13 07:06Core Viewpoint - Alibaba has secretly launched a strategic project named "Qianwen" to develop a personal AI assistant app, aiming to compete directly with ChatGPT in the global AI race [4][8]. Group 1: Strategic Shift - Alibaba is shifting its strategic focus from B-end AI services to C-end large model applications, marking a significant transition in its AI strategy [8][25]. - The "Qianwen" project represents Alibaba's ambition to create an "AI operating system" for global users, moving beyond merely providing tools for enterprises [9][22]. Group 2: Technological Advancements - Qwen has rapidly evolved over the past three years, becoming one of the most popular open-source large models globally, with over 600 million downloads, ranking first worldwide [12]. - The latest version, Qwen3-Max, has surpassed competitors like GPT-5 and Claude Opus 4 in various capability assessments, indicating its growing influence [12]. Group 3: Global Competitive Landscape - The launch of "Qianwen" comes at a time when open-source models are gaining traction, with significant figures like former Google CEO Eric Schmidt noting a shift towards Chinese open-source AI models due to their cost-effectiveness and accessibility [18][19]. - Alibaba's initiative is seen as a strategic acceleration, transitioning from a B-end model service provider to an "AI super entrance" [25]. Group 4: Market Implications - The "Qianwen APP" aims to establish a global AI system entry point centered around Qwen and the Chinese open-source ecosystem, indicating a potential shift in the competitive landscape of the AI industry [23][29]. - As open-source technology becomes a mainstream choice for multinational companies, it may reshape the future industrial landscape, highlighting the significance of Alibaba's move [29].