阿里巴巴，突传大消息！股价猛拉

Core Viewpoint - Alibaba has secretly launched the "Qianwen" project, aiming to develop a personal AI assistant app to compete with ChatGPT, with the goal of monetizing from the user end [1][5]. Group 1: Project Development - The Qianwen app will gradually incorporate Agentic-AI features to enhance shopping functionalities on platforms like Taobao [3]. - Over 100 developers have been mobilized from various departments to support this transformation, following CEO Wu Yongming's announcement of additional AI investments [3][6]. Group 2: Strategic Importance - This initiative follows Alibaba's earlier announcement of a 380 billion yuan investment in AI infrastructure, marking a significant step in its AI strategy [5]. - Wu Yongming highlighted the rapid development of the AI industry and the exceeding demand for AI infrastructure, indicating a commitment to a three-year plan for substantial investment [6]. Group 3: Market Positioning - Alibaba is refocusing its strategy from diversification back to core business areas, enhancing competitiveness in e-commerce, cloud computing, and mobile internet [6]. - The company aims to deepen the application of AI technology in key sectors, reinforcing its technological barriers and exploring new growth avenues driven by AI [6].