虎嗅APP·2025-11-13 11:00Core Insights - Alibaba is launching a secret project called "Qianwen APP" aimed at the C-end model market, with over 100 core engineers involved in its development [4][6][7] - The project is strategically significant for Alibaba, as it seeks to compete in the C-end AI market against existing players like DeepSeek, Doubao, and Yuanbao [4][6][7] - The Qwen model, which has the highest download volume and derivative model count in the global open-source community, serves as the foundation for the "Qianwen APP" [6][7] Group 1: Project Overview - The "Qianwen APP" is a strategic initiative led by Alibaba's top management, involving key engineers from various business lines [4][6] - The project aims to capture a significant market share in the C-end AI sector, leveraging the capabilities of the Qwen model and integrating features from Quark [7][12] - The app's development is supported by high-level collaboration across multiple departments within Alibaba [7] Group 2: Market Context and Competition - The C-end model market is highly competitive, with DeepSeek expected to launch its latest model soon, posing a direct challenge to "Qianwen APP" [13] - Alibaba's stock price reacted positively to the announcement of the "Qianwen APP," with a notable increase of over 3% [8] - The success of "Qianwen APP" could redefine Alibaba's long-term value, especially in comparison to OpenAI's current market position [10][11] Group 3: Strategic Implications - Alibaba plans to invest 380 billion in AI infrastructure, which will be crucial for the success of "Qianwen APP" [11] - The app is expected to create significant synergies with Alibaba's e-commerce platform, potentially enhancing traffic and revenue [11][12] - The upcoming launch of Quark AI glasses alongside "Qianwen APP" indicates Alibaba's commitment to establishing a strong presence in the C-end AI market [14]