证券时报·2025-11-17 09:18Core Viewpoint - Alibaba officially announced the "Qianwen" project on November 17, aiming to enter the "AI to C" market, with the Qianwen APP now in public beta and competing directly with ChatGPT [1][4]. Group 1: Project Overview - The Qianwen project is viewed by Alibaba's core management as a "future battle in the AI era," leveraging the open-source advantages of the Qwen model to secure a key position in the competitive consumer AI application market [3]. - The Qianwen APP is designed as a personal AI assistant, focusing on productivity tools rather than entertainment, distinguishing itself from many existing AI applications [3][4]. Group 2: Product Features - The Qianwen APP is built on Alibaba's self-developed Qwen model, showcasing multi-scenario service capabilities, including rapid processing of research reports and providing health consultations [4]. - Future plans for the Qianwen APP include integrating services like maps, food delivery, and ticket booking, aiming to create a unified AI service entry point [4]. Group 3: Technological Foundation - The confidence in the Qianwen APP stems from Alibaba's years of development in foundational models, with the Qwen model family consisting of over 300 models across various modalities [7]. - The Qwen model has gained significant traction globally, with notable recognition from industry experts, highlighting its foundational role in innovations by major tech companies [8]. Group 4: Strategic Intent - The launch of the Qianwen APP represents a critical step in Alibaba's strategy to transmit its technological advantages from foundational to application layers, and from enterprise to consumer markets [9]. - Alibaba's "full-stack" AI strategy aims to provide value to users by integrating advanced model capabilities into a cohesive ecosystem, with ambitions for developing superintelligent AI [11]. Group 5: Market Implications - The introduction of the Qianwen APP opens new possibilities for Alibaba in the AI to C space, potentially enhancing user engagement and synergy across its ecosystem [12].