BABA(US:BABA) 新华网财经·2025-11-24 10:34Core Insights - Alibaba's AI assistant Qwen App has achieved over 10 million downloads within a week of its public testing, surpassing competitors like ChatGPT, Sora, and DeepSeek, marking it as the fastest-growing AI application to date [2][5][12] - The launch of Qwen App is seen as a significant move in the AI market, comparable to a "D-Day" for AI entry, indicating Alibaba's strong position in the AI landscape [2][4] - Analysts predict that Alibaba will establish a profitable model for Qwen App through subscription services and traffic entry points, aiming to create a closed-loop for consumer profitability [4][12] Download and Performance Metrics - Qwen App reached the top three in the Apple App Store free applications just two days after its launch, indicating high user engagement and interest [5][6] - The app's rapid growth led to server congestion, highlighting its popularity and the overwhelming demand from users [5][6] - As of November 24, the app's download count exceeded 10 million, making it the fastest-growing AI application currently available [2][5] Competitive Landscape - Qwen App is based on the Qwen3 model, which has been recognized as the top-performing open-source model globally, outperforming competitors like Llama and DeepSeek [7][11] - The app's success is attributed to its integration with various life scenarios and its comprehensive free offerings, positioning it as a direct competitor to ChatGPT [5][7] - Alibaba's Qwen series models have achieved over 600 million downloads, establishing a strong reputation in the industry [7][11] Future Prospects - The Qwen App is expected to evolve into a national-level application in the AI era, with potential for significant growth in user engagement and infrastructure investment [12] - Alibaba aims to integrate Qwen App with its e-commerce, mapping, and local services, enhancing its capabilities to perform tasks beyond just conversation [12] - The management views Qwen App as a critical player in the future of AI, emphasizing its role in the transition to Agentic AI, which assists users in various tasks [11][12]