证券时报·2025-11-24 11:06Core Insights - Alibaba's AI assistant Qwen APP has achieved over 10 million downloads within a week of its public testing, marking it as the fastest-growing AI application in history [1] - The management views the Qwen project as a critical battle for the future in the AI era, aiming to secure a significant position in the consumer AI application market [1][2] - Alibaba's strategy emphasizes a "user-first, AI-driven" approach, investing heavily in building a comprehensive ecosystem from foundational computing power to upper-level applications [2] Group 1 - The Qwen APP was officially launched on November 17, 2023, and integrates the leading open-source model Qwen3, competing directly with ChatGPT [1] - Future updates to the Qwen APP will include Agentic-AI functionalities, enhancing its capabilities as a personal AI assistant [1] - Alibaba plans to expand the Qwen APP globally through an overseas version, with significant resources allocated to this project [1][2] Group 2 - Alibaba's CEO has indicated that achieving AGI (Artificial General Intelligence) is a certainty, with the ultimate goal being the development of ASI (Artificial Superintelligence) to tackle major scientific challenges [2][3] - The integration of Qwen APP with Alibaba's other applications like Taobao, Gaode, and DingTalk is expected to enhance user engagement and create synergistic value [3] - Goldman Sachs has raised its capital expenditure forecast for Alibaba, predicting a total of 460 billion RMB from FY2026 to FY2028, driven by increased demand for AI inference [3] Group 3 - The global application of Chinese AI models is on the rise, with companies like Airbnb utilizing Alibaba's Qwen model for customer service, indicating international recognition of Chinese open-source AI models [4]