证券时报·2025-12-10 00:11Core Viewpoint - Alibaba has established the Qianwen C-end business group, aiming to develop the Qianwen app into a super app that serves as the primary entry point for users in the AI era [1][3]. Group 1: Business Structure and Goals - The Qianwen C-end business group is formed by merging the original Intelligent Information and Intelligent Connectivity groups, encompassing various services such as Qianwen APP, Quark, AI hardware, UC, and Shuqing [2]. - The primary goal of the Qianwen C-end business group is to create a super app that integrates various life scenarios, including maps, food delivery, ticket booking, office work, learning, shopping, and health [4][5]. Group 2: Development and Expansion Plans - Alibaba has initiated the Qianwen project, which is based on the Qwen model, to create a personal AI assistant app. The app will gradually incorporate agentic-AI features to enhance shopping functionalities on platforms like Taobao [5][6]. - There are plans for global expansion through an overseas version of the Qianwen app, with over 100 developers mobilized for this project [6]. Group 3: AI Infrastructure and Future Vision - This initiative is part of Alibaba's broader investment in AI infrastructure, with a commitment of 380 billion yuan to develop AI capabilities and support systems [8]. - Alibaba's CEO has articulated a vision where large models will serve as the next generation operating system, with the goal of achieving AGI (Artificial General Intelligence) and eventually ASI (Artificial Super Intelligence) to tackle significant global challenges [9][10]. Group 4: Initial Performance Metrics - Since its public testing began on November 17, the Qianwen APP has achieved over 10 million downloads within a week, indicating strong initial user interest [11].