BABA(US:BABA) 新浪财经·2025-12-17 11:36Core Viewpoint - Alibaba's Qianwen APP has launched the latest video generation model, Wanxiang 2.6, which introduces the "AI Theater" feature, allowing users to easily co-star in AI short films with friends or celebrities, marking a significant advancement in visual model capabilities [2][4]. Group 1: Product Features and Innovations - The new Wanxiang 2.6 model supports audio-visual synchronization, multi-camera generation, and sound-driven features, making it the most comprehensive video generation model globally and the first in China to support role-playing functionality [4]. - The "AI Theater" feature is based on the role-playing capability of the Wanxiang 2.6 model, with only OpenAI's Sora2 model offering similar functionality [4]. Group 2: User Growth and Engagement - Since its public beta launch, Qianwen APP has seen rapid iteration, with 18 updates in one month, and has achieved record user growth, surpassing 10 million downloads in the first week and over 30 million monthly active users within 23 days [5]. - The app's rapid evolution is supported by Alibaba's robust self-developed technology foundation, which has significantly enhanced video creation efficiency [5]. Group 3: Competitive Positioning - In the language model domain, Alibaba's Qianwen is positioned to compete with GPT, with several models based on Qianwen being utilized by companies like Airbnb, which has praised Qianwen for being better and cheaper than OpenAI [6]. - Alibaba has released over 300 open-source models globally, with downloads exceeding 700 million, establishing Qianwen as the largest open-source model family, surpassing Meta's Llama [6].