Group 1 - The core viewpoint is that AI applications are entering a major upward trend, and there is a strong and sustained optimism regarding investment opportunities in this sector [1][2] - The AI application market is expected to have significant potential in both time and space dimensions, with institutional holdings and industry trends aligning favorably [1] - Following the launch of the Qianwen app, other major model developers like ByteDance and DeepSeek are anticipated to catalyze industry development in February, while OpenAI's commercialization efforts are expected to accelerate the AI ecosystem [1] Group 2 - The Qianwen app has fully integrated into Alibaba's ecosystem, including core services like Taobao, Alipay, and Fliggy, marking the beginning of a new era for AI applications [2] - This integration allows for seamless data and interface connectivity with Alibaba's core business, facilitating the realization of AI services and promoting a positive feedback loop for monetization [2] - Other major companies are expected to accelerate their efforts to capture user engagement and realize the commercial value of AI in various scenarios [2]
【兴证计算机】阿里AI：千问开启办事时代，阿福月活高速增长
兴业计算机团队·2026-01-18 07:44