经济观察报·2026-02-12 06:37Core Insights - The article highlights a significant shift in China's internet interaction logic from "searching for information" to "AI delivering services," indicating the arrival of a new AI-driven lifestyle ahead of expectations [2][4][12]. Group 1: User Behavior and Adoption - During the first wave of the "Spring Festival 30 Billion Big Free Order" campaign, users made 41 billion requests to "Qianwen help me," with AI completing over 120 million orders across various services [2][4]. - Nearly half of the AI orders during this period came from county-level cities, showcasing the growing adoption of AI services among ordinary users, including 1.56 million users aged 60 and above who experienced food delivery for the first time [6][12]. - The Qianwen app achieved 73.52 million daily active users (DAU) within three months of its launch, positioning it as a leading AI application in China [7][12]. Group 2: AI as a Tool and Lifestyle - The transition of AI from a "toy" to a "tool" marks the beginning of the "AI shopping year," as it effectively assists users in making purchases and planning travel [10][12]. - The integration of AI into everyday tasks reflects a broader transformation in the commercial ecosystem, driven by Alibaba's comprehensive AI capabilities and extensive service network [12][15]. Group 3: Technological and Competitive Edge - Alibaba's full-stack AI capabilities, including self-developed chips and cloud services, provide the necessary computational power and support for the Qianwen app to understand complex user requests [15][16]. - The combination of AI technology and a robust commercial ecosystem creates a competitive advantage that is difficult for other AI companies to surpass [16][18]. Group 4: Strategic Vision - Alibaba's AI strategy emphasizes both technological advancement and addressing everyday needs, demonstrating a commitment to enhancing the convenience of life for ordinary consumers [18][19]. - The 120 million orders placed signify consumer trust in AI, indicating a shift in competitive dynamics where success depends on both intelligence and operational efficiency [18].