Core Viewpoint - The article discusses the rapid success of the Qianwen App, launched by Alibaba, highlighting its significant user engagement and the evolving consumer behavior towards AI-driven services [2][3]. Group 1: User Engagement and Performance - On February 6, the Qianwen App's promotional event led to over 10 million orders within 9 hours, with actual orders reaching 15 million on the first day, exceeding initial expectations by 15 times [2]. - The Daily Active Users (DAU) approached that of Doubao, although the company prioritizes user feedback and experience over DAU metrics [2]. Group 2: Consumer Behavior and Market Trends - The second wave of promotional activities showed a notable shift in consumer preferences, with high-ticket items like hotel bookings and movie tickets seeing significant increases—hotel demand grew over 4 times and flight bookings nearly tripled [3]. - There is a faster growth rate in lower-tier cities and counties compared to first and second-tier cities, indicating that AI consumption is penetrating deeper into the market [3]. Group 3: AI Integration and Future Outlook - The first promotional wave served as a capability validation for AI in real-life scenarios, while the second wave integrates Alibaba's entire ecosystem, including travel and entertainment services [3]. - The company emphasizes that AI development is a gradual process, requiring real-world testing and refinement to enhance its service capabilities [3]. - The CEO believes that China will lead globally in AI applications, with continuous advancements driven by competition among companies [3].
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