从底层模型竞争到超级应用战场，阿里拿到了AI Agent时代第一张"船票"。西部证券分析师郑宏达认为，未来，阿里可能将通过订阅制、流量入口等商业 模式建立C端盈利闭环，以模型+场景驱动AI服务更广泛地触达和转化终端用户。 千问App热度持续飙升 11月17日，阿里巴巴正式宣布"千问"项目，全力进军AI to C市场。 截至11月24日，阿里旗下的AI助手千问App公测一周，下载量已突破1000万次，超越ChatGPT、Sora、DeepSeek，成为截至目前增长最快的AI应用。 自11月17日上线以来，千问App持续受到热捧，上线后仅两天就冲入苹果App Store免费总榜前三。这意味着，继2025年年初DeepSeek之后，阿里巴巴在 2025年年末再度向全球投下"中国AI冲击波"。在业内人士看来，此次阿里推出千问App，堪比AI入口之战的"诺曼底登陆"。 截至11月24日，公测一周的千问App下载量已突破1000万次，超越ChatGPT、Sora、DeepSeek，成为截至目前增长最快的AI应用。 不仅如此，千问App的用户体验也相当出色。有网友表示："学习工作一站式搞定，千问堪称AI里的实用派代表。" ...

祥峰投资东南亚与印度区执行董事Chan Yip Pang认为，公司选择路线时要基于使用目的——是将它用 于内部生产力的提升，还是用于原生AI应用程序的构建？ 如果是前者，企业要测试AI解决方案是否真的能够提高生产力，那么通常会采用闭源模型，这样可以 迅速获取投资回报率。但随着时间推移，费用会逐渐增加，在一个时间点公司会为了降低成本转向开 源。 如果是为了开发AI应用并将其作为服务销售的初创公司，选择开源模型是更好的选择，因为开源模式 能够让公司完全掌控技术栈，成本可控，且不必依赖大模型背后的巨头。相比之下，闭源模型随时可能 涨价，甚至改变模型特征，而用户公司对此毫无还手之力。 来自金融科技领域的Dyna.AI总经理兼投资者关系负责人Cynthia Siantar指出，她所在的领域受到严格监 管，监管者不会问公司的大模型是开源还是闭源，而是会问如何做出决策的？公司需要对此给出解释， 这时开源模型的优势就会凸显。 Amplify AI Group首席执行官Will Liang的客户大多来自金融服务行业，他表示，如果AI是用于关乎公司 竞争优势和机密的事项，大多情况下开源模式是更安全的选择，因为公司可以亲自部署并严 ...

今年 3 月，我曾向大家提及包括 CoreWeave 在内的部分人工智能公司面临的折旧风险。8 月，做 空安然公司的吉姆・查诺斯也表达了类似担忧。 核心顾虑集中在 GPU（图形处理器）上，这类芯片是训练和运行人工智能模型的关键硬件。随着 新型 GPU 推出，旧款产品会因技术淘汰和磨损而贬值。云计算公司必须通过折旧方式，在符合实 际的周期内降低这些资产的账面价值，折旧速度越快，对盈利的冲击就越大。 投资者开始担心，GPU 的实际使用寿命仅为 1 到 2 年，但云计算提供商却按 5 到 6 年对其进行 折旧。这种会计处理上的不匹配，可能会导致人工智能行业在几年后遭遇严重的盈利下滑。 如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ： 内容编译自 businessinsider ， 谢谢 。 近几周，关于人工智能泡沫的悲观警告震动了市场，但至少有一项主要担忧是站不住脚的。 如今，这种观点在华尔街几乎已成共识，也是支撑 "我们正处于巨大人工智能泡沫中" 这一论点的 主要依据之一。但问题在于，这种看法是错误的：即便英伟达每 18 个月或更短时间就推出新一代 GPU 架构，其折旧速度也远没有部分投资者担忧的那么快。 " ...

Core Viewpoint - Alibaba's launch of the "Qianwen" app is seen as a strategic move in the "AI era's future battle," aiming to create a personal AI assistant that can chat and perform tasks, positioning itself as a future AI lifestyle gateway [4][6]. Group 1: Product Launch and Features - On November 17, Alibaba officially announced the "Qianwen" project, with the public beta version of the app now available [5]. - The "Qianwen" app is positioned as Alibaba's most powerful model official AI assistant, featuring capabilities such as conversational Q&A, intelligent writing, and a multi-modal camera function [7]. - A key anticipated feature of the "Qianwen" app is the upcoming shopping agent, which will allow users to shop on platforms like Taobao and Tmall using natural language commands [10]. Group 2: Market Positioning and Strategy - The launch of the "Qianwen" app is widely regarded as Alibaba's determination to compete directly with ChatGPT in the consumer application market [13]. - Alibaba's Qwen model series has achieved significant success, with over 600 million downloads and more than 170,000 derivative models as of September 2024, accounting for over 30% of global model downloads on Hugging Face [13]. - The company is consolidating its consumer-facing AI products to create a unified application outlet, enhancing its influence in the consumer market [15]. Group 3: Industry Trends and Competitive Landscape - The transition from "Tongyi" to "Qianwen" reflects an industry consensus that the success of AI products in attracting consumer users increasingly relies on the enhancement of underlying model capabilities rather than traditional marketing [17]. - Major companies are accelerating investments in consumer AI products and organizational integration, as seen with Tencent and Baidu's strategic realignments [18]. - The competitive landscape is intensifying, with OpenAI continuously releasing new applications, indicating that the cycle of model advancement is shortening, making model capability a critical product for companies [21].

阿里方面表示，这次发布的千问App是一个初级版本，将用最先进的模型，打造一个"会聊天能办事的个人AI助手"。除了聊天足够聪明外，"能办事"将是 千问App的一个重要发力方向。千问App的战略目标是打造未来的AI生活入口。 目前，千问App已经展现出一定的办事能力。比如，一句指令就能让千问App几秒钟完成一份研究报告，并制作成几十页的精美PPT。不久前，千问在与 ChatGPT、Gemini、Grok等全球顶级模型PK的实盘投资大赛中斩获冠军。 据透露，阿里巴巴正在计划将地图、外卖、订票、办公、学习、购物、健康等各类生活场景接入千问App，让千问具备更强大的办事能力。 ChatGPT提供免费版本和付费订阅计划。免费版对所有人开放，但消息数量、响应速度和功能受限。付费计划以美元计费，按用户每月收费，支持月付或 年付，Plus计划每月20美元。如今，免费开放的千问App正在与各类生活场景生态结合，与ChatGPT展开全面竞争。 11月17日，阿里巴巴正式宣布"千问"项目，全力进军AI to C市场。当天，千问App公测版上线。 千问App基于全球性能第一的开源模型Qwen3，凭借免费，以及与各类生活场景生态的结合， ...

Group 1 - Alibaba launched its Qwen-based AI assistant app, Qianwen, on November 14, directly competing with ChatGPT [1] - A White House national security memo cited intelligence suggesting Alibaba provided technical support to the Chinese military, raising concerns in the U.S. [1][2] - Alibaba denied the allegations, calling them baseless and an attempt to manipulate public perception [2][4] Group 2 - The U.S. government's scrutiny of Chinese tech companies is increasing, particularly regarding cloud services and AI developments [2][6] - Alibaba is one of the first domestic companies to open-source its self-developed large models, with over 300 models released and global downloads exceeding 600 million [4] - The company is reportedly revamping its main AI app to better compete with OpenAI's ChatGPT, indicating a significant investment in AI infrastructure [5][6] Group 3 - Concerns about the potential dominance of Chinese AI models have been voiced by U.S. figures, including former Google CEO Eric Schmidt, who noted the geopolitical implications of open-source versus closed-source models [5][6] - The U.S. Congress has proposed the "No Adversarial AI Act" to prohibit federal agencies from using Chinese-developed AI models, reflecting a formal push to resist Chinese AI technology [6] - The emergence of Alibaba's Qianwen has sparked a "Qwen panic" in Silicon Valley, highlighting fears of losing competitive advantage in the AI space [6]

文｜邓咏仪 编辑｜苏建勋 《智能涌现》获悉，11月17日，阿里巴巴正式宣布"千问"项目，千问APP公测版已上线。 阿里将此举视为"AI时代的未来之战"，要用最先进的模型，打造"会聊天能办事的个人AI助手"，战略目 标是打造未来的AI生活入口。 这也是阿里全力进军AI To C市场，统一AI To C品牌的最新举措。 上周，阿里已经悄悄更新了对"千问"App的相关描述。在App Store，"千问"定位为"阿里最强大模型官 方AI助手"，具备对话问答、智能写作以及多模态的全能相机功能。 △来源：App Store 据彭博社，这次的"千问"App更新，由阿里巴巴董事长兼CEO吴泳铭亲自带队，该项目集结了100多名 工程师，在杭州总部两层专属办公区，已秘密研发数月。 市场对"千问"最关心的另一个功能，是即将上线的购物Agent。 阿里计划在未来几个月内逐步为千问增加Agentic AI（智能体）功能，支持在淘宝、天猫等平台上，用 自然语言购物，比如直接跟AI说"帮我买个适合冬天穿的羽绒服"，AI会自动帮你搜索、比价、下单。 据《智能涌现》了解，千问App未来还将计划将地图、外卖、订票、办公、学习、购物、健康等各类生 ...

Core Viewpoint - The article discusses allegations made by the U.S. government against Alibaba, claiming that the company provides technological support to the Chinese military for actions targeting the U.S. However, the report lacks specific details and has been criticized as unfounded by both Alibaba and the Chinese embassy in the U.S. [1][2] Group 1: Allegations and Responses - The U.S. White House accused Alibaba of providing technical support to the Chinese military, but the report did not specify the capabilities or actions involved [1] - Alibaba issued a strong statement denying the allegations, questioning the motives behind the anonymous leak and labeling it as a malicious public relations campaign [1] - The Chinese embassy in the U.S. refuted the claims, stating that the accusations were baseless and irresponsible [1][2] Group 2: Context of the Allegations - The allegations come amid reports that Alibaba has launched the "Qwen" project, creating a personal AI assistant app that competes directly with ChatGPT [3] - Concerns among U.S. tech giants have increased due to the competitive nature of Alibaba's AI developments, particularly the open-source nature of its models [5] Group 3: Impact on the AI Industry - The Qwen model has gained significant traction, with over 600 million downloads and more than 170,000 derivative models, surpassing previous leaders in the open-source AI space [6] - The rise of Alibaba's Qwen has led to a "Qwen Panic" among U.S. tech companies, prompting some to reconsider their strategies in the face of competitive pressure [6] - The article emphasizes that AI should be viewed as a public good, and the politicization of technology competition could hinder global technological progress [7][8] Group 4: Future Implications - The article suggests that the U.S. and China, as the world's two largest economies, have a responsibility to set an example for global tech governance and should focus on cooperation rather than confrontation in the AI sector [8]

Core Viewpoint - The article discusses the growing influence of Chinese open-source AI models on the U.S. AI industry, highlighting a shift in competitive dynamics where U.S. companies are increasingly challenged by China's free and open-source offerings [1][3][19]. Group 1: U.S. AI Industry Challenges - U.S. tech giants have adopted a closed-source model, believing that maintaining control over advanced technology is essential for market position and profit [3][4]. - This closed-source strategy has led to high usage costs, limiting access for developers and hindering global adoption [5][6]. - The regulatory environment in the U.S. is becoming a burden, with numerous state-level regulations increasing operational costs and complicating compliance for AI companies [10][12]. Group 2: Chinese AI Industry Advantages - Chinese AI companies are taking a different approach by offering open-source models that are free and powerful, gaining popularity among global developers [7][9]. - The cumulative download of Alibaba's Qwen has surpassed Meta's Llama, indicating its growing acceptance in the global market [9]. - Chinese firms benefit from government support and lower operational costs, allowing them to maintain competitive pricing and foster innovation [12][18]. Group 3: Future Implications - The article suggests that the U.S. AI industry is at a crossroads, needing to reconsider its closed-source strategy to remain competitive [18][19]. - The shift towards open-source models in China is creating a robust ecosystem that could redefine industry standards and market dynamics [14][15]. - Warnings from industry leaders like Eric Schmidt and Jensen Huang highlight the urgency for U.S. companies to adapt or risk losing market share [19].

Core Viewpoint - Eric Schmidt, former CEO of Google, expressed concerns that due to cost issues, most countries may ultimately adopt Chinese AI models, following Nvidia CEO Jensen Huang's statement that "China will win the AI race" [1][3]. Group 1: AI Model Landscape - Schmidt highlighted a "strange paradox" in the global AI landscape, where the largest AI models in the U.S. are closed-source and paid, while China's largest models are open-source and free [3]. - Open-source AI models allow free and public use and sharing, making them attractive to governments and countries lacking substantial funding, leading them to adopt Chinese models not necessarily because they are superior, but because they are free [3][4]. Group 2: Open Source vs. Closed Source - The early development of large models favored open-source as the mainstream choice, with even OpenAI initially releasing GPT-1 and GPT-2 as open-source [4]. - Supporters of open-source argue it promotes rapid technological development and offers significant cost advantages, while proponents of closed-source models claim higher security and advanced capabilities [5]. - The rise of Chinese open-source models has diminished the perceived security advantages of closed-source models, as open-source can be deployed locally, and performance gaps are closing [5]. Group 3: Chinese AI Model Advancements - Chinese models like DeepSeek, Alibaba's Qwen, and others have embraced open-source and consistently updated their large models, gaining popularity and raising concerns about the U.S. AI competitive edge [5][6]. - MiniMax's new open-source model, MiniMax-M2, ranked in the top five globally, while Kimi's K2 Thinking model reportedly surpassed GPT-5 in performance with a development cost of only $4.6 million [6]. - Chinese models are increasingly being adopted globally, with reports of Japanese companies using Qwen as a foundational technology [6][7]. Group 4: Global Implications - The cumulative download of Alibaba's Qwen surpassed that of Meta's Llama, indicating its popularity as an open-source model [7]. - The choice of a U.S. company to use a Chinese open-source model instead of its parent company's offerings reflects a shift in preference towards quality and cost-effectiveness [7]. - Concerns have been raised about the U.S. AI industry's reliance on closed-source strategies, which may pose significant risks if they fail [7][8]. - The rapid development of Chinese open-source models is reshaping the global AI competitive landscape, prompting fears that more countries may turn to Chinese models due to their advantages in openness, security, and cost [8].