智通财经APP获悉，国泰海通发布研报称，阿里巴巴-W(09988)于1月15日举办千问App产品发布会，用 户可以通过自然语言指令直接完成现实世界的服务调用，例如"帮我点40杯奶茶"或"预订机票"。这标志 着AI Agent(智能体)技术在C端应用层面的实质性突破，重新定义了AI Assistant的产品形态。国内AI大 模型应用从"内容生成"向"服务触达"的关键跨越，人机交互迎来新拐点，该行认为去年领涨主线有望继 续受益。建议重点关注AI应用。 国泰海通主要观点如下： 千问App宣布全面接入淘宝、支付宝、淘宝闪购、飞猪、高德地图等阿里核心业务板块。接入并非简单 的外链跳转，而是系统级的深度打通。例如，通过内置的"支付宝AI付"功能，用户无需跳出App即可完 成支付。相比竞争对手，阿里凭借其在电商、支付、本地生活领域的深厚积淀，率先构建了"AI+服 务"的商业闭环。这种"最强模型+最富生态"的组合构成了极高的竞争门槛。 流量与入口卡位，冲击"AI时代的Super App" 千问C端月活跃用户数已突破1亿大关，且在年轻群体中增长迅猛，用户主动询问商品推荐月环比增长 300%。通过覆盖点外卖、买东西、订票等高频生 ...

Group 1 - The third Guangdong-Hong Kong-Macao Greater Bay Area Data Application Innovation Competition awarded nearly 400 teams, with over 1,500 participants, highlighting the event's success in attracting global research institutions and innovation teams [1][3] - The competition featured a "problem-solving" model, where industry challenges were addressed by participants, resulting in 21 teams advancing to the final evaluation in the technical category and 180 teams in the creative category [1][3] - Notable winners included teams from Zhejiang University, Shenzhen Skyworth Technology Co., and China Southern Airlines, with projects spanning aerospace, communication technology, smart healthcare, and digital media [3] Group 2 - The event introduced special awards such as "Most Creative Award," "Most Hardcore Award," and "Best Team Award," showcasing the diversity of innovative solutions presented [3] - A white paper titled "Cross-Border Data Flow Compliance and Technical Application (2025)" was released, providing insights into the evolution of global data cross-border regulations and offering policy recommendations for a secure data ecosystem [5] - Keynote speeches emphasized the need for enterprises to shift data management from serving humans to empowering AI, with a focus on building semantic models to enhance data utility and reduce data silos [7]

Core Insights - The Fourth Global Digital Trade Expo opened in Hangzhou, with Qianxun participating for the fourth consecutive year, showcasing themes related to county economy and Silk Road e-commerce [1] - Qianxun's live-streaming sales have driven over 8.5 billion yuan in sales of county specialty products, with a 176% increase in sales from 2023 to 2024 [1] - Since 2019, Qianxun has engaged in source tracing public welfare live streaming to enhance the visibility of high-quality county products, deeply involving itself in the rural industrial chain [1] - The launch of the "Qianxun Super Store" mini-program in May 2023 aims to provide consumers with original products, further deepening the support for farmers [1] - The "Lingke System," the industry's first full-process live streaming service platform developed by Qianxun, was also showcased at the expo [1] Technology and Innovation - The Lingke System utilizes advanced AI technology to analyze vast historical sales data and real-time market trends for precise product selection, enhancing the competitiveness of products in live streaming [1] - The system has integrated with various channels, including the National Enterprise Credit Publicity System, to ensure compliance through diverse data sources [1] - Qianxun's next phase for the Lingke System will focus on "AI Agent" technology, aiming for full-process automation from product selection to final broadcast, thereby improving operational efficiency in the live-streaming e-commerce industry [2]