在微软的 IE和谷歌的Chrome 统治市场的这十几年里，浏览器圈基本是一潭死水——无非就是换皮肤、 加插件，核心还是"标签页+搜索框"的老套路，背后靠广告变现的逻辑也从没变过。 业内普遍都觉得，这个赛道早就没了创业机会。 但生成式AI的爆发，直接给这个沉寂的赛道投了一颗炸雷。 硅谷明星初创公司The Browser Company果断放弃爆火的Arc浏览器，all in全新AI浏览器Dia；国内的夸 克更狠，直接绑定千问大模型变身"AI生产力中心"，用户量逆势暴涨。 这波AI浏览器热潮，到底是资本炒作的泡沫，还是下一个时代的流量入口？创业者还有机会分一杯羹 吗？ 今天就请跟着张栋伟，扒透这个赛道的底层逻辑。 核心变革：从"看网页"到"替你干活"，浏览器变智能助理了 传统浏览器本质就是个"信息窗口"——你得自己搜、自己找、自己筛选信息，遇到复杂任务就开十几个 标签页来回切换，累得不行。哪怕把页面交互做到极致，本质还是"换皮IE或者Chrome"，没跳出原有 框架。 而AI浏览器的核心野心，是把"窗口"变成"执行代理（Agent）"——简单说就是从"帮你找答案"变 成"直接帮你搞定事"。 在美国，已经开放全量使 ...

时至年末， 在移动互联网红利消退的背景下，Al to C已成为互联网巨头们争夺未来生存权的核心战场。 豆包日活破亿的号角刚落，腾讯与阿里便几乎同时吹响了进攻的集结号：腾讯任命首席AI科学家，剑指技术核心；阿里成立千问C端事业群，意在正面战 场。这绝非巧合，更似决战前的指挥官确权和主攻队伍确认。 当对话成为界面，Agent成为服务载体，谁能在明年抢占这个超级入口，谁才拥有留在牌桌上的资格。这不仅是明年的主基调，更将定义未来十年的格 局。 01 双雄变阵：从保守防御到主动合围 腾讯与阿里的同步转向，标志着大厂AI战略的根本性转折——从技术储备的保守观望，转向生态流量的主动出击。为何是此刻？ 从时机上看，大模型技术已夯实，越过了早期探索阶段，进入应用爆发前夜。经过两年多的迭代，无论是阿里的千问还是腾讯的混元等大模型在理解能 力、生成质量及多模态交互方面取得显著进步，为C端应用爆发扫清了障碍。 从竞争格局看，阿里在电商领域的主导地位正面临挑战，抖音电商GMV以30%增速逼近淘天核心板块，每年缩小近9000亿差距的现实，让阿里必须找到 第二增长曲线；而字节系凭借豆包、汽水等产品在C端连环破局，日活破亿的豆包更如一面镜子 ...

Group 1 - Alibaba has established the Qianwen C-end business group, led by Vice President Wu Jia, resulting from the merger of the original Intelligent Information and Intelligent Connectivity groups [2] - The primary goal of the Qianwen C-end business group is to develop Qianwen into a super app, aiming to be the primary entry point for users in the AI era [2] - Qianwen is expected to evolve into an omnipresent AI assistant, integrating into various scenarios such as glasses, PCs, and cars, allowing users to access AI anytime and anywhere [2] Group 2 - In the past month, Qianwen has experienced rapid growth in the C-end market, with over 10 million downloads within a week of public testing, exceeding user growth and retention expectations [2] - The product has been deeply integrated with Quark AI browser and Quark AI glasses, expanding into more user scenarios [2] - Alibaba's core management views the Qianwen project as a "future battle of the AI era," planning to integrate various life scenarios such as maps, food delivery, ticket booking, office work, learning, shopping, and health into Qianwen [2]

阿里核心管理层曾将"千问"项目视为"AI时代的未来之战"。新京报贝壳财经记者了解到，阿里计划将地 图、外卖、订票、办公、学习、购物、健康等各类生活场景接入千问，赋予其全方位"办事"能力。 "未来之战"的背后是密集的组织架构调整。新京报贝壳财经记者多方获悉，早在2024年底至2025年初， 阿里巴巴完成了AI业务的关键布局：将AI应用"通义"团队从阿里云划入智能信息事业群，天猫精灵团队 与夸克团队融合探索硬件方向，同时组建数百人规模的AI to C专项团队，由阿里智能信息事业群总裁吴 嘉统一操盘，后续上述团队被具体划分为智能信息事业群与智能互联事业群。 阿里巴巴在内部沟通中提及，千问C端事业群的首要目标是将千问打造成为一款超级App，成为AI时代 用户的第一入口。未来，还将进一步把千问打造成无处不在的AI助手，覆盖眼镜、PC（个人电脑）、 汽车等场景，让每一个普通人都能随时随地使用AI，并持续从中受益。 过去一个月，千问在C端市场不断推进：App公测一周下载量即突破1000万，用户增长和留存超预期； 同时与夸克AI浏览器、夸克AI眼镜等产品深度融合，进入到更多用户场景。上周实现产品三连发，创 作、学习、办公等核 ...

新浪科技讯 12月9日下午消息，新浪科技独家获悉，阿里已成立千问C端事业群，由阿里巴巴集团副总 裁吴嘉负责。据悉，该事业群由原智能信息与智能互联两个事业群合并重组而来，包含千问APP、夸 克、AI硬件、UC、书旗等业务。 过去一个月，千问在 C 端市场发展迅猛：APP 公测一周下载量即突破1000万，用户增长和留存超预 期；同时与夸克AI浏览器、夸克AI眼镜等产品深度融合，进入到更多用户场景。上周实现产品三连 发，创作、学习、办公等核心能力快速迭代。 据报道，阿里核心管理层将"千问"项目视为"AI时代的未来之战"。阿里计划将地图、外卖、订票、办 公、学习、购物、健康等各类生活场景接入千问，赋予其强大的"办事"能力。（文猛） 责任编辑：何俊熹 责任编辑：何俊熹 新浪科技讯 12月9日下午消息，新浪科技独家获悉，阿里已成立千问C端事业群，由阿里巴巴集团副总 裁吴嘉负责。据悉，该事业群由原智能信息与智能互联两个事业群合并重组而来，包含千问APP、夸 克、AI硬件、UC、书旗等业务。 阿里巴巴在内部沟通中提及，千问C端事业群的首要目标是将千问打造成为一款超级APP，成为AI时代 用户的第一入口。未来，还将进一步把千问 ...

Core Insights - OpenAI is preparing to launch its own AI hardware, having recently acquired io Products for $6.5 billion and recruited dozens of hardware engineers from Apple [1][3][5] - The company aims to create an AI version of the iPhone, recognizing the need to establish a hardware ecosystem to compete with rivals like Google [5][41] - OpenAI's hardware team includes experts in various fields, indicating a significant investment in hardware design and development [3][39] Group 1: OpenAI's Hardware Strategy - OpenAI has been aggressively hiring from Apple, focusing on building a team that covers industrial design, hardware engineering, and supply chain management [3][39] - The acquisition of io Products allows OpenAI to leverage Jony Ive's design expertise, which has shaped Apple's product aesthetics for decades [1][37] - OpenAI's shift towards hardware is seen as a response to the increasing competition in the AI space, particularly from companies that have established hardware products [5][41] Group 2: Competitive Landscape - Other AI companies, particularly in China, are advancing faster in hardware integration, with ByteDance's AI Phone and Alibaba's AI initiatives already in the market [47][48] - ByteDance's AI Phone, developed in collaboration with ZTE, showcases the potential of AI in mobile technology, while Alibaba's strategy focuses on creating an AI operating layer across devices [48][54] - Baidu is positioning its AI products as central to smart home ecosystems, emphasizing a long-term strategy to integrate AI into everyday life [58][60] Group 3: Future of AI Hardware - The competition for AI hardware is intensifying, with major players like Google, Microsoft, and Meta also investing in their own AI ecosystems [71][72] - Google is leveraging its Android ecosystem and Pixel devices to create a unified AI experience, while Microsoft is integrating AI capabilities into its Windows operating system [61][64] - Meta is focusing on AI glasses as the next human-computer interaction interface, highlighting the diverse approaches companies are taking in the AI hardware space [68][70]

Core Viewpoint - OpenAI is aggressively recruiting hardware engineers from Apple and acquiring companies to develop its own AI hardware, indicating a strategic shift towards creating a hardware ecosystem to complement its AI models [2][4][5] Group 1: OpenAI's Hardware Strategy - OpenAI has hired over twenty hardware and product engineers from Apple since early 2025, focusing on building a team that covers various aspects of hardware design and engineering [4] - The company aims to create an AI version of the iPhone, as it recognizes the need to establish a hardware presence to compete effectively against rivals like Google, which has a range of hardware products [5][8] - OpenAI's hardware ambitions include developing a new AI terminal that is smaller than traditional smartphones, designed to respond to voice commands and make autonomous decisions based on the user's environment [9][12] Group 2: Competitive Landscape in AI Hardware - Chinese AI companies like ByteDance, Alibaba, and Baidu are advancing faster in integrating AI into hardware, with products like AI phones and smart home devices already in the market [14][15][24] - ByteDance has launched an AI phone in collaboration with ZTE, which features a system-level AI assistant capable of cross-application control [15][18] - Alibaba's strategy involves creating an AI operating layer that spans multiple devices, while Baidu focuses on building a comprehensive AI ecosystem centered around its smart home devices [21][24] Group 3: Global AI Giants' Hardware Initiatives - Google is leveraging its Android ecosystem and Pixel devices to create a unified AI experience, integrating its Gemini model into its hardware [29][31] - Microsoft is enhancing its Windows operating system with AI capabilities, but faces challenges in maintaining its dominance in the evolving AI landscape [33][36] - Meta is betting on AI glasses as the next human-computer interaction interface, emphasizing low-interference, high-utility applications for everyday use [40][42]

Core Viewpoint - The article discusses the rapid growth of the global AI browser market, projected to reach approximately $4.5 billion in 2024 and $76.8 billion by 2034, with a compound annual growth rate of 32.8% [1][3]. Group 1: Market Dynamics - The global browser market is undergoing a transition from old to new order, with various players interpreting the concept of AI browsers in different ways [3]. - Native AI forces, represented by OpenAI and Perplexity, aim to reconstruct information retrieval methods, while traditional giants like Google and Microsoft are upgrading their existing ecosystems [3][4]. - In China, many manufacturers are integrating AI capabilities with widely used applications to create comprehensive smart platforms [4]. Group 2: Quark's Unique Position - Quark has demonstrated unique competitiveness in the AI browser space, recently launching a major version that integrates the Qwen model, marking a significant upgrade to an AI browser [6][7]. - The upgrade is not merely additive but represents a rethinking of the browser's form, aiming to create an OS-level intelligent hub [7][8]. - Quark's AI capabilities extend beyond the browser, allowing users to invoke AI assistance across various applications seamlessly [8][9]. Group 3: AI Interaction Innovations - Quark has introduced six AI suites that enable global invocation of AI, breaking the limitations of traditional interaction methods [11][15]. - The AI browser allows for efficient information retrieval and task completion, such as summarizing academic papers and providing definitions for complex terms [17][19]. - The integration of AI enhances user experience by maintaining focus on core tasks without switching between multiple applications [21]. Group 4: Enhanced Browser Features - Quark's intelligent tab management organizes multiple open tabs effectively, improving user experience significantly [26]. - The browser allows direct editing of online documents, streamlining workflows for users who frequently handle PDFs [29][30]. - Cross-device seamless transfer of files and information is facilitated, enhancing productivity for users working across different devices [36][34]. Group 5: Technical Foundation - The strength of Quark's browser is underpinned by Alibaba's Qwen model, which has made significant advancements in natural language understanding and contextual awareness [41][44]. - The Qwen model's capabilities allow for intelligent responses based on user intent and browsing context, enhancing the overall functionality of the browser [45][52]. - Quark's AI browser showcases the potential of AI in redefining user interactions with web content, positioning itself at the forefront of the AI browser exploration [55][56].

Core Viewpoint - The article discusses the comprehensive upgrade of the Quark AI browser, integrating the Qianwen AI assistant to enhance productivity for users, particularly students and workers, by providing a seamless AI experience without the need to switch applications or tabs [2][7][8]. Group 1: AI Browser Market Dynamics - The AI browser is becoming a new battleground for international giants, with companies like Alibaba aiming to capture the PC as a key entry point for AI applications [4][5]. - The Quark AI browser upgrade directly targets Chrome, positioning itself as a leading global AI browser [12][13]. Group 2: Features and Capabilities of Quark AI Browser - The Quark AI browser integrates the Qianwen AI assistant, allowing users to summon AI capabilities without switching tabs, thus enhancing user experience and productivity [7][21]. - The Qianwen AI assistant supports various tasks, including summarization, translation, and document editing, making it a versatile tool for both academic and professional use [34][102]. - The browser features intelligent tag management, online document editing, and seamless cross-device file transfer, significantly improving workflow efficiency [88][103]. Group 3: Competitive Landscape - Major tech giants like Google and Microsoft are integrating AI into traditional browsers, while new entrants like OpenAI's Atlas and Perplexity's Comet are pushing the boundaries of AI capabilities in browsers [118][120]. - The competition is shifting from merely adding AI features to fundamentally transforming how users interact with information and complete tasks [126].

Core Viewpoint - Quark has evolved into a new generation "AI browser," integrating advanced AI capabilities to compete directly with Chrome in the global browser market [2][10][16]. Group 1: AI Integration and Features - Quark has deeply integrated the Qwen AI model, allowing users to invoke the AI assistant seamlessly while browsing, enabling real-time interactions such as summarization and translation without switching applications [5][21][22]. - The new AI browser features six AI toolkits, including a floating ball for quick access, a shortcut box for immediate queries, and a screenshot tool for visual content understanding, enhancing user experience [21][23][28]. - The AI sidebar allows for continuous interaction with the AI while browsing, facilitating a more immersive and efficient workflow [31][36]. Group 2: Competitive Positioning - Quark aims to position itself as a leading AI browser by leveraging Alibaba's technology ecosystem and the Qwen model, marking a significant step in the global browser competition [10][11][16]. - The integration of AI into the browser's core capabilities reflects a broader trend where browsers are evolving from simple web display tools to comprehensive AI-driven platforms [7][19]. Group 3: Performance and User Experience - The Qwen model has demonstrated strong performance, achieving a 22.32% return in a recent AI investment competition, showcasing its capabilities in complex decision-making [12]. - Quark's new features aim to streamline user interactions, reducing the need for cumbersome processes and enhancing overall browsing efficiency [48][50].