● 0 0 0 中身女演可 让看病 000 lymi L 作者 | 柴旭晨 编辑 | 王小娟 近日，蚂蚁集团在AI健康领域落下关键一子，旗下AI健康应用AQ正式宣布品牌升级为"蚂蚁阿福"。这背后，是其身份定位的转变，从工具到服务深度重 构。升级后的"阿福"聚合了健康陪伴、健康问答、健康服务三大核心功能。新版App发布后下载量激增，迅速登上苹果应用商店榜第3位。 这套组合拳背后，是阿福从"工具"，向专业AI健康朋友的角色转变。 过去一个月，蚂蚁在AI领域动作频频，11月原"数字医疗健康事业部"升级为"蚂蚁健康事业群"，跻身集团五大核心战略板块。医疗健康被蚂蚁确立为战略赛 道。随即，健康应用全面升级。同时，蚂蚁推出通用AI助手"灵光"，以"闪应用"差异化破局，6天下超200万，引发行业关注。 "在AI这波浪潮中，医疗健康远远没有被定义。"蚂蚁集团副总裁、蚂蚁健康事业群总裁张俊杰向华尔街见闻直言。 "我们围绕用户需求，在专业化、个性化、自动化三个方面想怎么能够做得更好。"在张俊杰看来，这几个点做到，用户体验一定会大幅提升。"真正围绕老 百姓的痛点，用AI的方式去解决的服务，还可以更多。" 区别于市面上大多数"聊天机 ...

数码家电行业 周度市场观察 1. 当考公遇上AI，粉笔能吸引用户付费吗？ 头部品牌动态 投资运营 产品技术 营销活动 2025/11.24-11.30 01 行业趋势 Industry Trends 行业环境 本周看点： 当考公遇上AI，粉笔能吸引用户付费吗？ 巨头竞逐"人车家"新赛道，重塑智能生活新图景； 大厂加码、创业公司竞逐，人形机器人迎来iPhone时刻了吗？ 行业环境： 关键词：生成式AI,教育行业,个性化服务,考公培训,AI技术 概要：生成式AI技术正推动教育行业变革，国内外教企纷纷布局。公考培训巨头粉笔加速AI探 索，推出AI老师、刷题系统班等产品，商业化初见成效，但面临研发投入质疑。考公市场竞争 激烈，用户需求推动粉笔通过AI提供个性化、高性价比服务。尽管AI产品提升学习效率并带动 销量，但尚未显著改善业绩。竞争对手华图、中公及AI大模型公司也在发力，粉笔需持续投入 以提升产品竞争力。AI已成为粉笔的"必选项"，未来需打造更精准、高效的产品以应对市场 挑战。 原文链接：https://www.tmtpost.com/7788151.html 2. 新零售的AI升级 关键词：新零售,数字化改造, ...

来源：环球网 摘要：本案例描述了灵光闪应用的创新功能，如今不需要懂编程，用自然语言就能"手搓"出一个个解决 实际需求的日常小应用，这标志着AI技术正以前所未有的深度和广度融入日常生活，从一个智能的"应 答者"转变为一个具备"可交互行动能力"的创造伙伴。 关键词：灵光 闪应用 AI普惠 正文： "帮我生成一个管理卡路里摄入的应用"，正在减肥的网友罗女士用一句话就让"灵光"为自己生成了一个 健康管理的小应用。而最近几天，各种各样"花式"操作正在被无数网友复刻，上演裂变传播现象，成为 新的互联网风潮。 手搓闪应用首次接地气，上演裂变传播现象 灵光很快出海传到大洋彼岸，领英拥有9.6万粉丝的美国AI战略专家KirkBorne认为，"闪应用"功能提升 了AI应用的包容性和生产力，使得"非技术人员也能轻松开发功能型应用，使他们从'AI用户'转变为'AI 创造者'。"新加坡AI领域KOLMadapparambath表示，灵光降低了开发门槛，创新了普通用户与AI的交互 方式，"大多数人仍认为AI是用来使用的东西，而不是可以主动构建的东西——灵光彻底颠覆了这一观 念。" "灵光"是蚂蚁集团发布的首个通用AI助手，而它正以惊人的 ...

1、 2020年，蚂蚁金服改名为蚂蚁集团，全称为"蚂蚁科技集团股份有限公司"，但彼时提及蚂蚁集团，所有 人的第一印象依然是金融基因浓厚的支付宝。 5年时间，时移世易。蚂蚁AQ、灵光两大产品的发布宣告着：蚂蚁的科技属性，走出金融。 而其刚刚完成品牌升级的蚂蚁阿福，仅不到6个月的时间就实现行业第一，并有望以"普惠"式专业健康 服务实现健康平权。 一些数据说明，蚂蚁集团的科技外延已经初具成果。 灵光上线首日下载量突破 20 万，次日攀升至 50 万，第 4 天下载量冲破 100 万，第 6 天总下载量突破 200 万。 AQ同样迅猛，QuestMobile 发布的报告显示，AQ 以唯一健康类应用的身份跻身 2025 年第三季度中国 AI 原生 App 规模 Top10 榜单第 7 名。 12月15日，蚂蚁集团宣布AQ品牌升级为"蚂蚁阿福"，同时披露的，还有其最新成绩：月活用户已超 1500万，跻身国内AI App前五，成为第一大健康管理AI App。 12月16日消息，蚂蚁集团旗下AI健康应用"蚂蚁阿福"发布后下载量猛增，冲上苹果应用榜总榜第三位。 而介于两者之间的"健康促进、疾病预防、院外管理"需求，始终缺乏成熟 ...

中国的AI叙事逻辑，在悄然变化。 2025年以来，曾经以"AI六小虎"为代表，凭借创新概念搅动赛道的初创公司，当下面临着更深度的竞争压力。而反观传统互联网大厂，其在AI赛道的动作 越发密集和大力度。 最明显的体现，便是大厂布局的不断深入。除了竞相推出全新的基础模型和应用以外，大厂还公开表态要加大对AI的资金和技术投入，诸如阿里、字节 等已经有了突出进展的选手，不但已经具备了全栈的AI能力，也已经过渡到用"杀手级"应用在核心场景做卡位。 比如，12月15日，蚂蚁集团宣布全面升级旗下AI健康应用"蚂蚁阿福"，新版App凭借健康陪伴等亮点，发布后迅速攀升至苹果应用商店免费榜第三位，引 发了行业广泛关注。这也是近期阿里系继开售夸克AI眼镜、上线"千问"及"灵光"应用、成立千问C端事业群等动作之后的又一大动作。 产品层面，年初DeepSeek等产品的爆火，以前所未有的力度完成了一轮AI市场教育，大众对AI产品的认知真正从一种新奇技术转变为得心应手的日常工 具。而阿里、字节、腾讯等大厂又凭借巨额营销投入和天然的生态入口等优势，牢牢把控住大量用户的"屏幕"。 以a16z今年发布的全球top 100消费级Gen AI应用榜单 ...

当然，于市场而言，蚂蚁要解决的，远不止这些问题。于蚂蚁而言，这是一个新的征程，亦是一个开始和挑战。 01 从"灵光"到"蚂蚁阿福" 热衷于"集五福"的蚂蚁集团（以下简称"蚂蚁"），显然还是想抱住"福气"。 12月15日，蚂蚁宣布旗下AI健康应用AQ正式升级为"蚂蚁阿福"，推出APP的新版本，并上线健康陪伴、健康问答、健康服务三大功能，定位从工具型应 用转向"AI健康朋友"。 这是蚂蚁短短两个月时间里，在AI领域连续推出的又一动作，在此之前的11月18日，蚂蚁刚刚端出自己的全模态通用AI助手"灵光"。 于蚂蚁而言，不管是"阿福"，还是"灵光"，显然都承载着更多的重任。这家曾经的金融科技巨头，除了支付宝之外，亟需一个新的入口，以寻找第二增长 曲线，来重塑身份。 实际上，近两年来，和诸多大厂一样，蚂蚁在AI领域动作不断，势必抢得一席之地。 不过，即便是承载着"祥瑞"的期许，但蚂蚁仍需要正视的是，现实存在诸多问题：在群雄逐鹿的AI赛道，组合拳真能为蚂蚁带来持久的"福气"吗？"灵 光"又能照耀蚂蚁转型之路多远？ 沉寂许久，阿里曾经的"心头肉"蚂蚁终于是又活跃起来了。 继"灵光"之后，"阿福"的推出速度，显然超出行业预期 ...

Core Insights - The competitive landscape of AI in China is shifting, with traditional internet giants intensifying their efforts in the AI sector, overshadowing earlier startups known as the "AI Six Tigers" [3][6] - Major companies like Alibaba and ByteDance are making significant investments in AI infrastructure and applications, indicating a strategic pivot towards comprehensive AI capabilities [3][10] - The emergence of a "dual-hero" dynamic, particularly between Alibaba and ByteDance, is becoming evident as they dominate the AI application market [5][7] Investment and Resource Allocation - Major companies are committing substantial financial resources to AI, with ByteDance announcing an investment of 160 billion RMB for computing power and AI infrastructure, while Alibaba plans to invest 380 billion RMB over three years [10][10] - The competition for AI talent is intensifying, with companies like ByteDance and Tencent launching high-paying recruitment initiatives, and Alibaba focusing on AI-related positions for upcoming graduates [10][10] Application Development and Market Positioning - The AI competition has transitioned from model capabilities to application development and real-world implementation, where established companies have a competitive edge due to their existing resources and ecosystems [9][10] - The rise of vertical AI applications is driven by user demand and clearer monetization paths, with companies like Alibaba leveraging their existing ecosystems to create synergistic product offerings [15][16] User Demand and Product Evolution - Users are increasingly seeking AI applications that can perform practical tasks rather than just serve as conversational tools, pushing companies to enhance their AI capabilities [20][21] - The concept of "full-stack capability" is crucial for companies to integrate hardware, model capabilities, and application development, with Alibaba and ByteDance being recognized as leaders in this area [21][22] Market Trends and Future Outlook - The AI application market is still in its early stages, with general-purpose AI assistants becoming a battleground for major players, while specialized applications are emerging to meet specific user needs [14][15] - The ongoing evolution of AI technology suggests that the industry is still in its early phase, with significant competition and innovation expected in the coming years [23]

Core Viewpoint - Ant Group is strategically enhancing its AI capabilities with the launch of "Ant Aifu," focusing on health companionship and expanding its product offerings in the health sector, which has seen significant user growth [4][6][8] Group 1: Ant Group's AI Strategy - Ant Group's AI health product "AQ" was upgraded to "Ant Aifu," achieving over 15 million monthly active users within six months, ranking among the top five AI applications in China [4] - The company has launched three consumer-facing AI products, including "Lingguang" and "Ant Xiaocai," indicating a robust entry into the AI market [6][8] - Ant Group's recent actions signify a return to prominence in the AI sector after a period of stagnation following its failed IPO in 2020 [6][8] Group 2: Investment and Competition Landscape - Alibaba has invested 120 billion yuan in AI and cloud infrastructure over the past four quarters, with plans to invest 380 billion yuan over the next three years [6][10] - The competition in the AI space is intensifying, with Ant Group and Alibaba adopting a "saturation attack" strategy to secure market share [6][10] - The emergence of DeepSeek has demonstrated that model capabilities are not yet maximized, prompting companies like Ant Group to increase their R&D investments in AI [7][10] Group 3: AI Application Development - Ant Group's AI applications are designed to address real-world problems, such as the shortage of professional health services in an aging population [8][12] - The company is leveraging its existing resources, including 800 million electronic medical insurance code users and partnerships with 5,000 hospitals, to enhance its AI health services [8][12] - The AI landscape in China is evolving into a competition primarily between the "Alibaba system" and the "ByteDance system," with both companies possessing strong full-stack capabilities [10][13] Group 4: Differentiation in AI Approaches - Alibaba focuses on infrastructure development, with significant investments in data centers and GPU resources, while ByteDance emphasizes a product-driven approach to build user engagement [13][14] - The two companies are pursuing different user engagement strategies: Alibaba aims to save users time, while ByteDance focuses on entertainment and engagement [14][15] - Both companies are exploring different aspects of AI, with Alibaba leaning towards utility and ByteDance towards companionship, reflecting their unique market positions [14][15] Group 5: Long-term Challenges and Industry Dynamics - The AI industry is still in its early stages, with many uncertainties regarding the ultimate successful applications, similar to the early days of the internet [16][17] - Challenges in the healthcare sector, such as establishing standards and addressing data silos, are significant hurdles for AI integration [17] - The competition between major players like Ant Group and ByteDance is just beginning, with both companies needing to navigate complex ethical and social implications of AI technology [17][18]

Core Viewpoint - Ant Group is focusing on the health sector as a key area of its AI strategy, with the recent upgrade of its AI health application AQ to "Ant Aifu" marking a significant evolution from an AI tool to an AI health companion [2][10]. Group 1: Product Development and Market Response - The new version of the app quickly reached the top 6 in the Apple App Store download rankings within 24 hours of its release [3]. - Ant Group has made significant moves in the AI field over the past month, including a major organizational restructuring and the launch of the general assistant "Lingguang," indicating a clear strategy of advancing both general and specialized AI simultaneously [5][6]. Group 2: Market Trends and User Demand - There is a growing structural change in health demand among the public, with a shift in focus from "treating illness" to "preventing illness," and a younger demographic increasingly interested in health management [14]. - The aging population in China is projected to reach 310 million by the end of 2024, creating a long-term demand for health management services [14]. - Ant Aifu addresses a significant gap in the market for reliable health information, answering over 5 million questions daily, with 55% of inquiries coming from lower-tier cities [14]. Group 3: Competitive Landscape and Strategic Positioning - Ant Group's approach to AI is characterized by a dual strategy of general and specialized AI, with "Lingguang" focusing on creating simple applications and "Ant Aifu" targeting the health sector [8][22]. - The rapid growth of "Ant Aifu," achieving a monthly active user growth rate of 83.4%, significantly outpaces the industry average of 13.5% [8]. Group 4: Trust and Professionalism in Health AI - The health sector is sensitive to reliability and professionalism, making user trust a critical asset for health AI applications [19][24]. - Ant Aifu's success is attributed to its deep understanding of the health industry, a solid user base, and a robust technical foundation built over years of experience [16][19].

数学题是一道常见的修路问题：第一天修全长的六分之一，第二天修全长的四分之一，两天共修 140 米，问路长多少。给出的指令只有一句话——要像给 六年级学生讲解一样，一步步讲清过程，不要直接把答案报出来。 从今年 11 月下旬开始，国产 AI 助手的节奏明显加快。 11 月 22 日，灵光凭借「一句话生成小应用」的闪应用能力迅速出圈，上线仅四天下载量突破一百万；11 月底，豆包手机助手在工程机上实测亮相，掀起 了关于系统级 AI 是否能接管手机操作的讨论；12 月 3 日，千问 App 接入号称「阿里最强学习大模型」的 Qwen3-Learning，公测首周下载量突破一千 万，刷新了国内 AI 应用增速纪录。 这三款国产 AI 助手共同展示了一个清晰的趋势：国产 AI 正在从单纯的技术竞争向实际应用场景的快速过渡，尤其是在教育领域。它们不仅在技术上追 赶国际前沿，更在实践中探索是否能真正成为学生的「学习助手」。为此，本文将从五个常见的学习场景入手，测评豆包、千问和灵光在课堂上的表现， 分析它们各自的功能特性：谁更像一位老师，谁更像工具，谁又能真正成为学生成长路上的学习伙伴。 实测一：讲题——从「会做题」到「讲得明 ...