文 | 奇点研究社，作者｜孟雯 在互联网的浩瀚进程中，有些战争是为了疆土，有些战争是为了生存。 2025年12月10日，阿里巴巴正式官宣，改版上线仅23天的千问App月活跃用户（MAU）突破3000万， 刷新了全球AI应用的增长纪录。 看似辉煌的数据背后，是一场由阿里董事会主席兼CEO吴泳铭亲自带队、集结了100多名工程师秘密研 发数月的"闪击战"。 这种罕见的紧迫感折射出一个事实：在经历了移动互联网时代的流量起伏后，阿里正以"全村的希望"之 姿，将千问推向决定未来十年命运的战场。 AI技术已在C端市场全面渗透。 据CNNIC《生成式人工智能应用发展报告（2025）》披露，截至2025年6月，中国生成式AI用户规模已 达5.15亿，其中超过三分之一网民使用过AI应用，且"多数用户更偏好国产模型"。 AI助手正逐渐超越传统的App，成为新一代"超级入口"。 掌握了入口，就等于掌握了流量的"税收权"。阿里巴巴CEO吴泳铭在财报会上明确表示，阿里将在AI to B和AI to C两条战线同时发力，尤其是C端，要打造"AI原生超级应用"。 一场不容有失的"入口保卫战" 阿里巴巴对「入口」的执念，是刻在骨子里、由数次阵 ...

据公开报道，灵光上线两周后，用户就已成功创建330万个闪应用。不到1个月时间增长至1200万。用户 创建的灵光闪应用已覆盖娱乐与陪伴、生活服务、效率工具、教育与自我提升等主要场景。 责任编辑：宋雅芳 责任编辑：宋雅芳 新浪科技讯 12月26日上午消息，通用AI助手灵光宣布：灵光用户已成功创建1200万个闪应用。闪应用 是灵光三大功能之一，用户无需任何编程基础，用自然语言描述自己的需求，灵光便可最快30秒生成一 个可编辑、可交互、可分享的小应用。闪应用创建数的增长，显示出这一产品形态正在被普通用户快速 接受与持续使用。 新浪科技讯 12月26日上午消息，通用AI助手灵光宣布：灵光用户已成功创建1200万个闪应用。闪应用 是灵光三大功能之一，用户无需任何编程基础，用自然语言描述自己的需求，灵光便可最快30秒生成一 个可编辑、可交互、可分享的小应用。闪应用创建数的增长，显示出这一产品形态正在被普通用户快速 接受与持续使用。 据公开报道，灵光上线两周后，用户就已成功创建330万个闪应用。不到1个月时间增长至1200万。用户 创建的灵光闪应用已覆盖娱乐与陪伴、生活服务、效率工具、教育与自我提升等主要场景。 ...

Core Insights - The AI industry is experiencing an accelerated competition for terminal entry points, particularly in mobile devices, with major players like Zhiyu and ByteDance making significant advancements in AI capabilities [1][2][3] Group 1: AI Model Developments - Zhiyu has open-sourced its AutoGLM model, aiming to make AI capabilities accessible for the entire industry, thereby lowering entry barriers [2][5] - ByteDance's Doubao team has introduced a mobile assistant that integrates deeply with the operating system, showcasing capabilities such as executing tasks based on user commands [2][3] Group 2: Industry Challenges - Both companies acknowledge that the performance of AI agents in real-world scenarios is still far from perfect, with significant challenges remaining in model intelligence and task execution [3][5] - Concerns regarding user privacy and data security are paramount, especially as AI systems gain access to sensitive applications like payment software [3][5] Group 3: Strategic Implications - The competition for AI super entry points is not limited to mobile phones; it is expanding to wearable devices and native applications, indicating a strategic battle for the next generation of traffic entry [6][7] - Companies like Xiaomi and Alibaba are exploring new hardware forms, such as AI glasses, to redefine user interaction with digital environments [6][7] Group 4: Future Directions - The evolution of applications into super AI applications is underway, with Alibaba focusing on both AI for businesses and consumers, potentially transforming how users interact with services [8] - The shift towards AI agents as super entry points raises questions about the future value of traditional app advertising and the willingness of major apps to share data with AI systems [8]

Core Insights - The full-modal general AI assistant "Lingguang" has officially launched its web version, enhancing its multi-platform ecosystem [1][2] - Users can now access the core features of "Lingguang Dialogue" and "Lingguang Flash Applications" directly through a web browser [1][2] - The web version maintains the core advantage of generating small applications in 30 seconds using natural language, allowing for data and creation synchronization with mobile devices [1][2] Features and Functionality - Users can describe their needs on a computer to quickly generate, edit, and manage dialogues and flash applications [1][2] - The ability to continue using and sharing applications on mobile devices after creating them on the web is emphasized [1][2]

Group 1 - The Hong Kong stock market rebounded last week, with the Hang Seng Index rising by 2.53% or 638 points, closing at 25,858 points, despite a decrease in trading volume [1] - The overall trading volume for the week was approximately 1.09 trillion HKD, and the market remained flat for November [1] - The market is experiencing volatility due to differing views on AI narratives and a tendency for profit-taking as year-end approaches, although long-term external liquidity conditions are expected to improve [1] Group 2 - Technology stocks are gaining attention due to significant investments in AI infrastructure, with the launch of Alibaba's Quark AI glasses and Ant Group's Lingguang App generating positive market reactions [2] - The innovative drug industry is seeing opportunities as major pharmaceutical companies engage in large-scale mergers to address patent cliffs, with Eli Lilly becoming the first pharmaceutical company to surpass a market value of 1 trillion USD [2] - China is positioned as a key player in the global biopharmaceutical market, with potential growth for certain Hong Kong-listed innovative drug companies as the industry evolves [2]

Core Insights - The launch of the "Lingguang" AI assistant has been highly successful, with users creating 3.3 million "flash applications" within two weeks of its release, indicating a significant trend in the public's ability to utilize AI for fragmented needs [1][3][5] Group 1: User Engagement and Application Development - The "Lingguang" app allows users to create interactive, editable, and shareable applications in as little as 30 seconds using natural language, significantly lowering the barrier to app development compared to traditional methods [3][5] - Users exhibit a strong exploratory spirit, often engaging in multiple rounds of dialogue with the AI to refine their application ideas, with some users making over 100 modifications to a single application [3] - The user base is actively attempting to create applications akin to popular platforms like "Alipay," "Taobao," or "WeChat," showcasing their deep engagement and creativity [3] Group 2: Market Performance and Adoption - "Lingguang" achieved over 2 million downloads within six days, surpassing the initial download rates of other AI products such as ChatGPT and Claude [5] - The app reached 1 million downloads in just four days, outperforming competitors like Sora2, which took five days to reach the same milestone [5]

Core Insights - Ant Group's AI assistant "Lingguang" app has generated 3.3 million "flash applications" within two weeks of its launch [1] Group 1 - The "Lingguang Flash Application" feature allows users to create a small application in as fast as 30 seconds [1]

Core Insights - The AI assistant "Lingguang" has successfully created 3.3 million "flash applications" within two weeks of its launch [1][3] - Lingguang is developed by Ant Group and features three main functions: "Lingguang Dialogue," "Lingguang Flash Applications," and "Lingguang Open Eye" [1][3] - The app achieved 2 million downloads in just 6 days, surpassing ChatGPT's first-week downloads of 606,000 and Claude's 157,000 [1][3] - Lingguang reached 1 million downloads in only 4 days, faster than Sora2, which took 5 days [1][3] Application Categories - The user-created flash applications primarily cover five categories: - Entertainment tools such as interactive games and emotional relief [1][3] - Daily tools like countdowns and to-do lists to enhance user efficiency [1][3] - Educational tools including language practice and self-assessment for learning needs [1][3] - Health management tools like calorie tracking and fitness planning [1][3] - Lifestyle tools such as food lottery and travel planning [1][3]

Core Viewpoint - The ongoing debate about whether the current AI boom is a bubble or a genuine breakthrough continues, with significant attention on AI applications and their potential to drive the next market rally [1][4]. Group 1: AI Market Dynamics - The current AI wave is compared to the internet boom, but experts argue that the underlying logic is different, with AI having more concrete demand for computational power and hardware [2][4]. - The demand for AI-related hardware, such as AI chips and GPUs, is expected to translate directly into profits for manufacturers, as evidenced by companies like Zhongji Xuchuang, which reported a 90.05% year-on-year increase in net profit [2]. - Major tech companies are launching significant AI products, with Google’s Gemini 3 model leading the charge, indicating a shift from computational power to application development [2][3]. Group 2: Investment Trends - Berkshire Hathaway has invested heavily in Alphabet, acquiring approximately 17.85 million shares worth $4.3 billion, reflecting confidence in AI's growth potential [3]. - Fund managers express cautious optimism about AI applications, noting that while some areas like AI programming are showing commercial viability, many applications are still in early stages of development [4][5]. - The AI sector is expected to see a surge in demand for AI agents as various industries establish commercial ecosystems [5][7]. Group 3: Future Outlook - Analysts predict that AI applications will become a major growth area over the next 3 to 5 years, particularly in sectors like AI companionship, education, and advertising [8]. - The AI industry is transitioning from a phase of technological breakthroughs to one of commercial realization, with significant opportunities arising from China's large user base and rapid commercialization capabilities [7][8]. - The next two years are anticipated to witness robust growth in capital expenditures from major cloud service providers and domestic internet companies, further boosting the AI infrastructure sector [8].

Core Insights - The 2025 Smart Media 50 Conference concluded in Chengdu, marking its fourth consecutive year, focusing on the integration of AI and media development [1] - The conference showcased five major smart media innovations and ten industry innovation scenarios/products, highlighting the increasing penetration of AI into daily media operations [1][7] - The evolution of smart media has progressed through three stages over the past decade, with the current focus on "Agentic Media" representing a new phase of AI capabilities [2][3] Group 1: AI Integration in Media - The media sector has played a leading role in the intelligent transformation across various industries, with significant advancements in AI applications [2] - The three stages of media and AI integration include the emergence of smart media platforms, exploration of large models, and the development of interactive systems between digital and physical worlds [3] - The concept of "Agentic Media" is expected to be a key focus for future media transformations, emphasizing the externalization of AI capabilities [4] Group 2: Practical Applications and Collaborations - The conference emphasized "human-machine collaboration" in media institutions, with AI applications in visual presentation, content review, and product standardization becoming increasingly unavoidable [4] - Several strategic partnerships were established during the conference, including collaborations between Chengdu Media Group and major institutions for AI auditing technology [7] - The establishment of the China (Chengdu) Smart Media Ecological Alliance has facilitated resource integration and collaboration across various sectors, contributing to the growth of the smart media industry [6] Group 3: Ecosystem and Industry Development - The conference highlighted the importance of collaborative ecosystems in the media sector, moving from a simple industrial model to a more complex, interdependent structure [5] - Chengdu's media and cultural industries are driving the transformation of local parks into innovation hubs, showcasing the potential for media to enhance regional economic development [10][12] - The integration of smart media technologies into park ecosystems is expected to redefine the role of media from content providers to solution providers for social governance [12]