蚂蚁灵光，一场张扬的"另起炉灶式"AI入口争夺战。 11月18日，蚂蚁集团（下称"蚂蚁"）高调上线全模态通用AI助手：灵光App（下称"灵光"）。近一周来，围绕灵光的消息持续在朋友以及社交媒体平台刷 屏，蚂蚁对它的重视程度可见一斑。 从数据上看，灵光上线首周表现亮眼：在下载规模上，灵光6天突破200万下载，远高于ChatGPT首周的60.6万和Claude的15.7万；在突破100万的时间上， 灵光仅用4天，也快于Sora的5天。 此前一天，阿里巴巴另外一款AI to C的产品——千问App上线公测。最新官方数据显示，其一周内应用下载量已突破1000万次。至此，App Store中国区免 费榜Top6中，阿里系AI产品已经占据两席。 不同于千问对标ChatGPT，蚂蚁对这款新AI应用的定位是"普惠"。灵光明确放弃AI产品主流的"陪聊"功能，专注于提升信息获取与处理的效率。 在其产品负责人蔡伟看来，用户要的是功能，不是模型。用模型做功能是这个时代的最大变量。 他举例说，用户使用搜索引擎或者小红书，结果反馈是大量需要手动筛选的链接和帖子。"灵光要做的，就是利用大模型的能力，帮助用户完成信息的总 结、归纳和推理，让 ...

近日，笔者走进了一家正被AI全方位赋能的科技型医疗企业——树兰医疗集团，试图探索今年走入第 十个年头的树兰医疗集团，在医疗AI落地应用方面的独家"密码"。 医疗AI成蓝海赛道，树兰医疗发力全链条布局 今年以来，AI赋能医疗正成为大势所趋，并走入全国各个医院实现落地应用，这条赛道已然成为新蓝 海。年初，京东健康推出了业内第一个面向医院全场景的AI产品"京东卓医"，并陆续在多家医疗机构落 地。6月，蚂蚁集团发布了AI健康应用AQ，据悉，AQ能提供健康科普、就诊咨询、健康档案等上百项 AI功能，已经连接了全国超5000家医院、近百万医生及近200位名医的AI分身。 近年来，人工智能已经逐步走进医疗行业，在健康管理、早期筛查、疾病诊断、康复护理、患者教育等 多个环节辅助诊疗，正在成为产业变革的核心驱动力，全球医疗AI市场需求也正在迅速扩张。据印度 调查公司Research Nester数据，2023年医疗保健领域的AI市场规模将超过349.2亿美元，预计到2036年底 超过4.57万亿美元，海外巨头如微软、谷歌、亚马逊均布局已久。 就国内而言，据《IDC市场报告》显示，预计到2026年，中国医疗AI市场规模将达到13 ...

Core Insights - Ant Group's CTO He Zhengyu announced the launch of the Lingguang App, which was initially considered to be named Lingfan but ultimately chose a more widely accepted name [1] - The company has three key components: the Bailin large model, Lingbo robots, and future releases related to Lingbo, indicating a cohesive strategic direction [1] - The Lingguang App builds on prior technological advancements and aims to be a representative product in the AGI era, with aspirations for AQ to serve as a health manager and Ant Xiaocai to be a personal assistant akin to Warren Buffett [1] Summary by Categories Product Development - The Lingguang App was officially launched after a three-month project initiation, leveraging existing technological foundations [1] - The app is positioned to highlight the technological capabilities of Ant Group, which have been overshadowed by its business successes [1] Strategic Vision - Ant Group aims to explore various directions in the AGI era, with the Lingguang App being a key part of this vision [1] - The company emphasizes the importance of having a representative product that embodies its technological ambitions [1] Future Plans - Ant Group plans to hold a release event for Lingbo, indicating ongoing development and innovation in its product lineup [1] - The company envisions AQ as a health management tool and Ant Xiaocai as a personal financial assistant, showcasing its diverse product strategy [1]

Core Insights - Alibaba and Ant Group are intensifying their AI application ambitions, launching new products to compete directly with established players like ChatGPT in the overseas market [1][4] - The AI application landscape is rapidly evolving, with a focus on user engagement and the development of versatile AI tools that cater to various user needs [3][5] Group 1: Product Launches and Features - Alibaba's Qianwen app and Ant Group's Lingguang AI assistant are positioned to challenge existing AI applications, with Lingguang supporting multi-modal outputs and rapid application generation [1][3] - Lingguang is described as a comprehensive AI assistant, capable of generating structured and visualized responses, including 3D models and interactive maps, within 30 seconds [3][5] - Alibaba's Quark has also integrated an AI conversational assistant, enhancing its functionality across multiple life scenarios [3][4] Group 2: Market Dynamics and Competition - The competition between major players like Alibaba, Ant Group, and ByteDance is intensifying, with a clear division emerging in the AI landscape characterized by "South Alibaba, North Byte" [4][6] - The year 2025 is anticipated to be a pivotal moment for AI applications, with significant user engagement and technological advancements driving the market [4][5] - The focus on addressing user pain points through C-end applications is seen as crucial for the commercialization of AI [4][5] Group 3: Industry Trends and Future Outlook - The AI application sector is witnessing a surge in user adoption, with projections indicating that by the end of 2024, the user base for generative AI products in China will reach 249 million, accounting for 17.7% of the population [5][6] - The emergence of "Hangzhou AI Dream Team" highlights the importance of industry clustering in fostering innovation and competition in AI applications [6][7] - The AI landscape is evolving into a strategic battleground for user attention, with major companies vying for dominance in the AI ecosystem [10][11]

Core Viewpoint - The article highlights the emergence of Hangzhou as a significant player in the AI industry, showcasing the launch of major AI applications like Alibaba's Qianwen and Ant Group's Lingguang, which are positioned to compete with global leaders like ChatGPT and Gemini 3.0 [1][3][7] Group 1: AI Applications and Market Dynamics - Alibaba launched the Qianwen app, directly competing with ChatGPT, while Ant Group introduced the Lingguang AI assistant, which can generate daily life applications in 30 seconds on mobile devices [1][7] - The AI industry in Hangzhou is rapidly developing, with the AI sector's annual output value in Zhejiang province expected to exceed 570 billion yuan in 2024, with Hangzhou contributing over 70% of the profits [3] - According to QuestMobile's report, three of the top ten native AI applications in China by monthly active users are from Hangzhou, indicating a strong local presence in the AI market [3] Group 2: Talent and Salary Trends - The average monthly salary for AI product managers in China reached 19,459 yuan in Q3 2023, with Hangzhou leading the nation at 28,659 yuan, reflecting the high demand for AI talent in the region [4] Group 3: Ecosystem and Competitive Landscape - The success of Hangzhou's AI ecosystem is significantly supported by the "Alibaba system," which has established a strong industrial and ecological foundation over the past two decades [5] - The competitive landscape is characterized by a "South Alibaba, North Byte" dynamic, with Hangzhou and Beijing emerging as the two main hubs for AI development in China [5] Group 4: New Frontiers in AI - The AI industry is shifting from a focus on technology competition to exploring application deployment, with the AI assistant market viewed as the next battleground [6][7] - Ant Group's Lingguang differentiates itself by generating interactive and editable tools for complex needs, marking a shift towards personalized and professional AI services [9][10] - The article emphasizes the transition of AI from a dialogue tool to a productivity tool, with Lingguang's capabilities aligning with the broader trend of AI applications becoming more integrated into daily life [10]

文丨顾小白 编辑丨百进 来源丨正经社（ID：zhengjingshe） （本文约为4200字） 正经社分析师观察发现，脱胎于阿里集团的蚂蚁集团，健康战略是以AI驱动，本质仍是对阿里赖以生存的平台化思维的延续，继承了平台思维中"连 接"与"闭环"的精髓。若能走通这条路，不仅将收获一个新的增长极，更将完成一次从"金融科技平台"向"AI驱动的民生服务基础设施" 的深刻转型。 【正经社"科技前沿"观察之66】 蚂蚁集团正面临新增长极培育难题。与此同时，更需要讲好新的市场"故事"以便于估值的修复和管理。 近日，其宣布升级组织架构，原"数字医疗健康事业部"正式升级为"健康事业群"，将加速推动医疗健康业务成为战略支柱板块。 然而，与阿里系的淘宝、天猫等显著区别的是，这一平台的链路更为复杂、多维，尤其是医疗资源本身就壁垒高筑，整合的难度可想而知。 作为医疗健康领域的外部者，更是面临着专业信任的极大挑战。 就眼下而言，其所宣称的"AI驱动"这一关键引擎，实际上是医疗健康赛道的整体趋势，赛道上几乎所有的参与者，都是以此为目标或手段。因此，能否 以"AI驱动"建立起自身的竞争壁垒，尚待更长时间的观察。 事实上，就在去年同期，百度健 ...

前不久重阳节，蚂蚁集团AI健康应用AQ发起倡议《别让慢性病抢走我们的父母》引发诸多讨论。在平台统计的后台数据中，糖尿病、高血压和抑郁症是 AQ上老年用户咨询量最高的三大慢性病。另一个真实处境是，目前我国有超六成老年人独居或仅与配偶同住，"空巢家庭"日渐成为常态，这让老年人健 康管理的困难持续加剧。 AQ的倡议引发了罗永浩、胡泳、六神磊磊、深圳卫健委等社会各界的响应，老年人慢性病管理问题引发关注。 不同于急性病，以心脏病、中风、糖尿病为代表的慢性病因其难以治愈、反复发作而困扰着许多老年人的生活。据中国疾病预防控制中心调查数据，截至 2025年，我国60岁及以上老年人群中，75.8%的人被一种及以上慢性病所困扰。对老年病人而言，慢性病其实不仅意味着日常生活的改变，还破坏了病人 的身体、自我和社会之间的联系。 当"治愈"不再是目的、"带病生存"成为了现实，病人究竟面临着怎样的困境？AI的出现有可能为慢性病人的家庭带来更多帮扶的可能吗？ 以AQ为例，围绕老年慢性病健康管理，它推出了多项功能：拍一拍血压计、血糖仪即可智能解读数据；与鱼跃联合推出AI血压计，可自动同步数据并生 成健康周报，便于血压长期管控；推出慢性病用药 ...

Core Insights - The 2025 World Internet Conference in Wuzhen showcased the integration of AI into the physical world, moving beyond digital applications to real-world interactions [1] - The Chinese government aims for a comprehensive transition to an intelligent economy and society by 2035, emphasizing the transformative potential of AI on productivity and human liberation [1] - AI is increasingly penetrating various industries, including healthcare, logistics, and commodity trading, enhancing productivity and efficiency [1][2] Industry Applications - Ant Group demonstrated its AI health manager, AQ, which interprets data from health devices and provides real-time alerts for anomalies, indicating a strong focus on AI in healthcare [2] - The steel industry is leveraging AI for better resource allocation and price trend predictions, with solutions developed by Wanlian Yida Group to assist in production planning and supply chain optimization [4] - AI is also being applied in industrial settings, with companies like Qunke Technology introducing cloud-native industrial AI platforms to facilitate zero-deployment solutions [6] Human-Machine Interaction - AI is evolving through human-machine interaction, with advancements in robotics and AI glasses showcased at the conference, indicating a shift towards practical applications in everyday life [5][7] - The development of embodied intelligent robots is expected to first occur in industrial environments before expanding into more complex tasks in human settings [5] Data Security and AI Governance - The rapid increase in token consumption for AI models highlights the urgent need for high-quality data and effective governance frameworks to manage AI applications [8][10] - Concerns regarding the reliability of AI models and the potential for misinformation necessitate the establishment of policies and regulations to guide AI technology applications [11] - The integration of data elements with AI architecture is anticipated to lead to a paradigm shift in data circulation, emphasizing the importance of protecting sensitive information [10]

Core Insights - The AI healthcare market is projected to grow at an annual rate of 43% from 2024 to 2032, potentially reaching a market size of $491 billion [1] - Ant Group has established a clear path in AI healthcare by integrating AI services into various medical scenarios, transforming its role from a connector to an active participant in the healthcare ecosystem [7][9] Company Focus: Baichuan Intelligence - Baichuan Intelligence, led by Wang Xiaochuan, has shifted its focus entirely to AI healthcare, abandoning other business lines to concentrate resources on this core area [2] - The company faces challenges in establishing a closed-loop business model in AI healthcare, struggling with frequent team and direction changes since late 2024 [3][4] - Baichuan's AI healthcare efforts are hindered by its reliance on traditional business models and a lack of real-world validation in medical settings [4][5] Competitive Landscape - The future leaders in AI healthcare will need to possess ecosystem integration capabilities to effectively allocate medical resources [5] - Baichuan Intelligence is at a disadvantage compared to larger competitors like Huawei, ByteDance, Ant Group, JD, and Meituan, which have more robust resources and capabilities [5] Ant Group's Strategy - Ant Group's AI healthcare strategy involves a triadic structure of "payment + healthcare + AI technology," creating a comprehensive service system for medical institutions, doctors, and patients [7] - The AQ application, launched by Ant Group, quickly gained traction, becoming one of the top AI native apps in China due to its integration with existing services like Alipay [7][9] - Ant Group's recent organizational restructuring emphasizes the importance of AI healthcare as a core business area, indicating a long-term commitment to this sector [9]

Core Insights - Ant Group's "AI-driven Comprehensive Health Management Platform" was recognized as one of the top ten innovative development cases for Chinese internet companies in 2025, being the only professional-grade AI health product awarded [1][3] - The platform is integrated into Ant Group's AI health application AQ and its partners, showcasing its significance in the health tech sector [1] Group 1 - AQ is the core product of Ant Group's newly established health business group, offering over a hundred AI functions including health consultation, report interpretation, and health management [3] - The platform features proactive questioning and documentation capabilities, providing personalized health recommendations to users [3] - After just four months of launch, AQ has surpassed ten million monthly active users, making it the fifth AI-native app to achieve this milestone, and it stands out as the only professional-grade AI application in the industry [3]