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科技云报到:找到真场景,抓住真需求,这样的具身智能才是好AI
Sou Hu Cai Jing· 2025-10-10 05:10
科技云报到原创。 从ChatGPT的语言魔法到DALL·E的图像创造,虚拟世界的AI已无处不在。但当我们把目光转向现实世界,一个新名词正引发热议:具身智能。 具身智能被誉为"AI的下一站",让机器不仅会"思考",还能"行动"——从工厂的搬运机器人到养老院的陪伴助手,甚至是太空探索的机械先锋。马斯克宣 称,特斯拉的Optimus将是"通用智能的载体";谷歌DeepMind则押注机器人来破解物理世界的难题。 然而,现实远比愿景骨感。2025年,具身智能的商用化仍步履蹒跚:成本高企、效率低下、数据瓶颈频现。波士顿动力Spot在巡检场景表现不俗,但价格高 达20万元;优必选的Walker搬运箱子耗时数分钟,远逊于人类工人。 如今,技术已将其推至产业变革的商业化临界点。但我们仍必须回答三个关键问题:需要怎样的颠覆性创新,才能赋予具身智能真正的泛化行动能力?又如 何跨越从"技术可行"到"商业成功"的鸿沟,找到其不可替代的价值锚点?当"数字认知"的潜力被空前释放,我们如何将AI其转化为"物理世界"的真实生产 力? 具身智能的价值最终要靠场景落地来体现,目前多个传统行业已经尝到了技术红利。制造业、医疗健康、零售业、能源行业、 ...
支付宝、高德、AQ联合发布《出国三宝小趋势榜》
Jing Ji Guan Cha Wang· 2025-10-08 07:07
榜单数据显示,国庆假期中国游客足迹遍布全球,AQ成中东中亚非洲小众旅游目的地必备健康应用, 假期境外AQ健康咨询量环比增长32%,出国旅游身体不适问国产AI成新趋势;中国游客去欧洲旅游找 厕所成新刚需,假期在欧洲用高德规划导航"厕所"的次数同比增长220%;出国用支付宝付款正成为普 遍现象,每2个出境游客中就有1个在用支付宝,支付宝消费趋势中,日韩东南亚消费仍火热,欧洲冷门 目的地如希腊等则成消费新宠。 经济观察网 10月8号,支付宝联合AI健康应用AQ、高德,围绕对中国游客假期出国期间的健康咨询趋 势、地图导航趋势、支付宝消费趋势的洞察,发布了首个《出国三宝小趋势榜》。 ...
今天,支付宝的三个emoji,大家吵翻了
猿大侠· 2025-09-23 04:11
今天周一一大早,小编在便利店买早饭,打开支付宝付款时,忽然给我整不会了。 只见 App 首页突然出现了风格奇特的巨幅猜谜广告, 还摆出几个 emoji 表情 , 小 编 眼 前 一 亮,不过忙着付钱,也没点开。 然后到了公司,刷微博的时候,忽然发现 #支付宝 emoji# 这个词条已经被冲上了热搜。果然, 吃瓜群众们的速度那真不是盖的。 一时之间, "支付宝首页咋了"引发了网友们的"激情猜想" 。 有粉丝觉得,这是要请明星代言了; 卧龙凤雏通常成对出现,于是有了下面这个更为炸裂的推测: 福州鱼佬出海了 坐直升飞机回家里吃饼干 31分钟前 C 我以为是说房价要坐上直升机起飞了 有网友表示,研究了十分钟,单方面宣布这三个 emoji 的意思是"快用我消费"…… 这怕不是支 ( 付宝的嘴替吧 。 浪漫才不怕晚7 앤 研究了十分钟,我宣布这三个emoji的意思是'快用 我消费',没毛病吧 ( 7 n 14 n 9-22 09:06 来自河北 一朵流浪的云 an 我猜我的是 废物点心 @ 还有网友拿着这 3 个 emoji 来为难 DeepSeek,得到的答案是"支付宝",嗯,如果在现实生活 中,我一定会夸 DeepS ...
今天的支付宝,这么“邪修”吗?
半佛仙人· 2025-09-22 11:02
这是半佛仙人的第1879篇原创 1 今天你打开支付宝了吗? 主屏界面那个抽象的emo ji猜谜广告看到了吧? | 余额宝体验金 收益归你 | | | | 搜索 + | AQ-AI健康管家 | | --- | --- | --- | --- | --- | --- | | -1 第 | 收付款 | | | | | | -1 | | | | | 建康桃战寨 | | | | 猜猜是什么 | | | | | 红包 | 蚂蚁庄园 | 正面 | 每票票 | ま 转账 | 猜猜是什么 | | 平 | | | 1916 DD | | | | 记账本 | 手机营业厅 | 滴滴出行 | 我的小程序 | 重多 | | | 我的常用 | | | | | | | C | | 0.6 | | Ca | 点击输入答案(3个字) | | 蓝花火 | 菜鸟 | 我的快递 | 淘宝闪购 | 宠物保险 | | | 最近消息 | | | | | 下载AQ看答案 | | ( 余额宝 余额宝收益到账啦 | | | | 9分钟前 | | | 6 蚂蚁森林 | | | | | | | 收取你的65g能量,来森林奖励领取活力值啦 | | | | 1717年1 ...
推进“双飞轮”战略,支付宝两个经营主体公司更名
Guo Ji Jin Rong Bao· 2025-09-21 08:09
Core Insights - The core viewpoint of the news is the strategic rebranding of Alipay's operating entities, which reflects the ongoing advancement of the "Dual Flywheel" strategy aimed at enhancing payment technology and digital services [1][3]. Group 1: Company Rebranding - Alipay's main operating company, Alipay (China) Network Technology Co., Ltd., has been renamed to Alipay Payment Technology Co., Ltd., while Alipay (Hangzhou) Information Technology Co., Ltd. is now Alipay (Hangzhou) Digital Service Technology Co., Ltd. [1] - The rebranding is part of a governance upgrade under the "Dual Flywheel" strategy, which will not affect customer service or experience, as the Alipay brand and app name remain unchanged [1]. Group 2: Strategic Developments - The "Dual Flywheel" strategy has shown rapid development, with significant organizational changes announced by Ant Group, focusing on "AI First," "Dual Flywheel," and accelerated globalization [1][2]. - Alipay has achieved over 200 million users for its "Tap" feature in less than a year and is gaining a competitive edge with the launch of "AI Pay" services [2]. Group 3: Technological Innovations - Alipay is enhancing its app with new AI features, including a new AI interface called "Explore" and a smart voice search that connects users to over 10,000 services [2]. - The independent AI health application AQ, launched by Ant Group, has served over 140 million users, with a significant portion from lower-tier cities, and has achieved a 60.1% month-over-month growth rate [3].
支付宝时隔17年再更名,“支付科技”写入公司名称,“碰一下”用户破2亿
3 6 Ke· 2025-09-19 12:16
Core Viewpoint - The People's Bank of China approved the name change of Alipay (China) Network Technology Co., Ltd. to Alipay Payment Technology Co., Ltd., reflecting the company's governance upgrade under the "dual flywheel" strategy, while maintaining the Alipay brand and app name [1][2][5]. Group 1: Company Name Changes - Alipay's main operating entity has been renamed from Alipay (China) Network Technology Co., Ltd. to Alipay Payment Technology Co., Ltd. [2] - Alipay (Hangzhou) Information Technology Co., Ltd. will also change its name to Alipay (Hangzhou) Digital Service Technology Co., Ltd. [2][5]. Group 2: Strategic Direction - The name changes align with Ant Group's strategic direction, which includes "AI First," "Alipay Dual Flywheel," and accelerating globalization [5]. - The establishment of two major business groups, Digital Payment and Alipay, aims to enhance product innovation and user growth [5]. Group 3: Leadership Changes - Zhu Lin has been appointed as the Vice General Manager (Technical Head) of Alipay, previously serving as the Chief Technology Officer of Ant Group's Digital Payment business group [5][6]. Group 4: Technological Innovations - Alipay has introduced the "Tap to Pay" feature, allowing users to complete payments by tapping their phones, which has seen user adoption surpassing 200 million [6]. - The company has launched the "AI Pay" service, the first of its kind in China, aimed at providing payment solutions for AI entities [6][7]. Group 5: Market Growth Predictions - Predictions indicate that new interactive payment methods may exceed 50% in the next five years, with a tenfold increase in diverse smart device payments [7]. - The AI payment market is expected to reach a trillion-level scale, driven by the growth of the AI industry and smart terminal proliferation [7]. Group 6: Recent Developments - Alipay has introduced new AI features, including a voice search function and AI assistant tools for various services, enhancing the app's intelligence [7][8]. - The AQ health application, launched by Ant Group, has served over 140 million users, with a significant portion from lower-tier cities [8].
支付宝主体更名!加速迈入增长新周期
Di Yi Cai Jing Zi Xun· 2025-09-19 04:11
Group 1 - The core viewpoint of the news is that Alipay has completed the renaming of its two main operating entities, which reflects a strategic upgrade in governance and clarifies the distinction between its payment technology and digital services [1][5][15] - The renaming is part of Alipay's "dual-flywheel strategy," which aims to enhance its organizational structure and accelerate growth in both payment and digital service sectors [3][5][12] - Alipay's recent innovations, such as the "Tap to Pay" feature, have seen rapid user adoption, reaching over 200 million users in just over a year, indicating a strong market response [6][7][11] Group 2 - The "Tap to Pay" feature has expanded beyond traditional payment methods, addressing various user needs, including those of visually impaired individuals and elderly users, showcasing Alipay's commitment to inclusive design [9][11] - Alipay has launched the first domestic "AI Payment" service, integrating AI capabilities into the payment process, which is expected to enhance user experience and streamline transactions [11][12] - The company is also focusing on digital health services, with the AI health application "AQ" serving 1.4 million users, particularly benefiting those in rural areas, thus promoting equal access to healthcare [12][14] Group 3 - Alipay's strategic evolution reflects its aim to tackle pressing issues in each era, transitioning from trust and identity challenges in payment to enhancing user experience in the AI era [15] - The company is positioned to lead in the AI-driven service landscape, leveraging its extensive experience in payment and service innovation to explore new opportunities [14][15] - The ongoing transformation and innovation within Alipay signal the beginning of a new growth phase, emphasizing the importance of user-centric solutions and collaborative approaches in the evolving industry [15]
刚刚,支付宝主体更名!最新回应来了
凤凰网财经· 2025-09-19 03:42
Core Viewpoint - The recent name change of two major operating entities under Alipay signifies a strategic evolution, aligning with the company's "Dual Flywheel" strategy aimed at enhancing digital services alongside payment technology [2][5][8]. Group 1: Name Change and Strategic Development - The name change of "Alipay (China) Network Technology Co., Ltd." to "Alipay Payment Technology Co., Ltd." and "Alipay (Hangzhou) Information Technology Co., Ltd." to "Alipay (Hangzhou) Digital Service Technology Co., Ltd." reflects a significant shift in the company's strategic focus [1][3]. - Alipay's "Dual Flywheel" strategy, introduced in 2023, emphasizes AI-first initiatives and global expansion, marking a new phase in its development [3][5]. - The name changes are seen as a recognition of the strategic goals achieved under the "Dual Flywheel" framework, indicating a transition into a new growth cycle [5][8]. Group 2: Organizational Upgrade - The simultaneous name changes are part of a broader organizational upgrade, moving beyond mere administrative adjustments to a more defined strategic structure [6][8]. - The "Dual Flywheel" strategy has progressed through stages of organizational setup, business innovation, and ecosystem expansion, with 2024 designated as the year for organizational implementation [6][8]. - Key leadership changes, including the appointment of Han Xinyi as president, are aimed at driving the "Dual Flywheel" strategy forward [6][8]. Group 3: Business Breakthroughs - The "Dual Flywheel" strategy has led to rapid growth in both payment innovation and digital services, with the launch of "Alipay Touch" achieving 100 million users in just 321 days [10][12]. - "Alipay Touch" has expanded to over 400 cities and 5,000 brands, demonstrating significant user adoption and engagement [10][12]. - The introduction of AI features in the Alipay app, such as the "Explore" AI entry point, indicates a shift towards more interactive and intelligent service offerings [14][18]. Group 4: Entering the AI Era - Alipay's healthcare initiative, AQ, launched in June 2023, has quickly gained traction, serving over 140 million users and becoming a leading AI application in the industry [18][20]. - The integration of AI technologies into various sectors, including transportation, highlights Alipay's potential for new growth avenues [20][22]. - The strategic name changes and the "Dual Flywheel" approach signify a transition from a focus on traffic acquisition to value cultivation, positioning Alipay as a key player in the global digital service ecosystem [22].
豆包月活超越DeepSeek 夺8月中国原生AI App月活第一
Di Yi Cai Jing· 2025-09-16 02:50
Core Insights - The report highlights the active user scale and growth rates of the top 10 native AI applications as of August 2025, showcasing significant changes in user engagement and rankings among these applications [1] Group 1: User Scale and Growth - The leading application, "豆包," has an active user scale of 15,742 million, representing a growth rate of 6.6% and an increase in ranking by one position [1] - "DeepSeek," an AI search engine, experienced a decline in user scale, with a decrease of 4.0%, resulting in a drop of one position in the rankings [1] - "腾讯元宝," another AI comprehensive assistant, recorded a user scale between 10 million and 100 million, with a notable growth rate of 22.4% [1] Group 2: Ranking Changes - "AQ," an AI professional consultant, saw a remarkable increase in user scale by 60.1%, which led to a rise of four positions in the rankings [1] - Other applications such as "K Kimi" and "豆包爱学" faced declines in user scale, with decreases of 9.6% and 7.0% respectively, indicating a downward trend in their rankings [1] - "文小言" and "快对AI" also experienced slight declines in user scale, with growth rates of -1.6% and -6.5% respectively, reflecting challenges in maintaining user engagement [1]
AI“分身”下沉,蚂蚁AQ的医疗普惠新路径
硬AI· 2025-09-12 14:25
Core Viewpoint - The article discusses the integration of AI in healthcare, highlighting the launch of Ant Group's AI health application AQ, which aims to enhance medical services and accessibility for patients, particularly in underserved areas [3][5]. Group 1: AI Health Application Launch - On September 12, Ant Group launched the AI health application AQ at the 2025 Inclusion Bund Conference, introducing a smart body open platform designed to assist doctors and medical institutions in developing personalized AI assistants [3][5]. - The platform aims to address the limited supply of medical services in China, where top-tier hospitals are concentrated in eastern provinces, with only 5% located in western provinces [3][5]. Group 2: Enhancing Doctor's Service Capacity - AQ's platform connects nearly one million doctors and integrates over 200,000 online consultation services, enabling the creation of "AI avatars" for more than 300 renowned doctors, providing 24/7 medical services [5]. - A specific case from Shanghai's Huangpu District demonstrates the effectiveness of the "digital family doctor" AI avatar, which serves 400,000 residents and helps alleviate the service pressure on family doctors [5]. Group 3: User-Centric Product Development - Since its beta launch, AQ has served over 140 million users, with nearly 60% from third-tier cities and below, indicating a strong demand for accessible AI health services in these regions [7]. - New features like the "health record" function and the "AI anti-fraud hotline" have been introduced to address specific user needs, particularly for elderly individuals [7]. Group 4: Challenges in AI Healthcare - The application of AI in healthcare requires careful consideration of issues such as high-quality data accumulation, model hallucination suppression, and ethical technology development [9]. - Ant Group's CEO emphasized that AI should serve as a supportive tool for doctors, enhancing their efficiency and service reach rather than replacing them [11].