10月21日，港股市场上，阿里巴巴集团(9988.HK)表现抢眼，股价盘中一度上涨4.2%，尽管下午涨幅有 所收窄，但最终仍以1.98%的涨幅收盘，报165.1港元/股。 此番股价异动的直接催化剂，来自于一则关于阿里在人工智能领域重磅布局的市场消息。此前，有本地 媒体报道称，这家科技公司正在开发一项AI业务，或将对字节跳动旗下的同类产品构成挑战。 根据新浪网信息，这项被称为"C计划"（Plan C）的业务并非临时起意，而是已经进行了相当长一段时 间的筹备。其组织架构凸显了阿里内部的重视程度：项目由旗下夸克核心团队牵头，通义实验室多位高 级成员深度参与。 这种"核心业务团队+顶尖研究院"的配置，确保了项目既具备对市场需求的敏锐洞察，又能获得前沿技 术的坚实支撑。 抢占下一代入口可能是原因之一。搜索与浏览器作为传统信息入口的价值正在被重构，夸克本身已在25 岁以下年轻用户中积累了相当的认可度。将先进的对话式AI能力深度整合至夸克这类平台，可以打造 一个集信息获取、内容消费、智能交互于一体的新一代超级入口，这是应对未来竞争的关键布局。 应对字节跳动的挑战亦可能是重点。近年，字节跳动在AI大模型领域投入巨大，其"豆包 ...

Core Insights - Alibaba's Quark is secretly advancing an AI initiative codenamed "C Plan," led by its core team and involving senior members from Tongyi Lab, focusing on conversational AI applications with expected results soon [1][3] Group 1: C Plan Overview - The "C Plan" has been in development for a considerable time within Quark and requires long-term investment and breakthroughs in model technology [3] - There are two interpretations of the codename "C": one suggests it stands for "Chat," indicating a new conversational format, while the other relates to the classic game "Pac-Man," suggesting competition with ByteDance's AI product "Doubao" [3] Group 2: Quark's Position in AI Market - Quark is a key component of Alibaba's "AI to C" strategy, continuously upgrading its AI capabilities, with plans for a comprehensive upgrade to an "unbounded AI super framework" by March 2025, leveraging the Tongyi large model for multimodal reasoning [5] - Quark has over 150 million monthly active users and ranks ninth in the global AI top 100 list by A16z, while Doubao ranks twelfth, indicating strong performance in the competitive AI application landscape [5] - The competition in the AI to C market is expected to intensify with the rise of new players like DeepSeek [5]

Core Insights - The "C Plan" is an AI initiative led by the Quark core team, with significant involvement from senior experts at Tongyi Lab, indicating a collaborative effort in AI development [2][3] - The project has generated considerable industry buzz, with speculation that "C" may stand for "Chat," suggesting a new conversational AI product that could differentiate Quark from competitors like ChatGPT and Doubao [2][3] - Another interpretation of "C" relates to the classic game "Pac-Man," hinting at competitive dynamics with Doubao, potentially marking a direct confrontation between leading AI firms in China [2][3] Project Development - The "C Plan" has been under closed development for several months, with strict confidentiality measures in place, highlighting the project's significance and the need for long-term investment in model technology breakthroughs [3] - Reports indicate that the project is closely tied to advancements in large model technology, with high-level experts from Tongyi Lab contributing to its development [3] Market Context - Data shows that the top five AI products in China hold over half of the market share, with Doubao, Quark, and DeepSeek being dominant players, indicating a monopolistic landscape among leading AI products [3] - As AI applications become more integrated into daily life, competition among leading firms is intensifying, reminiscent of past rivalries in the internet and mobile internet eras [3]

Core Insights - Alibaba's Quark is advancing an AI strategic project known as "C Plan," which has been incubating internally for several months, with the first phase of results expected to be launched soon [3] - The "C Plan" is not a specific product but a long-term strategic initiative aimed at exploring new technologies and applications in the AI era [6] - The project is seen as crucial for Quark, similar to how "Street Ranking" is vital for Gaode and "Flash Purchase" for Taobao, indicating its strategic importance within the organization [7] Project Details - The "C Plan" is led by Quark's core team and involves senior members from Alibaba's Tongyi Lab, focusing on conversational AI for consumer applications [3][6] - The project has strict criteria for project initiation and development, with many ideas being eliminated early in the process [6] - The first application from the "C Plan" is set to launch, with the timing deemed optimal due to advancements in model capabilities, industry environment, and user habits [6] Resource Allocation - Significant resources have been allocated to the "C Plan," with core members of Quark's search business fully engaged and technical teams from various locations consolidated in Hangzhou for closed development [7] - The project is entering a phase of results transformation, achieving substantial breakthroughs in model capabilities and product forms [7] Future Applications - The "C Plan" will extend beyond app-level applications, potentially integrating with Quark's AI glasses to provide essential AI capabilities, thereby enhancing Alibaba's ecosystem [8] - Quark AI glasses have received positive feedback for comfort, battery life, and imaging performance, positioning them as a key product in extending Quark's AI capabilities to wearable technology [11] Market Position - Quark has been recognized as a leading consumer-grade generative AI application, ranking ninth in a global list by A16z and consistently topping domestic AI application rankings [11] - The emergence of the "C Plan" signifies Quark's role as a central hub for Alibaba's AI consumer business, connecting models, software, hardware, and diverse applications within the Alibaba ecosystem [12]

公开资料显示，夸克连续数月多次登顶 AIGCRank 发布的中国 AI 应用排行榜榜首。在全球知名风 险投资公司 A16z 发布的全球 Top100 消费级生成式 AI 应用榜单上，夸克与豆包均跻身全球前二 十名，其中夸克位列第九，豆包位列第十二。 据内部人士透露，" C 计划 " 已在夸克内部秘密推进数月，分散在北京、广州的部分核心员工已经 集中在杭州园区封闭办公。接近该项目的消息人士称， " 这是一个需要长期投入，且依赖模型技术 突破的产品 " ，因此与通义实验室的协同成为关键，而此次发布可能只是阶段性成果。 关于代号 "C" 的含义，业界流传多种说法：一说代表 "Chat" ，暗示全新的对话交互形态；另一说 取自经典街机游戏 " 吃豆人（ Pac-Man ） " ，暗指对标字节跳动旗下豆包，还有一种可能性是代 指阿里巴巴西溪园区 C 区。目前，夸克官方未对相关信息做出回应。 10 月 20 日消息，据多家媒体报道，阿里 AI 旗舰应用夸克团队内部长期孵化的 "C 计划 "AI 新业 务即将亮相，预计将于近期落地首个阶段性成果。 据悉， "C 计划 " 由夸克 AI 相关核心团队牵头，同时有多位通义实验室 ...

人民财讯10月20日电，记者今日获悉，阿里巴巴旗下夸克正持续推进一项代号为"C计划"的AI业务，或 将于近日落地首个成果。据了解，该计划由夸克核心团队主导，通义实验室也有多位高级别成员参与， 被认为与其在对话式AI应用的布局有关。 关于"C计划"代号由来，市场推测"C"代表"Chat"，即夸克可能会推出全新的对话形态。另有猜测称，代 号中的"C"或取自经典游戏"吃豆人(Pac-Man)"。 ...

【阿里夸克正推进一项AI业务 涉对话式AI应用】智通财经10月20日电，阿里夸克内部正推进一项代号 为"C计划"的AI业务，该计划由夸克核心团队主导，通义实验室也有多位高级别成员参与。多位消息人 士透露，该计划与对话式AI应用布局相关，且近日将有首个新成果落地。据消息人士透露，"C计划"已 在夸克内部秘密推进了很长一段时间，即将浮出水面的只是阶段性成果。"这是一个需要长期投入，且 依赖模型技术突破的产品。"关于"C计划"代号由来，目前有几种猜测。一种说法认为，"C"代 表"Chat"，即夸克可能会推出全新的对话形态。另一个更具火药味的内部猜测是，代号"C"取自经典游 戏"吃豆人(Pac-Man)"，寓意不言自明，"其目标直指豆包"。截至目前，夸克方面未就上述消息作出相 关回应。（新浪科技） 转自：智通财经 ...

关于"C计划"代号由来，目前有几种猜测。一种说法认为，"C"代表"Chat"，即夸克可能会推出全新的对 话形态。另一个更具火药味的内部猜测是，代号"C"取自经典游戏"吃豆人（Pac-Man）"，寓意不言自 明，"其目标直指豆包"。 据消息人士透露，"C计划"已在夸克内部秘密推进了很长一段时间，即将浮出水面的只是阶段性成 果。"这是一个需要长期投入，且依赖模型技术突破的产品。" 新浪科技讯 10月20日晚间消息，新浪科技独家获悉，阿里夸克内部正推进一项代号为"C计划"的AI业 务，该计划由夸克核心团队主导，通义实验室也有多位高级别成员参与。多位消息人士透露，该计划与 对话式AI应用布局相关，且近日将有首个新成果落地。 责任编辑：何俊熹 截至目前，夸克方面未就上述消息作出相关回应。（文猛） ...