上线一周破千万、全面赶超ChatGPT、白宫慌了…… 最近无论是打开社交媒体还是AppStore，你大概率都被一款叫千问的APP刷屏了。 千问APP公测当天，迅速引起海内外、业内外热议，24小时内服务器数次宕机，千问通过阿里云紧急扩容恢复稳定。 「打造面向C端用户的AI超级原生应用」的宏大叙事就此展开，彻底暴露了阿里的生态野心。 何为「千问」？ 这是阿里基于Qwen3开源模型刚推出的一款App。但熟悉AI产品的应该知道，它并非全新产品，而是翻版的"通义千问"。 2023年4月，阿里云发布了通义千问大模型，模型英文名叫Qwen，中文名为通义千问，在阿里云旗下；9月，通义千问App正式上线，由周靖人负责；去年5 月，通义千问更名为通义。 从用户规模端来看，通义的表现不算理想。QuestMobile数据显示，今年9月，中国月活跃用户排名前三的AI应用中，豆包、DeepSeek、腾讯元宝分列前三， MAU分别为1.72亿、1.45亿、3286万。通义排在第十，月活跃用户仅有为306万。 命运的转折很快出现，2025年11月13日，阿里秘密启动千问项目的消息被曝光；11月14日，通义App正式更名为千问App，版本号从 ...

Core Insights - Alibaba Group reported a strong performance in Q2 of FY2026, driven by robust AI demand, with Alibaba Cloud's overall revenue growing by 34% year-on-year, and AI-related product revenue achieving triple-digit growth for nine consecutive quarters [1][2] Group 1: AI Development and Investment - Alibaba's capital expenditure reached 31.5 billion yuan this quarter, with approximately 120 billion yuan invested in AI and cloud infrastructure over the past four quarters, reinforcing its competitive advantage as a full-stack AI company [1] - The company announced significant upgrades to its full-stack AI capabilities, including advancements in AI foundational models and high-performance AI infrastructure, with flagship model Qwen3-Max outperforming competitors like GPT-5 and Claude Opus 4, ranking among the top three globally [1] Group 2: AI to Consumer Market - Alibaba launched the "Qianwen" project to enter the AI to C market, aiming to create a personal AI assistant capable of conversation and task execution, with the app achieving over 10 million downloads in its first week, making it the fastest-growing AI application [3] - The management views Qianwen as a critical initiative in the AI era, with plans to integrate it into various Alibaba business ecosystems, positioning it as a future AI lifestyle entry point [3] Group 3: AI Applications in E-commerce - During the Double 11 shopping festival, Alibaba implemented AI tools extensively to enhance merchant efficiency and consumer experience, with 5 million merchants using the "Business Manager" AI tool, achieving an average efficiency increase of 1.5 times [4] - AI customer service "Dianxiaomi" served 300 million consumers, improving merchant conversion rates by 30%, while various AI shopping applications were introduced to address consumer pain points [4] Group 4: Future Strategy - Alibaba plans to continue investing in AI technology and infrastructure, as well as in the integration of life services and e-commerce to create long-term strategic value [5]

Core Viewpoint - Alibaba's AI assistant "Qianwen" has launched a new domain qianwen.com to enhance user accessibility and provide a seamless experience between web and app platforms [1] Group 1: Product Features - The web version of Qianwen offers more options for the Qwen3 series models, including Qwen3-Max-Thinking-Preview and Qwen3-Coder, catering to professional users [1] - A new "conversation grouping" feature has been added to help users manage their conversation history more effectively [1] Group 2: Market Positioning - Qianwen represents Alibaba's strategic move into the AI to C (consumer) market, leveraging the globally top-performing open-source model Qwen3 [1] - The service is positioned to compete directly with ChatGPT by offering free access and integration with various lifestyle scenarios [1] Group 3: Performance Metrics - Since its public beta launch on November 17, Qianwen's app has achieved over 10 million downloads within just one week [1]

千问于11月17日正式开启公测，主要瞄准消费端市场。该应用基于阿里的开源模型Qwen3开发，免费向用户开放，直接与行业头部应用ChatGPT展开竞争。 上线次日，千问APP便迅速攀升至苹果App Store免费应用总榜第四位，两天后又冲入该榜单前三甲。目前略有下降，已重新回到第四位。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月24日，港股阿里巴巴（09988.HK）走势强劲，日内涨幅一度涨超5%，截至午间休市报153.70港元，涨4.13%，市值为2.93万亿港元。 这一积极表现背后，与阿里旗下AI助手千问APP的最新下载量数据紧密相关。阿里方面表示，千问APP公测第一周即突破1000万下载。该成绩超越 ChatGPT、Sora、DeepSeek，成为史上增长最快的AI应用。 图片来源：千问 目前苹果应用商店免费榜APP排名情况 值得一提的是，有报道称，千问公测首日即遭遇流量洪峰，因用户涌入过载，部分服务出现拥堵和中断。对此，阿里千问当日回应称："我好着呢，状态良 好，欢迎来问。" 据阿里方面介绍，千问可与用户"对话"，帮用户"办事"，后续将陆续覆盖办公、地图、健康、购物 ...

Core Viewpoint - Alibaba's Qianwen app has launched its public beta, directly competing with ChatGPT by adopting an open-source and free strategy, aiming to disrupt the global AI market [1][4][19] Group 1: Product Launch and Strategy - On November 17, Alibaba announced the public beta of the Qianwen app, targeting ChatGPT with a product based on the high-performance open-source model Qwen3, emphasizing a free strategy [4] - Qianwen integrates Alibaba's ecosystem, allowing users to compare prices, plan trips, and generate meeting minutes, transforming AI from a chat tool to a practical assistant [4] Group 2: Long-term Investment and Development - Alibaba has invested 380 billion yuan in AI infrastructure and has been iterating on the Qwen open-source model, focusing on building a solid foundation before launching [7] - The Qwen3-Max model has surpassed GPT-4 and ClaudeOpus, ranking among the top three globally, while the open-source Qwen series has seen significant adoption, with downloads surpassing Llama [9] Group 3: Competitive Landscape and Market Dynamics - A Stanford report indicates that the performance gap between top AI models in China and the U.S. has narrowed to just 0.3%, highlighting the competitive advancements made by Alibaba [11] - The competition is framed as a battle between two AI philosophies: ChatGPT's closed-source, paid model versus Qianwen's open-source, free approach, which aims to democratize AI access [13][15] Group 4: Industry Implications and Future Outlook - The emergence of Qianwen signifies a shift towards a more inclusive and open AI future, challenging the dominance of closed-source models that have historically defined the industry [19] - As more companies join the open-source movement, the AI industry is expected to return to its essence, allowing everyone to benefit from technological advancements [19]

凤凰网科技讯 11月20日，据彭博社报道，在阿里巴巴集团发布了其在中国市场推出的"千问"应用后， 这家中国科技巨头正面临来自华盛顿的新一轮审视。然而，彭博社评论指出，美方若试图通过限制手段 遏制阿里，不仅难以奏效，反而可能适得其反，加剧复杂的国际经贸紧张局势。 彭博社分析称，阿里巴巴旗下的AI模型系列已受到全球开发者的广泛欢迎，而此次推出的一体化应用 标志着其在消费市场上的最大胆尝试。公司表示，其最新公测的千问app不仅限于对话式AI，还具备强 大的多模态处理能力，例如在几秒钟内生成完整的研究报告或制作PowerPoint演示文稿。目前，阿里巴 巴免费提供该服务——这一举措可能对硅谷领导者OpenAI构成潜在威胁，据称后者70%的年收入来自 消费者使用ChatGPT。 报道指出，本周对于阿里巴巴而言是具有里程碑意义的一周。公司正式宣布了"千问"项目，并上线了基 于全球性能第一开源模型Qwen3的"千问APP"公测版。 首先，美方相关部门目前对此保持缄默，尚未采取进一步激进措施。分析认为，在双方刚刚达成艰难的 贸易休战协议背景下，针对中国领军企业的贸然行动可能引发新一轮不可控的紧张局势。 其次，历史表明，如果领 ...

Core Insights - Alibaba officially announced its entry into the AI to C market with the launch of the "Qianwen" project and the public beta of the Qianwen App, aiming to compete directly with ChatGPT [1][2] - The company plans to invest at least 380 billion yuan in cloud computing and AI infrastructure over the next three years, significantly increasing its investment in these areas compared to the past decade [2][4] - The Qianwen App focuses on developing a "world model" aimed at achieving artificial general intelligence (AGI), which is seen as a key competitive advantage for Alibaba in the AI sector [4][5] Investment Strategy - Alibaba's strategic shift towards the C-end market is driven by the growing demand for AI applications, with 729 million monthly active users in mobile AI applications as of September 2025 [2][4] - The investment plan includes comprehensive coverage of computing power deployment, model research, and AI cloud computing [2][4] Technological Development - The Qianwen flagship model, Qwen3-Max, ranks among the top three globally in performance, outperforming leading models like GPT-5 and Claude Opus4 in various tests [6] - The development of the "world model" aims to transform user interaction with AI, allowing it to understand, predict, and integrate into real-life scenarios [5][6] Talent Acquisition and Retention - Alibaba is aggressively recruiting top AI talent with significantly higher salaries than the market average, with some positions seeing salary increases of over 50% [25][27] - The company has implemented strict non-compete agreements to protect its technological advancements and prevent talent from moving to competitors [31][32] Competitive Landscape - The AI talent market is becoming increasingly competitive, with Alibaba being viewed as a training ground for high-end talent in the industry [25][33] - The departure of key personnel from Alibaba's AI teams has raised concerns about the pace of technological development within the company [8][19][23]

Core Insights - Alibaba officially launched the "Qianwen" project on November 17, 2025, aiming to enter the AI to C market with top-tier resources and leading global technology, resulting in a surge of users that temporarily crashed the Qianwen app [1][3] - The launch of the Qianwen app is positioned as a direct competitor to ChatGPT, focusing on practical applications rather than entertainment, marking a significant shift in AI's role in daily life [1][4] Group 1: Timing and Strategic Framework - Alibaba's CEO, Wu Yongming, categorizes the development of general artificial intelligence (AGI) into three stages: "learning human," "assisting human," and "surpassing human," indicating that the current capabilities have transitioned into the "assisting human" phase, which supports the company's push into the C-end market [3][4] - The company believes the real breakthrough in the C-end market lies in "productivity AI," where users seek assistance in practical tasks rather than entertainment, aligning with the capabilities of the Qwen3 model [3][4] Group 2: Competitive Advantages - Alibaba's confidence in competing with ChatGPT stems from its unique "ecosystem + technology" dual-engine strategy, leveraging a rich digital service matrix that includes platforms like Taobao, Tmall, and Dingtalk, providing seamless integration for the Qianwen app [4][5] - The Qwen model family, which has evolved to its third generation, boasts over 600 million downloads and more than 170,000 derivative models, establishing itself as a leading open-source model globally [5][6] Group 3: Strategic Goals of Qianwen App - The Qianwen app aims to be more than just a conversational AI; it is designed to function as a "task-doing AI assistant," capable of generating reports and performing complex tasks based on user commands [6][7] - Future enhancements will allow the app to integrate various services, enabling users to execute multiple tasks through simple commands, thus transforming human-computer interaction [6][7] Group 4: Implications for the AI Landscape - The launch of the Qianwen app signifies a significant challenge to global AI products, backed by Alibaba's substantial investment in AI infrastructure and a commitment to practical applications of AI in everyday life [7] - This initiative reflects a broader narrative of China's confidence in its AI capabilities, positioning itself as a key player in the global AI discourse amid geopolitical tensions [7]

Core Insights - Grok 4.1 has achieved significant advancements in the AI model arena, ranking first and second in the latest evaluations, showcasing its superior performance compared to other models [1][2][5]. Performance Rankings - Grok 4.1 in thinking mode scored 1483 Elo points, leading by 31 points over the next highest non-xAI model [2]. - In non-thinking mode, Grok 4.1 scored 1465, surpassing all other models in the complete reasoning category [3]. - The previous version of Grok ranked 33rd, indicating a remarkable improvement within six months [4]. Expert and Professional Rankings - Grok 4.1 also topped the expert and professional rankings, scoring 1510 in the expert category, narrowly beating Claude Sonnet [6]. - In the literary category, Grok 4.1 only lost to Gemini 2.5, while it ranked first in six other categories [6]. Emotional Intelligence and User Preference - Grok 4.1 performed well in the EQ-Bench emotional intelligence test, outperforming the recently released Kimi K2 [9][10]. - A user survey indicated that 64.78% preferred the new version of Grok over its predecessor [13]. Technological Improvements - The model incorporates advanced reinforcement learning techniques, enhancing its style, personality, and alignment capabilities [19][20]. - Grok 4.1 has significantly reduced the output token count in non-reasoning modes, from approximately 2300 to 850 tokens [23]. - Improvements were made to address hallucination issues, with a notable decrease in factual inaccuracies during information retrieval [25]. Availability - Grok 4.1 is now available to all users on various platforms, including grok.com and mobile applications, with an automatic mode as the default setting [27].

"3800亿元用于AI基础设施建设"、"向'超级人工智能'（ASI）迈进"……2025年初到年尾，CEO吴泳铭的表态言犹在耳，阿里巴巴的AI叙事多线爆发。11 月17日，阿里巴巴正式宣布"千问"项目，全力进军AI to C市场，千问APP公测版同日上线。 基于全球性能第一的开源模型Qwen3，凭借免费，以及与各类生活场景生态的结合，与ChatGPT展开全面竞争。阿里核心管理层将"千问"项目视为"AI时 代的未来之战"。 C端强需求：会聊天 能办事 目前，千问APP公测版已在各大应用商店上架，并同步提供网页和PC版。 阿里方面表示，这次发布的千问APP是一个初级版本，将用最先进的模型，打造一个"会聊天能办事的个人AI助手"。除了聊天足够聪明外，"能办事"将是 千问APP的一个重要发力方向。千问APP的战略目标是打造未来的AI生活入口。 目前，千问已经展现出一定的办事能力。不久前，千问在与ChatGPT、Gemini、Grok等全球顶级模型PK的实盘投资大赛中斩获冠军。 阿里管理层认为，AI发展将经历"学习人"、"辅助人"和"超越人"三个阶段。目前，大模型的能力已经进入到"辅助人"的Agentic AI时代，阿里 ...