Recently noticed a potential business model that $OpenAI(OpenAI.NA) might adopt: introducing a model routing mechanism in its ChatGPT service, directing lower commercial value queries to the lightweight gpt-5-mini model, while routing high-value questions to the more powerful gpt-5 for responses. Furthermore, when GPT-5 provides high-quality answers, the system directly links to product recommendations from partnered e-commerce platforms, monetizing through pay-per-click ads.

$Alibaba(BABA.US) not only has its self-developed large model "Qianwen" but also owns Taobao, a massive e-commerce ecosystem. There's no reason not to fully leverage the potential synergy between the two. Given this, its stock price remains at a low level, seemingly not yet fully reflecting this potential opportunity, suggesting significant upside in the future.