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Alibaba's AI assistant Qianwen will launch a major product on the 15th, with the stock price rising by 5.7%. Qianwen App's monthly active users have surpassed 100 million, aiming to become a super app covering multiple scenarios. Alibaba Cloud plans to capture 80% of the incremental AI cloud market in China by 2026
On the morning of the 15th, Alibaba Qianwen held the "Ask and You Shall Receive" product launch conference at 10 a.m., marking the official transition of AI large models from a single "Q&A tool" to a new era of "action execution." Backed by Alibaba Cloud's absolute advantage with a 35.8% share of the Chinese AI cloud market, this strategic upgrade not only signifies the beginning of the intelligent agent era but also represents Alibaba Cloud's key move to seize 80% of the AI cloud incremental market by 2026
CITIC Securities stated that AI glasses are making a key transition from smartphone accessories to independent smart terminals. Jensen Huang's concept of "physical AI" has set the tone, with Chinese manufacturers like Thunderbird Innovation leading at CES. The eSIM technology allows glasses to break free from the constraints of smartphones. Global shipments surged by 110%, coupled with the "trade-in" national subsidy bonus, giants like ByteDance and Alibaba are accelerating their entry, and this sector may see a large-scale explosion by 2026
