接入高德，千问打通“AI干活”最后一公里

华尔街见闻2025-12-18

在移动互联网流量红利见顶、AI技术狂飙的2025年，提前一个身位布局的阿里，出牌愈发密集。12月17日，千问接入了高德地图，从此有了认路、在现实世界干活的能力。这意味着，无论是餐馆推荐、路线规划，还是房产选址、旅行行程规划，千问都能基于实时地图数据直接回答。高德仅仅是第一步。千问App本体，正悄然将整个阿里的生态悉数收入囊中，成为那个ALL IN ONE的超级入口，实现Manus都没完成的愿景。...

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ONE的超级入口，实现Manus都没完成的愿景。长期以来，阿里的本地生活业务（淘宝闪购、飞猪、大麦）就像散落的珍珠，虽然高德有8亿+月活，但很难精准地把流量导给这些业务。如今，千问成为了那根穿珍珠的线，它通过AI对用户意图的精准理解，未来也将可以顺理成章地调用起高德的路况数据、飞猪的酒店、大麦的演出、饿了么的餐饮。而这正是阿里一直想做，但过去没能做成的场景化协同。眼下，长出“手脚”的千问，跳出聊天框开始输出行动。这个C端的超级应用，也侧面回击了AI泡沫论调，它正将大模型和算力，转化为实实在在的生产力价值和问题解决能力。这标志着阿里的AI战略，终于从技术的“云端”转向了商业的“地面战争”。此刻的阿里正用AI黏合起整个集团的资源富矿，由此构建起的庞大护城河，几乎无人能敌。大模型有了“手脚”“没有空间智能，AGI就不完整。”今年7月，“AI教母”李飞飞在YC全球创业者峰会上如是说道。这样的观点，其实早已凝结为共识，高德地图CEO郭宁说，任何行动，都离不开对时间和空间的理解，“这是物理世界的第一性原理”。回到当下，无论是AGI还是阿里集团CEO吴泳铭口中的超级人工智能ASI，其本质都是靠大模型或智能体感知、理解世界，但唯独不能在三维空间行动。大模型拥有海量的书本知识，能吟诗作赋、编写代码，但对物理世界的感知是滞后的。它们不知道此时此刻北京的三环路是否拥堵，不知道你家楼下的便利店是否刚刚关门，更不知道上海突降的暴雨是否影响了外卖的配送。这种与物理世界的割裂，导致大模型在解决现实生活问题时，往往只能给出模棱两可的建议，甚至产生幻觉。事实上，这并非AI故意偷懒，因为相比起文字，物理世界本就是动态的、混乱的、充满不确定性的。“一条路什么时候会堵，一家新开的店是否值得去，这些决策看似简单，背后是海量时空数据的沉淀和对规律的理解。”郭宁说道。但，所有数字世界的智能，最终都要在物理世界里找到它的意义，全球科技玩家为AI的豪掷千金也必须要换来回报。因此，在2025年的科技商业版图，人工智能进入了更为残酷且务实的应用落地。大家开始赛跑，谁能把AI从“纸上谈兵”，转到线下去实实在在“干活”，解决物理世界真正的问题。在梳理完手中富矿后，阿里组合出了一张王炸牌——千问接入高德，自此阿里的大模型有了“手脚”，有了操作物理世界的能力。想象一下，千问为你规划的旅行，不再是一份攻略，而是一个可以一键执行的完整服务：调用高德地图、扫街榜等底层服务，即时生成包含推荐餐厅、酒店、地理位置及出行方案的可视化决策卡片。用户点击卡片，即可唤起导航或打车。这是因为，千问接入的不是一张地图，而是国内最庞大的实时时空数据索引库，掌握着路网的每一次搏动、2亿个POI（兴趣点）的实时状态，以及海量的交通流数据。郭宁向华尔街见闻直言，高德花了二十年，积累了海量对物理世界的认知数据，理解这个世界有多复杂。“这是任何模型都渴望、但无法轻易获得的事实基座”。此外千问的视觉理解能力也在地理场景中得到了延伸。用户收到婚礼请柬，只需截图上传并问一句：“周日要去这里参加婚礼，帮我推荐这附近的酒店”，千问即可精准提取图片中的地址信息并生成住宿建议。千问还能根据天气状况推荐地点，还能给出穿衣建议。当具备高阶推理能力的千问，拥有了负责搞定复杂“现实世界”的高德后，一个真正意义上的“空间智能”巨兽正在苏醒。踩在阿里生态肩膀上，它俩的横纵联合，把AI一把带入了现实世界，实现了从“输出信息”到“输出行动”。如此这般对物理世界的感知与执行力，也成了阿里区别于纯模型厂商的护城河。贯通阿里生态血脉接入高德仅仅是一个开端。随着千问APP的快速迭代，阿里旗下的消费、支付、生活服务等核心业务场景将陆续接入。千问APP未来将可调用一个庞大的现实世界服务履约网络，实现“办事”能力的快速进化。阿里AI生态整合迈出实质性一步。一直以来，阿里都迫切想把流量掌握在自己手里。从亲自下场做社交，再到做手机、智能音箱，阿里迫切想握住用户流量的一级入口。但AI时代，阿里的机会来了。从上帝视角来看，阿里集团拥有着国内互联网最丰富的本地生活服务资产：饿了么的外卖、飞猪的酒旅、大麦的演出票务、淘票票的电影、以及高德本身的打车业务。然而，在过去的很长一段时间里，这些业务虽然名义上属于同一个集团，但在用户端却像是散落在沙滩上的珍珠，彼此之间缺乏有机的串联。千问的介入，充当了那根将珍珠串成项链的线。AI天然具备的跨域理解和任务规划能力，使得跨APP的服务调用变得顺理成章且润物细无声。在这个过程中，用户完全没有感觉到被推销，因为所有的服务推荐都是基于对他当下需求的精准理解和预判。这种“服务找人”的模式，打破了过去业务之间的数据孤岛。千问接入高德，只是这场宏大整合的冰山一角，其实质是阿里正在将其沉淀了二十年的支付、电商、本地生活等“原子化”服务能力，通过AI进行重新封装。在移动互联网的黄金十年里，我们习惯了“菜单式”的交互逻辑。无论是淘宝、饿了么还是飞猪，它们都像是一个个巨大的货架，用户需要通过点击图标、浏览分类、筛选排序等一系列机械动作，像在迷宫中寻找奶酪一样去触达服务。这种模式的弊端在于，服务的发现成本极高，且不同APP之间的数据孤岛效应阻碍了跨场景的消费。千问的介入，将交互方式从“菜单选择”彻底进化为“意图驱动”。在新的架构下，用户不再是APP的操作员，而是需求的发布者。所有的服务不再是静态陈列在货架上，而是变成了随时待命的API，等待AI的调用和组装。这种变化意味着，阿里正在从“流量分发”向“意图分发”转型。对于商家而言，这意味着流量的来源不再仅仅取决于买了多少广告位，而更多取决于其服务与用户意图的匹配度。这一两年，阿里的所有改变似乎都是为这个宏大的未来铺路。设想一下，如果没有从“一拆六”回归大集团战略，阿里何以在当下调动阿里云、高德、闪送、夸克来支持千问的新战局；没有ALL IN AI的大路线，阿里可能依旧是一家电商公司。成为护城河代名词此刻的阿里不再畏惧拼多多、抖音等后浪们分食流量蛋糕；更在新赛道，找到了比OpenAI、谷歌更能将AI扎根的途径，那是全球范围内都难以复制的竞争壁垒。放眼全球，AI领域的头号玩家OpenAI，虽然凭借GPT系列模型拥有堪称全球“最强大脑”，但它始终面临着落地的窘境。OpenAI没有自己的地图，没有自己的物流车队，没有数百万签约的线下商家。当用户想喝一杯咖啡时，ChatGPT可以写出一篇关于咖啡豆烘焙的完美方案，但它无法把咖啡送到你的桌上。它必须依赖插件依赖第三方接口，这注定了其服务链路的脆弱性。再看谷歌，虽然拥有谷歌地图这一强大的数据底座，也拥有Gemini这样的一流模型，但在交易履约环节上，谷歌始终未能建立起像阿里或亚马逊那样深厚的电商与物流护城河。谷歌更像是一个精明的向导，它能告诉你哪里好玩，但很难直接帮你完成“吃住行游购娱”的一站式闭环。相比之下，阿里是全球科技巨头中极少数同时拥有“顶尖大模型能力”与“庞大线下服务履约体系”的特例。通义系列模型提供了逻辑推理、意图识别和多模态理解的“大脑”；而高德地图、饿了么的蜂鸟配送、飞猪的酒旅网络、菜鸟的物流体系以及支付宝的支付设施则构成了“四肢”。因此，当你向千问提出诉求后，它是在调度阿里在现实世界的资源。此刻的阿里以技术为矛，刺破了工具产品的流量天花板；以生态为盾，通过AI将散落的业务连成铁板一块；以体验为网，试图在新的智能体时代捕获用户的心智。这种竞争壁垒是时间与资本的双重积淀。对于普通用户来说，或许最直观的感受只是导航变聪明了，但对于商业世界而言，海面下的板块已经开始剧烈碰撞。这就是阿里在AI时代的底气——用算力和20多年积攒的电商资源，去驱动世界的流转。在未来的互联网竞争中，谁能最先让AI不仅仅“会聊天”，而是真正“能办事”，谁就能掌握下一个时代的流量入口。高德与千问的融合，正是阿里向那个“懂你所想，达你所愿”的智能未来，投出的最关键的一枚棋子。这是一场关于物理世界操作系统的争夺战，而阿里，已率先按下了启动键，它的身价也在庞大护城河下，即将得到重估。*以上内容不构成投资建议，不代表刊登平台之观点，市场有风险，投资需谨慎，请独立判断和决策。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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