千问闯关AI混沌期：阿里画靶，吴嘉张弓，马云射箭？

蓝鲸财经04-15

作者：互联网江湖刘致呈最近，阿里千问在C端市场上动作频频。先是上线了AI打车、AI充话费等一系列“AI办事”新能力，随后和飞猪宣布再与30多家旅行品牌达成AI合作，总计合作的国内外品牌数超80家。同时，在4月4日，千问AI打车清明假期订单量周环比增长超1500%，用户使用规模极速攀升……从市场表现来看，现在千问的增长方向非常清晰，但美中不足的是，这些AI创新动作并不稀奇，甚至是早有预料的结果。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2627749704?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-04-15 10:59","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2627749704","market":"us","top_or_hot":-1,"title":"千问闯关AI混沌期：阿里画靶，吴嘉张弓，马云射箭？","media":"蓝鲸财经","content":"<div>\n<p>作者：互联网江湖 刘致呈最近，阿里千问在C端市场上动作频频。先是上线了AI打车、AI充话费等一系列“AI办事”新能力，随后和飞猪宣布再与30多家旅行品牌达成AI合作，总计合作的国内外品牌数超80家。同时，在4月4日，千问AI打车清明假期订单量周环比增长超1500%，用户使用规模极速攀升……从市场表现来看，现在千问的增长方向非常清晰，但美中不足的是，这些AI创新动作并不稀奇，甚至是早有预料的结果。...</p>\n\n<a href=\"https://www.lanjinger.com/d/1775818068362603439\">网页链接</a>\n\n</div>\n","source":"lanjinger_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>千问闯关AI混沌期：阿里画靶，吴嘉张弓，马云射箭？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n千问闯关AI混沌期：阿里画靶，吴嘉张弓，马云射箭？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-15 10:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/1775818068362603439><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：互联网江湖 刘致呈最近，阿里千问在C端市场上动作频频。先是上线了AI打车、AI充话费等一系列“AI办事”新能力，随后和飞猪宣布再与30多家旅行品牌达成AI合作，总计合作的国内外品牌数超80家。同时，在4月4日，千问AI打车清明假期订单量周环比增长超1500%，用户使用规模极速攀升……从市场表现来看，现在千问的增长方向非常清晰，但美中不足的是，这些AI创新动作并不稀奇，甚至是早有预料的结果。...</p>\n\n<a href=\"https://www.lanjinger.com/d/1775818068362603439\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0196878994.USD","symbol_name":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","start_time":0,"source_url":"https://www.lanjinger.com/d/1775818068362603439","article_id":"2627749704","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2627749704","pubTimestamp":1776221951,"columns":[],"sourceInfo":{"source_id":"lanjinger_stock","name":"蓝鲸财经"},"weMediaInfo":null,"summary":"随后在12月，阿里宣布成立千问C端事业群，由阿里巴巴集团副总裁吴嘉负责，力图将千问打造成为一款超级App，成为AI时代用户的第一入口。很明显，千问从一开始就不是从真实用户需求中自然生长出来的，而是由阿里战略规划出来的，先画靶子，在射箭。对比来看，千问的增长代价无疑要更大，更具不确定性。AI to C的混沌期，千问缺一个马云来坐镇？这不仅仅是千问绑定阿里生态带来的不确定性，更是现在整个AI to C行业的一大发展现状。","collect":0,"end_time":0,"defaultTopTitle":"lanjinger.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89988":"阿里巴巴-WR","LU0196878994.USD":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","BK1608":"元宇宙概念","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU3063872942.SGD":"FULLERTON LUX FUNDS ASIA EQUITIES \"I\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4587":"ChatGPT概念","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","BK4588":"碎股","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","BK1610":"ETF&股票定投概念","HK0000151867.HKD":"JPMORGAN ASIA EQUITY DIVIDEND (HKD) INC","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","BK1575":"同股不同权","HK0000107257.USD":"BEA UNION INVESTMENT ASIA PACIFIC MULTI INCOME \"A\" (USD) INC A","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0608807946.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" Q (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","BK4220":"综合零售","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU2125910849.SGD":"Natixis WCM Global Emerging Markets Equity R/A SGD","KBAB":"2倍做多BABA ETF-KraneShares","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","BK4575":"芯片概念","LU1655091459.SGD":"JPM ASIA PACIFIC INCOME \"A\" (SGD) INC A","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU0823426308.USD":"法巴中国股票基金","LU0210527791.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) ACC","LU0117844026.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC","BK4579":"人工智能","LU0784639295.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC (M)","BK1142":"互联网与直销零售","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK1588":"回港中概股","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","BK4581":"高盛持仓","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0862451837.USD":"JPM EMERGING MARKETS DIVIDEND \"A\" (USD) INC (M)","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","BK1586":"云计算","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","BK1249":"综合零售","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","BK1584":"蚂蚁金服概念","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU1568876251.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (USD) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1591":"就地过年概念","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0048580855.USD":"富达大中华区A","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU1720050803.USD":"安联全方位中国股票基金","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU1439103000.SGD":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","IE00B0169N27.USD":"STEWARD INVESTORS GLOBAL EMERGING MARKETS LEADERS \"I\" (USD) ACC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1810669033.SGD":"FTIF - Templeton Emerging Markets Dynamic Income A (Mdis) SGD-H1","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0348783233.USD":"安联东方收入型 CI A Dis美元","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","SGXZ62798434.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","HBBD.SI":"Alibaba HK SDR 5to1","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","BK4548":"巴美列捷福持仓","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0048597586.USD":"富达亚洲焦点A","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4554":"元宇宙及AR概念","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0708995153.HKD":"TEMPLETON EMERGING MARKETS \"A\" (HKD) ACC","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","BK4558":"双十一","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BABO":"BABA期权收益策略ETF-YieldMax","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","BABU":"Direxion Daily BABA Bull 2X ETF","LU0329678170.USD":"FIDELITY EMERGING ASIA \"A\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","BABW":"Roundhill BABA WeeklyPay ETF","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BABX":"2倍做多BABA ETF-GraniteShares","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU2293587155.HKD":"ALLIANZ ORIENTAL INCOME \"AT\" (HKD) ACC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0173614495.USD":"富达中国焦点A","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","SG9999001051.SGD":"United Asia Fund SGD","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","BK4607":"DeepSeek概念股","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","BK4524":"宅经济概念","BK1517":"云办公","09988":"阿里巴巴-W","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","BK4527":"明星科技股","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0149534421.HKD":"SCHRODER ISF HONG KONG EQ \"A\" ACC","BK4526":"热门中概股","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","SG9999001689.USD":"施罗德亚洲成长股票","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0228659784.USD":"施罗德金砖四国基金","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","BK4614":"Manus概念股","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0051755006.USD":"摩根大通中国A (dist)","BK1618":"Manus概念股","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","BK1615":"港股-互联网","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","BK4534":"瑞士信贷持仓","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0140636845.USD":"施罗德大中华区股票A Acc","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK4535":"淡马锡持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0106259558.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" ACC","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","BK4538":"云计算","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC AV","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","BABA":"阿里巴巴","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1521":"挪威政府全球养老基金持仓","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK4565":"NFT概念","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","LU2294711473.HKD":"BNP PARIBAS CHINA EQUITY \"C\" (HKD) ACC","BK4503":"景林资产持仓","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","BK4502":"阿里概念","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","BK4505":"高瓴资本持仓","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","BK4504":"桥水持仓","BBYY":"GraniteShares YieldBOOST BABA ETF","LU0594300419.USD":"富达中国消费基金A","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0348783662.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USDHDG) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","BK4122":"互联网与直销零售","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","BK1502":"双十一","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","BK1501":"阿里概念股","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0048388663.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" (USD) INC AV","LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","IE0008368304.USD":"STEWART INVESTORS WORLDWIDE LEADERS SUSTAINABILITY FUND \"I\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4543":"AI","HK0000286598.CNH":"中银保诚中国价值基金 A","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1048484197.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (HKD) ACC","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU1046421795.USD":"富达环球科技A-ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)"},"translate_title":"Thousands of questions break through AI chaotic period: Ali's painting target, Wu Jia Zhang Gong, Jack Ma archery?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b84101d14ff78fd0975564c07d217406","symbols_score_info":{"89988":0.6,"BABW":0.6,"BABX":0.6,"KBAB":0.6,"BABA":1.96,"BABU":0.6,"ALBmain":0.6,"09988":1.96,"BBYY":0.6,"HBBD.SI":0.6,"BABO":0.6},"content_text":"作者：互联网江湖 刘致呈最近，阿里千问在C端市场上动作频频。先是上线了AI打车、AI充话费等一系列“AI办事”新能力，随后和飞猪宣布再与30多家旅行品牌达成AI合作，总计合作的国内外品牌数超80家。同时，在4月4日，千问AI打车清明假期订单量周环比增长超1500%，用户使用规模极速攀升……从市场表现来看，现在千问的增长方向非常清晰，但美中不足的是，这些AI创新动作并不稀奇，甚至是早有预料的结果。毕竟，在年初阿里正式官宣，千问APP全面接入淘宝、支付宝、淘宝闪购、飞猪、高德等阿里生态业务后，人们基本就已经能想象到后续的故事走向了。千问的未来，似乎就是照着阿里规划好的路径前进。从好的一面看，这条AItoC路线是最有可能提前实现商业化闭环的、也是极具阿里特色的一条AI破局之路。但缺点是，现在各种AI交易场景终究还不够成熟，所以即便现在豆包没有千问AI打车、AI点外卖等功能，但月活却依然不落下风。据最新财报数据，千问的月活跃用户超3亿，而豆包月活则在3.15亿左右。那么既然如此，千问是不是就可以做两手准备？也就是在和阿里生态合作基础上，再以豆包们为鉴，去探索新的AI to C增长路径呢？千问不光是阿里的千问，更是用户的千问千问和豆包这事儿，确实挺值得琢磨的。如果说现在豆包是一个万能百科全书，那么千问就是万能百科+AI办事助手，在市场牌面上，千问无疑要更大一些，但为什么结果还是打不过呢？很简单，差距在千问刚开始追赶的时候就确定了。大家都知道，阿里最开始推出来试水AI to C市场的是通义App，但可惜表现一般。后来夸克AI在吴嘉的带领下从用户市场中跑出来了，一度有望成为阿里的核心C端AI入口。不过最后，由于夸克长期是网盘、扫描、搜索等功能叠加起来的工具产品，用户心智太杂，所以在去年11月，阿里正式宣布了“千问”项目，全力进军AI to C市场。随后在12月，阿里宣布成立千问C端事业群，由阿里巴巴集团副总裁吴嘉负责，力图将千问打造成为一款超级App，成为AI时代用户的第一入口。期间，豆包实现日活用户破亿。1月，阿里正式官宣，千问APP全面接入淘宝、支付宝、飞猪、高德等阿里生态业务……很明显，千问从一开始就不是从真实用户需求中自然生长出来的，而是由阿里战略规划出来的，先画靶子，在射箭。先定义一个集团级目标，再去要求业务、产品、组织和用户向这个目标靠拢……整体做的，更像是一个阿里的千问，而不是用户的千问。所以在to C方面，千问走的还是PC和移动互联网时代的路子，由品牌企业给用户们规划出一条理想路径，让用户按照设定走，把千问当成个人助理，让千问包办一切，从AI打车、AI充话费，到AI订酒店、AI订外卖、购物等等。如果用户不来，品牌就烧钱教育用户、培养新的消费习惯……而豆包就不同了，早期的产品定位是“全民AI日用工具”，专注于大众日常刚需场景，整体也就相当于给了大量普通用户一块空地，可以随便走出自己的AI个性化应用之路。同时，豆包也会在用户自然交互中及时调整模型和优化功能，按最大用户需求公约数来塑造产品形态……对比来看，千问的增长代价无疑要更大，更具不确定性。毕竟，千问没有像豆包那样经历过市场需求的检验，所以如果这些AI创新动作没有带来足够大的用户价值增量，那么品牌单靠砸钱就很难在短时间内完成用户教育的。这也是现在千问生态最饱受质疑的地方。比如千问AI打车，在没有补贴的情况下，其打车价格不会便宜，用户等待时间也不会缩短，最大的价值创新就是用户可以选择空气清新、防晕车等个性化车辆。但这些类似的功能，用户心智更成熟的滴滴也早就有了……又比如AI外卖、AI购物，在春节补贴的带动下，很多人也确实迈出了AI消费的第一步。但随着补贴的结束，有多少人养成了用千问点外卖、购物的习惯呢？恐怕不太乐观。毕竟在外卖、购物这件事上，千问只是又打开了一个新的消费入口，本身并没有解决用户的太多需求痛点问题。而且现在“入口”早已无处不在，渠道也遍地都是，从淘宝跳到京东只是弹指一挥间，那么千问又如何能培养出人们的AI购物习惯呢？此外代入一下现实视角，有多少人能明确地知道每天外卖要吃什么？买什么样款式的衣服吗？在供给过剩的时代，很多时候人们自己都不知道自己需要什么。所以现在主流的购物方式是货找人，是商品主动推到了你的面前，让你不自觉地逛起来、挑起来，是他们勾起了你的消费欲望……至于AI订票、AI订酒店场景倒是有点无可挑剔，因为是有限选择，所以现在千问确实可以帮助用户们实现最大化的效率提升。不过这么一来，千问就可能会分走高德、飞猪们相当一部分入口流量，整体关系也变成了高德们给千问输血，千问壮大后再反过来革高德们命的左右手互博怪象。最近，中信证券研报就提出了类似的观点：消费场景下AI体验增量有限、AI替代存在成本约束、模型公司本身有能力边界……而字节和豆包对旗下业务生态打通、AI交易探索也表现的非常克制，因为看不清对用户的价值增量，所以就连接入抖音电商的动作都极其低调……当然从时间节点来看，千问绑定阿里生态破局，这只是吴嘉上任后的第一把火，是一条捷径，也是阿里集团在当时AI to C市场表现落后，想要快速追赶的一条必经之路。所以某种程度上，真正考验吴嘉能力的，其实是在千问生态打法之后的第二把火、第三把火。不过遗憾的是，千问直到现在也没有展示出太多新的战略动作，唯一亮点还是在夸克眼镜团队的助力下，推出了千问AI眼镜，但这只能算是锦上添花罢了。所以就目前而言，吴嘉更像是千问的执行者，而不是领导者，指挥方向的可能还是阿里的集团意志……AI to C的混沌期，千问缺一个马云来坐镇？说来也有意思，在当前阿里的AI战略布局中，云服务等业务，随着“龙虾”热潮的兴起，token消耗量的剧增，整体已经呈现出了势不可挡的上升趋势。至于AI to B方面，新成立的悟空事业部在钉钉殷实的家底支持下，大概率也能交出一份不错的成绩。唯独在最重要的AI to C方面，千问却有点前途未卜的意思。这不仅仅是千问绑定阿里生态带来的不确定性，更是现在整个AI to C行业的一大发展现状。比如此前元宝探索的元宝派，核心走的还是过去聊天机器人的那一套社交故事。还有千问规划出来的AI打车、AI点外卖等玩法，本质上也只是套了个AI入口的壳子，内里依然是移动互联网时代的故事……很明显，现在AI to C的整体叙事逻辑都处在一个混沌期、新旧探索期，本身就充满了不确定性。甚至未来笑到最后的，也可能不是现在意气风发的千问、豆包们，而是其他品牌产品。这一现状就像当年腾讯QQ、360杀毒软件们面临的发展困境那样，据马化腾回忆，“当时QQ如同一个巨型黑洞吞噬资源，却不知道它的商业模式是什么，那段时间是最痛苦的，曾一直想卖掉QQ，却没卖掉”。又像在O2O时代催生出来的各种上门美甲、上门配眼镜等创新业务模式，虽然在投资市场上掀起了不小的风浪，但最后却一个也没有跑出来……还有百度，2013年时，百度曾花费百亿元收购91无线（91手机助手），就为了争取一张移动互联网时代的门票。但结果大家都知道了，百度拿着过去无往不利的手机应用入口，来套后来的移动互联网时代，最后就是计划赶不上变化……这些都说明了一件事：现在发展AI to C可能不需要有一个很强的规划路线。或者说在阿里生态之外，千问还需要像豆包那样在非交易需求中，也交出一份满分答卷。只是如此一来，千问就注定会成为一个长周期、重投入，且还会影响其他队友发展的“刺猬”业务。这一处境，其实跟现在阿里的即时零售业务很像。在此前对即时零售业务的重投入之下，阿里的利润表现不仅明显承压，而且天眼查APP显示：淘天CMR在25年Q4同比增长也只有1%，似乎证伪了“淘宝主站-即时零售”的协同效应。所以就有投资者认为，阿里即时零售的钱，该交给AI了……但很多人都忘了，阿里一开始加码外卖、即时零售是为了战略防守，防守住美团们对淘天电商基本盘的冲击。甚至如果说去年阿里不发力外卖，那么现在淘天CRM 增长可能还到不了1%。而且从占位的角度看，如果未来即时零售真的是一个大趋势（消费者总是越来越懒惰的），那么现在阿里不加码，等到10年、20年后，品牌要付出的代价是不是就更大？面临的挑战是不是就更艰巨？千问也是如此，整体承载着阿里在AI时代的C端入口之争。试想一下，如果未来AI购物真的流行开来，但千问没有跑出来，那么在豆包和抖音电商的夹击下，阿里还能守住业务基本盘吗？不过在相同的质疑下，阿里的即时零售业务，有蒋凡、吴泳铭的坚定支持。但千问光靠一个连合伙人都不是的吴嘉，能坚持下去吗？要知道，现在千问的生态打法，本身就未必是吴嘉的神来一笔，而可能是阿里集团意志的产物。毕竟在当时，吴嘉负责的千问C端事业群，基本和高德、飞猪们无关。并且千问又明摆着要侵蚀高德们自身的入口利益，那么光靠吴嘉如何能实现合纵连横？同时在最近阿里的ATH事业群变动中，千问事业部也被进一步整合。这其中，吴嘉的位置有没有发生变化？千问能不能由此跑出自己的节奏，而不是继续跟着集团战略、外部竞争对手的步伐走？在有着即时零售被质疑的前车之鉴下，阿里内部对千问的探索期还有多少耐心？很明显，对于这些内外不确定性，现在千问还缺少一个足够有分量的定海神针来拍板站台。这个人，只可能是马云。也只有在阿里灵魂人物——马云的支持下，千问才有可能像当年阿里探索新零售，允许盒马跑出十余种新业态那样，在长期试错中得出最后的正确答案。而且相比于新零售，现在AItoC的入口之争要更具战略价值，也更值得阿里长期加码。所以从此刻开始，千问的AI故事要不要转个折呢？毕竟想要弯道超车，还是得换条路走……","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2627749704","isCrawlerRequest":true}