妙鸭相机不妙了：阿里首个C端爆火AI应用，为何没能走远

第一财经05-19 18:38

阿里虎鲸文娱旗下，曾被外界视作国内AIGC领域首款C端爆火应用的妙鸭相机被爆已解散团队，目前项目仅维持着低成本运营，产品不再升级，也不再进行推广。记者就此询问阿里虎鲸文娱，截至发稿暂未获得回应。　　一位相关人士向记者证实了妙鸭相机团队变动的消息，他告诉记者，过去一年多，妙鸭相机团队一直在变动，组织变动频繁。在他看来，内部策略调整和外部竞争的变化都影响了妙鸭相机的后续发展，比起可明确归因的具体问题，...

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/2636585908?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-19 18:38","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2636585908","market":"sh","top_or_hot":-1,"title":"妙鸭相机不妙了：阿里首个C端爆火AI应用，为何没能走远","media":"第一财经","content":"<div>\n<p>阿里虎鲸文娱旗下，曾被外界视作国内AIGC领域首款C端爆火应用的妙鸭相机被爆已解散团队，目前项目仅维持着低成本运营，产品不再升级，也不再进行推广。记者就此询问阿里虎鲸文娱，截至发稿暂未获得回应。　　一位相关人士向记者证实了妙鸭相机团队变动的消息，他告诉记者，过去一年多，妙鸭相机团队一直在变动，组织变动频繁。在他看来，内部策略调整和外部竞争的变化都影响了妙鸭相机的后续发展，比起可明确归因的具体问题，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605193742130575.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>妙鸭相机不妙了：阿里首个C端爆火AI应用，为何没能走远</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妙鸭相机不妙了：阿里首个C端爆火AI应用，为何没能走远\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-19 18:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202605193742130575.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里虎鲸文娱旗下，曾被外界视作国内AIGC领域首款C端爆火应用的妙鸭相机被爆已解散团队，目前项目仅维持着低成本运营，产品不再升级，也不再进行推广。记者就此询问阿里虎鲸文娱，截至发稿暂未获得回应。　　一位相关人士向记者证实了妙鸭相机团队变动的消息，他告诉记者，过去一年多，妙鸭相机团队一直在变动，组织变动频繁。在他看来，内部策略调整和外部竞争的变化都影响了妙鸭相机的后续发展，比起可明确归因的具体问题，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605193742130575.html\">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":"LU1688375341.USD","symbol_name":"贝莱德中国灵活股票基金","start_time":0,"source_url":"http://finance.eastmoney.com/a/202605193742130575.html","article_id":"2636585908","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605193742130575.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2636585908","pubTimestamp":1779187123,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"阿里虎鲸文娱旗下，曾被外界视作国内AIGC领域首款C端爆火应用的妙鸭相机被爆已解散团队，目前项目仅维持着低成本运营，产品不再升级，也不再进行推广。记者就此询问阿里虎鲸文娱，截至发稿暂未获得回应。一位相关人士向记者证实了妙鸭相机团队变动的消息，他告诉记者，过去一年多，妙鸭相机团队一直在变动，组织变动频繁。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1688375341.USD":"贝莱德中国灵活股票基金","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4565":"NFT概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4503":"景林资产持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4502":"阿里概念","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","BABA":"阿里巴巴","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","KBAB":"2倍做多BABA ETF-KraneShares","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","BK4607":"DeepSeek概念股","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4220":"综合零售","BK4524":"宅经济概念","BK4527":"明星科技股","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4526":"热门中概股","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4122":"互联网与直销零售","BK4575":"芯片概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4579":"人工智能","BK4614":"Manus概念股","09988":"阿里巴巴-W","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4581":"高盛持仓","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","BK4543":"AI","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4535":"淡马锡持仓","LU1046421795.USD":"富达环球科技A-ACC","BK4538":"云计算","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BABO":"BABA期权收益策略ETF-YieldMax","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4548":"巴美列捷福持仓","BABU":"Direxion Daily BABA Bull 2X ETF","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BABW":"Roundhill BABA WeeklyPay ETF","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","BABX":"2倍做多BABA ETF-GraniteShares","BK4554":"元宇宙及AR概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4585":"ETF&股票定投概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4587":"ChatGPT概念","BK4558":"双十一","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4588":"碎股","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BBYY":"GraniteShares YieldBOOST BABA ETF"},"translate_title":"Miao Duck Camera Is Bad: Ali's First C-end Explosive AI Application, Why Didn't It Go Far","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/41074621c8c1bce53fa2ee5528c6ecf7","symbols_score_info":{"BBYY":0.6,"KBAB":0.6,"BABO":0.6,"BABX":0.6,"BABW":0.6,"09988":1.94,"ALBmain":0.6,"BABA":1.94,"BABU":0.6},"content_text":"阿里虎鲸文娱旗下，曾被外界视作国内AIGC领域首款C端爆火应用的妙鸭相机被爆已解散团队，目前项目仅维持着低成本运营，产品不再升级，也不再进行推广。记者就此询问阿里虎鲸文娱，截至发稿暂未获得回应。　　一位相关人士向记者证实了妙鸭相机团队变动的消息，他告诉记者，过去一年多，妙鸭相机团队一直在变动，组织变动频繁。在他看来，内部策略调整和外部竞争的变化都影响了妙鸭相机的后续发展，比起可明确归因的具体问题，这个曾创造“服务器被挤爆”、多次登上iOS应用排行榜第一的AI相机应用更像消失在了平庸之中。　　AI应用的持久战并不好打。尽管在阿里的光环之下，妙鸭相机从现象级爆红到落寞退潮不到三年时间，它曾让大量普通用户第一次感知AIGC，也折射出AI应用“长跑难”的典型困境。　　从爆火到退潮　　回到2023年夏天，妙鸭相机创造了不小的辉煌。第一财经曾报道，爆火时妙鸭相机排队用户人数曾达到四千多人，项目从2023年3月份开始研究、4月份开始立项，再到7月份正式发布，8月就登顶了App Store总榜，日活跃用户突破60万。　　上线之前，妙鸭相机的团队仅在30人左右，时任阿里大文娱（后更名为虎鲸文娱）CTO郑勇在接受媒体曾在采访时表示，那段时间自己几乎120%的精力都放在妙鸭上，他同时提到，妙鸭相机投入的人数可能会翻倍。　　妙鸭相机的产品逻辑是一款基于AI人脸识别的AIGC应用，用户上传多张个人照片后就可以获得一个专属的数字分身，生成一套套系统模版下的“个人写真”，妙鸭相机曾定价9.9元获得一个数字分身，爆火期吸引了大批用户。　　那是AIGC产品首次在C端大规模“出圈”，精准踩中了用户的“出片”需求。一位用户告诉记者，妙鸭相机的大部分出图，像本人又比本人好看得多，让人愉悦。郑勇也在彼时提到，内部认为妙鸭相机爆火的原因是生成效果好，生成的写真照超出用户预期。　　“早期有先发优势，后面吃不到模型红利了。字节等公司的产品起来后，这个形式妙鸭也没什么优势了。”上述相关人士对记者表示。妙鸭相机采用的是阿里大文娱自研的AI模型“提香”（Tiziano），尽管当时达摩院已有通义千问系列模型，但在模型层面内部只停留在互相交流。　　尽管打响了第一枪，但在模型快速更迭的浪潮中，妙鸭相机的技术优势很难留存，而创意又往往昙花一现。　　抖音、美图秀秀等后续推出了不少相关的AI相机产品，抖音手握流量与社交优势，图像模型能力也在水涨船高，美图秀秀作为老牌“出片”平台，也在算法和用户沉淀方面建立起优势，同一时间，美图在AI消除、AI写真、AI扩图等方面的功能拓展被迅速推进。一位早期妙鸭用户告诉记者，她曾在妙鸭爆火期付费9.9元生成了自己的签证申请照，但在此后两年里，她未打开妙鸭相机，一方面，妙鸭相机并未推出过多在她看来有吸引力的新功能，另一方面，她的“出片”习惯也更偏向打开美图。　　事实上，妙鸭相机也曾在后续尝试推出B端工作站，邀请行业内的摄影师、设计师参与模板设计内测，并联合携程打造环球旅拍写真模版等，不断拓展“出片”场景。但在生成质量优势不再的情况下，这些上新仍未改变妙鸭相机功能单一的工具属性，在用户新鲜感过去后，更难与抖音等推出的同类型免费产品竞争。　　2023年11月，妙鸭相机产品负责人张月光从阿里巴巴离职创业，妙鸭相机进一步走向式微。　　创新不易　　把妙鸭相机的兴衰放入阿里集团的AI策略中，大厂内部AI创新应用的生命周期事实上也面临着不少考验。　　2026年，阿里巴巴成立Alibaba Token Hub事业群，集结创造 Token、交付 Token、应用 Token的各个相关产品，同时也成立了AI 创新事业部，探索各类 AI 创新应用，为 Token 应用找到更多新可能。尽管妙鸭相机已不再有进入该队列的可能，但这个始自阿里大文娱内部创新，甚至不经意撬开了AI应用c端用户付费热情的产品所折射的大厂AI创新应用的复杂性仍值得讨论。　　回过头来看，爆火之时，阿里大文娱作出一个值得关注的决策：尽量让妙鸭相机独立发展，暂不考虑它与大文娱主营业务的协同。管理层担心，一旦协同有时候是反作用力，考虑AI相机赛道与视频类不是一个事情，可能影响团队整个工作的专注度。外界曾期待妙鸭相机与优酷内部影视剧内容的结合能为妙鸭相机带来流量和内容的增色，并未成为现实，如何让在大厂资源下诞生的创新业务们，与内部庞大业务生态如何共生，向来考验着大厂。　　另一方面，妙鸭相机诞生于阿里巴巴“1+6+n”变革的大背景下，但随后，阿里再次经历组织大变革，确定电商和阿里云作为核心业务，虎鲸文娱集团归入其他业务，自负盈亏、实现盈利成为虎鲸文娱近两年的主线。上述相关人士对记者表示，到后期妙鸭相机的投入已经大幅缩水，在他看来，更多与管理层策略相关，他同时关注到了虎鲸文娱出海业务的收缩。　　一定程度上，妙鸭相机的商业化规划必然会受到集团大背景的影响，从最初相对宽松的商业化目标到虎鲸文娱收缩投入、看向盈利指标的过程中，如何保持业务发展的规划持续性同样是考验。　　“妙鸭相机成了流星，”互联网产业分析师张书乐对记者表示，在他看来，妙鸭已经完成了历史使命，在文生视频都已经以假乱真的当下，阿里和优酷需要收缩战线，让自己的AI有真正惊艳的载体，妙鸭在功能上的简陋让使用体验停留在“月活月抛”。　　在他看来，AI相机这个赛道，目前依然是大众可玩、小众能赚的领域，相关的工具成长迅速但没真正成熟，且由于算力瓶颈也让普通人只是浅尝即止。而阿里集团AI的重点则是服务电商，或者说实现AI购物，至于下属团队开发出一两个爆款智能体，是可鼓励和试错的标准。　　尽管目前仍维持着正常运营，妙鸭相机已然退潮失去了想象力，但如何让AI应用从“尝鲜产品”走向真正可持续的长期业务，仍是它留下的问题。（文章来源：第一财经）","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":"4.42.2","shortVersion":"4.42.2","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/2636585908","isCrawlerRequest":true}