Meta uses Alibaba's Qianwen platform to optimize its AI model; Alibaba's AI applications may see accelerated growth.

According to reports, Meta is using Alibaba's Qianwen app to optimize its latest AI model. Furthermore, on December 10th, Alibaba Cloud officially released AgentRun, a one-stop agentic AI infrastructure platform. Alibaba's US-listed shares rose nearly 3% overnight.

Alibaba's AI assistant app, Qianwen, has surpassed 10 million downloads in its first week of public beta testing, surpassing ChatGPT, Sora, and DeepSeek to become the fastest-growing AI application in history. Zheng Lei of Pacific Securities pointed out that the AI ​​industry has continued to advance both domestically and internationally recently. Domestically, the launch of the Alibaba Qianwen app provides an experience entry point for the Qwen series models and lays the foundation for leveraging AI technology to integrate Alibaba's application ecosystem in areas such as maps and shopping. Attention should be paid to the evolution of AI underlying model technology from leading companies, especially the improvement of multimodal generation capabilities, which is expected to drive accelerated growth in AI applications in e-commerce, advertising, marketing, gaming, and film; as well as the progress of major internet companies in using AI technology to integrate application ecosystems and establish business loops.