Alibaba (BABA) Turns Qwen Into an All-in-One AI Assistant [Yahoo! Finance]
Morgan Stanley (MS)
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Source: Yahoo! Finance
Firm analysts believe Qwen's AI assistant rise plays a critical role in BABA's agentic AI pivot, anticipating 2C applications and agentic AI developments to be the “key AI focus this year.” Morgan Stanley noted how Qwen AI assistant can now perform over 400 daily tasks through integration with the Alibaba ecosystem, offering one-stop solutions across various services. The application has seen rapid user adoption, with monthly active users (MAU) surpassing 100 million within two months of its launch. The company anticipates 60-70% of digital-world tasks to be completed by artificial intelligence in the next two years, with the technology significantly improving efficiency for remaining tasks. 2C applications and agentic AI developments are likely to be the key AI focus this year, with Qwen likely to become an all-in-one superapp and life assistant within Alibaba's ecosystem. "Our view: We expect 2C applications and agentic AI developments to be the key AI focus this year, and
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