千问打通阿里全生态，抢占全球AI超级入口

华尔街见闻01-15

作者 | 周智宇编辑 | 张晓玲一场关于AI商业化落地最真实的变革，来到了临界点。 1月15日，阿里旗下AI助手千问不再满足于做一个“陪聊”的机器人。在宣布C端用户月活破亿后，阿里祭出了一张酝酿已久的底牌：让AI学会“办事”。阿里巴巴集团副总裁吴嘉在当天活动上宣布，千问开启AI办事时代。在最新的版本中，千问不再是一个单纯的对话框，它直接打通了饿了么、飞猪和淘宝的底层经脉。用户一句话，AI就...

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告别“虚火”\n过去两年，大模型赛道热闹非凡。从百模大战到降价狂潮，所有的玩家都面临一种尴尬的“虚火”：参数刷得再高，如果不产生交易，终究是一场空。\n虽然2025年的大模型让产业链“兴奋了一整年”，但到了2026年开年，一级市场的投资人开始冷静下来。他们发现，数以亿计的算力燃烧之后，换来的往往只是用户的一句“帮我写首藏头诗”或者是“生成一张图片”。\n这种交互，无法支撑起万亿级的估值。\n资本市场的K线图是最诚实的。大模型厂商们急需找到一个场景，能把巨大的流量转化为真实的GMV（商品交易总额）。这种焦虑感，瞬间唤醒了互联网巨头们的“肌肉记忆”——那种从PC时代到移动时代，谁掌握了交易入口，谁就是王者的铁律。\n阿里太清楚流量无法变现的痛楚。于是，它选择在今年祭出了杀手锏。\n不同于市面上大多数模型只能“给建议”、“查攻略”，阿里的逻辑是把自家APP生态打通，华尔街见闻在实测中发现，千问在对话中已经可以调用包括淘宝闪购来点餐、飞猪的票务系统订票以及对淘宝产品进行比价。\n\n这就像是给大模型装上了手脚。在一个对话框里，既有Qwen大模型负责深度思考来理解你的意图，又有阿里庞大的服务生态负责执行。\n这种“前店后厂”的模式，使得阿里能够绕过繁琐的App跳转，直接切入交易的核心。当用户说“我要订一张明天去北京的机票”时，他不再需要打开飞猪、输入日期、筛选航班。AI直接把最终的支付卡片推到了他面前。\n02 路线之争\n当然，在这个万亿级的超级入口争夺战上，阿里从不缺乏对手。\n张一鸣的字节跳动是那个让所有人都睡不着觉的“攻擂者”。\n豆包在日活数据上已经骑在了所有人的头上，成为了事实上的“国民级AI”。但面对如何让AI“办事”这道题，豆包与阿里走向了截然不同的两个方向。\n因为阿里拥有饿了么、飞猪、高德这些亲儿子，它拥有服务端的控制权。它不需要去求别人，直接在内部打通数据接口即可。这种方式的优势是稳，下单成功率高，数据实时同步，几乎没有延迟。\n而豆包，走的是一条更为激进、也更为极客的“Auto-UI（自动化界面操作）”流派。\n通过豆包手机助手，字节试图让AI拥有一双“眼睛”。它利用视觉模型识别手机屏幕上的每一个像素、每一个按钮，然后模拟人类的手指进行点击和滑动。\n在豆包的逻辑里，AI不需要App开发者开放接口，它直接在系统图层接管你的手机。你说“打车”，它就帮你打开滴滴；你说“点餐”，它就帮你打开美团。\n但豆包手机助手的挑战在于，它需要突破手机系统对跨应用操作的天堑。它赌的是AI能成为凌驾于所有App之上的“超级操作系统”。\n谁能率先把用户习惯培养起来，谁就能握住下一个十年的入场券。\n03 全球共识\n这种从“聊大天”向“办实事”的跃迁，并非中国独有。在大洋彼岸，一场类似的商业结盟也正当其时。\nGoogle Gemini与零售巨头沃尔玛的合作，堪称阿里模式的全球镜像。\nGoogle拥有最强的大脑，但它依然恐惧Amazon的电商统治力。于是，它找来了拥有最强线下网络的沃尔玛。在双方的合作框架下，基于通用商业协议（UCP），Google Gemini可以直接调用沃尔玛的实时库存数据。\n当美国用户询问“烧烤聚会需要买什么”时，AI不仅能给出菜单，还能直接锁定沃尔玛货架上的商品，并利用Google Pay完成支付，甚至安排路边取货。\n这背后的逻辑与阿里如出一辙：用服务的确定性，去对冲技术迭代的不确定性。\n这也解释了为什么OpenAI也在紧锣密鼓地筹备代号为“Operator”的浏览器代理产品。因为硅谷的精英们也发现，单纯的SaaS订阅模式已经看到了天花板，唯有切入实体经济的交易流，AI才能讲出比互联网更大的故事。\n04 App时代的黄昏\n随着当下大模型C端竞争进入深水区，市场开始回归理性。阿里选择在这个时间节点，把“全家桶”喂给AI，就是希望在流量焦虑的当下，率先跑通商业模式。\n只是想要真正地让智能助手走进人们生活，还需要一些时间。\n瑞银证券中国互联网行业分析师熊玮也在1月14日对华尔街见闻表示，AI智能体能够被大规模的推出、普及，并且变现，还是需要时间。这不仅技术上面首先要保证完成的准确率和稳定性，也包括用户花时间接受，包括产业链上下游的打通，合作关系的建立，怎么把经济利益重新分配，也包括监管的考量。\n在熊玮看来，在一个大厂的生态内部有一个智能体，把大厂内部的资源打通，是智能体的演化的重要阶段，下阶段则是一个智能体打通所有不同的跨平台的操作。实现更为全面的对于用户的辅助、实际决策的帮助，甚至是智能体之间的协作，这都是最后一个阶段的事情。\n所谓让AI办事，实则是为了以此平抑大模型“只烧钱不赚钱”的波动，求得长远的安稳。\n用服务的普适性化解了技术的同质化，用交易的实感填补了对话的空虚。这，才是AI应用落地真正该有的样子。","kind":"highlight","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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