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<Research>Kaiyuan Securities Anticipates Alibaba's Qianwen to Use Agents to Call Fliggy/ Taobao APIs, Merging Models & E-commerce into One
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On January 11, Google announced that Gemini would be integrated with Walmart (WMT.US) and Sam’s Club, while also officially launching the Universal Commercial Protocol (UCP) to provide intelligent shopping capabilities for Google Search and Gemini's AI model, according to a Kaiyuan Securities research report. In Kaiyuan Securities' opinion, it is also possible that BABA-W (09988.HK)'s Qianwen will enable in-conversation shopping. To evolve from search-based selection to command-based execution, the broker believes the Qianwen app can leverage BABA-W's ecosystem advantages and use Agents to call Fliggy or Taobao APIs (application programming interfaces), which will allow users to complete product selection, confirmation, and payment directly within the chat window. In this way, the large model is expected to transform from a chatbot into a personal agent that can reduce users' cognitive load. Given BABA-W's comprehensive ecosystem spanning e-commerce, travel, local services, logistics, and payments, Qianwen is well-positioned to be the first to achieve a closed-loop transaction experience. As AI models and algorithms continue to converge, the ability to integrate scenarios and data may become a key competitive edge. Kaiyuan Securities suggests investors keep an eye on the progress of deeper integration between Qianwen and BABA-W's ecosystem. AAStocks Financial News |
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