阿里巴巴本周推出整合式 Qwen 应用，具备生成完整研究报告与 PowerPoint 的能力，并在初期免费提供，直指消费级市场。其开源 Qwen 系列今年累计下载量已超过 Meta 的 Llama，显示其全球开发者采用度快速攀升，并引发所谓“Qwen panic”。然而，消息发布即被《金融时报》报道的匿名白宫备忘录所压过，该文件指称阿里巴巴参与为中国军方提供技术支持；指控未被独立证实，美方也未采取制裁或列入黑名单等强硬措施。尽管如此，市场情绪受挫，阿里巴巴股价先跌后收窄跌幅。
美国科技企业与军方合作成为对比背景，显示技术与军事的双重用途趋势正在加速。美国消费者此前已表现出愿意继续使用来源于中国的应用（如 TikTok），尽管后者面临强制剥离法案与潜在禁令。Qwen 的国际化规划因其功能与快速普及，可能面临类似政治风险。部分美国议员已借机呼吁更强处罚，包括将中国科技公司从美国证券交易所下市，显示政治化压力正在增大，并可能影响整体中国科技资产的投资者信心。
若在刚达成的贸易缓和之后再次对阿里巴巴发起攻击，美方可能引发新一轮紧张，适得其反。阿里巴巴的 AI 布局处于地缘政治交火区，但美国若以施压为主要策略，难以削弱其产品吸引力。更有效的路径是提升美国自身 AI 产品与平台的竞争力，以在企业与消费者市场中形成实质优势，而非单纯通过限制中国企业来维持技术领先。
Alibaba launched its integrated Qwen app this week, capable of producing full research reports and PowerPoint presentations, offered free initially as an aggressive push into the consumer market. Its open-source Qwen models have already surpassed Meta’s Llama in cumulative downloads, triggering a “Qwen panic” among global developers. The rollout was overshadowed by an unverified Financial Times report citing a White House memo alleging Alibaba’s support for Chinese military operations; the company denied the claims. The US did not impose sanctions or add Alibaba to a blacklist, but the news dented sentiment and caused shares to drop before partially recovering.
US tech firms’ collaboration with the Pentagon underscores the broader dual-use trend linking military and consumer technology. American consumers continue using China-origin apps like TikTok despite national-security debates, suggesting Qwen’s global expansion could face similar political pressure. Some US lawmakers have seized on the allegations to demand harsher measures, including potential delisting of Chinese tech firms from US exchanges, reinforcing concerns that geopolitical scrutiny could weigh on Chinese technology valuations.
A renewed US offensive against Alibaba would risk reigniting tensions shortly after last month’s fragile trade truce with Beijing. Alibaba’s AI ambitions remain exposed to geopolitical crossfire, but pressure alone is unlikely to diminish its market appeal. A more effective US strategy would be strengthening the competitiveness of its own AI offerings for businesses and consumers rather than attempting to constrain Chinese rivals.