On June 16, Alipay officially launched its AI version, becoming the world's first super app to complete a full-scale AI transformation. On the day of the product launch, Ant Group concept stocks collectively strengthened, with rapid capital inflow and significant profit effects in the sector. As of now, several component stocks have risen over 3%. Among them, Nanwei Software and Hejing Technology have increased by over 5%, Jinshi Technology by over 4%, and Xiexin Energy by over 3%. From a strategic perspective, Alipay has already completed its positioning at the data level. Currently, the number of AI payment users has surpassed 100 million, and the total number of intelligent payment transactions has exceeded 300 million, making it the only large-scale commercial AI-native payment infrastructure globally. Industry insiders compare this event to the mobile payment revolution 12 years ago, when the industry landscape was rewritten due to WeChat's strategic positioning during the Spring Festival. Now, with Alipay taking the lead in fully establishing its presence in the AI era, it may signify a new phase in the competition for super app AI entry.
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