Apple Chooses Qwen for Performance, Not Sentiment

Last night before the US market opened, Alibaba rose by 4%. The news was that Qwen is confirmed to be integrated into Apple Intelligence. This gain isn't huge, indicating the market remains relatively calm—after all, rumors about Apple's AI integration plans have been circulating since last year, and it ended up being Alibaba, not Baidu or ByteDance, that landed the deal. There are technical logics behind this, as well as commercial maneuvering.