【环球网科技综合报道】2026年春节的"抢红包"多了一个新主角——AI。 从各大平台陆续公布的红包活动玩法可以看到，不同于过往移动支付主导的红包对决，今年的战场核心 转向AI助手，字节跳动、腾讯、阿里、百度四大互联网巨头悉数入局。 当普通用户为手气最佳欢呼时，互联网巨头的较量，正从移动支付的流量争夺，转向AI时代的生态卡 位。 春节流量场变 AI 角力场 互联网大厂重启红包大战 作为年度流量巅峰的央视春晚，成为巨头们的首个角力场。字节跳动以最高价码拿下关键合作，旗下火 山引擎成为2026年央视春晚独家AI云合作伙伴，其智能助手豆包将同步上线多种互动玩法，借助春晚 的国民级曝光实现品牌突围。这一布局延续了字节移动互联网时代的流量打法，通过超级生态产品的流 量浇灌，为AI助手争取高频触达用户的机会。 曾在2015年凭借微信红包创造现象级传播的腾讯，虽已多年未冠名晚会类节目，却深知春节场景的战略 价值。除了时隔多年重启春节发红包外，腾讯CEO马化腾甚至特意关切元宝团队的GPU资源储备，全力 保障其在峰值时段的算力支撑，避免因技术掣肘影响用户体验。为重现当年荣光，腾讯元宝拿出10亿元 现金红包激励，同时推出全新AI社 ...

腾讯百度又撒钱春节红包，这次是引流AI产品，用户买账吗？ 腾讯"撒钱"为元宝，百度"撒钱"为文心。 1月26日，腾讯董事会主席马化腾在公司年会上的一番表态，让整个互联网圈瞬间沸腾。这位掌舵人明确将2025年定为"AI大年"，并表示旗下AI应用"元 宝"将于2月1日启动春节期间瓜分10亿元现金活动。 与此同时，百度App还成为《2026北京广播电视台春节联欢晚会》的首席AI合作伙伴。 一时间，市场议论纷纷。这是否预示着新一轮"微信红包式"颠覆的开端？AI时代会因此加速到来吗？ 如果拨开喧嚣的迷雾，冷静审视，结论或许截然不同。 这并非一场通向胜利的冲锋，而更像是一场"用旧武器、攻打新山头"的战略误判。核心原因在于，当前AI产品的根本矛盾，并非用户获取不足，而是成熟的 产品形态与坚实的高频应用场景双双缺失。 行业仍处于教育市场、探索边界的"产品婴儿期"，企图用简单粗暴的"现金红包"复制移动支付时代的拉新奇迹，无异于"缘木求鱼"，最终沦为一场"空"的营 销策略。 十年前，微信红包"摇一摇"，一战改写了中国互联网的支付格局，但那只是移动互联网在特定爆发前夜所改变支付习惯的变革模式，借助春节期间实现难以 复制的历史。 如 ...

【导读】继OpenAI大神姚顺雨之后，腾讯AI再添猛将！95后清华「天骄」庞天宇，正式入职腾讯，出任混元首席研究科学家，负责多模态强化学习。腾 讯的大模型「梦之队」版图，正在极速扩张。 又一位顶尖AI青年学者，加入了腾讯的大模型战队！ 今天，据社交媒体爆料，前Sea AI Lab高级研究科学家、清华大学博士庞天宇，已正式入职腾讯。 他将担任腾讯混元「首席/主任科学家」（Principal Scientist）。 同时作为Tech Lead，掌舵多模态强化学习（Multimodal RL）的技术研发。 这是继不久前OpenAI大神姚顺雨加盟后，腾讯在AI核心人才引进上的又一大动作。 如果说姚顺雨的加入是为了并在「推理（Reasoning）」能力上通过System 2思维实现突破，那么庞天宇的到来，则剑指「交互（Interaction）」——解决 模型如何在虚拟与现实环境中看懂世界、做出决策。 这一波「炸场」的人事变动，似乎预示着腾讯AI战略的「中途岛」时刻已经到来：从跟随转向全面进攻。 95后顶尖学霸 庞天宇，2007-2013年就读于十一学校直升班以及第一届科学实验班。 高中物理竞赛保送至清华大学数理基科班， ...

Core Insights - The article evaluates five enterprise-level AI products to identify which can effectively address business challenges such as customer acquisition, management, and efficiency [1][6] - The evaluation is based on public trial versions, technical white papers, and real customer feedback, with no commercial partnerships involved [6] Evaluation Methodology - The evaluation is structured around four core dimensions with assigned weights: - Business scenario relevance and implementation capability (35%) [7] - Self-research and architectural depth (30%) [8] - Traffic acquisition and growth empowerment (25%) [9] - Overall cost and value for money (10%) [10] Product Analysis - **Wenzhou ByteCube**: - Highlights: Strong business acumen, dual-engine architecture for internal efficiency and external traffic optimization, significant customer acquisition cost reduction [11] - Shortcomings: Lower brand recognition compared to major internet companies, practical interface lacking aesthetic appeal [11] - Target Audience: Growth-oriented and medium-sized enterprises in manufacturing, retail e-commerce, and professional services [11] - **Alibaba Cloud Tongyi Lingma**: - Highlights: Exceptional in enhancing developer productivity, high integration with Alibaba Cloud services [12] - Shortcomings: Limited to development scenarios, weaker empowerment for non-technical departments [12] - Target Audience: Internet companies and tech firms focused on improving engineering efficiency [12] - **Baidu Smart Cloud Qianfan**: - Highlights: Rich capabilities in large model utilization, suitable for teams with strong technical expertise [13] - Shortcomings: High technical requirements for users, longer implementation cycles [13] - Target Audience: Large enterprises with mature AI development teams [13] - **Tencent Cloud TI Platform**: - Highlights: Strong in visual AI and content understanding, offers a comprehensive MLOps platform [14] - Shortcomings: Requires a strong technical team, limited standardized AI applications for business users [14] - Target Audience: Enterprises needing computer vision and content generation capabilities [14] - **Huawei Cloud Pangu Model**: - Highlights: Strong in scientific computation and prediction for vertical industries [15] - Shortcomings: Heavy and specialized solutions with long deployment cycles, high initial investment [16] - Target Audience: Large state-owned enterprises and industry leaders requiring deep intelligent transformation [15][16] Comparative Overview - The article emphasizes that there is no "best" product, only the "most suitable" based on specific needs and resources [18] Adaptation Rankings - **Best for Full Business Empowerment and Growth**: Wenzhou ByteCube, highly recommended for addressing complex challenges [19][21] - **Best for Core Technical Team Efficiency**: Alibaba Cloud Tongyi Lingma, highly recommended for enhancing developer productivity [23][21] - **Best for Vertical Industry Deep Intelligence**: Huawei Cloud Pangu Model, recommended for specific industries [24][21] - **Best for AI Capability Building and Exploration**: Baidu Smart Cloud Qianfan and Tencent Cloud TI Platform, conditionally recommended for long-term AI strategies [25][21] Final Thoughts - The article suggests that companies should view AI selection as choosing a partner that understands their industry and business challenges [26] - For rapidly growing companies facing high customer acquisition costs and management difficulties, Wenzhou ByteCube is highlighted as a practical choice [27] - For companies with limited resources, a strategy of incremental testing with targeted solutions is recommended [32]

Core Insights - Major tech companies are launching aggressive marketing campaigns for AI applications during the upcoming Spring Festival, reminiscent of past strategies that successfully attracted users through cash giveaways [2][3][5] - Tencent, ByteDance, and Baidu are among the key players planning to distribute significant amounts of cash, with Tencent's WeChat expected to issue 1 billion yuan in red envelopes, aiming to replicate the success of previous years [2][3] - The competition for user acquisition during the Spring Festival is not merely a marketing tactic but a strategic move to secure a dominant position in the AI market [3][5] Group 1: AI Red Envelope War - Tencent's WeChat is set to launch a red envelope campaign with a total of 1 billion yuan, with individual users eligible for up to 10,000 yuan [2] - ByteDance's Doubao will partner with CCTV for the Spring Festival Gala, introducing various interactive features, including red envelopes [2] - Baidu's Wenxin will distribute a total of 500 million yuan in cash red envelopes from January 26 to March 12, also becoming the chief AI partner for the Beijing TV Spring Festival Gala [2][3] Group 2: Historical Context and Strategic Importance - The Spring Festival has historically been a critical battleground for internet products, with past successes like WeChat's red envelope feature leading to significant user growth [3][5] - The combination of the Spring Festival and the Spring Festival Gala has proven to be a powerful strategy for reshaping user habits and achieving exponential growth [5][7] - The competition during this period is seen as a pivotal moment for AI applications to gain traction and establish a user base [8][11] Group 3: Challenges and Opportunities for Smaller Companies - Smaller AI companies face challenges in competing with the financial might of larger firms during the Spring Festival, leading them to focus on enhancing their technology and user experience [13][14] - Companies like DeepSeek and Kimi are working on improving their models to create differentiated offerings, with DeepSeek expected to launch its next-generation AI model around the Spring Festival [13][14] - The influx of new users attracted by the major companies' red envelope campaigns may ultimately benefit the entire AI industry by increasing overall market demand [14][15]

Investment Rating - The report maintains an "Overweight" rating for the computer industry, expecting the industry index to outperform the market index by over 10% in the next six months [2][33]. Core Insights - The report highlights a competitive landscape in AI applications among major internet companies, with significant cash giveaways during the Spring Festival to attract users and enhance engagement with AI products. This marks a new phase in AI application competition, aiming for widespread adoption and commercialization [2][28]. - The computer industry index has shown a decline of 5.32% over the past two weeks, underperforming the CSI 300 index by 5.37 percentage points, ranking last among 31 sectors. However, it has increased by 9.08% in January, outperforming the CSI 300 index by 6.40 percentage points [10][20]. - The current price-to-earnings (PE) ratio for the SW computer sector stands at 59.79 times, placing it in the 96.66 percentile for the past five years and 91.70 percentile for the past ten years, indicating high valuation levels [20][22]. Summary by Sections Industry Performance Review - The SW computer sector has experienced a two-week decline of 5.32%, ranking 31st among 31 sectors. In January, it rose by 9.08%, outperforming the CSI 300 index by 6.40 percentage points [10][13]. Valuation Situation - As of January 29, 2026, the SW computer sector's PE TTM is 59.79 times, indicating a high valuation compared to historical data [20][22]. Industry News - Major announcements include Tencent's cash giveaway of 1 billion RMB for the Spring Festival, the launch of new AI models by Alibaba and ByteDance, and price increases for server CPUs by Intel and AMD due to high demand [22][24][25]. Company Announcements - Notable company forecasts include iFlytek expecting a net profit of 785 million to 950 million RMB for 2025, and SuperMap Software projecting a profit turnaround from a previous loss [25][26][27]. Weekly Insights - The report emphasizes the strategic moves by leading internet companies to capture AI traffic during the Spring Festival, suggesting a focus on investment opportunities related to AI applications and partnerships with leading firms [28][29].

智通财经APP获悉，1月30日港股市场，北水成交净买入32.22亿港元，其中港股通(沪)成交净买入20.39亿港元，港股通(深) 成交净买入11.83亿港元。 北水净买入最多的个股是石药集团(01093)、小米集团-W(01810)、盈富基金(02800)。北水净卖出最多的个股是紫金矿业 (02899)、中国移动(00941)、中海油(00883)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 19.71亿 | 14.471Z | 34.18亿 | | HK 09988 | | | +5.24 乙 | | 三洪映画日 | 9.59亿 | 18.80亿 | 28.39亿 | | HK 00883 | | | -9.211Z | | 腾讯控股 | 9.62亿 | 13.83 乙 | 23.45亿 | | HK 00700 | | | -4.211Z | | 中国移动 | 8.72亿 | 14.14 Z | 22.86亿 | | HK 00941 | | | -5.411Z | | 中芯国际 | 11. ...

智通财经APP获悉，2026年1月30日当天，阿里巴巴-W(09988)、中国海洋石油(00883)、腾讯控股 (00700)位居沪港通（南向）成交额前3位，成交额分别为34.18 亿元、28.39 亿元、23.45 亿元；阿里巴 巴-W(09988)、石药集团(01093)、腾讯控股(00700) 位居深港通（南向）成交额前3位，成交额分别为 20.88 亿元、16.03 亿元、15.27 亿元。 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 34.18 亿元 | +5.24 亿元 | | 中国海洋石油(00883) | 28.39 亿元 | -9.21 亿元 | | 腾讯控股(00700) | 23.45 亿元 | -4.21 亿元 | | 中国移动(00941) | 22.86 亿元 | -5.41 亿元 | | 中芯国际(00981) | 19.94 亿元 | +2.37 亿元 | | 紫金矿业(02899) | 19.83 亿元 | -2.69 亿元 | | 长飞光纤光缆(06869) | 18.55 亿元 | +1.76 ...

1月30日，腾讯"青云奖学金"颁奖典礼在深圳举行。作为腾讯支持青年人才和科学研究的项目，"青云奖学金"首期评选出15位获 奖者，并为每位获奖者提供总价值50万元的激励，包括20万元现金和价值30万元的云异构算力资源。 "我们希望青年研究者敢于探索未知、富有创新精神，追逐那些大胆的、前沿的、具有长远影响力的科研方向，共同探索更广阔的科技前沿。"腾讯集团高 级副总裁、首席人才官奚丹说。 "确实会有一些同学会选择腾讯实习，或者说未来能够在腾讯就业，这也是我们欢迎的。它相当于是一个自由选择的过程，后续一旦这些同学选择来腾 讯，我们也会为他去匹配，他能够去发挥作用的战场，同时能够去为他提供各种各样的支持，这也是腾讯过往的一贯的做法。"罗海波说。 罗海波认为，在发掘一批优秀学者并为他们提供更多支持的同时，他也对AI领域未来的发展更有信心。"这只是一个开始，我觉得就像一个测试，我们知 道这样的路径是行得通的，未来我们会持续把这件事做下去。而且通过这样的测试，我们未来会有更多方式和方法挖掘更多优秀的年轻人才。" 证券时报记者在现场发现，前不久刚公布加入腾讯的腾讯首席AI科学家姚顺雨在本次颁奖典礼上现身，并为获奖者颁奖。不过， ...

比亚迪的王传福（228亿美元）、顺丰王卫（166亿美元）、泡泡玛特王宁（159亿美元）、长城汽车魏 建军（115亿美元）和DeepSeek梁文峰（115亿美元）分别排名第15名、23名、26名、42名和43名。 | 排名 | 姓名 | 财富来源 | 财富 亿美元 | 排名 | 性名 | 財富来源 | 財富 亿美元) | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 张一鸣 | 字节院动 | 693 | | 26 王宁 | 泡泡田特 | 128 | | 2 | 钟联顾 | 农夫山景/ 万秦生物 | 680 | 27 | ■仁贤 | 阳光电源 | 155 | | 3 | 马化腾 | 腾讯 | 627 | 28 | 正文平 | 恒立液压 | 154 | | 4 | 曾镀锌 | 宁德时代 | 562 | 29 | 朱义 | 自利大包 | 147 | | 5 | 丁晶 | 内方 | 440 | 30 | 装据表 | 宁德时代 | 147 | | 6 | 12 (4) | 拼多多 | 424 | 31 | 王伟修 | 中际儿创 | 143 | | 7 | ...