开源证券认为，无论是Moltbook平台上AI智能体之间的交互，还是元宝派打造的用户与AI智能体之 间、用户与用户之间的社交，或都表明大模型推理、长文本、多模态能力迭代至今，已具备较强的类人 交互基础，AI社交平台从垂直细分领域（如角色扮演游戏、情感陪伴聊天等）到通用全面社交的路径 或已打通，并有望迎来用户和流量快速增长，进而打开通过广告、电商、娱乐、本地生活、教育等方式 商业化变现空间，建议继续布局AI应用。 公开资料显示，港股通互联网ETF基金（520910）2月2日今天重磅上市，跟踪中证港股通互联网指数， 定位鲜明，聚焦港股互联网龙头，当前港股汇聚国产AI核心资产，涵盖算力、模型、软件应用和硬件 终端等全产业链的龙头企业，今年以来成为中国资产重估先锋，并有望在后续AI加速渗透中持续受 益。 消息面上，近期AI社交平台Moltbook成为又一个在海外火热出圈的AI应用，其类似社交平台Reddit，有 版块和帖子，可以参与评论和点赞，但是一个属于AI智能体的社交平台，人类只能旁观，无法参与， 仅几天时间，Moltbook平台就已经拥有150万个AI智能体，在上万个论坛板块展开讨论，其留言的内容 体现出明显的 ...

瑞财经 吴文婷2月第一天，腾讯旗下的元宝红包占领了社交媒体。 据了解，此次元宝的红包活动设计，深度捆绑了腾讯的社交基因。用户不仅可以自己领取，还能将"分 享红包"一键转发至微信、QQ好友。其核心策略在于，借力春节这一天然的高频社交场景，来激活和带 动AI助手这类相对低频的应用需求。 据元宝发文称，10亿现金红包开抢。而在社交平台上，不少网友晒出在元宝App抢红包的"战绩"。 | | 可人 | 37 FX | | --- | --- | --- | | | 随时随地,懂你想听 | App内购买 | | | 6 千问 - 阿里最强模型 | | | | 官方 Al 助手 | ENEW | | | AI问答聊天拍照生图写作 ... | | | | 7 养基宝 - 年轻人的养 | | | SPE | 基神器 | 禁取 | | | 认真养基的小伙伴都在用 | App内购买 | | Today | 游戏 | App | 此前1月26日，在腾讯年会上，腾讯董事会主席马化腾提及AI应用元宝即将展开的春节分10亿元现金活 动，表示希望重现当年微信红包的盛况。 截至发稿时，在苹果商店免费App（应用程序）排行榜上，元宝已超过字节系 ...

Core Insights - Tencent has launched the public beta of its AI assistant "Yuanbao" on February 1, which integrates various functionalities and connects with Tencent's content ecosystem [1][15] - The AI assistant is designed to enhance social interactions, work efficiency, and family communication, showcasing its versatility in different roles [2][4][7] Group 1: Social Interaction - Yuanbao can act as a social atmosphere regulator, helping users engage in conversations and generate fun memes or images based on chat content [2] - The AI reduces social pressure by making interactions more enjoyable and seamless, allowing users to focus on communication [2] - Users can invite friends to watch movies or listen to music together, enhancing the shared experience through real-time interaction [10][15] Group 2: Work Efficiency - Yuanbao serves as a 24/7 assistant that can summarize chat highlights, generate plans, and set reminders for tasks, thereby improving communication and work efficiency [4] - Users can assign tasks to Yuanbao, such as fitness tracking or medication reminders for family members, positioning it as a health management tool [7] Group 3: Family Communication - Yuanbao can act as a fact-checking expert, helping users dispel misinformation, particularly when communicating with older family members [7][8] - The AI provides objective responses to common myths, enhancing trust and clarity in family discussions [8] Group 4: Future Developments - There are plans for Yuanbao to further integrate with Tencent's other content ecosystems, expanding its functionalities and user engagement [12][15]

Core Viewpoint - Tencent's AI assistant, Yuanbao, has officially launched its social feature "Yuanbao Club" for public testing, marking a significant step in AI social applications [1] Group 1: Feature Overview - The "Yuanbao Club" allows users to create or join groups where the AI assistant participates as a "club friend" in conversations, collaboration, and entertainment interactions [1] - The public version includes features such as @Yuanbao AI dialogue, image editing, and screen sharing, along with new integrations with Tencent Video and QQ Music for synchronized viewing and listening experiences [1] Group 2: User Interaction - Users can share invitation links through platforms like WeChat and QQ to invite others to join the "Yuanbao Club" [1] - The AI can generate emojis based on conversation content and assist in summarizing chat highlights, creating plans, and setting reminders [1] Group 3: Technical Development - The "Yuanbao Club" is developed on the audio and video capabilities of Tencent Meeting, indicating Tencent's ongoing exploration in AI social applications [1] - Users can participate in the public test by updating to the latest version of the Yuanbao app [1]

Group 1 - The core point of the article is the launch of Tencent's AI assistant "Yuanbao" and its new feature "Yuanbao Club," which aims to explore AI social interaction [1] - "Yuanbao Club" allows users to create or join a group where the Yuanbao AI can interact, collaborate, and entertain with users [1] - The public beta version integrates Tencent's content ecosystem, enabling users to enjoy music and movies together through QQ Music and Tencent Video [1] Group 2 - Users can participate in the public beta by updating the Yuanbao App to version 2.56.0 or higher and entering an invitation code [1] - The feature is built on Tencent Meeting's AI capabilities and aims to transform AI from an "efficiency tool" to a "social participant" [1] - The Yuanbao App also launched a Spring Festival event offering a total of 1 billion cash rewards, with users able to win up to 10,000 yuan [1]

Core Viewpoint - The concept of computing power leasing has seen significant market activity, with Tencent Cloud leading the surge, particularly following the launch of Tencent's Yuanbao Spring Festival red envelope activity on February 1, which has positioned it ahead of ByteDance's Doubao in popularity [1] Group 1 - Tencent Cloud has experienced a notable increase in market performance, leading the sector in gains [1] - The stock of Qunxing Toys has reached a daily limit increase, indicating strong investor interest [1] - Other companies such as Yakang Co., Century Hengtong, Runze Technology, Wangsu Science and Technology, Litong Electronics, and Zhongfutong have also seen their stock prices rise in response to the market trend [1]

Market Review - The A-share market for artificial intelligence and robotics showed divergent trends, with related theme ETFs performing inconsistently. The Sci-Tech AI ETF (589010) experienced fluctuations, closing at 1.620 yuan, up 0.809% from the opening price. Among its 30 constituent stocks, 20 declined, with Youkede leading the drop at 5.70%. Conversely, a few stocks surged, including Sikan Technology, which hit the daily limit, and Lanke Technology, which rose over 12% [1] - The Robotics ETF (562500) initially fell but rebounded slightly, closing at 1.064 yuan, down 0.468% from the opening price. Out of 66 constituent stocks, 34 increased, with Lide Harmony leading the gain at 7.78%. However, Huachangda (300278) and Tuobang Co. (002139) fell by 6.68% and 5.08%, respectively, having limited impact on the overall market. The liquidity was robust, with a trading volume of 1.675 billion yuan and a turnover rate of 6.85% [1] Hot News - The AI-exclusive social network Moltbook has rapidly gained popularity, attracting over one million AI agents that engage in various discussions and activities, including controversial topics. This platform is associated with the recently popular open-source AI agent OpenClaw, which offers extensive functionalities for users [2] - On February 1, Tencent launched its AI application Yuanbao, initiating a 1 billion yuan cash red envelope campaign for the Spring Festival. Users can receive red envelopes and earn additional lottery chances through tasks, with the highest single reward reaching 10,000 yuan [2] - On February 1, UBTECH announced the open-sourcing of its self-developed embodied intelligent model Thinker, designed to provide rapid responses and precise spatial awareness for industrial humanoid robots [2] Institutional Views - CITIC Securities reported that with the arrival of key traffic windows like the Spring Festival, AI applications are expected to see significant operational catalysts. Tencent's Yuanbao red envelope activity is anticipated to enhance user engagement and frequency of use, potentially accelerating the penetration and commercialization of AI products [3] Popular ETFs - The Robotics ETF (562500) is the only ETF in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry chain, facilitating investors' access to the sector [4] - The Sci-Tech AI ETF (589010) is described as the "brain" of robotics, with a 20% fluctuation limit and small-cap elasticity, aimed at capturing the "singularity moment" in the AI industry [4]

编辑 陈莉 校对 杨利 2月1日，腾讯元宝启动10亿红包活动。据记者观察，现阶段用户关注点大多在能够开出多少元红包上。 社交媒体平台上出现多个"红包互点/互助"群聊二维码。记者进入其中一个群聊，并观察一个半小时左 右，其间除了分享元宝红包链接或口令链接外，几乎没有其他信息。 新京报贝壳财经讯（记者韦英姿）2月2日，针对有消息称"元宝崩了"，腾讯回应新京报贝壳财经记者 称，瞬时流量激增，部分服务出现短暂不稳定，目前已经恢复。 ...

截至2026年2月2日 09:38，中证传媒指数(399971)上涨0.62%，成分股浙文互联上涨4.04%，利欧股份上 涨3.22%，光线传媒上涨2.97%，万达电影上涨2.70%，中国电影上涨2.64%。传媒ETF(159805)上涨 0.59%，最新价报1.7元。 传媒ETF紧密跟踪中证传媒指数，中证传媒指数从营销与广告、文化娱乐、数字媒体等行业中，选取总 市值较大的50只上市公司证券作为指数样本，以反映传媒领域代表性上市公司证券的整体表现。 数据显示，截至2026年1月30日，中证传媒指数(399971)前十大权重股分别为蓝色光标、分众传媒、利 欧股份、巨人网络、岩山科技、昆仑万维、恺英网络、三七互娱、光线传媒、完美世界，前十大权重股 合计占比53.71%。 早盘传媒板块活跃，消息面上，2月1日，腾讯旗下元宝App春节10亿元红包活动开启，腾讯元宝登顶苹 果商店免费榜，2026年春节的这场红包大战，已演变为一场以AI为核心引擎、争夺下一代流量超级入 口的战略卡位战。腾讯、百度、阿里巴巴、字节跳动四大科技巨头携亿元级资源入局，推动AI迈入生 态比拼全新阶段，红包大战推动AI应用加速落地。 开源证券认为， ...

Genie3真的利空游戏吗？ ①Genie3定义了一种新的可交互内容，但是很难称之为游戏。 由于技术限制，过往游戏基本是唯一的可交互式内容；而Genie3能做到的事情是让用户"走进图片（step into a picture)"，创造了一种可交互式内容的新形式，而非做游戏。 游戏核心要素是可玩性，通过一系列玩法机制，让用户产生多巴胺；一个成功的商业游戏，还要搭配社区运营、 活动运营、商业化体系搭建等多个环节，是一个系统化的工程。 30日晚谷歌公测世界模型Genie3，用户可以通过图片上传（可选）+提示词输入，创造环境并控制角色自由活 动。 周五晚美股游戏产业链大跌，Unity（引擎+广告）-24%，Roblox（UGC平台）-13%，Take-Two（研发商）-8%，市 场交易AI颠覆游戏产业链的叙事。 观点：开拓了一种新的可交互内容范式，但无法颠 Genie3真的利空游戏吗？ 30日晚谷歌公测世界模型Genie3，用户可以通过图片上传（可选）+提示词输入，创造环境并控制角色自由活 动。 周五晚美股游戏产业链大跌，Unity（引擎+广告）-24%，Roblox（UGC平台）-13%，Take-Two（研发商） ...