此前腾讯官方发布《关于春节分10亿现金的通知》，这是腾讯在2015年春晚投入5亿红包后的罕见春节 撒钱，1月26日，腾讯CEO马化腾在内部员工大会上表示，希望此举能够重现11年前的微信红包的时 刻。（智通财经记者 范佳来） 2月1日0点，智通财经记者获悉，腾讯"上元宝，分10亿"活动开启，腾讯于当天凌晨公布了抢10亿红包 的官方攻略，用户将元宝App更新到2.55.0版本以上，进入首页点击底部"抢10亿"，即可进入新春活动 主会场。活动从2月1日持续到2月17日，包含"主会场抽红包"和"祝福语红包"两大核心玩法，用户最高 可领万元现金红包。 ...

Group 1 - Major tech companies like Tencent, Baidu, and Alibaba are competing for the national-level AI application market by distributing billions in cash red envelopes during the 2026 Spring Festival [3][4] - Tencent announced a cash distribution of 1 billion yuan through its Yuanbao app, aiming to replicate the success of WeChat red envelopes [3] - Baidu is also participating by offering 500 million yuan in cash red envelopes through its Wenxin assistant, with plans to collaborate with major events like the 2026 Spring Festival Gala [3][4] Group 2 - A record number of robotics companies are set to participate in the 2026 Spring Festival Gala, with each company reportedly investing 100 million yuan [5] - Companies like Magic Atom and Galaxy General are among those making their debut at the gala, showcasing a significant increase in robotic presence compared to previous years [5] Group 3 - DeepSeek is actively recruiting talent to develop a multilingual AI search engine and enhance its capabilities in intelligent agents, indicating a strategic push to compete with OpenAI and Alphabet [6][7] - The company aims to create a search engine that can process various input forms, including text, images, and audio, to meet diverse user needs [6] Group 4 - Tencent has confirmed the hiring of a Tsinghua University PhD to strengthen its AI research capabilities, particularly in reinforcement learning algorithms [8][9] - The company has undergone significant restructuring to enhance its AI model development framework, attracting more native AI talent [9] Group 5 - Nvidia's CEO Jensen Huang has denied any dissatisfaction with OpenAI and announced plans for a substantial investment, potentially the largest in the company's history [10][12] - Reports suggest that Nvidia's investment in OpenAI could be part of a larger funding round, with OpenAI seeking to raise over 100 billion yuan [12][14] Group 6 - Alibaba is integrating its AI capabilities across cloud computing and chip development, launching its "Cloud + AI + Chip" strategy, with significant production of its self-developed PPU chips [22][23] - The company plans to invest significantly in AI infrastructure and cloud computing, potentially increasing its budget from 380 billion yuan to 480 billion yuan over the next three years [24] Group 7 - ByteDance has implemented new social media guidelines to prevent employees from profiting from company resources, which is expected to reduce the number of commercial accounts operated by employees [19] - The company has previously taken strong actions against external violations, indicating a commitment to maintaining its brand integrity [19] Group 8 - OpenAI is preparing for a potential IPO in the fourth quarter of 2026, engaging with Wall Street banks for informal discussions regarding the listing [14] - The company is also expanding its internal financial team in anticipation of this move, indicating a strategic focus on growth and investor relations [14]

（文章来源：21世纪经济报道） 2月1日凌晨，元宝微信公众号发文称，10亿现金红包开抢。不少网友已元宝的红包裂变轮番炸群。有网 友称，"真有！领了快10块钱了"。腾讯此次的红包策略具有极强的导流指向性，除了常规现金，元宝还 设计了"分享红包"，支持用户转发至微信、QQ好友等。腾讯此番发力AI社交，试图打破AI应用仅作为 效率工具的增长天花板，转而向"社交AI"寻找留存解法。 ...

2月1日零点，腾讯旗下AI应用"元宝"正式启动"上元宝，分10亿"春节活动，一夜之间掀起全网参与热潮。 数据显示，活动上线仅数小时，已有超过10张万元"小马卡"被抽中，"元宝出钱、好友拆红包"迅速成为社交新 潮流，众多网友在社交平台分享"战果"与攻略，标志着AI应用正以高互动、强社交的玩法加速进入大众生活。 在主会场，用户每日可获5次基础抽奖机会，并通过完成任务额外增加40次以上机会。红包金额采用逐轮累积 机制，配合最高5倍的"膨胀卡"，最终可在指定提现日将累计金额乘以膨胀倍数直接提现至微信零钱。限量100 张的"万元小马卡"每张配有专属设计，中奖用户可在2月17日统一提现。此外，分享红包至微信、QQ等平台还 可获得额外奖励，进一步激活社交裂变。 此次10亿红包活动，被业界视为腾讯在AI大众化落地进程中的一次重要攻势。1月25日，腾讯通过内部通知高 调公布该计划，并在预约期内开放"元宝派"等社交化玩法内测，引发行业对"AI+社交"模式的广泛关注。腾讯 公司董事会主席兼首席执行官马化腾在近期内部会议上直言，期望通过此次红包活动，"重现11年前微信红包 的爆发时刻"。 2014年春节，微信红包以社交裂变方式成功激 ...

Core Viewpoint - Tencent launched the "10 Billion Yuan Red Packet" event on February 1, 2023, which quickly gained popularity, with users sharing their experiences and strategies online. The event runs from February 1 to February 17, featuring two main gameplay elements: "Main Venue Red Packet Draw" and "Blessing Phrase Red Packet" [1][21]. Group 1: Main Venue Red Packet Draw - Users can participate in the main venue to draw red packets, with a maximum cash prize of 10,000 yuan available. Each user receives 5 chances to draw daily, with additional opportunities through completing tasks, totaling over 40 chances per day [1][4]. - The cash red packet amount accumulates with each draw, and on the withdrawal day, users can transfer the total amount multiplied by the "expansion card" multiplier, which can reach up to 5 times [13]. - Limited edition "10,000 yuan small horse cards" are available, with only 100 cards designed uniquely. Winners can redeem these cards for cash on February 17 [5][13]. Group 2: Blessing Phrase Red Packet - The event includes a "Blessing Phrase Red Packet" feature, where users can receive red packets by entering specific blessing phrases in the app. This can yield large red packets worth 188 yuan or 888 yuan [15]. - During the event, the app will also distribute "red packet rain" at random times, allowing users to click and claim additional red packets [15]. - An initiative was launched to collect creative blessing phrases from users, some of which will be used as actual red packet codes during the event [15]. Group 3: User Engagement and Marketing Strategy - Tencent's initiative is seen as a significant return to large-scale cash giveaways, reminiscent of the 5 billion yuan red packet campaign during the 2015 Spring Festival. The company aims to recreate the excitement of the original WeChat red packet phenomenon from 11 years ago [21]. - The event has sparked widespread interest in the integration of AI and social features within the app, indicating a strategic focus on enhancing user engagement through innovative gameplay [21].

01:10 _ 给你发了一个现金红包! 元宝派红包,新春领不停 11 11 1 股看到不倍 6 元宝 01:24 给你发了一个现金红包! 元宝派红包, 新春领不停 元宝派红包 新春领不停 #元宝开始撒钱了#【#元宝开始发红包了#，果然大撒钱[羞嗒嗒]！】2月1日，腾讯旗下AI应用元宝的春 节分10亿元现金红包活动正式开启。整个玩法的攻略如下： 第一点，就是增加抽奖次数。增加抽奖次数首先可以从页面下面的任何获取。 第二点，就是不断在各个群里以及朋友圈分享元宝红包，让更多人点开你的分享链接，这样也会增加你 的抽奖次数。 第三点，也是最重要的一环，你每分享的一个红包链接，每一个链接里面有10个红包，如果10个红包都 被别人领完，就会解锁更多现金。 第四点，如何在朋友圈分享红包？让更多人点开你的红包链接？最简单的方法就是把红包发到文件助 手，然后点开右上角，直接选择分享到朋友圈。 1月25日，腾讯官方发布《关于春节分10亿现金的通知》：在2月1日上线春节活动，用户上元宝App分 10亿元现金红包，单个红包金额可达万元。（中国基金报） 10亿来了! 原创 元宝 元宝 2026年2月1日 00:56 广东 好消息!好消息 ...

Core Viewpoint - The Hong Kong stock market demonstrated strong resilience in January 2026, with significant net inflows from southbound funds driving the Hang Seng Index up by 6.85% to 27,387.11 points, marking a nearly 7% monthly increase [1][2]. Fund Flow Analysis - In January, southbound fund flows exhibited clear phase characteristics, with net inflows exceeding 50 billion HKD on multiple days in early January due to favorable domestic policies, RMB appreciation, and AI industry valuation recovery expectations [2]. - Mid-January saw a temporary decline in fund accumulation due to rising geopolitical risks and valuation corrections in certain sectors, leading to net sell-offs in cyclical stocks like China Mobile and Zijin Mining [2]. - By late January, the Hang Seng Index successfully broke through the 27,000-point mark, supported by surging AI computing demand and better-than-expected earnings from leading consumer companies, with daily net inflows from southbound funds exceeding 30 billion HKD [2]. Industry Performance - The Hong Kong stock market in January reflected a "high prosperity track and policy dividend sector resonance" pattern, with the technology sector leading the gains [3]. - Notable performers in the technology sector included Longi Green Energy, which surged by 61.90% due to increased global AI data center demand, and Zhiyuan AI, which saw a 94.66% increase post-listing [3]. - In the consumer sector, new consumption leader Mingming Hen Mang rose by 73.71%, supported by store expansion and improved profitability, while Pop Mart benefited from a surge in demand for IP derivatives, increasing by 19.13% [3]. - In the financial and real estate sectors, China Life surged by 27.39% due to governance optimization and improved capital expectations, while China Jinmao and New World Development rose by 42.98% and 56.53%, respectively, benefiting from policy optimizations [3]. Fund Outflow Insights - The materials and telecommunications sectors faced significant pressure, with Zijin Mining experiencing a net sell-off of 4.565 billion HKD and China Mobile declining by 2.33% due to intensified industry competition, leading to a total southbound fund reduction of over 16.9 billion HKD [5]. Institutional Perspectives - Multiple institutions noted that the performance of the Hong Kong stock market in January validated the logic of "fundamental recovery + liquidity resonance," with expectations for continued structural rebounds in February [6]. - Everbright Securities highlighted that the current market is in an "earnings vacuum period," with high growth expectations in new economy sectors supported by policy catalysts [6]. - CITIC Securities advised monitoring the potential impact of a peak in lock-up expirations on liquidity in February, while emphasizing the allocation value of quality leaders like Tencent and Alibaba [6]. - Huatai Securities pointed out that Hong Kong stock valuations remain low globally, with a risk premium rate of 3.99% for the Hang Seng Index, significantly higher than the S&P 500, suggesting a dual drive of "profit growth + valuation enhancement" as southbound and foreign fund inflows become more balanced [6]. IPO Market Activity - The IPO market in Hong Kong remained active in January, with 12 companies listed by January 26, raising a total of 34.747 billion HKD, a year-on-year increase of 480.87% [7]. - Notable listings included domestic GPU company Birun Technology and AI model company Zhiyuan, attracting long-term investments from international funds [7]. - The market anticipates that the IPO fundraising scale in 2026 could exceed 300 billion HKD, with hard technology enterprises continuing to dominate the listing trend [7].

记者丨曾静娇 彭新 编辑丨刘雪莹 春节即将到来，红包大战依旧，腾讯率先打响"第一枪"。与往年不同，元宝App成为主角。 2月1日凌晨，元宝微信公众号发文称，10亿现金红包开抢。不少网友称，"一早起来就被腾讯元宝红包 刷屏了""元宝的红包裂变已经在微信里轮番炸群"…… 活动设置了万元小马卡、现金红包和分享红包等红包形态。用户每天登录元宝App可领现金红包，做任 务则可抽更多红包，并有几率抽中限量100张的价值1万元现金小马卡。 腾讯此次的红包策略具有极强的导流指向性，联动了元宝、微信、QQ等多个腾讯旗下产品。除了常规 现金，元宝还设计了"分享红包"，支持用户转发至微信、QQ好友等。 腾讯再度"偷袭"？ 同时，腾讯此番发力AI社交，试图打破AI应用仅作为效率工具的增长天花板，转而向"社交AI"寻找留 存解法。 在斥资10亿激进获客的同时，腾讯意在突破AI聊天工具用完即走的属性。其核心思路是利用社交优 势，将AI嵌入社交网络，通过"元宝派"验证AI在群体互动中的真实价值。 在1月26日召开的腾讯2025年度员工大会，腾讯公司董事会主席兼首席执行官马化腾表示，希望此举能 够重现11年前的微信红包的时刻。 除了腾讯，百 ...

Core Viewpoint - Tencent has launched a significant cash red envelope campaign through its Yuanbao app, aiming to drive user engagement and enhance its position in the AI sector, reminiscent of its earlier success with WeChat red envelopes during the Spring Festival [1][4][6]. Group 1: Tencent's Red Envelope Strategy - Tencent has initiated a 10 billion cash red envelope campaign via the Yuanbao app, featuring various forms of red envelopes, including cash rewards and shareable envelopes [1]. - The campaign is designed to link multiple Tencent products, including WeChat and QQ, and encourages users to share red envelopes with friends [4]. - This strategy marks a notable investment in user acquisition, reflecting Tencent's commitment to accelerating its presence in the AI market [6]. Group 2: Historical Context and Competitive Landscape - The Spring Festival red envelope battle began with WeChat in 2015, which significantly boosted mobile payment usage through a partnership with the Spring Festival Gala [6]. - Tencent's current investment of 10 billion in cash is seen as a strategic move to replicate past successes and compete effectively in the evolving AI landscape [7]. - Other competitors, such as Baidu, are also engaging in similar promotional activities, indicating a broader trend among tech giants to leverage festive occasions for user engagement [7].

【导读】腾讯元宝撒钱啦，大家快去抢！ 兄弟姐妹们啊，尤其是近期追涨了黄金白银的，泰勒知道你们现在心很疼，资本市场无情，但腾讯马化腾老师有情，2月的第一天，旗下AI产品元宝出来 送红包了，力度不小。请大家尽情去薅多点羊毛，多多少少挽回一点损失吧！ 2月1日的凌晨，泰勒所在的每一个群里，大家基本什么话都没有，只有默默地分享元宝红包，以及抢红包！ < ... | | 给你发了一个现金红 包! 元宝派红包，新春领不停 元宝派红包 E 6 元宝 01:00 腾讯要爆吗周末, = = 给你发了一个现金红 国 i 元宝派红包，新春领不停 元宝派红包 ( 6 元宝 01:10 - 给你发了一个现金红包! 元宝派红包，新春领不停 元宝派红包 ra 6 元宝 01:24 ___ 给你发了一个现金红包! 元宝派红包，新春领不停 元全派红包 To Bro * 抢10亿现金红包!万元小马卡天天抽! * e 领奖时间 ( 第1轮 2.4 · 第2轮 2.10 第3轮 2.17 * 米 Happy New Year Happy New Year Happy New Year 红包膨胀卡 分享红包 万元小马卡 Happy New Year ...