Group 1 - Tencent announced a cash giveaway of 1 billion yuan during the Spring Festival, with individual red envelopes worth up to 10,000 yuan available through the Yuanbao App starting February 1 [1] - The Yuanbao App has been updated to version 2.55.0, allowing users to access a reservation page for the Spring Festival event, with additional lottery chances for early registrants [4] - The event features various forms of red envelopes, including cash and shareable red envelopes, with users able to earn more by completing tasks and having a chance to win limited 10,000 yuan cash cards [5] Group 2 - According to Quest Mobile's report, by the end of 2025, Yuanbao is among the top four AI-native apps in terms of weekly active users, with a current user base of 20.84 million [7][8] - The report indicates a competitive landscape between general AI and specialized AI applications, with general AI apps leading in user scale, particularly with Doubao at 155 million weekly active users [8]

元宝派红包 新春领不停 抢 10亿 现金红包! 万元小马卡天天抽! 02.01 活动开启 * 作 ( � 门 717 1 | 做任务抽红包一起抢10亿现金红包 02 抽限量100张 价值1万元小马卡 预约成功 02.01进会场可额外得10次抽奖次数 每经编辑｜程鹏 1月25日，腾讯宣布，将在2月1日上线春节活动，用户上元宝App分10亿现金红包，单个红包金额可达万元。App内点击主页的预约卡片即可进入春节会场 预约页面，提前预约的用户将在2月1日活动开启当天，额外获得10次抽奖次数。 腾讯方面相关人士透露，上述红包金额可以从元宝直接提现到微信。 元宝 DeepSeek 快速思考 > 文 (그) e 今天从哪里开始? Hi, 春节活动开启预约 ● 立即预约 抢10亿现金红包 据悉，活动设置了万元小马卡、现金红包和分享红包等红包形态，用户每天上元宝App都能领现金红包，通过做任务可抽更多红包，并有几率抽中限量 100张的价值1万元现金小马卡。分享红包支持转发给微信、QQ好友和社群，让元宝出钱、好友拆红包。 10亿真金白银背后，腾讯正在酝酿AI大招，据腾讯内部人士透露，元宝即将上线全新玩法，已开启内测邀约，官方公布 ...

Core Viewpoint - Tencent is launching a cash distribution event for the Spring Festival, offering a total of 1 billion yuan in cash red envelopes through the Yuanbao app, starting from February 1 [1] Group 1: Event Details - The cash red envelope event will feature various forms, including 10,000 yuan small cards, cash red envelopes, and shareable red envelopes [1] - Users can receive cash red envelopes daily by accessing the Yuanbao app and can earn more through completing tasks, with a chance to win one of 100 limited 10,000 yuan small cards [1] Group 2: User Engagement Features - The shareable red envelopes can be forwarded to friends on WeChat, QQ, and community groups, allowing users to share the cash rewards [1] - An internal source from Tencent indicated that Yuanbao will soon introduce new gameplay features, which are currently in internal testing [1] Group 3: Product Interface Update - Tencent has quietly added a new tab labeled "Distribute" in the product interface, indicating potential new functionalities related to the cash distribution event [1]

Core Viewpoint - Tencent is launching a significant cash red envelope campaign worth 1 billion yuan to attract users to its Yuanbao app during the Spring Festival, aiming to replicate the success of its previous "Shake" campaign from ten years ago [2][7]. Group 1: Cash Red Envelope Campaign - The campaign will start on February 1, with users able to receive cash red envelopes up to 10,000 yuan each [2]. - Users can participate by updating to the latest version of the Yuanbao app and can earn additional lottery chances by making reservations [5]. - The campaign includes various forms of red envelopes, such as cash and shareable red envelopes, encouraging user engagement through tasks and sharing with friends [5]. Group 2: AI Development and Competition - Tencent is preparing to launch new features for the Yuanbao app, including a new tab called "Pai," which is currently in internal testing [5]. - The Yuanbao app has recently completed a core model upgrade and will officially launch its self-developed Tencent Hongyuan 2.0 model on December 5, 2025, integrating with DeepSeek V3.2 to enhance AI capabilities [5]. - The AI assistant market in China is becoming increasingly competitive, with Tencent Yuanbao experiencing a 20% month-over-month growth in active users, ranking third among native apps [9]. Group 3: Historical Context and Future Implications - The current cash red envelope initiative is reminiscent of the 2015 collaboration between WeChat and the Spring Festival, which significantly boosted WeChat Pay's user base [7]. - Analysts suggest that while the campaign may attract new users in the short term, the long-term success will depend on the app's AI capabilities and user retention [9]. - The competition for super traffic entry points in the AI sector is intensifying, with significant updates from competitors like Alibaba's Qianwen [9].

官方介绍，1月25日，元宝App更新到最新的2.55.0 以上版本，点击主页的预约卡片即可进入春节会场预约页面，提前预约的用户将在2月1日活动开启当天， 额外获得10次抽奖次数。 活动设置了万元小马卡、现金红包和分享红包等红包形态，用户每天上元宝App都能领现金红包，通过做任务可抽更多红包，并有几率抽中限量100张的价 值1万元现金小马卡。分享红包支持转发给微信、QQ好友和社群，让元宝出钱、好友拆红包。 【环球网科技综合报道】1月25日，腾讯官方发布《关于春节分10亿现金的通知》：将在2月1日上线春节活动，用户上元宝App分10亿现金红包，单个红包 金额可达万元。 10亿真金白银背后，腾讯正在酝酿AI大招，据腾讯内部人士透露，元宝即将上线全新玩法，已开启内测邀约，官方公布的产品界面图中已悄然新增一个名 为"派"的底tab入口。 2015年春晚，腾讯通过微信"摇一摇"形式向全民发放5亿现金红包，完成微信支付的"诺曼底登陆"，10年后腾讯再次罕见撒币10亿现金，也是期望再次通过 春节这一超级社交场景，实现腾讯AI提速。 ...

Core Insights - The report emphasizes the positive outlook for the internet media sector, particularly driven by AI advancements and strong performance in gaming and e-commerce segments [2][9][12] - It highlights the significant growth of Kuaishou's AI product, Keling, which has surpassed 12 million MAU and is expected to generate $140 million in revenue for 2025, exceeding initial targets [10][12] - The report suggests a focus on companies with strong product pipelines and innovative capabilities, particularly in gaming and AI applications [16][19] Group 1: Internet Sector - E-commerce: Continuous attention is recommended on AI narratives influencing stock prices, with Alibaba's recent developments expected to catalyze further stock performance [12][13] - Social Entertainment Media: Bilibili and Tencent are noted for their strong advertising momentum, with Tencent's gaming fundamentals improving and new game releases expected to enhance performance [13][16] - Internet Healthcare: JD Health and Alibaba Health are leveraging their platform advantages to deepen collaborations with upstream pharmaceutical manufacturers, leading to robust revenue and profit growth [13][19] Group 2: Gaming Sector - The gaming sector is expected to maintain a favorable outlook, with recommendations for leading companies like Tencent and NetEase, as well as promising titles from Century Huatong and Giant Network [16][18] - The report highlights the success of Giant Network's game "Supernatural Action Group," which has seen a rise in rankings and is expected to perform well during the upcoming Spring Festival [10][16] Group 3: AI Developments - Recent advancements in AI models and applications are noted, with significant releases from major players like Baidu and Tencent, indicating a competitive landscape in AI technology [11][19] - The report suggests monitoring AI applications in various sectors, including e-commerce, gaming, and healthcare, with specific companies recommended for investment based on their innovative capabilities [19][20] Group 4: Media and Advertising - The report discusses the impact of asset impairment on Focus Media, predicting a reduction in net profit for Q4 2025 but an increase in Q1 2026, indicating a one-time effect on performance [18] - It also highlights the potential for growth in the advertising sector, driven by increased investment from internet advertisers and upcoming major events that may boost advertising spending [18][19] Group 5: Long Video and Music Streaming - The long video sector is showing signs of recovery, with an increase in drama approvals and the release of quality content expected to enhance performance for platforms like iQIYI and Mango TV [15][16] - In music streaming, Tencent Music and NetEase Music are noted for their stable performance, despite concerns over competition, with a focus on the importance of quality content in driving subscriptions [15][16]

腾讯大动作。 1月25日，腾讯官方发布《关于春节分10亿现金的通知》：将在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。 据介绍，1月25日，元宝App更新到最新的2.55.0 以上版本，点击主页的预约卡片即可进入春节会场预约页面，提前预约的用户将在2月1日活动开启当天， 额外获得10次抽奖次数。 证券时报记者更新到最新版元宝后，该App已出现分红包的预约界面。 10亿元真金白银背后，腾讯正在酝酿AI大招。据腾讯内部人士透露，元宝即将上线全新玩法，已开启内测邀约，官方公布的产品界面图中已悄然新增一 个名为"派"的底Tab入口。 2015年春晚，腾讯通过微信"摇一摇"形式向全民发放5亿元现金红包，完成微信支付的"诺曼底登陆"，10年后腾讯再度"撒币"10亿元现金，能否再次通过 春节这一超级社交场景，实现腾讯AI提速？ 据了解，2025年以来腾讯的AI战略持续加速。此前腾讯的2025年三季报显示，在该季度腾讯研发投入同比增长28%达228亿元，创单季历史新高。高强度 的研发投入，有力驱动模型能力快速迭代和应用场景不断深化。 腾讯混元通过增强"强化学习"，提升了大语言模型的复杂推理 ...

Core Insights - Tencent is launching a significant cash giveaway event for the Spring Festival, distributing a total of 1 billion yuan in cash red envelopes through the Yuanbao App starting February 1 [1][7]. Group 1: Event Details - The event will feature various forms of red envelopes, including cash red envelopes and a special "Xiaoma Card" worth 10,000 yuan, with users able to receive cash red envelopes daily by using the Yuanbao App [4][9]. - Users can increase their chances of winning by completing tasks and sharing red envelopes with friends on WeChat and QQ [4][9]. - The event will have a reservation period from February 1 until the official start, with the main draw expected to occur from New Year's Eve to the Lantern Festival [6][10]. Group 2: Participation and Rewards - To participate, users must download or update to the latest version of the Yuanbao App, log in, and complete a registration process that may include simple tasks [6][10]. - The cash red envelopes will have random amounts, with a maximum of 10,000 yuan and typical amounts ranging from 1 to 100 yuan [10]. - Winning cash will be credited directly to the user's account balance, which can be withdrawn to a bank card or used for in-app purchases [10].

腾讯发布《关于春节分10亿现金的通知》： 将在2月1日上线春节活动，用户上元宝APP分10亿现金红包，单个红包金额可达万元。 关于春节分 10 亿现金的通知 马年到,马年好。 为回馈广大用户,元宝将在2月1日开启新春 活动,分10亿现金红包。诚邀各位有"元"人, 来元宝 App 体验 AI 新玩法、抢红包,最高可 得万元。 今天,主会场已开启预约(见附录)。打开元 宝 App,预约领红包,即可在2月1日获得额 外 10 次抽奖机会。 马住,元宝陪你过大年。 2026年1月2 活动设置了万元小马卡、现金红包和分享红包等红包形态， 用户每天上元宝App都能领现金红包，通过做任务可抽更多红包，并有几率抽中限量100 张的价值1万元现金小马卡 。分享红包支持转发给微信、QQ好友和社群，让元宝出钱、好友拆红包。 据腾讯内部人士向《科创板日报》记者透露，元宝即将上线全新玩法，已启动内测邀约。另外，腾讯公布的产品界面图中已悄然新增一个名为"派"的 底tab入口。 · 步骤二: 登录账号后,点击首页顶部「10亿 红包」活动入口。 · 步骤三: 完成预约登记 (部分用户需完成简 单任务如邀请好友、浏览页面等）。 3. 奖励规则 ...

人民财讯1月25日电，腾讯元宝1月25日发布《关于春节分10亿现金的通知》称，为回馈广大用户，元宝 将在2月1日开启新春活动，分10亿元现金红包。App内点击预约卡片可进入春节会场，提前预约的用户 将在2月1日活动开启当天，额外获得10次抽奖机会。 ...