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为AI撒钱,很考验技术
21世纪经济报道记者孔海丽 北京报道 豆包红包姗姗来迟,路透是10万份"科技好礼"。 各有看家本领 各家的打法,都是对自身生态基因的极致放大。 腾讯元宝试图复刻2014年微信红包通过社交裂变逆袭支付宝的成功路径。 腾讯的逻辑则是,利用微信生态的社交关系链实现快速破圈,抢占AI应用入口。 阿里千问的"请客计划"直接切入最刚需的生活消费场景,活动上线后,"一句话点奶茶"成为现象级活 动。 其实,过去10天,腾讯元宝、百度文心助手、阿里千问的红包,已经撒出了效果,撒出了互联网史上最 疯狂的用户增长。 QuestMobile数据显示,元宝启动新春现金红包活动首日, DAU为2399万,较前一日增长2.1倍,后几日 仍保持在高位。 千问"春节30亿免单"活动首日,DAU为5848万,较前一日增长7.3倍。 2月10日,豆包官宣2026年春晚将送出10万份"科技好礼",除了机器人、机器狗,还有奥迪、奔驰电车 的使用权,这些科技实物全都接入了豆包大模型。 这场红包大战,根本不是简单的"撒钱"。 腾讯大方送现金,意在拉新;百度搞AI互动,想建立用户黏性;阿里打通AI购物链,豆包送AI实物, 最终全都指向"下一代AI入口"。 ...
智通港股通活跃成交|2月10日
智通财经网· 2026-02-10 11:01
沪港通(南向)十大活跃成交公司 智通财经APP获悉,2026年2月10日当天,腾讯控股(00700)、阿里巴巴-W(09988)、长飞光纤光缆 (06869)位居沪港通(南向)成交额前3位,成交额分别为52.29 亿元、26.52 亿元、20.61 亿元;腾讯控 股(00700)、阿里巴巴-W(09988)、长飞光纤光缆(06869) 位居深港通(南向)成交额前3位,成交额分别 为42.37 亿元、21.69 亿元、12.08 亿元。 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 腾讯控股(00700) | 42.37 亿元 | -6.49 亿元 | | 阿里巴巴-W(09988) | 21.69 亿元 | -2.70 亿元 | | 长飞光纤光缆(06869) | 12.08 亿元 | +4.08 亿元 | | 中芯国际(00981) | 11.61 亿元 | -1.74 亿元 | | 泡泡玛特(09992) | 11.07 亿元 | -1.51 亿元 | | 美团-W(03690) | 10.28 亿元 | +1.83 亿元 | | 快手-W(01024) | 9 ...
腾讯:微信聊天也能领AI红包
21世纪经济报道· 2026-02-10 10:28
2月10日,腾讯宣布元宝春节红包活动玩法升级,元宝派掉落红包玩法正式上线,聊天就能领 红包。 据悉,春节期间,用户创建元宝派、在派内聊天、@元宝互动、派内发起一起听一起看活动, 就有机会触发拼手气红包,派内全员都能领,并可快速到账微信钱包。 值得一提的是,除了在元宝派里能抢红包,在微信里聊天,也有机会掉落红包。 2月10日至2月16日期间,在微信对话框输入特定关键词,就可以触发元宝定制红包雨,有机会 抽中现金红包。 关键词为:元宝送祝福、元宝送红包、开元进宝、AI画年味、AI有惊喜、AI趣互动。 21快讯记者体验发现, 在微信中发送"元宝"即有福袋掉落。 元宝派,来派红包啦 元宝春节活动玩法升级啦 2月10日-2月23日活动期间 来元宝创建派、@元宝互动、和派友聊天、 起听、一起看,就有机会触发拼手气现金红包! 4:20 ◀ < 回家吃饭(4) ≤ 10:10 @妈 我在超市呢,还有啥年货要带的吗 元宝的红包 # 大吉大利,恭喜发财 士一提交量 提现中,预计 24 小时内到账 查看绑定账号 你看着来点松子和杏仁就行 还有夏威夷果,也来一点 3个红包,共10元,23秒被抢光 妈 1.42 儿子,帮我带点开心果 ...
春节大厂羊毛薅到没?他们到底在争什么?
Sou Hu Cai Jing· 2026-02-10 10:18
Group 1 - Alibaba's Qianwen launched a 30 billion yuan free drink campaign on February 6, inviting the public to enjoy milk tea, showcasing its AI lifestyle integration [1] - Tencent's Yuanbao initiated a 10 billion yuan cash red envelope campaign at the end of January, leveraging the Spring Festival for user growth in AI tools [1][5] - Both Alibaba and Tencent's founders, Jack Ma and Pony Ma, respectively, participated in their companies' Spring Festival activities, highlighting the importance of AI strategies for both giants [3][5] Group 2 - The competition between Alibaba and Tencent during the Spring Festival represents a shift from traditional "Internet+" to "AI+" marketing strategies [5] - The Qianwen app achieved over 10 million downloads in its first week of public testing, positioning itself as an "AI lifestyle entry" that supports various services [7] - The rivalry over milk tea and red envelopes signifies a broader battle for user engagement and experience in the AI sector [7] Group 3 - Hangzhou aims to become the leading city in artificial intelligence, while Shenzhen focuses on building an internationally competitive industrial cluster, creating a dual-engine for the AI industry [10] - The two cities have different government support strategies: Hangzhou emphasizes computing power and talent subsidies, while Shenzhen concentrates on AI applications in industrial scenarios [11] - Talent acquisition is a critical factor, with Hangzhou offering up to 500,000 yuan in subsidies for local researchers, and Shenzhen launching initiatives to attract talent from Hong Kong and Macau [10][11]
北水动向|北水成交净买入0.85亿 中芯国际盘后发业绩 北水绩前抢跑加仓超3亿港元
Zhi Tong Cai Jing· 2026-02-10 09:59
Group 1: Market Overview - Northbound trading recorded a net buy of 0.85 billion HKD, with Shanghai Stock Connect contributing a net buy of 11.03 billion HKD and Shenzhen Stock Connect showing a net sell of 1.19 billion HKD [1] - The most bought stocks by northbound investors included Meituan-W (03690), CNOOC (00883), and SMIC (00981), while Tencent (00700) faced the highest net sell [1] Group 2: Individual Stock Performance - Meituan-W (03690) saw a net buy of 5.45 billion HKD, driven by its acquisition of Dingdong Maicai's China business for approximately 7.17 billion USD, indicating a significant shift in the domestic fresh food instant retail landscape [4][5] - CNOOC (00883) received a net buy of 4.2 billion HKD, supported by a report indicating a 3.5% week-on-week decline in US crude oil production due to cold weather, which is expected to influence oil prices [5] - SMIC (00981) had a net buy of 3.76 billion HKD, with a projected sales revenue of 2.489 billion USD for Q4 2025, reflecting a 4.5% quarter-on-quarter increase and a 16.2% year-on-year growth for the full year [5] - Longi Green Energy (06869) attracted a net buy of 2.87 billion HKD, as the bidding for a special optical cable procurement project by China Mobile has been completed, indicating a rising trend in optical fiber prices [5] - Xiaomi Group-W (01810) and Alibaba-W (09988) received net buys of 2.03 billion HKD and 1.6 billion HKD, respectively [8] - Tencent (00700) experienced a significant net sell of 14.02 billion HKD, indicating a bearish sentiment among investors [8] Group 3: Other Notable Stocks - Yueda Group (00772) gained a net buy of 1.63 billion HKD, with the CEO highlighting the increasing value of original content in the context of rapid AI development [6] - Fubo Group (03738) saw a net buy of 882 million HKD, benefiting from the global surge in AI video applications and copyright protection investments [7]
北水动向|北水成交净买入0.85亿 中芯国际(00981)盘后发业绩 北水绩前抢跑加仓超3亿港元
智通财经网· 2026-02-10 09:57
Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced a net inflow of 0.85 billion HKD from northbound trading, with significant activity in specific stocks such as Meituan, CNOOC, and SMIC, while Tencent faced notable net selling [1][8]. Group 1: Stock Performance - Meituan-W (03690) had a net inflow of 5.45 billion HKD, driven by its acquisition of Dingdong Maicai's China business for approximately 7.17 billion USD, indicating a significant shift in the domestic fresh food retail landscape [4][5]. - CNOOC (00883) saw a net inflow of 4.2 billion HKD, supported by a report indicating a 3.5% week-on-week decline in U.S. crude oil production due to cold weather, which is expected to influence oil prices [5]. - SMIC (00981) recorded a net inflow of 3.76 billion HKD, with projected sales revenue of 2.489 billion USD for Q4 2025, reflecting a 4.5% quarter-on-quarter increase and a 16.2% year-on-year growth for the full year [5]. - Xiaomi Group-W (01810) and Alibaba-W (09988) received net inflows of 2.03 billion HKD and 1.6 billion HKD, respectively [8]. Group 2: Market Trends and Insights - The fiber optic cable market is experiencing a price increase, with Longi Fiber Optic (06869) receiving a net inflow of 2.87 billion HKD, as the procurement project by China Mobile for special fiber optic products has concluded [5]. - The AI sector is gaining traction, with companies like Yueda Group (00772) receiving a net inflow of 1.63 billion HKD, as the CEO emphasized the increasing value of original content in the context of rapid AI development [6]. - Fubo Group (03738) attracted a net inflow of 882 million HKD, benefiting from advancements in AI video generation technology, which is expected to enhance content protection investments [7].
南向资金丨腾讯控股逆势遭净卖出14.02亿港元
Di Yi Cai Jing· 2026-02-10 09:56
Group 1 - The net inflow of southbound funds amounted to 0.85 billion HKD [1] - Meituan-W, CNOOC, and SMIC were the top three stocks with net inflows, receiving 5.46 billion HKD, 4.20 billion HKD, and 3.76 billion HKD respectively [1] - Tencent Holdings, Pop Mart, and Zhaojin Mining experienced significant net outflows, with 14.02 billion HKD, 2.35 billion HKD, and 2.21 billion HKD respectively [1]
南向资金今日净买入0.85亿港元 腾讯控股遭净卖出居前
Jin Rong Jie· 2026-02-10 09:40
Group 1 - The net inflow of southbound funds today was HKD 0.85 billion [1] - Tencent Holdings and Pop Mart experienced net outflows of HKD 14.02 billion and HKD 2.35 billion respectively [1] - Meituan-W and China National Offshore Oil Corporation received net inflows of approximately HKD 5.46 billion and HKD 4.20 billion respectively [1]
科技创新如何助力中华优秀传统文化传承发展?|来自“腾讯探元计划2024”的启示
腾讯研究院· 2026-02-10 09:03
以下文章来源于可持续发展经济导刊 ,作者文|孙怡 王朝阳 可持续发展经济导刊 . 以"全球视野,合作共赢"宗旨,立足"面向未来的思想和行动",搭建国内外可持续发展信息沟通和经验 交流平台。 探元计划以"中华文化数智焕活"与"全球文明交流互鉴"为核心愿景,采取技术创新与模式创新双轮驱动:一 方面,敏锐捕捉以生成式人工智能为代表的新一代信息技术和前沿交叉技术,旨在破解文化遗产保护传承的 深层难题;另一方面,超越传统项目制,着力构建连接文博机构、高校院所、科技企业与社会资本"共建共 享、共创共益"的创新生态,培育社会价值实现与可持续发展的内生动力。 2.文化科技创新方法:探 元"五步 法" 第一步:聚焦真问题。 探元计划深入文博一线,与遗产地管理者、研究者共同凝练出具有行业代表性、技术 挑战性及价值紧迫性的真问题,确保技术研发有的放矢。 第二步:探寻真解法。 面向全社会"揭榜挂帅",征集前沿适用的创新技术,通过独立、跨学科专家评审团, 精准匹配潜力技术团队。 第三步:共创真方案。 对入选的"技术—场景"组队进行共创孵化,通过共创营等形式,帮助技术方深入理解 文博需求,将技术应用转化为符合一线产业需求的可落地推广方案 ...
腾讯混元开源“极小”模型,实际存储仅占用600MB
Bei Ke Cai Jing· 2026-02-10 08:49
校对 柳宝庆 新京报贝壳财经讯(记者罗亦丹)2月10日,腾讯混元开源面向消费级硬件场景的"极小"模型HY-1.8B- 2Bit,该模型基于1.8B参数的小尺寸模型,通过2Bit量化技术,等效参数量约为0.3B,实际存储占用仅 约600MB,比常用的一些手机应用还小,实现了端侧部署的新突破。 该模型基于混元团队首创的产业级2Bit端侧量化方案,通过对HY-1.8B-Instruct模型进行2比特量化感知 训练(QAT)产出,模型大小减少至原始精度模型的1/6,同时在真实端侧设备上生成速度提升2-3倍, 可大幅提升使用体验。能力上,模型还保留了原版的思维链,可以为不同复杂度的任务提供相应深度的 推理过程。这是业界首个实现2bit产业级量化的端侧模型实践。 随着大语言模型普及,如何将模型在手机、耳机或智能家居等设备上应用,成为业界难题,尤其是不少 应用对模型的离线部署、私密性等都有更高的需求,这就需要更多能够在端侧运行的又小又强的模型。 目前,模型已在开源模型社区Huggingface和Github上线。 编辑 杨娟娟 ...