智通财经记者 | 杜萌 随着春节假期的临近，"假期如何赚利息"和"节后如何布局"成为投资者最关心的问题。智通财经记者统计发现，相比货币基金、同业存单基金、纯债基金的 相继限购，却有一些主动权益基金放开了限购。 仅2月9日当天，就有汇添富货币基金、易方达货币基金、江信增利货币、长城中证同业存单AAA指数7天持有等16只基金发布了节前限购的公告。公告显 示，上述基金均在2月12日暂停申购、转换转入，2月24日恢复。江信增利货币则自2月12日起将申购金额调整到500万元以内。 此外，汇添富短债基金宣布2月12日将大额申购金额调整至500万元，长城短债债券基金也从2月12日暂停申购和转换转入。 为何节前密集限制大额申购？智通财经记者了解到，这主要是为了防止大额资金流入摊薄假期收益。假期中债券也会有票息收入，如果出现大额资金流入但 基金经理却未能及时配置资产的情况，就会导致资金空转，摊薄原持有人的收益。 此外，还有防范流动性风险的考量。"节假日前后容易出现资金的'快进快出'，很多资金只是想在假期赚个票息收益，节后就会转出。这样导致基金在节后 遭遇集中赎回，基金经理可能被迫抛售资产，影响收益，因此对可能进入的大额资金予以 ...

腾讯云AI漫剧解决方案支持腾讯混元等众多头部大模型的一站式接入，通过独有的Prompt提示词优化与 多图参考技术，有效解决AI生成漫剧中人物长相不统一、画风突变的行业难题。同时，无论是将真人 短剧一键转化为动漫风格的"视频转绘"，还是基于图片的"PPT漫"，抑或是全AI生成的动态漫，该方案 均提供了成熟的场景化模板，大幅降低了制作门槛。 近日，腾讯云并推出一站式AI漫剧解决方案。该方案深度融合了腾讯云领先的AIGC生成能力与媒体处 理MPS技术，旨在解决漫剧行业普遍面临的生产和运营痛点，助力企业实现从剧本创作、视频生成到全 球化宣发的全链路提质增效。 针对AI漫剧制作中最为复杂的资产生成环节，腾讯云AI漫剧解决方案覆盖了从剧本生成、角色库搭 建、分镜绘制、AI配音、视频生成、画质增强的全流程自动化、智能化。 另外，AI生成的原始视频往往存在分辨率较低、画面崩坏等问题。通过腾讯云媒体处理MPS能力，可 以智能修复与增强AI生成内容，并且实现组合式降本。比如，依托大模型对视觉规律的深度解构，系 统能自动识别并重绘画面中的"崩坏点"，实现发丝级细节还原和光影逻辑修复。而且，通过"AIGC生成 低分辨率视频+腾讯云媒 ...

Group 1 - The current Hong Kong stock market is in a phase of oscillation and correction, with the Hang Seng Technology Index dropping from a peak of around 6000 points in mid-January to 5346.2 points by February 6, marking a weekly decline of 6.51%, the largest in recent weeks [1] - The adjustment within the sector shows significant differentiation, with semiconductor and internet leaders experiencing larger declines, while new energy vehicles and home appliances showed relative resilience, indicating that funds are concentrating on quality core assets rather than exiting the market entirely [1][2] - The report emphasizes that the current market conditions represent a "golden layout window" for investors, characterized by oversold valuations, counter-cyclical capital inflows, and improving fundamentals [1][10] Group 2 - Southbound capital has shown a "buy the dip" behavior, with a net inflow of 560.7 billion HKD in the week of February 6, the highest weekly net inflow in three months, indicating strong confidence from domestic investors in the Hong Kong technology sector [2] - The concentration of capital flows has increased, with technology ETFs becoming key tools for domestic investors, reflecting a shift from traditional high-dividend sectors to technology growth sectors [2][3] - The report notes that the Hang Seng Technology Index's PE (TTM) is at 22.1 times, significantly below its historical average of 32.1 times and the global comparable technology indices, highlighting a valuation discount of over 35% [4] Group 3 - The report identifies four solid support dimensions for the Hang Seng Technology Index: technical, valuation, capital, and fundamental aspects, which collectively create a "margin of safety" for the sector [3] - The technical indicators show that the index is severely oversold, with a strong support level around 5400 points, which has not been effectively breached despite recent declines [3][4] - The fundamental outlook is bolstered by the sector's deep integration with the AI wave, with over 70% of the index's components related to AI, indicating strong growth potential as the industry transitions from R&D to commercialization [6][7] Group 4 - The report attributes the recent decline in the Hang Seng Technology Index to short-term emotional disturbances rather than a reversal of fundamental trends, driven by external tightening expectations, internal profit-taking, and unfounded rumors [7][8] - It emphasizes that the current market downturn is a valuable opportunity for investors to acquire quality assets, as the emotional "panic low" often represents a "golden buying point" [9][10] - The report suggests a strategy of "buying in batches and holding long-term," focusing on core stocks that are rapidly commercializing AI applications and have stable cash flows [9][10]

Core Insights - Kuaishou has officially announced a partnership with CCTV's Spring Festival Gala, utilizing live streaming, on-demand, and short video formats to present the 2026 gala content, with users able to receive cash red envelopes through interaction [1] - The competition for user engagement during the Spring Festival has shifted significantly, with major companies like Tencent, Baidu, and Alibaba investing a total of at least 4.5 billion yuan in cash red envelopes for AI product user acquisition [2][4] - This year's marketing strategy marks a fundamental shift in focus from mobile payment and short video traffic to positioning in the AI era, indicating a new competitive landscape [4] Group 1: Red Envelope War Evolution - The red envelope tradition has evolved through four distinct phases over the past decade, starting with the "payment entry competition" phase from 2015 to 2018, where Tencent and Alipay battled for dominance [5][6] - The second phase from 2019 to 2023 focused on "traffic ecosystem expansion," with companies like Baidu, Kuaishou, and Douyin increasing red envelope amounts to drive user engagement and ecosystem growth [6] - The current phase from 2023 to 2026 is characterized by a decline in red envelope activities, with companies now prioritizing more direct marketing strategies and user conversion [6] Group 2: AI Integration and Strategic Positioning - The 2026 red envelope activities are deeply integrated with AI products, requiring users to interact with AI assistants to earn rewards, marking the beginning of the "AI entry positioning phase" [6][10] - Major companies are investing heavily in AI to secure a foothold in the rapidly growing AI consumer market, projected to reach $1.3 trillion by 2030, with an annual growth rate exceeding 35% [12] - The Spring Festival serves as a critical opportunity for companies to establish user habits and expand their user base, as it is the only time of year that can achieve nationwide reach [15] Group 3: Challenges and User Retention - Despite the significant investments, companies face challenges related to user retention, as past experiences show that cash incentives often lead to low long-term engagement [21][23] - The quality of user interaction data is also a concern, as simplified motivations for engagement can lead to poor data quality, which negatively impacts AI model performance [23][24] - Ultimately, the success of AI assistants will depend on their inherent value and ability to solve real user problems, rather than solely on financial incentives [24]

凤凰网科技讯 2月10日，腾讯QQ迎来其诞生后的第27个年头。腾讯公司公关总监张军也发文庆祝QQ上线27周年纪念日，并祝福QQ生日快乐。张军表 示，"27年前，一串滴滴声中，稀里糊涂地开始了上网的征程。一路趟过拨号上网，宽带，3G，4G乃至5G，暮然回首，轻舞飞扬已经不见，QQ还在。" 腾讯官方也发文回顾了这一即时通讯巨头的成长历程。据腾讯介绍，1999年2月10日，在深圳的一间格子办公室里，OICQ的第一个版本——OICQ 99 beta build 0210正式问世，标志着腾讯QQ的诞生。进入21世纪后，QQ用户规模迅速扩张，2001年注册账户数突破1亿，逐步覆盖全国，成为网民基础通讯工具。 然而，进入移动互联网时代后，QQ面临着来自自家产品微信的激烈竞争。为了唤起用户的情怀记忆，QQ近年来逐步开始找回当年的经典功能。2025年12月 8日，PC端QQ经典模式回归，让老用户重温旧时光；2026年1月24日，QQ秀全新回归，再次点燃用户的个性化表达热情；2026年2月6日，QQ农场经典回 归，让用户重温偷菜乐趣。 ...

Core Insights - The competition among internet giants for user engagement through red envelope distribution has intensified as the Spring Festival approaches [1] - Tencent's new red envelope feature in WeChat, triggered by sending the word "元宝," aims to facilitate user access to the Yuanbao app and cash rewards [2] - Tencent's strategy includes a significant investment of 1 billion yuan in red envelopes to replicate the success of WeChat's previous red envelope campaigns [3] Tencent's AI Social Strategy - Tencent is leveraging its social media dominance with WeChat and QQ to enhance its AI social capabilities, emphasizing the importance of AI in social interactions [5] - The Yuanbao app's new feature, Yuanbao Party, aims to create an AI-driven social environment, allowing users to engage in various social activities [6][7] - Yuanbao Party integrates AI as a structural component of social interactions, moving beyond traditional chatbots to create a more engaging user experience [9] Competitive Landscape - The competition in the AI application space has evolved from traditional red envelope battles to a focus on AI entry points, with major players like Baidu and Alibaba also investing heavily in cash rewards [3] - Tencent's Yuanbao app has quickly risen to become one of the top AI applications in China, with significant user engagement metrics [14][15] - The market is witnessing a shift towards comprehensive AI applications that integrate seamlessly into users' daily lives, with Tencent aiming to establish Yuanbao as a key player in this space [17] Future Outlook - Tencent's ongoing investment in AI and its strategic focus on user experience and product longevity are critical for maintaining competitiveness in the rapidly evolving AI landscape [19][20] - The company is building a robust AI model development framework to support its long-term AI strategy, with a focus on commercializing AI applications [23][25] - The success of Yuanbao Party could lead to deeper integration with Tencent's existing services, potentially creating a new social AI entity [25][26]

15.5 提现中,预计24内小时到账 查看绑定账户 4个红包, 共30元, 23秒被抢光 【环球网科技综合报道】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。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，都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。只要气氛到位，元宝会找 准时机主动发红包，为聊天助兴。派内越活跃、聊天越精彩，元宝发红包的概率就越高。 "| " 9:41 元宝的红包 囲 大吉大利，恭喜发财 6 元宝 送你新年元气红包 上元宝, 万元红包等你抢 六 >> 6.8 = >> 米 >> >> 将直接存入微信零钱 上 「元宝」分 10亿现金 > 福袋惊喜由元宝提供丨关闭广告 × 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。（勃潺） < 元宝派红包啦(6) 有惊喜诶 i FFF 哇我看看 B 怎么触发他~ 9 9 我也来试试 9 B S S 开元进宝! 0 开元进宝! ● Q ଞ୍ଚି (+ (• ...

Core Viewpoint - Jinglin Asset has made significant adjustments to its stock holdings in the fourth quarter of 2025, increasing its positions in key technology stocks while reducing exposure to others, reflecting a strategic focus on sectors like AI and new energy [1][6][9]. Group 1: Stock Holdings and Changes - As of the end of 2025, Jinglin Asset held stocks in 28 companies in the US market, with a total market value exceeding $4 billion [1]. - The top ten holdings include Google A, Meta, Pinduoduo, NetEase, Manbang Group, Futu Holdings, NVIDIA, Alibaba, Intel, and Atour, with Chinese stocks still dominating the portfolio [1][10]. - The largest holding shifted from Meta to Google A, with Google A valued at approximately $841.97 million, reflecting an increase of 926,084 shares from the previous quarter [2][3][10]. Group 2: Investment Strategy and Focus Areas - Jinglin Asset is focusing on sectors such as AI, new energy, smart driving, and humanoid robots, believing these areas will continue to see rapid growth and investment from both China and the US [1][9]. - The firm emphasizes a balanced global investment strategy, selecting companies with strong valuations and cash flows to mitigate risks while capitalizing on growth opportunities [9]. - The CEO highlighted the importance of major AI application platforms like Google, Apple, ByteDance, Tencent, and OpenAI, predicting that 2026 could be a pivotal year for AI agents [9]. Group 3: Recent Trading Activity - In Q4 2025, Jinglin Asset increased its holdings in Intel by 694,363 shares and in Futu Holdings by 139,473 shares, while also initiating a position in Broadcom [6]. - The firm significantly reduced its holdings in NVIDIA by 1.54 million shares and in Meta by 229,056 shares, alongside partial reductions in other stocks like TSMC and UnitedHealth [6].

Group 1 - The core activity of Tencent's "元宝" involves distributing 10 billion cash red envelopes, which has generated significant online excitement and engagement since its launch on February 1 [11][22] - Users can participate in the main event by updating the 元宝 app and accessing the "抢10亿" section, where they can earn multiple chances to win cash prizes and other rewards through daily tasks [11][17] - The event includes a special "祝福语红包" feature, allowing users to send specific phrases to trigger additional red envelope opportunities, enhancing user interaction and engagement [19][22] Group 2 - The "豆包过年" New Year event by 豆包 offers over 100,000 technology gifts and cash red envelopes during the Spring Festival, showcasing a blend of AI technology and consumer engagement [5][8] - Prizes include advanced tech products like robots, 3D printers, and electric vehicles, all integrated with 豆包's AI capabilities, indicating a strong focus on innovation and user experience [5][9] - The event encourages users to engage with the 豆包 app through interactive features and rewards, further promoting the app's usage during the festive season [7][8]

格隆汇2月10日｜基于首个产业级2Bit端侧量化方案，腾讯混元今天正式推出一款面向消费级硬件场景 的"极小"模型HY-1.8B-2Bit，等效参数量仅有0.3B，内存占用仅600MB，比常用的一些手机应用还小。 通过对此前混元的小尺寸语言模型——HY-1.8B-Instruct进行2比特量化感知训练（QAT）产出，这一模 型对比原始精度模型等效参数量降低了6倍，并且在沿用原模型全思考能力同时，在真实端侧设备上对 比原始精度模型生成速度提升2—3倍，可大幅提升使用体验。此次腾讯混元推出HY-1.8B-2Bit模型，可 以在边缘设备上无压力部署。这也是首个在实现2bit产业级量化的端侧模型实践。 ...