Core Insights - The article discusses the intense competition among major Chinese tech companies, particularly Tencent, Alibaba, and ByteDance, in the AI sector as they invest heavily to capture user engagement and market share during the upcoming Spring Festival [4][5][15]. Group 1: AI Competition Dynamics - Tencent is aggressively investing 10 billion yuan in cash and leveraging social media to attract users, while Alibaba is committing 30 billion yuan to enhance user experience through its AI product, Qianwen [4][11]. - ByteDance is utilizing its extensive traffic from platforms like Douyin and Toutiao to gain a competitive edge, with its AI product, Doubao, achieving over 100 million daily active users by the end of 2025 [12][25]. - The competition is characterized by a race to establish AI as a fundamental infrastructure, with companies vying for dominance in user engagement and application scenarios [11][24]. Group 2: Company Strategies and Developments - Tencent's cautious approach to AI investments changed in 2025 with the hiring of top talent like Yao Shunyu, who identified issues in their existing AI model, leading to a significant restructuring of their AI team [8][9][10]. - Alibaba is focusing on a comprehensive AI strategy that integrates AI, cloud computing, and chip development, aiming to enhance its overall capabilities and market position [11][12]. - ByteDance's Doubao has become the leading AI product in China, with a daily token processing volume exceeding 63 trillion, reflecting its rapid growth and user adoption [12][25]. Group 3: Market Position and Financials - In the first three quarters of the year, ByteDance reported a net profit of approximately 40 billion USD, while Tencent and Alibaba reported 30 billion USD and 10 billion USD, respectively, indicating varying profitability levels among the giants [11][12]. - Alibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion yuan to 480 billion yuan over the next three years, demonstrating its commitment to AI development [12][24]. - The article highlights the importance of user engagement metrics, with companies focusing on increasing daily active users and improving user retention strategies [25][34]. Group 4: Future Outlook and Challenges - The competition is expected to intensify during the Spring Festival, with all three companies launching aggressive marketing campaigns and product features to capture user attention [14][15]. - The article suggests that the outcome of this competition could significantly impact the future trajectories of these companies, likening it to a pivotal moment in a larger strategic war [15][39]. - As AI becomes a core component of their business models, companies are also facing challenges in talent acquisition and internal collaboration, which are crucial for sustaining innovation and competitive advantage [48][52].

外媒看从奶茶福利到用户争夺，中国AI大战复刻互联网经典玩法 福利活动的市场反馈堪称爆炸性，数据显示，活动上线短短9小时内，就产生了超1000万笔免费奶茶订单，总 价值约2.5亿元人民币，其中前3小时的奶茶订单量便激增超100万笔。蜜雪冰城、喜茶、霸王茶姬、奈雪的 茶、瑞幸咖啡等茶饮咖啡头部品牌均参与此次合作，但即便这些行业领军者，也对活动的规模和热度始料未 及。 订单的暴增给线下门店带来了巨大压力，全国多地合作门店相继出现杯子、原料、小票、包装告罄的情况， 部分门店因操作台堆满待取饮品，不得不临时关店或暂停接单。美团等平台的配送骑手更是整日在各门店外 排队取餐。 这场以奶茶福利为核心的营销活动，也让千问在AI应用的市场竞争中实现强势逆袭。活动上线数小时内，千 问便从应用排行榜前十名之外，一跃成为中国苹果AppStore免费应用榜榜首，超越了此前取代字节跳动豆包 的腾讯元宝，成为当下最热门的AI应用。 据Quasa报道，2月8日消息，临近中国农历新年，国内科技巨头围绕AI领域的市场争夺全面升级，一场以巨额 补贴、场景化营销为核心的AI大战正式打响。阿里巴巴为推广千问AI应用推出的30亿元"新年请客计划"引发 市 ...

新春将至，年味渐浓。国内首个互联网企业老年人服务基地 — 腾讯客服银龄服务基地，近日举办 "与您一起，过个小年"迎新春主题公益活动，以 AI 与数 字技术为核心，通过沉浸式体验、场景化科普、趣味化互动，聚焦老年人用网痛点，助力跨越数字鸿沟、守护春节数字安全，以科技向善传递温暖，彰显互 联网企业适老化服务担当。 小年传温情，科技践初心 本次活动兼顾体验性与实用性，精心设置四大核心环节，全方位满足老年群体数字学习与新春需求。活动组织老年群众实地参观银龄服务基地，直观了解适 老化服务体系建设情况；结合春节高频场景，腾讯客服银龄服务专家们手把手教学AI工具使用方法，普及红包制作技巧，贴合新春民俗氛围；打造新春主 题游园会，将反诈知识、数字技能融入趣味互动，实现"寓教于乐"；同时，为首批参与活动的老年人授予"腾讯客服银龄服务基地体验官"称号，鼓励老年群 体主动参与数字生活，积极建言献策，推动适老化服务持续优化。 现场为老年人授予"腾讯客服银龄服务基地体验官"证书 腾讯客服电商银龄服务运营专家王学梅表示，春节临近，线上购物成为老年人置办年货的新选择，但物流延迟、促销繁杂等问题可能带来困扰，为此提示老 年朋友提前错峰下单并 ...

即决高下，也决生死。 《投资者网》引线 | 吴微 2026马年春节前夕，中文互联网世界发生了一幕颇具荒诞色彩的"闹剧"。2月4日上午，微信官方突然出手，屏蔽了腾讯自家AI产品"腾讯元 宝"的红包分享链接。当用户点击这些在朋友圈疯传的链接时，看到的不是预期的现金奖励，而是冷冰冰的"诱导分享"违规提示。 这一被网友调侃为"大水冲了龙王庙"的事件，迅速在资本市场引发连锁反应。当日，腾讯控股（00700.HK）股价收盘下跌3.53%，市值蒸发超 千亿港元。外界看到的，是腾讯内部合规部门与产品部门的"左右互搏"；但若将视角拉高，这其实是整个互联网行业在AI流量焦虑下的一次集 中爆发。 目前，一个高质量AI App的获客成本（CAC）已达到惊人的高位。如果完全依赖外部广告投放，10亿元的预算可能只能换来有限的用户增 长。相比之下，微信拥有13亿用户，是巨大的"免费流量池"。通过内部裂变，腾讯实际上是在进行一种"左手换右手"的内循环，试图将庞大 的"社交关系链"低成本转化为"AI产品力"。 事实上，除了红包这种"核武器"，腾讯早已开始通过功能性整合，将元宝植入微信的"毛细血管"中。首先是搜索与内容的整合，微信"搜一 搜"已 ...

证券日报网讯 2月9日，世纪恒通在互动平台回答投资者提问时表示，公司自2018年与腾讯开展合作， 是其生态体系的长期合作伙伴之一。目前，主要是公司在相关业务领域为腾讯提供服务。 （文章来源：证券日报） ...

Core Viewpoint - On February 9, 2026, Tencent Holdings, Alibaba-W, and the Yingfu Fund were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 4.681 billion, 3.740 billion, and 2.531 billion respectively [1] Group 1: Southbound Stock Connect Trading - Tencent Holdings ranked first in Southbound Stock Connect trading with a total trading amount of 4.681 billion and a net buying amount of 0.904 billion [2] - Alibaba-W ranked second with a trading amount of 3.740 billion and a net selling amount of 0.100 billion [2] - The Yingfu Fund ranked third with a trading amount of 2.531 billion and a significant net selling amount of 2.515 billion [2] Group 2: Deep Southbound Stock Connect Trading - Tencent Holdings also led in Deep Southbound Stock Connect trading with a trading amount of 3.490 billion and a net buying amount of 0.896 billion [2] - The Yingfu Fund was second with a trading amount of 2.051 billion and a net selling amount of 2.040 billion [2] - Alibaba-W ranked third with a trading amount of 1.611 billion and a net buying amount of 0.151 billion [2]

Market Performance - The Hang Seng Index increased by 1.76%, closing at 27,027.16 points, with a total market turnover of 255.14 billion HKD [1] Southbound Trading Data - Tencent Holdings received a net inflow of 1.8 billion HKD, closing at 560.00 HKD with a price increase of 2.28% [2] - Southern Hang Seng Technology saw a net inflow of 640 million HKD, closing at 5.30 HKD with a price increase of 1.34% [2] - Xiaomi Group-W had a net inflow of 209 million HKD, closing at 35.20 HKD with a slight price increase of 0.06% [2] Notable Net Outflows - The Tracker Fund of Hong Kong experienced a significant net outflow of 45.55 billion HKD, closing at 27.22 HKD with a price increase of 1.72% [2] - Hang Seng China Enterprises faced a net outflow of 10.00 billion HKD, closing at 93.94 HKD with a price increase of 1.56% [2] - Kuaishou-W had a net outflow of 5.69 billion HKD, closing at 69.30 HKD with a price decrease of 2.74% [2]

具体来看，腾讯元宝于2月1日启动10亿元现金红包活动，用户可通过分享链接、与AI对话等方式获取 抽奖机会；阿里千问紧随其后，宣布投入30亿元启动"春节请客计划"；百度则抛出5亿元红包福利；字 节跳动旗下火山引擎成为2026年央视春晚独家AI云合作伙伴。 年味渐浓，红包大战也如期而至，但这次红包装的不只是压岁钱，更是中国互联网巨头对AI未来的集 体押注。 去年今日，DeepSeek"横空出世"，凭借其低成本、高性能的优势，一夜之间迅速走红海内外，更是在各 行各业掀起一股AI巨浪。而短短一年间，行业战局已全面升级，各家AI大战如火如荼，竞争焦点也转 向用户入口、场景渗透与生态闭环的"全面战争" AI红包大战激战正酣 天下熙熙，皆为利来。天下攘攘，皆为利往。 春节前夕，一场AI大战打响。腾讯元宝投入10亿元现金红包，阿里千问更是斥资30亿元启动"春节请客 计划"，百度文心一言和字节跳动的豆包也纷纷加入战局。 各家策略体现出明显的特征。腾讯依托社交生态，阿里深耕电商与本地生活闭环，百度强化搜索与娱乐 属性，字节则借助内容平台流量优势。从投入规模看，相比2015年微信5亿元红包，这次仅阿里和腾讯 两家的投入就达到40亿 ...

Group 1 - Southbound funds recorded a net sell of HKD 18.87 billion in Hong Kong stocks today [1][3] - Notable net purchases included Tencent Holdings at HKD 1.8 billion, Southern Hang Seng Technology at HKD 639 million, and Xiaomi Group-W at HKD 209 million [1] - Significant net sales were observed in the Tracker Fund of Hong Kong at HKD 4.555 billion, Hang Seng China Enterprises at HKD 1 billion, and Kuaishou-W at HKD 568 million [1] Group 2 - Southbound funds have consistently net bought Xiaomi for 8 consecutive days, totaling HKD 3.82029 billion [1] - Tencent has seen net purchases for 6 consecutive days, amounting to HKD 17.192 billion [1] - Alibaba has been net bought for 4 consecutive days, totaling HKD 4.43042 billion, and Pop Mart has also seen net buying for 4 days, amounting to HKD 1.22911 billion [1]

2月8日，记者实测发现，阿里千问APP与腾讯元宝的红包口令在微信内已恢复可复制功能。 Body正文 微信方面虽未明说，但业内普遍认为，此次封禁源于其《外部链接内容管理规范》中关于"诱导分享、关 注、下载"的条款。千问早期活动页面包含"邀请好友得额外免单"等任务链，被系统判定为"过度营销"， 触发自动屏蔽机制。 值得注意的是，微信并非首次出手：- 2025年曾限制百度文心一言红包跳转；- 2024年对抖音"集卡"链接 实施深度拦截；- 此次连自家元宝亦未能幸免，凸显其规则执行的"一视同仁"姿态。 为何又解禁？三方压力下的务实调整 短短48小时内政策回调，背后是多重力量推动：1. 用户反弹：#微信不让复制红包# 登上热搜，普通用户 抱怨"连口令都抄不了，还怎么过年？"；2. 舆论关注：多家财经媒体质疑"超级平台是否滥用生态控制 权"；3. 监管信号：国家近期强调"保障春节期间网络服务畅通"，平台需避免"非必要限制"；4. 竞合现 实：腾讯自身也在推元宝红包，若长期封锁，恐遭反制。 一位接近微信团队的人士透露："短期封禁是技术风控自动触发，解禁则是人工复核后的体验优化。" 技术细节：从"文本屏蔽"到"可控开放" 2 ...