腾讯控股跌超3%；微信此前公告，对元宝的违规链接进行处置，限制其在微信内直接打开。 (本文来自第一财经) 腾讯控股跌超3%；微信此前公告，对元宝的违规链接进行处置，限制其在微信内直接打开。 (本文来自第一财经) ...

Core Viewpoint - Tencent's WeChat has implemented a ban on Yuanbao red envelope links, which has received positive feedback from users, highlighting the platform's commitment to user experience and privacy [2] Group 1: Market Competition and User Engagement - Tencent's Yuanbao is attempting to replicate the success of WeChat red envelopes from 2015, investing 1 billion yuan to attract users during the critical Chinese New Year period [2] - Despite a peak in download numbers, Yuanbao's monthly active users (MAU) stand at approximately 41 million, significantly lower than competitors like Doubao and DeepSeek, which have MAUs of over 200 million and 150 million respectively [3] - The introduction of Yuanbao has disrupted WeChat's long-standing philosophy of minimal user disturbance, leading to user backlash against intrusive marketing tactics [2][3] Group 2: Strategic Positioning and AI Integration - The current landscape shows that traditional app user acquisition costs are high, and user retention rates are low, prompting companies to seek new growth engines, with AI being a key focus [4] - Competitors like ByteDance are integrating AI deeply into their ecosystems, creating specialized agents that enhance user experience, which poses a threat to Tencent's market position if Yuanbao does not quickly gain traction [4] - Tencent's strategy involves leveraging Yuanbao to enhance user retention by encouraging sharing within WeChat, contrasting with Alibaba's approach of streamlining user experience across its ecosystem [5] Group 3: User Retention Challenges - Historical data indicates that while red envelope marketing can drive initial user acquisition, it often fails to ensure long-term retention, leading to high uninstall rates [5] - For Yuanbao to succeed, it must address genuine user needs and provide unique value during the promotional period to avoid a decline in user engagement post-campaign [5]

微信公关总监"微信粥姨"在微博发文对"腾讯元宝红包链接被微信屏蔽"作出了回应：用户体验第一，一 视同仁。同时，"微信粥姨"还配了一个"我发起疯来自己都打"的表情包。 腾讯元宝在2月1日上线了"春节10亿红包"活动，用户可在活动页面内直接抽取红包，或通过好友分享的 红包链接、复制好友的红包口令并在元宝App内打开等方式领取，这也导致元宝红包迅速得到裂变式传 播。 凤凰网科技讯 2月4日，实测后发现，优化调整后的元宝红包分享机制已启动，目前已紧急重新上线变 更为"口令红包"。 今天上午，微信派发布"关于第三方诱导分享行为的打击公告"，对以春节为主题集中爆发的过度营销、 诱导分享等违规行为进行打击。微信方面称，经研判，对元宝的违规链接进行处置，限制其在微信内直 接打开。相关处置措施即日生效。 随后，腾讯元宝方面回应被微信屏蔽：正在紧急优化调整分享机制，我们将尽快上线，确保用户抢红包 体验。 ...

瑞财经 吴文婷2月4日，微信官方账号"微信派"发布关于第三方诱导分享行为的打击公告，对以春节为 主题集中爆发的过度营销、诱导分享等违规行为进行打击。 经研判，对元宝的违规链接进行处置，限制其在微信内直接打开。相关处置措施即日生效。 随后，微信公关总监"粥姨"发文表示："用户体验第一，一视同仁。"同时，其配上了一张表情包"我发 起疯来自己都打"。 | 微信粥姨 | 26-2-4 10:39 发布于 广东 来自 iPhone客户端 | | | | --- | --- | --- | --- | | 用户体验第一 | 一视同仁#微信封了元宝红包分享链接# | | | | | 网页包含调导分享,关注等诱导行为 内容,清长按网址摄制后使用测览器 防网。 | 面直有全中心 就做爱全中心 KASA C. L. LOCKET CHOOL 查量组 选题我们发布了日《什列第三方透服行为 | 型服事,成功可能:通过座时打卡。 還请好友协助(但把很不假于點力。 胶价,加速)。设置收售任务(包括 什不属于集团、重大、集福、集队 以上的形式使得用户分量以及情绪分 通的,属于博导分享违规。 | | 我友起疯来自己都打 | https:// ...

Group 1 - The Hong Kong stock market continues to weaken, influenced by a decline in US AI stocks, with the Hang Seng Internet ETF dropping by 3% and the Hang Seng Technology Index ETF falling by 2% [1] - The Hang Seng Technology Index has accumulated a 20% decline since its peak last October, entering a technical bear market, while the Hang Seng Technology Index ETF has seen a net inflow of 14.638 billion yuan since last October, ranking first among its peers [1] - Recent pullbacks in the Hong Kong market are attributed to increased risk aversion due to the hawkish stance of Fed chair nominee Waller, rather than fundamental policy changes [1] Group 2 - The Hang Seng Internet ETF has a weight of over 80% in leading internet stocks, with an AI application content exceeding 90%, including major companies like Alibaba, Tencent, and JD.com [2] - The latest scale of the Hang Seng Internet ETF is 36.3 billion yuan, ranking first among its peers [2]

Group 1 - Tencent's AI application "Yuanbao" has launched a red envelope activity ahead of the Spring Festival, but rumors have emerged claiming that participating in the activity could cause WeChat to crash and balance to be cleared [1][2] - Tencent clarified that Yuanbao and WeChat are independent applications and there is no technical link that would cause WeChat to crash. Any cash red envelopes or rewards obtained in Yuanbao are secured by strict financial safety measures [1][2] - The rumor that Yuanbao's red envelope links contain viruses or trojans is also false. Such claims are typically made by fraudsters exploiting the popularity of the Spring Festival red envelope activities [3][4] Group 2 - On January 25, Tencent announced that Yuanbao would distribute 1 billion yuan in cash red envelopes starting February 1, with individual red envelopes worth up to 10,000 yuan, generating significant attention [4] - Following Tencent's Yuanbao, Baidu's Wenxin Assistant announced a 500 million yuan cash red envelope initiative, while Qianwen APP declared a 3 billion yuan red envelope campaign, indicating a competitive "cash for habits" strategy among major tech companies [7]

微信公关总监回应称，"用户体验第一，一视同仁"，并配了一张表情包"我发起疯来自己都打"。 这事也上了微博热搜。 这下好了，下次封其他家的，也不会说偏袒了。 腾讯可以啊， 不止封别家（看早上的推文），自家也不例外 元宝紧急回应：优化分享机制 今天上午微信派官方发文，宣布对元宝红包链接的处罚。 ...

2月4日，微信发布关于第三方诱导分享行为的打击公告。以下为全文： 近期我们发布了《针对第三方违规行为的打击公告》，对以春节为主题集中爆发的过度营销、诱导分享 等违规行为进行打击。 在此背景下，我们收到用户针对元宝的反馈和投诉，其相关春节营销活动存在 通过"做任务""领红包"等方式诱导用户高频分享链接到微信群等场景，干扰平台生态秩序、影响用户体 验、对用户造成骚扰。 随后元宝在官方微博发文：元宝正在紧急优化调整分享机制，我们将尽快上线，确保用户抢红包体验。 来源 | "微信派"微信公众号、@元宝 官方微博 审核 | 卢长银 根据《微信外部链接内容管理规范》： 2.1.2 通过利益诱惑，诱导用户分享以及传播外链的，包括但不限于：以金钱奖励、实物奖品、虚拟奖 品等（包括但不限于红包、优惠券、代金券、积分、话费、流量、信息）诱导用户分享；声称分享可增 加抽奖机会、中奖概率、成功可能；通过签到打卡、邀请好友协助（包括但不限于助力、砍价、加 速）、设置收集任务（包括但不限于集赞、集卡、集福、集碎片）等形式诱导用户分享以及传播外链 的，属于诱导分享违规。 经研判，对元宝的违规链接进行处置，限制其在微信内直接打开。相关处置措 ...

Group 1 - Tencent's "Yuanbao" app has adjusted its sharing mechanism to "password red envelopes" after WeChat blocked the sharing links for Yuanbao red envelopes [1] - The "Yuanbao shares 1 billion" campaign officially launched on February 1, allowing users to receive cash red envelopes up to 10,000 yuan [5] Group 2 - Amazon announced the layoff of 16,000 positions [7]

今日早间，"微信派"发布关于第三方诱导分享行为的打击公告，对以春节为主题集中爆发的过度营销、诱导分享等违规行为进行打击。经研判，对元宝的 违规链接进行处置，限制其在微信内直接打开。相关处置措施即日生效。 今日早盘，港股腾讯控股低开低走，截至午间，下跌3.36%，最新股价报561.5港元/股。 | < > | 腾讯控股 00700 港股通 ▼ | ા છે. વર્ | | --- | --- | --- | | ５６１５００ 今开 572.000 最高 574.500 最低 558.000 | | | | -3.36% -19.500 换手 0.34% 总手 3113万 金额 176.06亿 | | | | 3.99 | 总值 5.1万亿 市盈TTM 21.92 市净 | 更多 | | ADR报价 73.730 -3.33% | | (H/ADR)比价= 0.97 > | | 分时 | 五日 - 日长 - 周K | 月Ｋ 更多,◎ | （文章来源：上海证券报） 上证报记者体验元宝App发现，经过调整后，目前元宝红包微信分享机制已变更为"口令红包"。 元宝随后通过官方微博回应称，正在紧急优化调整分享机制。新机制 ...