今日，据众多网友实测发现，微信已在App中屏蔽元宝红包相关链接，并提示："网页包含诱导分享、关注等诱导行为内容"，要求用户复制 到浏览器访问。 微信官方账号"微信派"发布消息回应称，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，微信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。 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。相关处置措施即日生效。 微信将持续关注各类春节营销活动的 ...

Core Viewpoint - Tencent's Yuanbao red envelope feature has been blocked on WeChat, prompting the company to respond that they are urgently optimizing the sharing mechanism to enhance user experience in claiming red envelopes [1][3]. Group 1 - Tencent's Yuanbao official account on Xiaohongshu stated they are working on adjustments to ensure compliance and improve user experience [1][3]. - The company expressed understanding and respect for platform rules, indicating that they have already optimized the activity design to ensure compliance [6].

来源：猎云网 2月4日上午，猎云网注意到，在微信群里分享的元宝红包已无法直接打开，页面提示：网页包含诱导分享、关注等诱导行为内容，请长按网址复制后使用浏 览器访问。 腾讯元宝在 2 月 1 日正式上线了"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。 值得注意的是，依据微信平台长期执行的《外部链接内容管理规范》，此类通过利益诱导用户进行分享、传播的行为，通常被定义为"诱导分享"并予以严厉 打击。 此前，腾讯曾在内部信中回应了元宝红包在微信群的分享：收到很多元宝春节红包活动与微信外链管理规范之间的讨论与反馈，我们团队正在密切跟进，并 与法务，公关及相关业务团队保持紧密沟通，进行综合研判。 "我们也向大家同步一下目前的思考与基本立场：元宝春节红包活动在设计上，其基础逻辑是'无门槛领取'。用户无需完成诸如助力，集卡等任务，即可直 接领取基础红包。与平台一贯反对的'诱导分享'模式有区别。基于目前该活动的机制设计，我们的初步判断是：其与平台旨在打击的恶意营销活动存在本质 不同。平台始终对真正惠 ...

2月1日，元宝开启10亿红包活动，用户可以通过分享给微信好友的方式获得额外的现金或抽奖次数。微 信方面表示，已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。 编辑 陈莉 校对 杨利 新京报贝壳财经讯（记者韦英姿）2月4日，据"微信派"消息，经研判，微信将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。"我们将持续关注各项春节营销活动的运行情 况，结合用户反馈，依据平台规则，切实保障用户体验。" 记者实测后发现，微信里的元宝红包链接需将网址复制后使用浏览器访问。 ...

Investment Rating - The report maintains a positive outlook on the media and internet industry, particularly highlighting the growth potential driven by AI applications and content quality [1]. Core Insights - The media and internet industry index rose by 17.94% in January 2026, outperforming the Shanghai and Shenzhen 300 index, which increased by 1.65% [6][8]. - The film industry experienced a significant decline in box office revenue, with January 2026 box office at 1.965 billion yuan, down 69.15% year-on-year and 47.08% month-on-month [16][18]. - The gaming industry saw record-high user revenue, with actual sales revenue reaching 350.789 billion yuan in 2025, a year-on-year increase of 7.68% [30][34]. - The advertising market grew by 5.4% year-on-year in 2025, with notable increases in sectors such as telecommunications and personal goods [16]. - AI applications are rapidly advancing, with companies like Zhihui and Minimax listing in Hong Kong, indicating a strong market interest in AI commercialization [1][4]. Market Dynamics - The media industry index showed a strong performance in January 2026, with all sub-sectors experiencing growth, particularly advertising marketing, which rose by 35.73% [7][8]. - The film industry is expected to see a rebound in February 2026 due to the release of new films during the Spring Festival [25][29]. - The gaming market continues to expand, with a user base of 683 million, marking a historical high [30][34]. Sub-industry Data Tracking Film Industry - January 2026 saw a total of 41 films released, with a box office champion being "Zootopia" at 423 million yuan, accounting for 21.5% of the total box office [16][26]. - The average ticket price in January 2026 was 38.84 yuan, down 17.45% year-on-year [18]. Gaming Industry - The domestic mobile gaming market generated 257.076 billion yuan in revenue in 2025, a 7.92% increase year-on-year [30][34]. - The number of approved domestic game licenses increased significantly, with 177 games approved in January 2026, indicating a stable supply for the market [42][44]. Advertising Industry - The advertising market's total expenditure increased by 5.4% in 2025, with significant growth in sectors like telecommunications and IT products [16].

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。 【巨头风向标】 谷歌旗下自动驾驶企业Waymo宣布完成160亿美元融资 2月2日，谷歌旗下自动驾驶公司Waymo宣布完成160亿美元融资，公司估值在投后达1260亿美元，这成为自动驾驶领域近年来规 模最大的单笔融资之一。除了母公司Alphabet作为主要投资者继续支持外，本轮融资由Dragoneer投资集团（Dragoneer Investment Group）、DST Global和红杉资本（Sequoia Capital）领投，安德森·霍洛维茨基金（a16z）、穆巴达拉资本、贝塞默风 险投资、银湖资本、老虎环球基金及T. Rowe Price等机构跟投。Waymo披露，2025年公司年订单量同比增长超过两倍，达到 1500万次，截至目前累计订单量已超过2000万次。其无人驾驶出租车服务目前每周提供超过40万次出行。 雷军宣布小米十余篇论文入选ICLR 2026顶会 小米创办人，董事长兼CEO雷军在微博表示，小米团队多篇最新研究成果，入选人工智能领域国际顶级会 ...

新浪科技讯 2月4日上午消息，今日，不少网友发现元宝分享在微信内的红包无法正常打开，窗口会显 示"网页内容包含诱导分享、关注等诱导行为内容，请长按网址复制后使用浏览器访问"的提示信息。 对此，微信官方发布《针对第三方违规行为的打击公告》提到，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。 微信官方表示，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。 责任编辑：宋雅芳 新浪科技讯 2月4日上午消息，今日，不少网友发现元宝分享在微信内的红包无法正常打开，窗口会显 示"网页内容包含诱导分享、关注等诱导行为内容，请长按网址复制后使用浏览器访问"的提示信息。 微信官方表示，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、 ...

新浪科技讯 2月4日上午消息，今日有不少网友发现，微信群内、私发分享的元宝红包链接已无法正常 打开。 网页包含诱导分享、关注等 诱导行为内容，请长按网址 复制后使用浏览器访问。 https://yb.tencent.com/fes/red/clai m? signature=d930fec81a69d21ae43 8f88dd935f78c95a006649384a4 8fb5fb475068b34649&red packe t id=5a509e8c39fc49dcafd46d42 091c1046&yb use wechat downl oad page=1 申请恢复访问 新浪科技实测发现，群内分享的元宝红包链接会弹出窗口，窗口会显示"网页内容包含诱导分享、关注 等诱导行为内容，请长按网址复制后使用浏览器访问"的提示信息。 截至发稿，腾讯尚未对此做出回应。 责任编辑：宋雅芳 新浪科技讯 2月4日上午消息，今日有不少网友发现，微信群内、私发分享的元宝红包链接已无法正常 打开。 网页包含诱导分享、关注等 诱导行为内容，请长按网址 复制后使用浏览器访问。 https://yb.tencent.com/fes/r ...

Summary of the Conference Call on AI Annual Report Analysis Industry Overview - The conference focused on the analysis and outlook of AI annual reports, particularly in the TMT (Technology, Media, and Telecommunications) sector, with a specific emphasis on domestic and international AI companies [1][2][4]. Key Points and Arguments General Market Sentiment - The period from October 31 to March is characterized as a performance vacuum, where the focus is on thematic investments rather than immediate earnings results [2][3]. - The spring market is expected to see a resurgence, with significant activity anticipated around March [3][4]. North American Companies - North American companies, particularly those involved in AI and cloud computing, have reported earnings that exceeded expectations, indicating strong capital expenditure in AI [4][6]. - Companies like Microsoft and Meta have shown robust spending on AI infrastructure, reflecting a positive outlook for the sector [4][6]. - Despite some domestic companies underperforming, their stock prices have rebounded, suggesting that market sentiment is more focused on thematic trends rather than immediate earnings [5][6]. Domestic AI Companies - Domestic AI companies are experiencing a supply-demand imbalance, with strong demand for AI-related products and services, despite some companies reporting earnings below expectations [6][7]. - The industry is characterized by a shortage of materials and components, which is driving prices up and creating a favorable environment for growth [6][7][10]. Future Growth Projections - There is a consensus that the growth trajectory for AI companies will continue to be strong, with expectations for significant growth in 2026 and beyond [8][9]. - Many companies are currently undervalued, trading at price-to-earnings (P/E) ratios between 15x to 20x, which presents a potential investment opportunity [8][9]. Specific Company Insights - Companies like Wan, Tianfu Communication, and others are highlighted for their potential despite recent earnings misses, as the overall industry outlook remains positive [4][6][7]. - The demand for GPUs and AI chips is expected to remain high, with domestic companies like Cambrian facing challenges but still showing potential for recovery [9][10]. Application and Innovation - The conference emphasized the importance of AI applications, particularly in gaming and media, with companies like Tencent and ByteDance leading the charge [14][15]. - The emergence of AI-driven applications is seen as a significant growth area, with expectations for increased investment and innovation in this space [14][15]. Regulatory and Market Concerns - There are concerns regarding potential regulatory impacts on the gaming industry, but these are largely viewed as unfounded and not likely to affect the overall market significantly [15][16]. - The market is currently experiencing volatility, but analysts suggest that this presents buying opportunities for fundamentally strong companies [21][22]. Additional Important Insights - The conference highlighted the importance of monitoring capital expenditure trends among major tech companies, as this will influence the demand for AI infrastructure and services [36][37]. - The potential for new technologies, such as diamond-based cooling materials for semiconductors, was discussed as a future growth area [24][25]. - Analysts recommend focusing on companies with strong fundamentals and growth potential, particularly in the AI and semiconductor sectors, as the market continues to evolve [22][23][39].

华宝港股通恒生中国(香港上市)30ETF（520560）现任基金经理为张放、蒋俊阳。张放自2025年9月24日 管理（或拟管理）该基金，任职期内收益-7.27%；蒋俊阳自2025年9月24日管理（或拟管理）该基金， 任职期内收益-7.27%。 来源：新浪基金∞工作室 数据显示，2月3日，华宝港股通恒生中国(香港上市)30ETF(520560)遭净赎回369.86万元，位居当日跨境 ETF净流出排名40/212。最新规模7.55亿元，前一日规模7.66亿元，当日资金净流出额占前一日规模的 比例为0.48%。 近5日，华宝港股通恒生中国(香港上市)30ETF(520560)遭净赎回3543.12万元，位居跨境ETF净流出排名 第25/212。近10日，华宝港股通恒生中国(香港上市)30ETF(520560)遭净赎回4572.63万元，位居跨境ETF 净流出排名第31/212。近20日，华宝港股通恒生中国(香港上市)30ETF(520560)遭净赎回6359.44万元， 位居跨境ETF净流出排名第40/212。 华宝港股通恒生中国(香港上市)30ETF（520560）成立于2025年9月24日，基金全称为华宝港股通 ...