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千问宣布免单卡延期,9小时订单破1000万,奶茶店员:要疯了,根本做不完
视频|王学权 2月6日,阿里千问上线"春节30亿免单",发放奶茶免单卡,引发全网关注。截至当日上线9小时,订单量已飙升至1000万单。6日晚上,千问 官方微博发文:"今天累垮了,球球大家明天再来。" 2月7日,千问宣布,将免单卡有效期从2月23日延长至2月28日。"今天很多朋友抢到的免单卡还没来得及用,担心后面用不了。我们决定:将 免单卡有效期从2月23日延长至2月28日,为大家带来更从容的下单体验!以及,再次提示:免单卡不仅可以买奶茶,也可以买早餐、中餐、 鸡蛋、青菜….还能攒着买年货!" 据《科创板日报》报道,记者在苏州吴江区一家蜜雪冰城门店看到,4名工作人员不停忙碌,吧台上堆积着四五十杯待取奶茶,3名穿着美团 骑手服排队等候。 "今天都要疯了,单子根本就做不完。"该门店一工作人员表示,其本来是休息的,早上开始单子突然爆了,店长就临时让他来加班,目前已 经做了800多杯,比平时多了3倍,更有消费者一次性下单20杯,这样的订单密度远超去年外卖大战时期。 终端的混乱并非个例,全国多地茶饮门店均出现点单系统瘫痪、订单积压的情况,不少门店被迫挂出"店铺已休息"的招牌,集中处理现有订 单。 这场突如其来的奶茶雨不仅 ...
异动盘点0206 | 茶饮股震荡走高,龙资源涨超35%;加密货币概念股大幅走弱,明星科技股普跌
贝塔投资智库· 2026-02-06 04:20
Group 1 - Lee & Man Paper (02314) has seen its stock price rise by over 30% year-to-date, with expected profits of approximately HKD 1.88 billion to HKD 2.00 billion in 2025, representing a year-on-year growth of 38% to 47% due to increased marginal profits [1] - Soundon Technology (02495) shares rose over 8.8% after winning a contract worth nearly RMB 300 million for an AI project in Sichuan province [1] - Zhongxin Innovation (03931) stock increased by over 3.8%, with a reported 630% year-on-year growth in commercial battery deliveries in January 2026, indicating a strong market strategy and capacity layout [1] Group 2 - Tea stocks experienced a rise, with Gu Ming (01364) up 4.12%, Cha Bai Dao (02555) up 3.74%, and others benefiting from a promotional campaign offering free milk tea at over 300,000 stores nationwide [2] - Innovent Biologics (09969) shares surged over 11% after announcing expected revenues of RMB 2.37 billion in 2025, a 134% increase, and a projected net profit of around RMB 630 million [2] - Jun Da Holdings (02865) rebounded over 4.6% following news of the U.S. Federal Communications Commission accepting SpaceX's data center application [2] Group 3 - Li Auto-W (02015) shares rose over 5.3% as the CEO teased the new Li L9 model, emphasizing the importance of AI in enhancing vehicle value [3] - JX International Resources (03858) saw a stock increase of over 4.6% as tungsten prices reached a recent high of CNY 1,545,000 per ton, up CNY 25,000 from the previous trading day [3] - Nine Dragons Paper (02689) shares increased by over 5.7% after announcing a profit forecast for FY26H1 of CNY 2.15 billion to CNY 2.25 billion, a year-on-year growth of 216% to 231% [3] Group 4 - Long Resources (01712) stock surged over 35%, reaching a historical high, with expected after-tax profits of AUD 58 million to AUD 62 million for the year ending December 31, 2025, a significant increase from AUD 12.9 million in the previous year [4] Group 5 - Forgent Power Solutions (FPS.US) debuted on the U.S. stock market with a closing increase of 7.41%, focusing on power solutions for data centers [5] - Bob's Discount Furniture (BOBS.US) also entered the market, with a slight increase of 0.12%, managing 206 showrooms across 26 states and projecting revenues of USD 2.32 billion for FY2025 [5] Group 6 - Eikon Therapeutics (EIKN.US) fell over 16.67% on its Nasdaq debut, focusing on cancer therapies with a candidate drug in mid-stage trials [6] - Cryptocurrency stocks saw significant declines, with Hut 8 (HUT.US) down 17.89% and others following suit amid a Bitcoin sell-off, which dropped nearly 10% [6] Group 7 - Major U.S. indices opened lower, with the Nasdaq down 1.6%, and notable tech stocks like Amazon (AMZN.US) and Tesla (TSLA.US) also declining [7] - Estée Lauder (EL.US) dropped nearly 19.19% despite meeting sales expectations, reflecting market volatility [7] Group 8 - NIO (NIO.US) shares rose 5.86% after announcing an expected adjusted operating profit of between RMB 700 million and RMB 1.2 billion for Q4 2025, marking its first quarterly adjusted operating profit [8] - Hims & Hers Health (HIMS.US) initially surged nearly 14% before closing down 3.77%, launching a new generic medication at a competitive price [9] - Qualcomm (QCOM.US) fell 8.46% amid concerns over weak earnings forecasts related to chip shortages affecting smartphone demand [9]
港股午评|恒生指数早盘跌1.13% 三只新股挂牌首日均上涨
智通财经网· 2026-02-06 04:04
玖龙纸业(02689)涨超5%,公司木浆自给率提升带来显著成本优势,将充分受益行业供需改善。 佳鑫国际资源(03858)涨超5%,供给收缩支撑钨价不断走高,公司为稀缺的纯钨矿标的。 智通财经APP获悉,港股恒生指数跌1.13%,跌304点,报26580点;恒生科技指数跌0.47%。港股早盘成 交1395亿港元。 三只新股挂牌上市。大族数控(03200)涨18%,公司为中国最大的PCB专用生产设备制造商;牧原股份 (02714)涨4.72%;卓正医疗(02677)涨34%,公司专注服务中高端医疗服务市场。 中创新航(03931)涨3.83%,1月商用电池交付量同比增长630%,公司拟实施H股全流通。 阿里千问活动完成超百万单奶茶,古茗(01364)涨超3%,茶百道(02555)涨3%。 龙资源(01712)盘中大涨30%创新高,预计去年税后纯利最高同比增长3.8倍。 长飞光纤光缆(06869)涨超10%,机构看好光纤光缆厂商受益涨价趋势。 诺诚健华(09969)再涨超11%,奥布替尼放量叠加BD收入增长,公司首次实现扭亏为盈。 复宏汉霖(02696)涨超5%,公司将汉斯状日本权益授权给卫材,交易总额约3.88亿 ...
阿里千问活动完成超百万单奶茶 古茗涨超5% 茶百道涨近4%
Zhi Tong Cai Jing· 2026-02-06 03:10
银河证券此前指,考虑阿里此前官宣2026年将为争夺即时零售市场份额继续投入大量资源,预计外卖补 贴退坡幅度将好于市场预期。国金证券认为,在行业集中度持续提升、同质化竞争加剧的趋势下,具备 供应链规模化、能够精准快速捕捉用户需求的产品优势、品牌优势的头部连锁品牌,在拓店和单店运营 中将占据明显优势。 茶饮股震荡走高,截至发稿,古茗(01364)涨5.48%,报31.2港元;茶百道(02555)涨3.9%,报6.66港元; 沪上阿姨(02589)涨2.42%,报88.7港元;奈雪的茶(02150)涨0.93%,报1.09港元。 消息面上,今日,"千问春节请客计划"正式上线,首轮免单活动送奶茶。根据千问官方介绍,首轮免单 卡可在全国30多万家奶茶店使用,奶茶店品牌包括喜茶、奈雪、瑞幸、一点点、霸王茶姬和古茗等。据 悉,此次千问30亿春节请客计划,在阿里历史上的春节活动中投入最大,在今年春节大厂AI大战中投 入金额也最高。数据显示,活动上线不到3小时,通过千问App下单的奶茶已超过100万单。 ...
港股异动 | 阿里千问活动完成超百万单奶茶 古茗(01364)涨超5% 茶百道(02555)涨近4%
智通财经网· 2026-02-06 03:06
银河证券此前指,考虑阿里此前官宣2026年将为争夺即时零售市场份额继续投入大量资源,预计外卖补 贴退坡幅度将好于市场预期。国金证券认为,在行业集中度持续提升、同质化竞争加剧的趋势下,具备 供应链规模化、能够精准快速捕捉用户需求的产品优势、品牌优势的头部连锁品牌,在拓店和单店运营 中将占据明显优势。 消息面上,今日,"千问春节请客计划"正式上线,首轮免单活动送奶茶。根据千问官方介绍,首轮免单 卡可在全国30多万家奶茶店使用,奶茶店品牌包括喜茶、奈雪、瑞幸、一点点、霸王茶姬和古茗等。据 悉,此次千问30亿春节请客计划,在阿里历史上的春节活动中投入最大,在今年春节大厂AI大战中投 入金额也最高。数据显示,活动上线不到3小时,通过千问App下单的奶茶已超过100万单。 智通财经APP获悉,茶饮股震荡走高,截至发稿,古茗(01364)涨5.48%,报31.2港元;茶百道(02555)涨 3.9%,报6.66港元;沪上阿姨(02589)涨2.42%,报88.7港元;奈雪的茶(02150)涨0.93%,报1.09港元。 ...
港股新消费概念股局部走强,沪上阿姨(02589.HK)涨超4%,蔚来-SW(09866.HK)、卫龙(09985.HK)、茶百道(02555.HK)、古茗(01364.HK)等个股跟涨。
Jin Rong Jie· 2026-02-06 01:49
港股新消费概念股局部走强,沪上阿姨(02589.HK)涨超4%,蔚来-SW(09866.HK)、卫龙(09985.HK)、茶 百道(02555.HK)、古茗(01364.HK)等个股跟涨。 ...
港股新消费概念股局部走强,沪上阿姨(02589.HK)涨超4%,蔚来-SW(09866.HK)、卫龙(09985.HK)、茶百道(02555.HK)、古...
Jin Rong Jie· 2026-02-06 01:49
港股新消费概念股局部走强,沪上阿姨(02589.HK)涨超4%,蔚来-SW(09866.HK)、卫龙(09985.HK)、茶 百道(02555.HK)、古茗(01364.HK)等个股跟涨。 本文源自:金融界AI电报 ...
新消费股逆势上涨,泡泡玛特涨近5%领涨
Ge Long Hui· 2026-02-05 03:04
责任编辑:栎树 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 09992 | 泡泡玛特 | 4.81% | 248.600 | 3335.08亿 | 32.45% | | 00325 | 布鲁可 | 3.84% | 72.950 | 181.31亿 | 8.96% | | 01318 | 毛戈平 | 3.83% | 89.350 | 437.98 Z | 9.36% | | 01364 | 古茗 | 3.58% | 29.500 | 701.56亿 | 19.05% | | 06181 | 老铺黄金 | 2.91% | 759.500 | 1342.37 Z | 22.90% | | 02145 | 上美股份 | 2.92% | 67.000 | 266.73亿 | -7.97% | | 02097 | 蜜雪集团 | 2.80% | 396.600 | 1505.57亿 | -3.22% | | 09896 | 名创优品 | 2.43% | 37.100 | 449.16亿 | 1.92% | ...
港股新消费股逆势上涨,泡泡玛特涨近5%领涨
Ge Long Hui A P P· 2026-02-05 02:39
| 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 09992 | 泡泡玛特 | 4.81% | 248.600 | 3335.08亿 | 32.45% | | 00325 | 布鲁可 | 3.84% | 72.950 | 181.31亿 | 8.96% | | 01318 | 毛戈平 | 3.83% | 89.350 | 437.98 Z | 9.36% | | 01364 | 古著 | 3.58% | 29.500 | 701.56亿 | 19.05% | | 06181 | 老铺黄金 | 2.91% | 759.500 | 1342.37 亿 | 22.90% | | 02145 | 上美股份 | 2.92% | 67.000 | 266.73亿 | -7.97% | | 02097 | 蜜雪集团 | 2.80% | 396.600 | 1505.57亿 | -3.22% | | 09896 | 名创优品 | 2.43% | 37.100 | 449.16亿 | 1.92% | | 09985 ...
茶百道(02555) - 截至二零二六年一月三十一日止月份之股份发行人的证券变动月报表
2026-02-04 09:49
截至月份: 2026年1月31日 狀態: 新提交 呈交日期: 2026年2月4日 | 1. 股份分類 | 普通股 | 股份類別 H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02555 | 說明 H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,477,634,250 | RMB | | 0.1 RMB | | 147,763,425 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 1,477,634,250 | RMB | | 0.1 RMB | | 147,763,425 | I. 法定/註冊股本變動 致:香港交易及結算所有限公司 公司名稱: 四川百茶百道實業股份有限公司(「本公司」) 本月底法定/註冊股本總額: RMB 147,763,425 股份發行人及根據《上市規則》第十九B章上市的 ...