中经记者 李昆昆 李正豪 北京报道 近日，腾讯元宝推出了名为"元宝派"的功能，百度文心也推出了文心群聊功能，阿里旗下UC浏览器也 已悄然植入AI群聊功能。这标志着大模型厂商正在加速从单点对话转向多角色协同的智能协作新范 式。 就此，阳明商业论创始人沈阳接受《中国经营报》记者采访时表示，腾讯推出的"元宝派"，核心是依托 自身社交基因，在AI应用同质化竞争中开辟新赛道，将AI从"工具"升级为社交场景中的"常驻成员"，探 索下一代人机协作入口。某种意义上，是战略防御性布局和生态卡位的老套路。随着阿里巴巴、字节跳 动和百度都有了自己的大模型生态，特别是字节豆包的日活用户已具有相当规模，腾讯目前已经落后 了。因此腾讯在焦虑的心态下重金投入并"贴脸开大"了。 业务逻辑 最近，百度推出了"文心群聊"功能，由"健康管家""私人助理""内容专家"等角色组成，具备多Agent调 度、任务流管理与上下文记忆能力。在聊天的同时解决问题、交付结果。 谈及为何要做AI群聊功能，百度相关业务负责人告诉记者，这个选择来自其对用户真实使用状态的判 断：绝大多数群聊的问题从来不是不够热闹，而是"聊完没结果"。家庭群、项目群、临时讨论群，看上 去 ...

Key Takeaways Baidu boosts shareholder returns, but AI competition may shape future payoff.The $5B buyback may be seen as modest, per a market watcher, as quoted on Bloomberg.ETFs offer diversified exposure to Baidu's AI push amid mixed performance.The Chinese search giant Baidu Inc. (BIDU) announced plans to introduce its first-ever dividend and a three-year stock repurchase program worth up to $5 billion, indicating a shift toward rewarding shareholders. Shares of BIDU rose 0.7% on Feb. 5, 2026 and gained ...

春节向来是互联网行业必争的流量高地,2026年的春节营销战场,迎来了前所未有的核心变量——人工智 能。据悉,腾讯、阿里、百度等科技巨头相继加码春节红包大战,累计投入资金规模已突破45亿元,并将旗 下AI助手、智能交互、生成式体验与红包玩法深度绑定。一场以"红包为饵、AI为核、入口为靶"的争夺 战全面打响,在热闹的流量狂欢背后,行业正迎来一场关于技术落地、用户留存与长期价值的深层考验。 消费级AI开始唱主角 与以往聚焦支付、社交、电商导流的传统模式不同,今年春节红包大战最显著的特征,便是AI成为所有平 台的"必经入口"。 无论是现金领取、集卡任务、互动抽奖,还是福利解锁,用户几乎都需要通过与平台AI助手对话、提问、 生成内容、规划生活服务等方式完成操作。AI不再是点缀性的功能升级,而是贯穿整个红包活动的核心 载体。 权威媒体统计显示,本次红包大战投入体量创下近年新高:阿里以30亿元红包领跑、腾讯投入10亿元、百 度投放5亿元,三大巨头合计投入便超过45亿元。此外,字节跳动等平台虽未公开具体红包金额,但依托央 视春晚独家AI云合作伙伴身份,以智能互动、AI特效、内容生成等形式同步入局,进一步推高了行业热 度。 春 ...

当春节红包与AI深度绑定,互联网大厂的春节竞争迎来了新维度。腾讯、百度、阿里等巨头豪掷超45亿 元红包,AI入口争夺战正式进入白热化阶段。 这场以重金换流量的盛宴,如何让用户从"流量过客"真正变成"留量用户",是大厂必须面对的最大考验。 北京社会科学院副研究员王鹏认为,让软件跟社交媒体深度融合,使其能够服务于更多行业和场景,才能够 真正把"短红"转化为"长红"。 记者 刘志坤 杨涛 鲁畅 AI入口争夺战白热化 此前,腾讯官宣旗下元宝APP发放10亿元现金红包,率先打响"春节AI红包战"第一枪。该活动通过元宝 APP在2月1日至2月17日(大年初一)推出分10亿元现金红包活动。 随后,百度很快加入红包大战,抛出5亿元红包福利,并将红包玩法与旗下AI产品文心助手深度绑定。 阿里巴巴旗下千问也投入30亿元启动"春节请客计划",并拿下B站跨年晚会独家冠名权。 据《财经天下》报道,字节跳动旗下火山引擎将深度参与到总台春晚节目、线上互动和视频直播,成为 2026年央视春晚独家AI云合作伙伴。旗下的智能助手豆包,也将配合上线多种互动玩法。 "看到朋友发的链接才下载了元宝,这次活动结束可能会卸载。"网友朱先生向齐鲁晚报·齐鲁 ...

这个春节，更像是为AI专设的。 除了腾讯、百度发起的红包大战，今天开始，阿里投入30亿，在千问APP开启春节大免单的活动，也正 式拉开序幕。 第一波为期7天，全民人均一个AI小助理，一句话点外卖、喝奶茶咖啡，买年货，25元内无门槛免单。 如果说发红包只是让对AI陌生的用户知道AI的存在，阿里请客这一招，则是在近距离教育用户，怎样 向AI发起指令，AI如何理解人的意图，以及AI最终执行。 就在千问新春活动发起前夕，马云现身阿里总部，且位于千问项目组区域，据说是慰问慰问千问春节项 目组。继淘宝闪购之后，这是马云亲自过问关心的第二个阿里战略级项目，可见意义非凡。 尽管这是AIAgent第一次如此大规模被广泛认知，但是并没有创造新的人与服务的连接。或者说，是在 已有服务里，更智能而已。 Agent走入现实 对AI提出指令，它就能自主拆解任务，并且帮你执行完成。过去，这是电影里才有的情节，就像蝙蝠 侠的中央控制系统一样令人向往。而现在，AI Agent正在让这一切走入现实。 今天一早，阿里千问上线「春节30亿免单」，发放奶茶免单卡：不需要在不同的app来回切换，不需要 输入地址，不需要查攻略。只需要打开千问「任务助理」 ...

2月6日，港股三大指数集体下跌。其中，恒生指数跌1.21%，报26559.95点；恒生科技指数跌1.11%，报5346.20点；恒生国企指数跌0.68%，报9031.38点。 全日大市成交额为2479亿港元，南向资金净买入148.59亿港元。本周，南向资金累计净买入560.69亿港元，恒生指数累计下跌3.02%。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | HSI | 恒生指数 | 26559.95c | -325.29 | -1.21% | 2479亿 | 3.63% | | 2 | HSTECH | 恒生科技 | 5346.20c | -59.93 | -1.11% | 675亿 | -3.08% | | 3 | HSBIO | 恒生生物科技 | 15218.67c | -23.31 | -0.15% | 90亿 | 7.34% | | 4 | HSCEI | 恒生中国企业指数 | 9031.38c | -61.96 | -0.68% | 921亿 ...

Core Viewpoint - The competition for user engagement during the Spring Festival has intensified, particularly on WeChat, as major companies like Tencent and Alibaba engage in aggressive marketing strategies, including substantial cash giveaways and promotional activities [1][3]. Group 1: Marketing Strategies - Tencent's "Yuanbao," Alibaba's "Qianwen," and Baidu's "Wenxin" have launched significant promotional campaigns, with Qianwen achieving over 10 million orders during a promotional event [1][3]. - The competition has led to a "carnival" of AI applications dominating the App Store rankings, with Qianwen reaching the top position, followed by Tencent's Yuanbao and Doubao [3][10]. - Companies are investing billions in subsidies and red envelopes to attract users, marking the Spring Festival as a critical period for AI application marketing [3][10]. Group 2: WeChat's Role - WeChat has implemented a "no-mercy" approach by blocking promotional links from competing applications, including its own Yuanbao, which has raised questions about its dual role as both a platform and a competitor [1][4]. - The platform's actions are seen as an effort to maintain user experience and combat excessive marketing tactics that could lead to user annoyance [4][5]. - The blocking of links has created confusion and operational challenges for companies like Qianwen, which faced system overloads and user complaints during peak traffic [6][7]. Group 3: Operational Challenges - Qianwen experienced significant system failures due to high traffic, leading to multiple user complaints about service disruptions and payment issues [6][7]. - The company is urgently working to enhance its system capacity and ensure smooth operations amidst the overwhelming demand for its promotional offerings [8]. - The challenge of coordinating internal resources and managing merchant relationships has become critical for Qianwen as it navigates this competitive landscape [8]. Group 4: Future Considerations - The ongoing competition raises questions about the sustainability of user acquisition strategies based solely on financial incentives, as companies may need to rely more on product quality and user experience to retain customers [15][16]. - The lack of a robust social ecosystem for Qianwen poses a challenge, as it must find ways to expand its user base beyond WeChat's constraints [16]. - Analysts suggest that while marketing can attract users, the long-term success of AI applications will depend on their technological capabilities and user satisfaction [15][16].

2026.02. 06 本文字数：2710，阅读时长大约5分钟 作者 | 第一财经 陈杨园 郑栩彤 "奶茶店都爆单了，上午我送了20多单外卖。"2月6日上午，一名深圳的淘宝闪购外卖员匆匆送来饮料时表示。上午10点左右，记者在阿里旗下C端AI应 用千问点了一杯饮料，大约40分钟后，饮料送达。 奶茶店爆单的同时，"千问崩了"登上热搜，大量用户反馈，经历了千问请客页面无法点击、消息发送异常等状况。AI应用的春节拉新大战火力全开，2月 6日下午，记者查看苹果App Store免费榜发现，阿里千问登顶下载榜第一，腾讯元宝第二、豆包第三，再加上位列第五的蚂蚁阿福，苹果app store已 被AI应用"屠榜"。 AI厂商撒数十亿元补贴或发红包，巨大的流量涌入AI应用，成为AI应用厂商春节营销的前奏。厂商激烈地抢夺AI入口，但大家可能都没有想到的是，最 激烈的竞争出现在国内最大的社交平台微信。 "希望能重现11年前微信红包春晚的时刻。"腾讯董事会主席马化腾前脚在员工大会上表示。后脚，2月4日，腾讯元宝开展春节活动的第四天，元宝红包 链接突然被微信屏蔽，显示为一个网址，用户只能通过浏览器打开。戏剧性的转折就此开始。 微信安全中 ...

Market Overview - The Hong Kong stock market indices collectively declined, with the Hang Seng Index falling by 1.21%, the Hang Seng Tech Index down by 1.11%, and the Hang Seng China Enterprises Index decreasing by 0.68% [1] - Southbound funds recorded a net inflow of HKD 14.859 billion [11] Sector Performance - The lithium battery sector saw gains, with Cai Ke New Energy rising over 6%, and other companies like Zhong Chuang Innovation and Ganfeng Lithium also experiencing increases [4][7] - The oil and gas production sector performed well, with Yuanheng Gas surging over 27% and other companies like Jintai Feng International and United Energy Group rising over 7% [5][6] - The automotive sector continued to rise, with NIO increasing nearly 7%, and other companies like Li Auto and BYD also showing positive performance [7] Major Companies - Alibaba, Meituan, Kuaishou, NetEase, and Baidu all experienced declines of over 2%, while Tencent, JD.com, and Ctrip fell over 1% [2][3] - In contrast, Li Auto saw an increase of over 3%, and Xiaomi Group rose slightly by less than 1% [2][3] Cryptocurrency Market - The cryptocurrency sector faced significant declines, with Bitcoin dropping to around USD 64,000 [8] - Companies in the cryptocurrency space, such as New Fire Technology Holdings and Guofu Quantum, saw declines of over 7% and nearly 6%, respectively [8] Insurance Sector - The insurance sector experienced downturns, with AIA falling over 5%, Prudential down over 4%, and other companies like China Pacific Insurance and Zhong An Online also declining [9] Copper Industry - The copper sector faced declines, with China Metal Utilization dropping over 12% and other companies like China Nonferrous Metals and Minmetals Resources also experiencing losses [10] - Analysts predict that basic metals will maintain an upward trend this year, with copper, tin, and aluminum prices expected to rise by 20%, 16%, and 12% respectively by 2025 [10][11]

| | 3 | 豆包 - 字节跳动旗下 Al 助手 | FE HT | | --- | --- | --- | --- | | | | Al 全智能聊天对话问答助手,搜 ... | | | | 4 | 抖音精选-看视频 精选作者贺新春 | MEELS | | | | | App 内购买 | | | 5 | 蚂蚁阿福-蚂蚁旗下 Al健康 助手 健康是福,健康的事就找阿福 | EE HT | | | 6 | 汽水音乐 - 随时听好歌 随时随地,懂你想听 | FE Har | | | 7 | 红果短剧 - 海量热门短剧 随心看 海量高清短剧视频内容,追剧必 ... | | | | 8 | 抖音商城 抖音电商官方平台 | SES EN | | | | | App 内购买 | | Today | | 游戏 App | | 据九派新闻，因为千问免单活动订单比较多，从上午就开始爆单。目前囤了100多单，现在线 下下单还需要等1个多小时。 记者丨张 嘉钰 孔海丽 编辑丨江佩霞 据财联社，多名用户反馈，继屏蔽千问分享口令后， 腾讯自家AI产品元宝的春节活动分享口 令，在微信平台中同样已不可复制。 今日千问开启免单奶茶活动后，已 ...