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2026春节红包大战:大厂们从“流量争夺”迈入“AI生态比拼”
Sou Hu Cai Jing· 2026-01-30 09:05
Core Insights - The annual Chinese New Year "red envelope war" has evolved from simple cash giveaways to a competition focused on user engagement and product ecosystem penetration, with AI technology now at the forefront [2][3][8] - Major companies like Tencent and Baidu are investing heavily in cash red envelopes, with Tencent announcing a distribution of 1 billion yuan and Baidu 500 million yuan, both integrating AI features into their campaigns [3][4][5] Group 1: Company Strategies - Tencent's strategy includes a 1 billion yuan cash giveaway through its Yuanbao app, with individual red envelopes reaching up to 10,000 yuan, and features like "share red envelopes" to enhance user engagement [3][4] - Baidu's approach involves a 500 million yuan red envelope campaign linked to its Wenxin assistant, offering various interactive AI experiences to users [4][5] - Alibaba is focusing on younger demographics by integrating AI content creation into its New Year's Eve events, while ByteDance is leveraging national-level events like the Spring Festival Gala to promote its AI technologies [5][6] Group 2: AI Integration - The integration of AI technology is a key highlight of this year's red envelope war, with companies aiming to popularize AI applications among the general public during the festive season [5][8] - The use of AI in red envelope campaigns is designed to lower the barriers for user interaction with AI, making it more accessible and familiar to everyday users [8][9] - The competition is not just about cash incentives but also about embedding AI into user experiences, transforming how users interact with technology [9][10] Group 3: Market Implications - The red envelope war represents a strategic move by companies to secure future digital traffic distribution rights, as traditional user acquisition methods become increasingly costly [9][10] - The shift towards AI-driven interactions is expected to redefine user engagement, allowing for personalized services through voice and text commands, thus changing the dynamics of information access [9][10] - The ongoing integration of AI into festive activities is anticipated to solidify AI's role as a central element in future industry competition, moving beyond mere tools to becoming essential components of user experience [10]
【快讯】每日快讯(2026年1月30日)
乘联分会· 2026-01-30 08:28
点 击 蓝 字 关 注 我 们 本文全文共 4123 字,阅读全文约需 13 分钟 2.特斯拉获准在瑞典全境测试完全自动驾驶系统 3.2025年越南汽车进口增长18.6% 目录 国内新闻 1.国办:推动汽车流通消费领域全链条创新发展 5.云南:到2028年,新能源电池和磷产业成为新的千亿级产业 6.大众中国CEA架构如期投产交付 7.GWM WEY G9 Hi4 PHEV登陆马来西亚 8.黑芝麻智能与百度萝卜快跑达成战略合作 国外新闻 1.加拿大和韩国签署谅解备忘录 4.英伟达与梅赛德斯-奔驰推进自动驾驶出租车项目 商用车 1. 远程新能源与广汽领程达成战略合作 推动商用车智能化转型 2. 东风柳汽联合桂电攻克中重型商用车线控底盘关键技术 3. 奇瑞商用车欧洲总部落户英国利物浦 4. 中国重汽市值突破千亿 国内新闻 1 2.截至目前汽车芯片领域完成25款关键芯片认证审查 3.交通运输部:春运期间将多措并举保障新能源汽车充电需求 4.重庆:到2027年,聚焦交通运输等重点领域 国办:推动汽车流通消费领域全链条创新发展 时间:2026.1.3.0 来源:财联社 1月29日,国务院办公厅发布关于印发《加快培育服务消 ...
复盘AI大厂的2025年:4.5亿存量搏杀下的生死突围
Mei Ri Jing Ji Xin Wen· 2026-01-30 07:30
导语:今年春节,四家AI大厂——腾讯、百度、字节和阿里将集体发力,推出抢红包、晚会合作以及 新功能。喧嚣的营销背后,是2025年AI行业格局的真实写照。基于QuestMobile提供的独家数据,《每 日经济新闻》发现,2025年国内AI应用用户格局已出现明显分化。四大巨头扎堆春节档,能否带来增 量用户?移动互联网时代的玩法,在AI时代还有效吗? ...
阿里“通云哥”概念亮相;贵州茅台辟谣参与SpaceX融资
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。 阿里"通云哥"概念亮相,"通义+阿里云+平头哥"构成"云 + Al + 芯片"三角支撑 1月29日,平头哥"真武810E"高端AI芯片上线,阿里通义实验室、阿里云、平头哥,三者组成"通云 哥"概念。阿里巴巴集团 CEO 吴泳铭说:"云 + Al + 芯片" 是未来实施阿里科技战略当中最重要的三角 支撑。未来十年云计算最大的增量和变量都是以 AI 为核心驱动力带来的变革。软硬件高度一体协调的 AI 模型,将会是下一代云计算公司的必备武器。 【巨头风向标】 贵州茅台出资参与SpaceX上市A轮融资?不实! 1月29日,有市场传言称"贵州茅台证实参与SpaceX上市A轮融资"。贵州茅台方面回应称,此为"不实信 息"。贵州茅台1月29日收盘报1437.72元/股,涨8.61%,总市值突破1.8万亿元。 豆包手机新机预计2026年Q2中晚期发布 字节已于2025年底开启豆包手机助手正式版项目,新机预计将于2026年Q2中晚期发布。有供应链人士 称,字节对新机的预期不低, ...
200+企业集结,AI巨头同台竞演!CES Asia2026打造亚洲科技产业新坐标
Sou Hu Cai Jing· 2026-01-30 02:39
抢占生态卡位先机,参展通道进入关键阶段 2026年6月北京启幕,构建全球AI技术展示与跨界合作核心枢纽 北京,2026年1月29日 讯—— 随着全球AI产业从技术迭代迈入生态协同的深水区,亚洲消费电子技术展(CES Asia 2026)已成为全球科技力量的年度集结 地。截至发稿,展会参展企业数量已突破200家,华为、英伟达、SK电信等全球AI巨头纷纷锁定核心展位,将携最新技术成果同台竞演。本届展会将于6月 10日至12日在北京亦创国际会展中心举办,以"技术共生·生态共荣"为主题,打造覆盖AI全产业链的技术展示标杆平台与跨界合作对接枢纽,为全球科技企 业链接亚洲市场、实现资源协同提供核心支撑。 全球AI巨头云集,200+企业构建顶级创新矩阵 CES Asia 2026的参展阵容已呈现"全球领军+本土标杆"的双核心格局,200余家参展企业覆盖28个国家及地区,国际展商占比突破40%,形成亚洲科技产业的 顶级创新矩阵。国际巨头中,英伟达将携基于Blackwell架构的新一代AI芯片解决方案亮相,其与丰田联合开发的自动驾驶端侧AI系统,已实现极端天气下 毫秒级环境感知与制动响应,技术实力经实战验证;韩国SK电信将首次 ...
四大厂死磕 AI 超级入口
3 6 Ke· 2026-01-30 00:25
字节跳动,以春晚AI云合作伙伴身份高调入场,腾讯元宝借助DeepSeek模型实现DAU十倍增长,阿里 巴巴,千问App单日投放峰值突破1500万元。 朋友让我再好好唠唠几家大厂 AI 阵营。 行。那咱就从 2025 年春节这场 AI 变局说起,这可是中国 AI 行业的关键转折点: 这场较量的焦点,早超出了技术本身,巨头们抢AI时代的「超级入口」(比如:智能助手、行业 Agent)和「操作系统级机会」(AI+云+芯片)。 算力上,字节、阿里、腾讯的 GPU 规模都超 10 万张,创业公司压根没法比;应用场景上,微信、抖 音、淘宝的生态壁垒,更是几乎没人能复制。 但四家的技术路线却差得老远,字节死磕全球化和 C 端爆发,阿里深耕全栈生态与 B 端闭环,腾讯虽 后发发力,产品节奏却格外谨慎;百度靠四层全栈能力(芯片-平台-模型-应用),想给行业定标准。 那么,到底谁能拿到通往AI时代超级入口的「唯一船票」? 01 要搞懂这个问题,咱们得先理明白:为啥这四家巨头,会跟红了眼似的,把身家性命都押进这场局里? 因为这事儿,早就动了它们的「命根子」。 先看最直观的,技术临界点。 以前的大模型,像只会解奥数题的书呆子,中看不 ...
智通港股沽空统计|1月30日
智通财经网· 2026-01-30 00:22
前十大沽空金额排行 | 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 中国平安(02318) | 18.80 亿元 | 30.44% | 2.63% | | 小米集团-W(01810) | 10.86 亿元 | 16.24% | -4.12% | | 阿里巴巴-W(09988) | 10.62 亿元 | 9.10% | -4.33% | | 比亚迪股份(01211) | 10.02 亿元 | 27.94% | 7.46% | | 紫金矿业(02899) | 9.29 亿元 | 14.97% | -3.83% | | 泡泡玛特(09992) | 8.80 亿元 | 29.43% | 4.84% | | 友邦保险(01299) | 8.67 亿元 | 27.65% | 5.65% | | 腾讯控股(00700) | 7.89 亿元 | 5.54% | -4.01% | | 快手-W(01024) | 5.91 亿元 | 16.75% | 2.01% | | 百度集团-SW(09888) | 5.72 亿元 | 31.19% | 5.86% | 智通 ...
8点1氪:国铁回应“抢票神器诱导加价”:12306是唯一官方售票渠道;iPhone 16成去年全球最畅销智能手机;UC浏览器开发商被罚没126万元
36氪· 2026-01-30 00:10
Group 1 - The core viewpoint of the article emphasizes that the China Railway Group has declared the 12306 platform as the only official ticket sales channel, stating that it has not partnered with any third-party platforms and will enhance its system to combat ticket scalping [2][3] - The China Railway Group's passenger department director, Zhu Wenzhong, highlighted the negative impact of third-party platforms on the stability of the 12306 system and announced plans to optimize the risk control system for effective identification [3] - The railway authority is focusing on four key areas for ticket sales organization: addressing the needs of students, workers, and the elderly; introducing a limited-time free refund policy for erroneous purchases; continuously improving ticket sales strategies; and ensuring the stable operation of the 12306 system [5] Group 2 - The article mentions that the 2026 Spring Festival travel period is expected to see a record 9.5 billion person-times of cross-regional movement, with self-driving travel being the main mode of transport, accounting for about 80% [6] - The article also notes that the total passenger volume for railways and civil aviation is projected to reach 540 million and 95 million respectively during the Spring Festival travel period, with both figures expected to exceed historical peaks [6]
智通ADR统计 | 1月30日
智通财经网· 2026-01-29 22:41
大型蓝筹股多数下跌,汇丰控股收报138.219港元,较香港收市涨0.45%;腾讯控股收报619.286港元,较香港收市跌0.44%。 | 序号 | 名称 | 港股代码 | 最新价 | 涨跌额 | 涨跌幅 | ADRIETS | ADR换复价(HKD) | 较港股升跌 灰冷 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | ○ 00700 | 622.000 | +1.000 | 0.16% | TCEHY | 619.286 | -2.714 | | 2 | 阿里巴巴-W | 09988 | 173.300 | -0.200 | -0.12% | BABA | 170.013 | -3.287 | | 3 | 汇丰控股 | 00005 | 137.600 | +0.100 | 0.07% | HSBC | 138.219 | +0.619 | | 4 | 建设银行 | 00939 | 8.160 | +0.130 | 1.62% | CICHY | 8.086 | -0.074 | | 5 | 友邦保险 | 01299 ...
Here’s What Barclays Thinks About Baidu, Inc (BIDU)
Insider Monkey· 2026-01-29 18:49
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...