2月10日消息，日前，网传百度内部启动代号"O计划"项目，内部人士对新浪科技透露该计划与百度App 有关。 据此前媒体报道，百度APP旗下文心助手月活用户数已突破2亿，与豆包、千问形成国内三大亿级AI入 口。百度也曾以5亿红包最早入局春节AI战，并拿下《2026北京广播电视台春节联欢晚会》首席AI合作 伙伴身份。对比行业玩家春节主阵地多为独立App，而百度包括此次"O计划"若仍围绕百度App展开， 可见其仍是百度重点的AI入口。（转载自新浪科技） ...

【独家｜传百度临近春节秘密启动"O计划" 内部人士：与百度APP有关】《科创板日报》10日讯，有消 息称百度内部启动代号"O计划"项目，内部人士对《科创板日报》独家透露：与百度APP有关。据此前 消息，百度APP旗下文心助手月活用户数已突破2亿，也以5亿红包最早入局春节AI战。对比行业玩家春 节主阵地多为独立APP，而百度包括此次"O计划"若仍围绕百度APP展开，可见其仍是百度重点的AI入 口。（记者 黄心怡） 转自：智通财经 ...

Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones up 0.04%, the Nasdaq up 0.9%, and the S&P 500 up 0.47% [1] - Major technology stocks saw significant gains, with Oracle rising over 9%, Microsoft and Broadcom up over 3%, and Nvidia and Meta up over 2% [1] Sector Performance - Cryptocurrency mining companies, precious metals, and non-ferrous metals led the gains, with Vista Gold up over 14%, Hut 8 up over 7%, and Pan American Silver up over 6% [1] - Other notable performers included Alcoa and Royal Gold, both rising over 5%, and Southern Copper up over 4% [1] - Retail and insurance brokerage sectors faced declines, with Macy's and Kohl's both down over 5%, and the American Reinsurance Group down over 2% [1] Chinese Stocks - The Nasdaq Golden Dragon China Index rose 0.12%, with notable gains in Chinese concept stocks such as Kingsoft Cloud, Pony.ai, and JinkoSolar, which rose up to 3.79% [1] - Other gainers included Zai Lab up 2.44%, Huazhu up 1.66%, while companies like Yum China, XPeng, Ctrip, Bilibili, NIO, Li Auto, and New Oriental experienced declines, with New Oriental down 4.24% [1]

Market Performance - The US stock indices all closed higher, with the Nasdaq rising nearly 1%, the Dow Jones slightly up, and the S&P 500 increasing by 0.5%, nearing its historical high [1] - The Dow Jones closed at 50,135.87, up by 20.20 points (0.04%), the Nasdaq at 23,238.67, up by 207.46 points (0.90%), and the S&P 500 at 6,964.82, up by 32.52 points (0.47%) [2] Technology Sector - Major US tech stocks rebounded after a recent sell-off triggered by AI concerns, with the tech giants index rising by 1.02% [2] - Microsoft saw an increase of over 3%, while Nvidia and Facebook rose by over 2%. However, Apple and Amazon experienced declines of over 1% and 0.76%, respectively, marking Amazon's fifth consecutive day of decline [2] Chip Sector - The chip stock index increased by 1.9%, with Oracle rising over 9%, and Microsoft and Broadcom up by over 3%. In contrast, Micron Technology and SanDisk fell by nearly 3% [3] Commodity Market - Gold prices continued their upward trend, with spot gold rising nearly 2% to surpass $5,050. COMEX gold increased by over 2%, while spot silver rose by over 7% and COMEX silver by 8% [6][7] - Crude oil prices rose by over 1%, influenced by new US guidelines for ships passing through the Strait of Hormuz [6] Employment and Inflation Data - Upcoming US non-farm payroll and CPI reports are expected to provide important insights into the Federal Reserve's monetary policy direction, with potential for significant market volatility if the data indicates "weak employment + stubborn inflation" [8] - Current probabilities for Federal Reserve interest rate changes indicate a 17.7% chance of a 25 basis point cut by March and a 50.4% chance of a 25 basis point cut by June [8]

Group 1 - Major blue-chip stocks mostly rose, with HSBC Holdings closing at HKD 141.801, up 1.8% from the previous close [2] - Tencent Holdings closed at HKD 561.139, reflecting a 0.2% increase from the previous close [2] Group 2 - Tencent Holdings (00700) latest price is HKD 560.000, with an increase of HKD 12.500 or 2.28% [3] - Alibaba Group (09988) latest price is HKD 157.900, up HKD 2.900 or 1.87% [3] - HSBC Holdings (00005) latest price is HKD 139.300, up HKD 4.500 or 3.34% [3] - AIA Group (01299) latest price is HKD 86.350, up HKD 2.850 or 3.41% [3] - Meituan (03690) latest price is HKD 91.050, down HKD 0.350 or 0.38% [3] - China Ping An (02318) latest price is HKD 73.000, up HKD 3.400 or 4.89% [3] - Hong Kong Exchanges (00388) latest price is HKD 418.600, up HKD 11.000 or 2.70% [3] - Baidu Group (09888) latest price is HKD 142.200, up HKD 4.400 or 3.19% [3] - Kuaishou Technology (01024) latest price is HKD 69.300, down HKD 1.950 or 2.74% [3]

Group 1 - JiuZhang YunJi has signed a strategic cooperation memorandum with Sharjah SCTA and AI Caravan to accelerate its expansion in the Middle East, focusing on AI and intelligent computing infrastructure to support the region's digital transformation [1] - The partnership aims to attract global AI investments and talent, serving as a model for digital economic cooperation under the Belt and Road framework [1] Group 2 - Aldar and Mubadala have completed a joint venture to create a retail platform valued at approximately 10 billion dirhams (about 2.72 billion USD), integrating Yas Mall and The Galleria Luxury Collection [2] - The new platform will be managed by Aldar and aims to enhance asset value and promote high-end retail and lifestyle development in Abu Dhabi [2] Group 3 - The UAE's non-oil PMI rose to 54.9 in January, the highest in 11 months, indicating increased expansion momentum in the private sector, with new orders growing at the fastest rate in nearly two years [3] - ADNOC plans to issue its first RMB-denominated bonds, potentially raising up to 14 billion RMB (approximately 2 billion USD), marking a significant step in UAE-China economic cooperation [3] - Dubai's RTA has signed an agreement with Glydways to develop an autonomous transportation network, which is expected to alleviate traffic congestion and operate at a lower cost than traditional transport methods [3] Group 4 - Qatar Investment Authority (QIA) announced an expansion of its Fund of Funds by 2 billion USD to support startups and venture capital, reflecting an 8-fold increase in startup incentives over the past year [4] - QIA has become a founding investor in Hongkong Land's Singapore Core Private Real Estate Fund, which has an initial asset management scale of 8.2 billion SGD (approximately 6.3 billion USD) [4] Group 5 - Qatar Investment Promotion Agency and Doha Bank signed a strategic cooperation agreement to facilitate foreign investors' entry into the Qatari market, enhancing Qatar's position as a global investment destination [5] - The startup WareOne has launched a digital logistics platform similar to "Airbnb for warehouses," helping SMEs reduce storage costs by up to 30% [5] Group 6 - Qatar's government has signed a multi-year memorandum of understanding with TikTok to support global creative talent development through a three-year international creative support program [6] - The government also signed an MOU with the Qatar American Chamber of Commerce to attract more US startups and investors, enhancing cooperation in technology and innovation [6]

外媒看从奶茶福利到用户争夺，中国AI大战复刻互联网经典玩法 福利活动的市场反馈堪称爆炸性，数据显示，活动上线短短9小时内，就产生了超1000万笔免费奶茶订单，总 价值约2.5亿元人民币，其中前3小时的奶茶订单量便激增超100万笔。蜜雪冰城、喜茶、霸王茶姬、奈雪的 茶、瑞幸咖啡等茶饮咖啡头部品牌均参与此次合作，但即便这些行业领军者，也对活动的规模和热度始料未 及。 订单的暴增给线下门店带来了巨大压力，全国多地合作门店相继出现杯子、原料、小票、包装告罄的情况， 部分门店因操作台堆满待取饮品，不得不临时关店或暂停接单。美团等平台的配送骑手更是整日在各门店外 排队取餐。 这场以奶茶福利为核心的营销活动，也让千问在AI应用的市场竞争中实现强势逆袭。活动上线数小时内，千 问便从应用排行榜前十名之外，一跃成为中国苹果AppStore免费应用榜榜首，超越了此前取代字节跳动豆包 的腾讯元宝，成为当下最热门的AI应用。 据Quasa报道，2月8日消息，临近中国农历新年，国内科技巨头围绕AI领域的市场争夺全面升级，一场以巨额 补贴、场景化营销为核心的AI大战正式打响。阿里巴巴为推广千问AI应用推出的30亿元"新年请客计划"引发 市 ...

Market Overview - The Hang Seng Index closed at 26,560, down 1.21% for the day and 3.02% for the week, but up 3.63% year-to-date[3] - The S&P 500 index rose by 1.97%, marking its largest single-day gain since May of the previous year[9] - The Nikkei 225 index increased by 0.81%, supported by expectations surrounding the upcoming House of Representatives election in Japan[13] Sector Performance - The lithium battery sector saw gains, with Zhongchuan Aviation rising over 5% and Ganfeng Lithium up over 2%[9] - The automotive sector also performed well, with NIO up nearly 7% and Li Auto increasing by over 3%[9] - The cryptocurrency sector faced significant declines, with New Fire Technology Holdings dropping over 7%[9] Economic Indicators - U.S. consumer credit increased by $24 billion in December, the largest rise in a year, exceeding all economists' expectations[13] - The semiconductor industry is projected to grow by 26% in revenue by 2026, surpassing $1 trillion for the first time[15] Investment Sentiment - There is a notable increase in risk appetite in the market, as evidenced by the rebound in silver prices by nearly 10% and Bitcoin rising close to 12%[9] - Concerns remain regarding the high capital expenditures in AI, with major tech companies like Amazon and Google experiencing stock declines despite overall market gains[10]

具体来看，腾讯元宝于2月1日启动10亿元现金红包活动，用户可通过分享链接、与AI对话等方式获取 抽奖机会；阿里千问紧随其后，宣布投入30亿元启动"春节请客计划"；百度则抛出5亿元红包福利；字 节跳动旗下火山引擎成为2026年央视春晚独家AI云合作伙伴。 年味渐浓，红包大战也如期而至，但这次红包装的不只是压岁钱，更是中国互联网巨头对AI未来的集 体押注。 去年今日，DeepSeek"横空出世"，凭借其低成本、高性能的优势，一夜之间迅速走红海内外，更是在各 行各业掀起一股AI巨浪。而短短一年间，行业战局已全面升级，各家AI大战如火如荼，竞争焦点也转 向用户入口、场景渗透与生态闭环的"全面战争" AI红包大战激战正酣 天下熙熙，皆为利来。天下攘攘，皆为利往。 春节前夕，一场AI大战打响。腾讯元宝投入10亿元现金红包，阿里千问更是斥资30亿元启动"春节请客 计划"，百度文心一言和字节跳动的豆包也纷纷加入战局。 各家策略体现出明显的特征。腾讯依托社交生态，阿里深耕电商与本地生活闭环，百度强化搜索与娱乐 属性，字节则借助内容平台流量优势。从投入规模看，相比2015年微信5亿元红包，这次仅阿里和腾讯 两家的投入就达到40亿 ...

克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 2026以来，还有比 OpenClaw （原Clawdbot/Moltbot） 更火的AI和Agent应用吗？ 别的不说，光是GitHub上的星星就有17.7万之多，而且增长速度就像在坐火箭。 能有这样的热度，是因为它早就脱离了聊天机器人的范畴，是公认能真正指挥电脑干活的"数字员工"。 比如这位网友就用三台电脑、15个Agent部署了自己的"数字军团"，他只需要在一个Discord频道里坐镇指挥，就能让它们完成处理邮件、读 PPT、写代码、发推文，甚至撰写每日汇报等一系列工作。 OpenClaw，一行代码真能搞定？ 说实话，为了搭上OpenClaw的这班车，我属实是没少折腾。 不过，想把这位"大神"请进自己的设备，还是得费点周折。 所以很多人都是看着视频里它干活挺爽，但只能眼巴巴地看，真到了自己想用的时候，却发现连大门都进不去。 现在，这个"看得到吃不到"的尴尬局面，终于有解了。 我发现百度智能云搞了个 "作弊级"的方案 ，直接把这个复杂的部署过程给"降维打击"了。 它不需要你懂代码，也不用你折腾环境，直接把这个顶流AI变成了人人都能上手的生产力工具。 ...