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。 ...

Group 1 - Morgan Stanley reports a shift in consumer behavior, with chatbots becoming a new starting point for information search, content consumption, and task execution [1] - The firm predicts a compound annual growth rate of approximately 330% for China's token consumption from 2025 to 2030, indicating significant growth potential in AI infrastructure [1] - Major internet platforms are now willing to invest substantial marketing funds to accelerate adoption, which will mechanistically increase reasoning volume and drive rapid growth in token consumption [1] Group 2 - Concerns have been raised about Tencent Holdings' (00700) cautious advancement in AI products compared to peers, leading to potential valuation compression [2] - The current trading valuation of Tencent is 15 times the forecasted earnings for 2026, only about 25% above historical lows, while core earnings outlook remains robust [2] - Tencent's enduring asset is its distribution and engagement capabilities, which can grow over time and allow for scaling new capabilities, including AI, at a lower user acquisition cost [2]

摩根大通发表研报指，消费者行为正在转变，用户获取信息和消费内容的方式逐渐改变，聊天机器人正 成为搜索、推荐和任务执行的新起点。该行认为，大型互联网平台现在愿意投入真正的营销资金以加速 采用，这将机械性地提高推理量并推动Token消耗的快速增长。摩通更青睐中国AI基础设施受益，如阿 里巴巴和百度以及在线广告受益者快手作为二级赢家，因为该行认为现在判断持久的AI应用赢家与输 家还为时过早。 ...

作者 |一财阿驴 11:31 A股午盘丨创业板指半日涨超3% 截至午盘，沪指涨1.17%，深成指涨2.07%，创业板指涨3.11%，科创综指涨2.22%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 | 4113.28 | 47.70 | 1.17% | | 399001 | 深证成指 | 7 | 14194.23 | 287.50 | 2.07% | | 399006 | 创业板指 | 3 | 3337.03 | 100.57 | 3.11% | | 000680 | 科创综指 | 5 | 1792.49 | 38.88 | 2.22% | 盘面上，算力硬件产业链爆发，CPO、存储器方向领涨；光伏产业链走强，太空光伏方向活跃；AI应 用、半导体、商业航天、消费电子题材涨幅靠前。 2026.02.06 沪指高开0.93%，深成指高开1.50%，创业板指高开1.95%，科创综指高开1.99%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- ...

（文章来源：第一财经） 据36氪，百度智能云正式推出OpenClaw极速简易版部署方案，开发者登录百度智能云官网，基于轻量 应用服务器可视化配置面板，用户可轻松实现OpenClaw快速部署，加速Agent应用从体验到实用的落地 进程。 ...

Core Insights - The article discusses the launch of Alibaba's Qianwen "Spring Festival 30 Billion Free Order" campaign, which allows users to order milk tea for just 0.01 yuan, igniting a new round of "AI takeout wars" [1][27] - The campaign saw overwhelming participation, with over 10 million orders placed within the first 9 hours, leading to significant user engagement and social media buzz [27][29] - However, the campaign also faced technical issues, with users reporting system crashes and delays in order fulfillment, highlighting challenges in user experience [1][29] Group 1 - The Qianwen campaign aims to attract users by offering milk tea at a minimal cost, leveraging AI for ordering [1][27] - Social media reactions included complaints about order errors and delivery issues, indicating operational challenges [1][4] - The campaign's success led to Qianwen topping the App Store's free download chart, surpassing Tencent's previous efforts [27][29] Group 2 - The competitive landscape features significant financial investments from major players, with Qianwen committing 30 billion yuan, including 20 billion in free order cards and 10 billion in cash red envelopes [27][29] - The article notes that the marketing strategies of various AI applications are shifting towards user retention and engagement rather than just acquisition [29][55] - The overall AI application market is experiencing a slowdown in user growth, prompting companies to focus on creating indispensable daily use cases for their products [29][55]

Core Insights - The loyalty of employees in Silicon Valley has diminished, with significant talent poaching events occurring among major tech companies, particularly in the AI sector [1][2] - The trend of "acqui-hire," where companies acquire others primarily for their talent rather than products, has become a common strategy among tech giants [24][27] Group 1: Talent Poaching Events - Major talent poaching incidents include Meta's $14.3 billion investment in Scale AI to acquire co-founder Alexandr Wang in June 2025, Google's $2.4 billion acquisition of Windsurf's technology and team in July 2025, and NVIDIA's $20 billion deal with Groq in December 2025 [1][2][11] - OpenAI has also been active in recruiting talent, bringing back researchers from Thinking Machines Lab and attracting former Google DeepMind employees [1][2] Group 2: Motivations for Job Changes - Employees are motivated to switch jobs for various reasons, including high salaries, access to cutting-edge resources, and the pursuit of more promising technologies and products [2][32] - The phenomenon of "active" and "passive" job changes is noted, with many researchers leaving for better opportunities or being relocated due to company acquisitions [2] Group 3: Acqui-hire Strategy - Acqui-hire has become a popular method for tech giants to quickly acquire skilled teams without facing antitrust scrutiny, allowing them to maintain a competitive edge in AI [24][27] - The case of Google's acquisition of Windsurf illustrates the potential fallout for remaining employees, who may feel abandoned when key talent is poached [27][28] Group 4: Employee Sentiment and Loyalty - Despite high salaries offered by companies like Meta, employee loyalty remains elusive, with some researchers returning to their previous employers shortly after being hired [18][20] - The culture in the tech industry is shifting, with employees increasingly concerned about long-term commitments to a single company, leading to a more fluid job market [32][35] Group 5: Domestic Talent Competition - The talent war is not limited to Silicon Valley, as domestic companies are also aggressively recruiting AI talent from top labs, indicating a global trend in talent mobility [37][39] - High salaries and rapid job changes are characteristic of the AI industry, where top talent is viewed as a strategic asset [40]

每经记者｜黄胜 每经编辑｜许绍航 宋思艰 记者|黄胜 编辑|许绍航 宋思艰 校对|金冥羽 2月9日，沪指高开0.93%，深成指高开1.50%，创业板指高开1.95%，传媒、CPO、光伏、有色金属等板块指数涨幅居前。 | （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） | | --- | 港股高开，恒生指数涨1.59%，恒生科技指数涨1.9%。华虹半导体涨逾4%，小鹏汽车、哔哩哔哩、百度集团、中国平安、中国人寿涨逾3%。 ...

Group 1 - Tesla's future focus is on AI, autonomous driving, and robotics, with plans for a Robotaxi within five years and expansion of solar battery manufacturing in the U.S. [2] - Stellantis acknowledges a strategic miscalculation with a €22 billion write-down, adjusting its operations by exiting battery joint ventures and halting electric pickup production, expecting a net loss of €21 billion by late 2025 [2] - Bithumb, a major South Korean cryptocurrency exchange, experienced a significant error during a reward event, mistakenly distributing 620,000 bitcoins, leading to a temporary price drop of nearly 18% [3] Group 2 - Yongtai Technology announces that CATL will become a shareholder, aiming to enhance collaboration in lithium battery materials [5] - Meitu expects a 60%-66% increase in net profit by 2025, driven by AI advancements in image processing and expansion of paid services [6] - Baidu faces a lawsuit for generating false criminal information via AI, raising discussions on AI content generation liability [6] - Xiaoma Zhixing partners with Moore Threads to apply domestic AI computing power in autonomous driving, enhancing technology development capabilities [6] - Sunwoda's major shareholder signs a restructuring agreement with Anhui Guowei Group, which plans to invest nearly ¥7.2 billion, potentially enhancing resource integration [6] Group 3 - SpaceX merges with xAI to create a company valued at $1.25 trillion, leveraging SpaceX's financial stability to support AI initiatives [8] - Apple plans to launch several new products in March, including the iPhone 17e and iPad 12, with a focus on AI strategy and Siri upgrades [8] - Netflix is pursuing an $83 billion acquisition of Warner Bros. Discovery, facing antitrust scrutiny amid competitive offers from Paramount [8] - Intel and AMD inform Chinese clients about CPU supply shortages, with delivery times extending up to six months and price increases of over 10% for certain products [9] Group 4 - Samsung Electronics aims to mass-produce sixth-generation high-bandwidth memory (HBM4) by mid-February, becoming the first to do so globally [11] - Crypto.com founder purchases the domain "AI.com" for $70 million, marking a record in domain transaction prices [11] - Japan's Sojitz Corporation introduces a new fungicide with a 97% import registration in India, showcasing innovative mechanisms and broad-spectrum efficacy [11] - Fujifilm will cease sales of certain printing machines in Europe due to profitability challenges, while retaining other product lines [11] - Genesis announces a strategic shift to enhance its high-end brand attributes through a new platform and design approach [11]