央广网北京2月5日消息（总台中国之声记者李杨）据中央广播电视总台中国之声《新闻纵横》报 道，作为年度社交、娱乐与消费的流量巅峰，春节历来是互联网营销的必争之地。腾讯、阿里、百度、 字节跳动等互联网企业在今年春节不约而同选择以AI交互为核心任务构建新玩法，意图借节日场景完 成用户习惯养成与生态渗透。 当春节红包遇上AI，将红包玩法与AI功能深度绑定，互联网企业的这场营销被看作是AI应用从"技 术比拼"转向"场景落地"的关键一跃。推动AI从技术概念走向大众普及，谁能在这场入口竞赛中真正留 住用户？ 临近春节，腾讯、阿里、百度、字节跳动集体出手AI红包。2月1日，腾讯元宝春节红包活动启 动，用户通过分享链接、与AI对话等方式获取抽奖机会。腾讯元宝相关工作人员表示，希望借助春 节，以普惠的方式，加速AI的普及。 "通过春节与现金红包这一受广大中国用户喜爱的形式结合，让更多用户在轻松愉快的氛围中，亲 身感受AI的独特价值和乐趣，为用户的生活增彩减负。用户可以通过体验元宝的AI能力获取额外的抽 奖次数，此举是希望将红包从单纯的物质奖励升级为AI体验的载体，激励用户对AI的兴趣，引导他们 主动探索AI的多元玩法。"该工作人 ...

2 月 4 日晚，百度文心助手的红包分享链接也遭微信屏蔽，用户点击链接时，页面提示 "网页存在诱导或误导 下载/跳转的内容"，需复制链接到第三方浏览器访问。 后来百度文心红包分享机制改为口令红包 今年春节大模型红包大战好热闹，腾讯元宝 10 亿，阿里千问 30 亿，百度文心 5 亿。 2 月 3 日， 媒体曝出千问小程序被微信提示分享有风险 。 2 月 4 日上午，腾讯元宝红包因高频诱导分享被微信限制， 微信派发公告对其处罚（详见昨日推文） ，后来 元宝改成了口令红包。 搞笑的是，据三言科技报道，当元宝红包分享链接遭屏蔽时，百度文心官号还曾在相关新闻留言区说："对文 心比对元宝还好呢"。 不过打脸很快就来了。 果然封了自家元宝分享链接后，就可以大胆地"一视同仁"了 （参考：三言科技、微信派） ...

Core Viewpoint - The article discusses the recent blocking of Baidu's Wenxin Assistant red envelope sharing links by WeChat, following a similar action against Tencent's own red envelope links, indicating a competitive tension between these major tech companies [1] Group 1: Company Actions - After WeChat blocked the red envelope links from Baidu's Wenxin Assistant, Baidu adjusted its strategy by offering "password red envelopes," requiring users to manually copy the password into the Baidu app to participate in the activity [1] - Previously, Baidu's red envelopes were also restricted from being sent in group chats on WeChat, although some users reported that links could be opened normally in WeChat [1] Group 2: Competitive Dynamics - The article highlights the rivalry between Baidu and Tencent, noting that Baidu's Wenxin Assistant had previously made a light-hearted comment about Tencent's actions, suggesting that Tencent was more lenient towards Wenxin than its own red envelope service [1]

2月5日，百度集团在港交所公告称，预计于2026年首次派发股息。公司授权实施一项新的股票回购计 划，最高回购金额为50亿美元。 0:00 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or companies involved. Core Insights - The report highlights significant advancements in Chinese large models and AI agents, marking a transition from "following" to "keeping pace" with global leaders in AI technology [14][24]. - The competitive landscape shows a clear distinction between domestic and international models, with domestic open-source models gaining substantial ground [23][47]. - The report emphasizes the importance of multi-modal capabilities and the emergence of AI agents in practical applications, particularly in programming and task planning [16][14]. Summary by Sections 1. Key Developments in 2025 - The report outlines three major phases of AI model evolution: the initial competition among models, the explosion of multi-modal capabilities, and the rise of AI agents [14][16]. - Notable models such as Kimi-K2.5-Thinking and Qwen3-Max-Thinking have emerged as leaders in specific tasks like code generation and mathematical reasoning [18][24]. 2. Annual Evaluation Results and Analysis - The 2025 annual evaluation ranks Claude-Opus-4.5-Reasoning as the top model globally, followed by Gemini-3-Pro-Preview and GPT-5.2(high) [23][45]. - Domestic models like Kimi-K2.5-Thinking and Qwen3-Max-Thinking are positioned fourth and sixth, indicating a strong competitive stance [23][45]. - The report notes that domestic models are rapidly closing the gap with international counterparts, particularly in code generation and reasoning tasks [24][48]. 3. SuperCLUE Model Quadrant and Capability Landscape - The report presents a model quadrant that categorizes models based on their capabilities in reasoning and application, highlighting the emergence of "technical leaders" and "practical leaders" in the domestic market [38][39]. - The capability landscape indicates that while domestic models excel in certain areas, they still face challenges in hallucination control and precise instruction adherence [42][48]. 4. Comparative Analysis of Domestic and International Models - The analysis reveals that closed-source models dominate the top rankings, with significant advantages in reasoning and instruction-following tasks [74][80]. - Domestic open-source models are noted for their rapid advancements, particularly in coding tasks, where they have begun to outperform some international models [56][84]. - The report emphasizes the structural differences between domestic and international models, with domestic models showing a strong trend towards open-source development [24][47].

本文源自：金融界AI电报 港股智能驾驶板块盘初走强，百度(09888.HK)涨超2%，浙江世宝(01057.HK)、中国联通(00762.HK)、广 汽集团(02238.HK)等个股跟涨。《广东省加快数字社会高质量建设实施意见》提出，拓展无人驾驶公共 交通运营区域，扩大智能网联汽车道路测试与示范应用范围，鼓励导航、网约车、智慧停车等数字交通 服务平台提供智慧融合交通服务。 ...

Core Insights - The AI industry in China is experiencing intensified competition, with major players like Baidu, Alibaba, and DeepSeek rapidly launching new technologies and products to seize innovation leadership in AI [1][4] Group 1: Baidu Developments - Baidu launched the official version of its Wenxin large model 5.0 on January 22, utilizing a native multimodal architecture that supports various forms of input and output, including text, images, audio, and video [1] - The Wenxin model 5.0 has achieved top rankings in both text and visual understanding categories in the LMArena global model competition, placing it among the international elite [1] - Baidu's AI chip brand Kunlun has evolved from specialized to general-purpose, recently initiating an independent listing process to accelerate its multi-domain layout [3] Group 2: Alibaba Innovations - Alibaba's latest Qwen3-Max-Thinking inference model features a new testing time expansion mechanism, enhancing efficiency and cost-effectiveness in reasoning calculations [2] - The company is leveraging its application ecosystem and traffic advantages to integrate the Qwen model into its platforms like Taobao and Alipay, facilitating efficient collaboration between technology and various business scenarios [2] Group 3: DeepSeek Contributions - DeepSeek has focused on open-source advantages, launching the DeepSeek-OCR-2 model, which employs an innovative DeepEncoder V2 method for dynamic image processing, enhancing its logical reasoning capabilities [2] - In response to DeepSeek's advancements, Baidu quickly released and open-sourced its Paddle OCR-VL-1.5 model, introducing a novel "irregular frame positioning" technology for accurate recognition of distorted documents [2] Group 4: Industry Trends - The AI technology landscape in China is transitioning into a new phase of large-scale implementation, with companies demonstrating clear paths of innovation capability upgrades, collectively advancing the industry from "catching up" to "leading" [4]

Core Viewpoint - Baidu, Inc. has announced a new US$5 billion share repurchase program and the adoption of a dividend policy to enhance shareholder returns [1][4]. Share Repurchase Program - The Board has authorized a share repurchase program for up to US$5 billion, effective through December 31, 2028, with periodic reviews and potential adjustments [2][3]. - Repurchases may occur through open market transactions or other legally permissible means, subject to market conditions [4]. Dividend Policy - For the first time, Baidu has approved a dividend policy for its ordinary shares, which may include regular and/or special distributions [4][5]. - Future dividend distributions will be supported by sustainable funding sources, primarily from operating profits, and potentially supplemented by proceeds from non-core asset disposals [5]. - The Board expects to declare the first dividend payment in 2026, with the timing and amount subject to the Board's discretion based on various factors [6].

Core Insights - The article discusses the escalating competition among major Chinese tech companies in the AI space, particularly during the 2026 Lunar New Year, with significant financial investments aimed at capturing user engagement and establishing a dominant position in the AI ecosystem [1][2][7]. Group 1: Competitive Landscape - Major players like Alibaba, Tencent, Baidu, and ByteDance are investing heavily in AI initiatives, with Alibaba committing 30 billion yuan, Tencent 10 billion yuan, and Baidu 5 billion yuan for marketing during the Spring Festival, totaling over 45 billion yuan [1][5]. - The competition is not just about financial incentives but about establishing a "super entry point" for how users interact with machines and the digital world [1][2]. Group 2: Strategic Timing and User Engagement - The timing of this competition is critical, as the user base for generative AI in China surpassed 500 million by mid-2025, indicating a shift from niche interest to mainstream usage [5][6]. - The Spring Festival is seen as an optimal time for companies to introduce AI to a broad audience, leveraging the high engagement and willingness to try new technologies during this period [5][6]. Group 3: Differentiated Strategies - Alibaba's approach focuses on integrating its AI assistant "Qianwen" into its extensive commercial ecosystem, aiming to transition from mere conversation to transactional capabilities [8]. - Tencent aims to replicate its past success with WeChat by leveraging social networks to distribute its AI features, emphasizing user experience while evolving its ecosystem [9]. - ByteDance is taking a more aggressive stance by becoming the exclusive AI cloud partner for the CCTV Spring Festival Gala, positioning its AI assistant "Doubao" as a central figure in national interactions [10]. - Baidu's strategy involves embedding its AI features into its existing app, facilitating a seamless transition for users from traditional search to AI-driven interactions [11]. Group 4: Long-term Challenges - The competition is expected to extend beyond initial user acquisition to long-term user retention, with companies needing to ensure that AI becomes an integral part of daily life rather than just a seasonal novelty [12][13]. - The ultimate success will depend on the ability to create sustainable business models that convert user engagement into long-term value, as the industry currently relies heavily on substantial investments [12][13].

百度董事会批准了一项价值50亿美元的新股份回购计划，同时首次采纳股息政策，以进一步提升股东回 报。 百度表示，凭借庞大的现金储备及稳健的财务管理能力，公司旨在通过积极主动的股东回报举措为股东 创造及持续提升长期价值。该计划将以严谨及透明的方式定期执行，并以超越短期股价波动的策略重点 作为指导。 2月5日，百度发布公告称，新回购计划有效期至2028年12月31日，董事会将定期审视该计划并可适当调 整其条款及规模。回购将在遵守适用法规及视乎市况的情况下，通过公开市场交易以现行市价或其他法 律允许的方式不时执行。 在股息政策方面，董事会预计于2026年宣布首次发放股息，未来股息分派将主要来自经营利润，并可能 由出售非核心资产的所得款项及其他投资回报作出补充。 50亿美元回购计划启动 公告称，董事会授权的这项新回购计划允许公司回购不超过50亿美元的股份，为期至2028年12月31日。 百度表示将以超越短期股价波动的策略重点作为指导，以严谨及透明的方式定期执行回购。 回购可通过公开市场交易以现行市价进行，或采用其他法律允许的方式，具体执行将取决于适用法规及 市场状况。董事会将定期审查回购计划，并可根据实际情况适当调整其 ...