1月30日，东莞自动驾驶行业生态交流大会暨百度Apollo开放平台新版发布会举行。 会上，百度Apollo正式发布开放平台的全新升级版本——Apollo开放平台11.0，助力功能型无人车应用场景全面拓展，赋能产业落地、加速自动驾驶生 态共创。同时，百度Apollo分享了在自动驾驶开源平台、生态合作、人才培养等方面的最新进展，共建自动驾驶产学研用繁荣生态。 作为全球首个自动驾驶开放平台，百度Apollo开放平台自2017年发布以来，持续聚焦自动驾驶前沿技术探索与应用场景落地，推动开源社区治理与生态 伙伴机制双环驱动，形成"技术驱动场景落地、场景反哺技术迭代"的产学研生态模式。截至目前，平台已经汇聚26万开发者，生态合作伙伴240多家，遍及 全球177个国家与地区。 在过去一年里，Apollo开源生态驱动自动驾驶场景涌现。众多生态伙伴依托Apollo开源衍生出物流配送、环卫清扫、矿山智驾、漫游接驳等众多场景应 用。 编辑：孙冰 在此背景下，Apollo开放平台11.0版本应势而生。此次新版本的升级，是以大量实际场景的深度打磨所形成的一次系统性跃升。 百度Apollo开源社区负责人苏菲菲表示："Apollo11.0 ...

Group 1 - A promotional campaign featuring a truck with the message "Download Yuanbao to win cash red envelopes" is set to take place in a traditional market in Yichuan, Zhengzhou on February 3 [1] - Tencent announced a new Spring Festival activity starting February 1, offering users a total of 1 billion yuan in cash red envelopes through the Yuanbao app, with individual red envelopes potentially reaching up to 10,000 yuan [1] - Other major companies such as Alibaba, Baidu, and ByteDance have joined the competition for AI red envelopes during the Spring Festival [1] Group 2 - Baidu announced a campaign from January 26 to March 12, allowing users of the Baidu app to share in a total of 500 million yuan in cash red envelopes, with a maximum reward of 10,000 yuan [1] - Qianwen App has committed 3 billion yuan to launch a Spring Festival initiative, integrating with various Alibaba ecosystem services, set to go live on February 6 [1]

西风 发自 凹非寺 量子位 | 公众号 QbitAI 文心APP的群里，最近有点"AI多势众"。 此群非一般的群，正是文心APP最近正在内测的 行 业首个"多 人、多Agent"群聊功能 。 该怎么形容它最贴切，一进这个群，就相当于进入了一个微型"办事处"，有几位 随时待命、 各司其 职的Agent专员 ，能真正替你办事、帮 你支招，沟通效率还很高的那种。 它的用处很实在。 比如年初体检季，家人对着报告单上几个箭头忧心忡忡，亲戚群里七嘴八舌，焦虑在转发和猜测中发酵。这时就可以立刻拉个文心群。 大家聊天中一旦出现"指标异常要不要紧"等健康方面的疑问，原本在线的 群聊助手Agent 就会立刻拉 文心健康管家Agent 入群，用口语化 的表述解读专业术语，区分哪些问题需要重视、哪些不必过度担心。 这既回应了当事人的具体困惑，也平复了围观亲友的紧张情绪。专业信息成了可理解、可落实的建议。 再举个栗子，几个朋友想周末特种兵式出游，以往在群里定行程，常陷入"随便都行"和"怎么都行不通"的拉扯。 但建一个文心群聊，当大家讨论"这个季节哪儿人少景好""怎么走不绕路"时，不用你手动@，群聊助手便会主动识别需求给出建议，帮你做旅 ...

截至2026年2月2日 09:38，中证传媒指数(399971)上涨0.62%，成分股浙文互联上涨4.04%，利欧股份上 涨3.22%，光线传媒上涨2.97%，万达电影上涨2.70%，中国电影上涨2.64%。传媒ETF(159805)上涨 0.59%，最新价报1.7元。 传媒ETF紧密跟踪中证传媒指数，中证传媒指数从营销与广告、文化娱乐、数字媒体等行业中，选取总 市值较大的50只上市公司证券作为指数样本，以反映传媒领域代表性上市公司证券的整体表现。 数据显示，截至2026年1月30日，中证传媒指数(399971)前十大权重股分别为蓝色光标、分众传媒、利 欧股份、巨人网络、岩山科技、昆仑万维、恺英网络、三七互娱、光线传媒、完美世界，前十大权重股 合计占比53.71%。 早盘传媒板块活跃，消息面上，2月1日，腾讯旗下元宝App春节10亿元红包活动开启，腾讯元宝登顶苹 果商店免费榜，2026年春节的这场红包大战，已演变为一场以AI为核心引擎、争夺下一代流量超级入 口的战略卡位战。腾讯、百度、阿里巴巴、字节跳动四大科技巨头携亿元级资源入局，推动AI迈入生 态比拼全新阶段，红包大战推动AI应用加速落地。 开源证券认为， ...

2月1日早上醒来，很多人的微信群已经被元宝派红包的链接刷屏，"某某给你发了一个现金红包！"点开链接才发现，确实有钱入账，但更多时候只是把一 个入口转发出去。 更早一些，零点刚过，转发就已经在朋友圈和群聊里滚动起来，这种节奏本身就像一次"定点投放"，把红包从节日氛围推到了公共话题的前排。 果然，一代人有一代人的鸡蛋要领，现在，轮到我们领取电子鸡蛋了。 在嗅态的精神股东群里，大家在分享元宝红包链接 从时间维度上看，这股刷屏潮有更明确的动作。腾讯旗下的元宝在2月1日至2月17日（大年初一）推出分10亿元现金红包的活动。百度则让文心助手在百 度App内从1月26日持续到3月12日投入5亿元现金红包，并将红包与多种春节AI玩法绑定。支付宝也在同一时间段启动了集福相关活动，早鸟阶段从1月27 日00:00持续到2月2日22:00，早鸟专属口令红包总金额为300万元。 多家媒体把这种同窗期加码概括为"超15亿元规模的春节AI红包战"。与其把它理解为促活，不如把它视作平台用现金和社交转发链路去抢一段稀缺的高频 窗口，让红包承担起更明确的组织目标。 这种解读有一组更有分量的背景数据支撑。据QuestMobile披露，在12月8 ...

Group 1: Market Capitalization of Chinese Internet Companies - Tencent leads the market with a valuation of $72.87 billion, experiencing a 45% increase since the beginning of 2025 [1] - Alibaba follows with a market cap of $35.16 billion, showing a 77% rise [1] - Pinduoduo ranks third with a valuation of $16.16 billion, up by 17% [1] - Xiaomi's market cap is $13.15 billion, increasing by 14% [1] - NetEase has a valuation of $8.89 billion, with a significant 62% increase [1] - Meituan's market cap is $8.11 billion, but it has seen a decline of 32% [1] - Ctrip's valuation stands at $4.72 billion, with a modest increase of 6% [1] - Baidu's market cap is $4.55 billion, reflecting a 57% rise [1] - JD.com has a valuation of $4.07 billion, down by 15% [1] - Zhongren ranks last with a market cap of $3.55 billion, with a drastic drop of 245,606% [1] Group 2: Tax Policy Changes - The Ministry of Finance and the State Administration of Taxation announced a new VAT exemption policy for small-scale taxpayers, effective from January 1, 2026 [3] - The new threshold for monthly sales is set at 100,000 yuan, and for quarterly sales at 300,000 yuan [3] - For single transactions, the threshold is 1,000 yuan, applicable on a daily basis for multiple transactions [3] Group 3: AI and Technology Developments - Nvidia's CEO Jensen Huang denied any dissatisfaction with OpenAI and announced plans for a significant investment in the company [5] - Apple is reported to have acquired the Israeli company Q.ai for approximately $2 billion, marking its second-largest acquisition in history [5] - Waymo is seeking to raise about $16 billion at a valuation close to $110 billion, with Alphabet expected to contribute $13 billion [18] Group 4: Corporate Actions and Market Reactions - Oracle is reportedly considering laying off 30,000 employees due to financial pressures from AI infrastructure investments [11] - The company is also evaluating the sale of its healthcare software division, Cerner, acquired for $28.3 billion [11] - Recent fluctuations in gold prices have led to increased consumer activity in gold purchases in Shenzhen [3]

Group 1 - The core viewpoint of the article highlights the competitive landscape among major internet companies during the Chinese New Year, focusing on AI applications as a new traffic entry point [1][9][10] - Tencent initiated the "AI battle" with its "Yuanbao" campaign, offering a total of 1 billion yuan in cash red envelopes to attract users and boost downloads [1][4][10] - The Chinese New Year is identified as a peak period for user engagement and social interaction, providing a unique opportunity for companies to enhance their AI application visibility and user acquisition [3][10] Group 2 - Other major internet companies, including Baidu, ByteDance, and Alibaba, are also leveraging the Chinese New Year for marketing, with Baidu offering 500 million yuan in cash red envelopes through its Wenxin assistant [6][10] - ByteDance's focus is on the Spring Festival Gala, where its Volcano Engine will serve as the exclusive AI cloud partner, enhancing the event's interactive experience [6][10] - Alibaba's Qianwen has announced sponsorship of the Jiangsu Satellite TV Spring Festival Gala, further emphasizing the competitive marketing strategies during this festive period [7][10] Group 3 - The article suggests that the competition for AI applications as a traffic entry point is intensifying, with companies aiming to bind users to their ecosystems through effective marketing strategies [9][10] - The current phase of large model competition is described as "application-oriented," with AI assistants becoming the next generation of interaction points [10] - The challenge for these companies will be converting the influx of users attracted by promotional activities into loyal customers, which will be crucial for long-term success [10]

腾讯此次活动有很强的推广普及AI应用的目的，用户每天登录元宝App可领取现金红包，还可通过完成 AI对话等任务解锁抽奖机会，并有几率抽中限量100张的价值1万元现金小马卡。1月26日，腾讯董事会 主席兼首席执行官马化腾在内部员工大会上表示，希望此举能够重现11年前的微信红包时刻。 百度也很快加入红包大战，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。百度 表示活动从1月26日持续至3月12日，用户可通过体验近200款AI特效的"奇幻人生"剧情领红包，四轮集 卡活动中，前1000名集齐"马上发财"等稀有卡者可获万元大奖。 阿里巴巴和字节跳动选择了其他营销玩法。比如阿里巴巴旗下千问App拿下B站跨年晚会独家冠名权， 将AIGC的创作能力植入了当天晚会多个互动环节。字节跳动旗下火山引擎，则成为2026年央视春晚独 家AI云合作伙伴。 距离2026年春节假期还有两周左右，科技大厂之间已经"硝烟"渐起。2月1日，腾讯旗下元宝App春节10 亿元红包活动开启。截至记者发稿时，在苹果商店免费App排行榜上，元宝已超过字节跳动旗下豆包升 至第一名。 如果说往年的红包大战是"撒钱换流量"的营销游戏，那么202 ...

距离2026年春节假期还有两周左右，科技大厂之间已经"硝烟"渐起。2月1日，腾讯旗下元宝App春节10 亿元红包活动开启。截至记者发稿时，在苹果商店免费App排行榜上，元宝已超过字节跳动旗下豆包升 至第一名。 四大巨头的打法虽各有侧重，但战略目标高度一致——借助覆盖全年龄、全场景的关键时间节点，推动 AI技术从抽象概念下沉为大众触手可及的日常应用。有分析师表示，2026年春节红包大战的特别之处 在于，AI首次从幕后走向台前，成为驱动用户参与的核心引擎。 争夺下一代超级入口 从支付平台到短视频平台，过去十年，几乎每一轮互联网流量重构，都会伴随春节红包大战。只不过这 一轮红包大战，不是一次简单的短期拉新，在移动互联网流量见顶的当下，科技大厂希望借助AI找到 新的流量入口，开辟新的增长曲线。 如果说往年的红包大战是"撒钱换流量"的营销游戏，那么2026年春节的这场红包大战，已然演变为一场 以AI为核心引擎、争夺下一代流量超级入口的战略卡位战。腾讯、百度、阿里巴巴、字节跳动四大科 技巨头携亿元级资源入局，推动AI迈入生态比拼全新阶段。 ● 本报记者 杨洁 红包大战吸睛 1月25日，腾讯率先打响第一枪，官宣旗下元宝Ap ...

Group 1 - Tencent, Alibaba, and Baidu are engaged in a "red envelope war," indicating a competitive landscape in the AI application sector, particularly in digital marketing [1] - The year 2026 marks the launch of a marketing initiative for Guangdong's traditional dishes in Shanghai, highlighting the current attractiveness of the consumer sector [1] - A new generation of intelligent marketing solutions, AI Drive 2.0, has been developed by a company, showcasing advancements in AI technology [1]