Core Insights - The report emphasizes the strong potential of the AI industry and high-growth segments such as gaming, recommending continued investment in these areas [2][13][16]. Group 1: Internet Sector - E-commerce: Alibaba is catalyzing AI-related developments, introducing the "Tongyun Ge" concept, which integrates large models, cloud computing, and chips as a key support for its technology strategy [2][16]. - Social Entertainment Media: Bilibili and Tencent are expected to see strong advertising momentum, with Tencent's gaming fundamentals improving and Bilibili preparing to release new games [2][17]. - Internet Healthcare: JD Health and Alibaba Health are leveraging their platform advantages to deepen collaborations with upstream pharmaceutical manufacturers, leading to sustained revenue and profit growth [2][17]. - Short Video: Kuaishou is maintaining a stable core business, with AI technology enhancing user engagement and commercial conversion [2][18]. - Trendy Toys + IP: Pop Mart announced the establishment of its European headquarters in London, aiming to expand its market presence [2][19]. - Long Video: Multiple platforms are releasing quality series, suggesting investment opportunities in iQIYI and Mango TV [2][20]. - Music Streaming: Tencent Music and NetEase Cloud Music show stable performance, although concerns about competition have led to valuation adjustments [2][20]. Group 2: Media Sector - Gaming: The report maintains a positive outlook on the gaming sector, with expectations of continued industry prosperity into 2026. Key recommendations include Tencent, NetEase, and companies with strong product pipelines like Century Huatong and Giant Network [2][21]. - Advertising: Adjustments in the advertising landscape are not expected to impact the operational trends of Focus Media, with increased investment from internet advertisers anticipated [2][22]. - Publishing: Some publishing companies are facing challenges due to educational reforms, but firms with strong fundamentals and high dividend yields are recommended [2][22]. - Film and Television: Attention is drawn to companies with robust project pipelines, such as Huace Film & TV and Mango TV, as well as cinema chains like Wanda Film and Hengdian Film [2][22]. - IP Derivatives: Companies involved in IP derivatives are highlighted for potential investment, including Huayi Brothers and Shanghai Film Group [2][22]. Group 3: AI Developments - The report notes the rapid advancement of AI applications, particularly with the emergence of Clawdbot, which has gained significant attention in the industry [2][23]. - Recommendations include major cloud players like Google and Amazon, as well as domestic giants like Alibaba and Tencent, focusing on their self-developed models and ecosystems [2][23]. - Specific applications in AI across various sectors are suggested for investment, including AI in gaming, marketing, and healthcare [2][23].

以下文章来源于豹变 ，作者张经纬 豹变 . 直抵核心。做最具穿透力、洞察力的商业观察，深度影响未来。 AI应用争夺"全民时刻"。 作者丨张经纬 编辑丨邢昀 来源丨豹变 临近春节，AI应用纷纷计划给用户发钱。 腾讯元宝在2月1日上线春节红包活动，预计共发放10亿元，单个用户最高可获得万元。对此马化腾 表示，"希望重现微信红包的盛况"。 老对手字节豆包则将目光投向了春晚，火山引擎将成为央视春节晚会独家AI云合作伙伴，AI助手豆 包也将配合上线多种互动玩法，其中也包括发红包。 百度文心则双管齐下，1月26日至3月12日，在百度APP使用文心助手，用户会得到总计5亿、最高1 万的现金红包。此外，百度APP也将成为北京电视台春晚的首席AI合作伙伴。 将投中网设为"星标⭐"，第一时间收获最新推送 这熟悉的一幕，仿佛是移动支付与短视频时代春节"撒币拉新"的翻版。巨头们不惜重金，想复刻当年 微信支付"偷袭珍珠港"式的成功，为尚未引爆的AI应用寻找那个关键的"全民时刻"。获取用户心 智，也是为了跑通商业化路径。 然而，在移动互联网用户增长见顶、注意力极度分散的今天，AI的"红包大战"还能烧出之前的故事 吗？ 春节，互联网产品的 ...

行业热点 腾讯、百度、阿里争发数亿红包，角逐国民级 AI 应用 整理 | 傅宇琪、褚杏娟 导语：腾讯、百度、阿里争发数亿红包，角逐国民级 AI 应用；机器人扎堆抢上春晚，出场要花 1 亿；DeepSeek 正招兵买马，布局 AI 搜索与智能体领域；95 后清华博士加盟腾讯混元；英伟达 CEO 黄仁勋否认对 OpenAI 不满，计划进行巨额投资；Clawdbot 更名 OpenClaw，15 万个 Agent 自主发 帖、协作、吐槽人类；字节禁止员工利用公司资源做号谋利；贵州茅台出资参与 SpaceX 上市 A 轮融 资？不实；阿里明确云 +AI+ 芯片战略，PPU 芯片出货已数十万片…… 2026 年春节期间，字节、阿里、腾讯、百度等大厂围绕 AI 超级入口（Agent 时代）展开激烈争夺 战，以现金红包为核心抓手，结合产品迭代、生态布局、投流推广等策略抢占用户注意力，角逐首款 国民级 AI 应用。 1 月 25 日，腾讯官方发布关于春节分 10 亿现金的通知：将在 2 月 1 日上线春节活动，用户上元宝 App 分 10 亿现金红包，单个红包金额可达万元。马化腾表示希望此次活动能够再次迎来微信红包的 盛况。 ...

Core Insights - Baidu's AI assistant, Wenxin, has seen nearly 50 million users participating in its Spring Festival red envelope activity, highlighting the popularity of AI features like photo search and AIGC video creation [1] - The initiative is one of the earliest AI red envelope activities launched in China, with the official announcement of capacity expansion on the first day due to overwhelming demand [1] - Unlike competitors, Baidu's approach links red envelope collection directly to the use of AI core functionalities, aiming to encourage users to transition smoothly to AI services [1] Company Overview - Wenxin assistant is an AI smart assistant launched within the Baidu APP, which has surpassed 200 million monthly active users [1] - Baidu APP has over 700 million monthly active users, indicating a significant user base for the integration of AI features [1] - The red envelope initiative involves the distribution of 500 million red envelopes, serving as an incentive for users to engage with AI functionalities [1]

稍后月之暗面 Kimi 官微转发并配图了，搜索结果的前 4 位都是推广。虽然没直接吐槽，就是让百度收敛一 点。 网友在回复中调侃"给百度掏钱就解决了" 小程程刚才去百度测试了一下，已经把 Kimi 放第一位了，相应推广已撤下。 1 月 31 日傍晚，有网友发帖称，" 百度完了呀，就是个套壳的假网站，百度你真是一如既往的垃圾呀。里面 基本都是在诱导充值 。" 所实话，这就是百度的传统技能，都麻了。 起因是他在百度搜 Kimi 发现前面都是推广，而 Kimi 的真官网排在很后。 不止是知名品牌遭殃，而且还存在以 VS Code、Python 等免费/开源工具为关键词的付费推广现象。 蓝点网此前报道，当用户搜索 Python 免费下载时，名为上海永楚网络科技有限公司提供的收费下载包只需要 0.01 元，但默认开启 99 元/月自动续费。 大家有啥想说的，尽管留言吧。 我记得之前都当趣图发过好几期了。对于技术小白来说，一不小心就被某些商家收割了。 ...

数字营销的核心挑战与应对策略 当前企业面临"看不见、摸不准、搞不定"三大核心痛点。线上存在感弱导致客户难以发现品牌，获客成本高企使得广告投入效率低下，多渠道管理复杂则消 耗大量内部资源。针对这些问题，智能整合营销方案通过精准定位、内容优化和全链路服务，能够有效提升品牌曝光度与转化效率。百拓数媒基于百度生态 体系，为企业提供从需求分析到效果优化的完整解决方案。 本地化营销与精准客群触达 对于有区域服务需求的企业，百度地图营销与本地生活服务至关重要。通过门店标识、周边推荐等功能，可以吸引附近3-5公里的精准客流。线索通功能在 搜索结果中直接展示服务特点和联系方式，缩短客户转化路径。华东地区企业特别受益于此种定位技术，能够实现线上引流与线下服务的无缝对接。 全链路智能营销的实施路径 成功的数字营销需要系统化实施。从专业官网建设开始，到内容策划、广告投放、数据分析和持续优化，形成完整闭环。百拓数媒凭借多年服务经验，提供 包括建站、新媒体运营、品牌建设在内的一站式服务，帮助企业降低运营复杂度。专业团队基于数据分析持续优化策略，确保营销投入获得最大化回报。 效果营销与品牌曝光的协同效应 效果营销注重即时转化，而品牌营销着 ...

新浪科技讯 2月1日上午消息，月之暗面Kimi于微博发文求助称："有人能帮忙 at 一下百度的同学吗？刚 才试了试，前 4 个写着 Kimi 的网站都不是 Kimi。" 据其配图内容，于百度搜索"Kimi官网"，最先展示的几条检索链接均为百度推荐的广告内容，并非kimi 官方网站。 对此，Kimi方面表示，"网站标题中写'Kimi 官网'太容易误导用户了。"也有网友表示道："理论上可以 找百度投诉（特别是用自己的商标投诉），至少是标题里kimi标红的都可以投诉下架，实际操作上比较 费时且可能其他家又上了这个广告了。" 新浪科技发现，目前百度方面已优化搜索结果，搜索"Kimi官网"关键词后百度搜索最先展示内容已经变 为Kimi官方网站。不过对于月之暗面Kimi网络求助一事，百度方面并未回应媒体问询。 责任编辑：江钰涵 责任编辑：江钰涵 新浪科技讯 2月1日上午消息，月之暗面Kimi于微博发文求助称："有人能帮忙 at 一下百度的同学吗？刚 才试了试，前 4 个写着 Kimi 的网站都不是 Kimi。" 据其配图内容，于百度搜索"Kimi官网"，最先展示的几条检索链接均为百度推荐的广告内容，并非kimi 官方网站 ...

企业须追求商业利益与社会责任的平衡。 据《新闻坊》报道，近日，家住上海普陀的徐老伯使用百度搜索"百联卡余额查询"，误入标注着"官 网"的假冒网站。输入卡号密码后，两张预付卡内的1000多元余额被盗刷一空。记者亲自试验，在向所 谓官网提交信息后，卡内资金也很快被盗走。进一步调查发现，此类骗局在去年3月就已出现，盗刷事 件并非个例。支付机构虽已知情并向有关部门反映，但问题至今未解。 有人或许会以"技术中立"来为平台开脱，但显然难以成立。诈骗网站在搜索结果中出现甚至排名靠前， 如果确与平台的审核推荐机制有关，平台就必须担责。平台既然从商业推广中获利，就应该对推广信息 的真实性、合法性负有审核之责。这不仅是商业伦理的要求，更是《广告法》《电子商务法》等法律法 规的明确规定。平台不能只扮演一个收钱的"房东"，而对"租客"在屋内进行不法活动不闻不问。 骗子网站是如何被用户搜到，并出现在显著位置的，目前还没看到百度方面的解释。但有个网络技术常 识很多人知道：一些搜索引擎会采用"竞价排名"的方式，决定部分搜索结果的展示位置。这给了不法分 子以机会——通过支付更高的广告费，使自己的诈骗网站在相关搜索中排名靠前，甚至超过真正的官 ...

根据近期媒体对2025年公开市场大模型相关招投标信息的统计，金融行业全年大模型中标项目达587个，中标金额约15.06亿元，较2024年分别增长341%、 527%。其中，百度智能云连续两年成为中标项目数和中标金额最多的厂商。 | 排行 | 厂商 | | 中标项目数量 披露金额 (万元) | | --- | --- | --- | --- | | 01 | 育度 | 38 | 6021 | | 02 | 科大讯飞 | 37 | 5881 | | 03 | 火山引擎 | 31 | 5300 | | 04 | 中关村科金 | 20 | 1865 | | 05 | 阿望云 | 17 | 3080 | 其中，银行类机构仍是大模型落地的主力，2025年中标项目数量达290个，以49.4%占比位居第一，其后依次是证券机构（96个）和保险机构（82个）。 随着模型推理、模型安全和性能等能力的提升，以及生成式AI平台工具链的逐步完善，大模型正在推动金融机构从交互体验创新，迈向更深层次的业务逻 辑创新。 AI应用成为金融落地大模型第一方向 从采购结构看，金融机构对大模型的需求正明显向应用层集中。2025年，金融应用类项目达到3 ...

Core Insights - China is a significant player in the automated driving industry, with major companies like Baidu, Pony.ai, and WeRide leading the development of robotaxis [5][6][7] - The article aims to provide insights into the experiences of riding robotaxis in China, highlighting the differences in service availability and operational areas compared to Western counterparts [2][4] Company Overview - Baidu Apollo, the automated driving unit of Baidu, is often compared to Alphabet's Waymo and has a dedicated app for users [6] - Pony.ai operates in both China and the United States, offering its services through the PonyPilot app [6] - WeRide focuses on robotaxis and automated shuttles, with its own app available for users [7] Market Landscape - Major Chinese cities like Beijing, Shanghai, Wuhan, Guangzhou, and Shenzhen are actively involved in robotaxi services, although these services are often limited to specific pilot zones [9][10][11] - Baidu's Apollo robotaxis are particularly prominent in Wuhan, where they provide a reliable automated vehicle service for commuters [13] Service Characteristics - Robotaxi services in China are generally confined to designated pilot zones, and users may need to travel to specific areas to access these services [10][12] - In Beijing, the Yizhuang area is a key location for automated driving activity, while Shanghai offers several areas for potential rides, albeit with significant travel required to reach them [11][12] User Experience - The apps for booking robotaxi rides can be challenging for users, often requiring a local Chinese phone number and knowledge of the Chinese language [18][22] - Users can change their destination during a ride, with varying policies across different providers, which can lead to interesting driving maneuvers in busy urban environments [26] Future Outlook - The article suggests that despite the current limitations, China's robotaxi services are advancing rapidly and are worth exploring for those interested in automated driving technology [28]