2 月 1 日，腾讯元宝" 10 亿现金红包大撒币" 春节活动启动，由于鹅厂提前预热，当日 大量用户涌入参与， 元宝便登顶 App Store 免费榜第一。 腾讯回应 2 月 2 日 腾讯回应媒体称，因瞬时流量激增，部分服务出现短暂不稳定，目前已经恢复。 元宝团队同步说明，已完成服务器紧急扩容，用户未提现的红包将保留至活动结束，2 月 4 日、10 日、17 日 后续三轮红包派发计划照常进行，同时提醒用户错峰参与。 阿里砸 30 亿 对了，在腾讯大撒币后，阿里也不甘落后，千问官微刚发文称，要砸 30 亿请客。 "元宝崩了"上热搜 2 月 2 日 0 点左右，大量用户遇到登录异常，AI 对话、内容生成功能提示 "已暂停生成"、"加载失败"，抽奖界 面卡顿或进度丢失。 元宝故障持续约 2 小时才逐渐缓解。 这波大模型 春节 红包大战，各位预测最终谁会赢呢？ ...

爱企查App显示，近日，杭州可创可造信息科技有限公司成立，注册资本100万元人民币，经营范围包 括 软件开发、 人工智能 应用软件开发、人工智能 基础软件开发、数据处理和存储支持服务等。 股东 信息显示，该公司由阿里巴巴网络技术有限公司、杭州阿里巴巴广告有限公司共同持股。 ...

针对有消息称"元宝崩了"，腾讯2日回应中新经纬称，因瞬时流量激增，部分服务出现短暂不稳定，目前已经恢复，给大家带来不便，敬请谅解。 福耀科技大学50名大一学生被企业抢光？校长王树国回应 男子用SIM卡炼出191克黄金，价值21万元？当事人最新回应 2月1日，腾讯元宝启动10亿红包活动。 2日，中新经纬获悉，千问App宣布将投入30亿启动"春节请客计划"。千问方面表示，这创下了今年春节AI大战最高投入纪录。据悉，该计划将于2月6日 上线，联合淘宝闪购、大麦、飞猪、盒马等阿里生态业务，以免单形式请全国人民用AI吃喝玩乐。 来源：中新经纬 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 ...

北京商报讯（记者 魏蔚）2月2日，千问App宣布，投入30亿元启动"春节请客计划"，以免单形式请全国 人民在春节期间吃喝玩乐。淘宝闪购、飞猪、大麦、盒马、天猫超市、支付宝等阿里生态业务也将加入 千问春节攻势。据悉，此次千问30亿春节请客计划，在阿里历史上的春节活动中投入最大，在今年春节 大厂AI大战中投入金额也最高。据千问App官微，"千问春节请客计划"将于2月6日正式上线，强调"吃 喝玩乐 免单不停"，还有大额现金红包，但官方尚未透露具体的活动形式。 ...

Core Viewpoint - Qianwen App has announced a significant investment of 3 billion yuan to launch the "Spring Festival Treat Plan," aiming to provide free dining and entertainment experiences for the public during the Spring Festival, marking the largest investment in Alibaba's history for a Spring Festival event [1] Group 1: Investment and Strategy - The 3 billion yuan investment for the Spring Festival Treat Plan is the highest amount allocated for a Spring Festival campaign in Alibaba's history and also the largest in the ongoing AI competition among major companies this year [1] - The plan will officially launch on February 6, emphasizing continuous free dining and entertainment experiences, along with substantial cash red envelopes, although specific details of the activities have not been disclosed [1] Group 2: Integration with Alibaba Ecosystem - Qianwen App has integrated with various Alibaba ecosystem services, including Taobao Flash Sale, Alipay, Taobao, Fliggy, and Amap, to test AI shopping functionalities [1] - The internal sources from Qianwen App indicated that the announcement made on January 15 was part of the preparation for the Spring Festival initiative, aiming to embed AI into consumers' real-life spending during the holiday [1]

Market Overview - The electronic industry index experienced a weekly decline of 2.18% from January 26 to January 30, 2026, with consumer electronics down 4.74%, semiconductors down 0.83%, and optoelectronics down 4.10% [1][2] - In the same period, the Nasdaq index fell by 0.17%, while notable gains were seen in companies like SanDisk (up 21.62%), Meta (up 8.76%), Apple (up 4.61%), Micron (up 3.81%), and Intel (up 3.11%) [1][2] Company Performance - Apple reported a strong fourth-quarter revenue of $143.76 billion, significantly exceeding market expectations of $138.48 billion, with net profit rising from $36.33 billion to $42.1 billion year-over-year, primarily driven by a surge in iPhone sales [3] - Meta's performance and AI capital expenditures surpassed expectations, with a revised capital expenditure guidance for 2026 set between $115 billion and $135 billion, nearly doubling year-over-year, focusing on AI computing power and infrastructure [3] - SanDisk achieved a revenue of $3.025 billion in Q4 2025, a 61% year-over-year increase, with a net profit of $803 million, reflecting a 672% growth, and a gross margin of 50.9%, up 18.6% year-over-year [4] - SK Hynix reported record highs in all three major metrics for Q4 2025, with revenue increasing by 34% to 32.83 trillion KRW and operating profit rising by 68% to 19.17 trillion KRW, achieving an operating profit margin of 58% [4] - ASML's Q4 2025 net sales reached €9.718 billion, a 4.9% year-over-year increase, with a 29.3% quarter-over-quarter growth, and new orders of €13.2 billion setting a historical record [4] Beneficiary Companies - Companies identified as beneficiaries include Huahong Semiconductor, Zhongwei Company, Jingce Electronics, Huafeng Measurement and Control, Changchuan Technology, Tongfu Microelectronics, Lanke Technology, Haiguang Information, Chipone Technology, and Zhaoxin Technology [5]

Summary of Key Points from Conference Call Records Industry Overview Alcohol Industry - The liquor sector, particularly the baijiu segment, has shown strong performance leading up to the Spring Festival, with Moutai's sales exceeding expectations and institutional holdings at a historical low of 3.5% [1][3] - Moutai's price has increased from 1,550 RMB to 1,700 RMB, with expectations for further price increases before the festival, maintaining a price floor above 1,500 RMB for the year [3] - Recommended stocks include Moutai, Wuliangye, and Fenjiu, with Moutai being the top pick due to its attractive valuation and dividend yield above 4% [1][4] Agriculture Industry - Haida Group is projected to achieve a compound annual growth rate (CAGR) of 10%-15% in its domestic feed business over the next 5-10 years, with overseas market growth exceeding 40% [1][6] - The company plans to reduce capital expenditures to lower per-ton depreciation costs, thereby releasing profits [6] - In the pig farming sector, the focus is on the breeding sow inventory, which has decreased by 1.8% year-on-year, indicating a potential rebound in pig prices post-adjustment in production capacity [8][9] Pharmaceutical Industry - The pharmaceutical sector is experiencing a multi-point development trend, with promising prospects in innovative drugs and AI healthcare [11] - Retail pharmacy growth is expected to be between 10%-15%, supported by government policies encouraging high-quality development in the sector [12] - The market confidence is recovering, with opportunities in traditional Chinese medicine and retail pharmacy expected to increase due to improved inventory and consumption characteristics [12][13] Home Appliance Industry - The home appliance sector is benefiting from signals of financial easing in real estate, with major brands like Midea and Haier entering a price increase cycle [14] - Midea's dividend rate may increase to 75% by 2025, with a projected dynamic PE of 12-13 times for 2026 [14] - The LCD panel market is also seeing price increases, with TCL Technology expected to double its earnings in 2026 due to the expiration of depreciation on its panels [14] Textile and Apparel Industry - Li Ning Company is highlighted as a key investment target, with inventory levels returning to 4.5-5 months and positive cash flow from distributors [15][16] - The company has entered a technology upgrade cycle, with strong feedback on new running shoe lines and a partnership with the Chinese Olympic Committee to sponsor the national team's uniforms [16][17] E-commerce and Cloud Computing - Alibaba is viewed positively for its AI and cloud computing businesses, with expectations for rapid user growth in its Q&A app and potential price increases in its cloud services [18] - The target price for Alibaba is set at 194 HKD, with a valuation of at least 10 times PE for its e-commerce business and 10 times PS for its cloud business [18] Snack Industry - The bulk snack industry is in a high-growth phase, with a market size of approximately 60,000 stores and potential for 50% growth [20] - Recommended companies include Mingming Hen Mang and Wancheng Group, with expected revenue growth rates exceeding 20% and profit growth around 30% [20] Additional Insights - The overall market sentiment is shifting towards consumer sectors, with a focus on increasing consumption rates in China as a key economic goal [2] - The anticipated recovery in various sectors, including pharmaceuticals and home appliances, suggests a favorable environment for investment in these industries [11][14]

每经AI快讯，2月2日，千问App官微宣布，投入30亿元启动"春节请客计划"，将于2月6日正式上线。春 节期间，千问App将联合淘宝闪购、飞猪、大麦、盒马、天猫超市、支付宝等阿里生态业务，以免单形 式请全国人民在春节期间吃喝玩乐。 ...

新浪科技讯 2月2日上午消息，千问App宣布投入30亿启动"春节请客计划"，以免单形式请全国人民在春 节期间吃喝玩乐，感受AI时代的全新生活方式。淘宝闪购、飞猪、大麦、盒马、天猫超市、支付宝等 阿里生态业务也将加入千问春节攻势。 据悉，此次千问30亿春节请客计划，在阿里历史上的春节活动中投入最大，在今年春节大厂AI大战中 投入金额也最高。 据千问App官微，"千问春节请客计划"将于2月6日正式上线，强调"吃喝玩乐 免单不停"，还有大额现金 红包，但官方尚未透露具体的活动形式。 1月15日，千问App宣布已接入淘宝闪购、支付宝、淘宝、飞猪、高德等阿里生态场景，测试AI购物功 能。千问App内部人士透露："半个月前的发布，其实就是在为春节攻势做准备。市面上大部分AI助手 还停留在聊天阶段，而千问希望在今年春节期间，融入到人们真实的生活消费之中。" 据悉，查询电影票时，已能在千问App主对话页面购买电影票。从千问App内部人士获悉，AI买电影票 功能正在灰测，即将全面上线。 责任编辑：宋雅芳 新浪科技讯 2月2日上午消息，千问App宣布投入30亿启动"春节请客计划"，以免单形式请全国人民在春 节期间吃喝玩乐，感受A ...

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， ...