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， ...

Group 1: Market Overview - The gold and non-ferrous metal sectors experienced significant declines, with multiple stocks hitting the daily limit down, including Hunan Gold, Xiaocheng Technology, and Western Gold [1][2] - International gold and silver prices saw substantial drops on January 30, marking some of the largest single-day declines in decades due to profit-taking and short-term futures traders closing long positions [1] Group 2: Stock Performance - Xiaocheng Technology's stock fell by 20.00% to 54.00, while Hunan Gold and Western Gold both dropped by 10.00% to 33.30 and 40.25 respectively [2] - The Shanghai Composite Index decreased by 0.93% to 4079.71, while the Shenzhen Component Index fell by 0.54% to 14128.87, contrasting with a 0.65% increase in the ChiNext Index [3][4] Group 3: Sector Analysis - The market saw a wave of limit-downs in the gold and base metal sectors, with oil, gas, chemicals, agriculture, coal, and steel industries also experiencing notable declines [4] - Conversely, sectors such as photovoltaic and ultra-high voltage themes showed resilience and strength amid the broader market downturn [4] Group 4: Additional Market Movements - The Hong Kong stock market opened lower, with the Hang Seng Index down 1.06% and the Hang Seng Tech Index down 1.29%, influenced by significant drops in major telecom operators [8][9] - The People's Bank of China conducted a 750 billion yuan reverse repurchase operation at an interest rate of 1.40%, with 1505 billion yuan of reverse repos maturing on the same day [7]

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 article highlights the top short-selling ratios for various companies, with JD Health-R, Anta Sports-R, and Lenovo Group-R leading the list at 100.00%, 89.98%, and 89.87% respectively [1][2] - The top three companies by short-selling amount are CSPC Pharmaceutical Group at 1.268 billion, Zijin Mining Group at 1.031 billion, and Xiaomi Group-W at 1.014 billion [1][2] - The highest deviation values in short-selling are recorded for Kuaishou-WR at 36.02%, Xiaomi Group-WR at 30.00%, and Heptagon Pharmaceuticals-B at 26.77% [1][2] Group 2 - The top ten short-selling ratios include JD Health-R at 100.00%, Anta Sports-R at 89.98%, and Lenovo Group-R at 89.87%, with Kuaishou-WR and Xiaomi Group-WR also featuring prominently [2] - The top ten short-selling amounts show CSPC Pharmaceutical Group leading with 1.268 billion, followed by Zijin Mining Group and Xiaomi Group-W [2] - The top ten deviation values indicate significant short-selling activity, particularly for Kuaishou-WR and Xiaomi Group-WR, suggesting potential volatility [2]