智通财经APP获悉，2月5日,腾讯控股（00700）、盈富基金（02800）、阿里巴巴-W（09988）南向资金 净流入金额位列市场前三，分别净流入55.64 亿、45.57 亿、15.35 亿 华虹半导体（01347）、长飞光纤光缆（06869）、中芯国际（00981）南向资金净流出金额位列市场前 三，分别净流出-5.30 亿、-4.51 亿、-3.12 亿 在净流入比方面，阜丰集团（00546）、建发国际集团（01908）、绿色动力环保（01330）以68.35%、 67.39%、64.54%位列市场前三。 在净流出比方面，保利物业（06049）、瑞安房地产（00272）、同仁堂国药（03613） 以-61.67%、-58.21%、-57.85%位列市场前三。 前10大资金净流入榜 | 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 腾讯控股(00700) | 55.64 亿 | 12.80% | 558.500（+0.09%） | | 盈富基金(02800) | 45.57 亿 | 15.71% | 27.100（+0.07%） | | ...

Market Performance - The US stock indices all closed higher, with the Nasdaq rising nearly 1%, the Dow Jones slightly up, and the S&P 500 increasing by 0.5%, nearing its historical high [1] - The Dow Jones closed at 50,135.87, up by 20.20 points (0.04%), the Nasdaq at 23,238.67, up by 207.46 points (0.90%), and the S&P 500 at 6,964.82, up by 32.52 points (0.47%) [2] Technology Sector - Major US tech stocks rebounded after a recent sell-off triggered by AI concerns, with the tech giants index rising by 1.02% [2] - Microsoft saw an increase of over 3%, while Nvidia and Facebook rose by over 2%. However, Apple and Amazon experienced declines of over 1% and 0.76%, respectively, marking Amazon's fifth consecutive day of decline [2] Chip Sector - The chip stock index increased by 1.9%, with Oracle rising over 9%, and Microsoft and Broadcom up by over 3%. In contrast, Micron Technology and SanDisk fell by nearly 3% [3] Commodity Market - Gold prices continued their upward trend, with spot gold rising nearly 2% to surpass $5,050. COMEX gold increased by over 2%, while spot silver rose by over 7% and COMEX silver by 8% [6][7] - Crude oil prices rose by over 1%, influenced by new US guidelines for ships passing through the Strait of Hormuz [6] Employment and Inflation Data - Upcoming US non-farm payroll and CPI reports are expected to provide important insights into the Federal Reserve's monetary policy direction, with potential for significant market volatility if the data indicates "weak employment + stubborn inflation" [8] - Current probabilities for Federal Reserve interest rate changes indicate a 17.7% chance of a 25 basis point cut by March and a 50.4% chance of a 25 basis point cut by June [8]

目前，千问在App Store的免费榜单中下载量登顶。 千问的活动导致外卖平台运力紧张。 商报讯（记者 吕文鹃 实习生 沈忱 陈群壹）2月6日上午，阿里千问正式启动"春节30亿免单"活动，正式 加入春节AI红包大战。 此次千问30亿元春节请客计划，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。据悉，当天活动上线5小时后，通过千问APP已下单超过500万单， 千问APP的页面因过多人挤入而出现崩溃，AI红包大战一度又成为了奶茶大战。 AI红包大战让外卖崩了 千问再次延长免单卡期限 据悉，本次活动期间，千问向用户发放奶茶免单卡，邀请全国人民用AI一句话免费点奶茶，每个人可 以领取21张无门槛的25元免单卡，相当于525块钱。千问APP活动页面显示，第一波免单活动时间为2月 6日-2月12日，不仅能免单喝奶茶，也能通过淘宝闪购买年货、点外卖。此外，每邀请一名新朋友下载 千问APP，双方可各得一张25元免单卡。 千问春节红包活动火爆，许多用户的APP页面拥堵无法正常下单。 活动当天，千问APP的页面一度出现卡顿、崩溃的情况，许多用户都反应无法正常点单。记者在当天通 过千问APP发送多次点 ...

Group 1 - Major blue-chip stocks mostly rose, with HSBC Holdings closing at HKD 141.801, up 1.8% from the previous close [2] - Tencent Holdings closed at HKD 561.139, reflecting a 0.2% increase from the previous close [2] Group 2 - Tencent Holdings (00700) latest price is HKD 560.000, with an increase of HKD 12.500 or 2.28% [3] - Alibaba Group (09988) latest price is HKD 157.900, up HKD 2.900 or 1.87% [3] - HSBC Holdings (00005) latest price is HKD 139.300, up HKD 4.500 or 3.34% [3] - AIA Group (01299) latest price is HKD 86.350, up HKD 2.850 or 3.41% [3] - Meituan (03690) latest price is HKD 91.050, down HKD 0.350 or 0.38% [3] - China Ping An (02318) latest price is HKD 73.000, up HKD 3.400 or 4.89% [3] - Hong Kong Exchanges (00388) latest price is HKD 418.600, up HKD 11.000 or 2.70% [3] - Baidu Group (09888) latest price is HKD 142.200, up HKD 4.400 or 3.19% [3] - Kuaishou Technology (01024) latest price is HKD 69.300, down HKD 1.950 or 2.74% [3]

Group 1 - Major internet giants such as Tencent, Alibaba, and ByteDance are engaging in a competition for the Spring Festival red envelope market, with plans to invest over 4.5 billion yuan [1] - The red envelope competition has sparked significant public interest, leading to a surge in app traffic that caused multiple app crashes [1] - The event has also raised various questions and criticisms regarding the implications of such large-scale promotional activities [1]

Group 1 - Alibaba's AI chatbot, Qwen, has paused issuing coupons due to an overload of customer requests, impacting its promotional campaign [1][5] - The coupon initiative is part of a 3-billion-yuan ($433 million) effort to attract more users during China's Spring Festival holiday [3] - The chatbot experienced technical issues that hindered its ability to handle the surge in orders, with 10 million orders placed within the first nine hours of the campaign [5] Group 2 - The strategy aims to integrate Qwen as a hub for accessing Alibaba's other apps and making payments, similar to Google's approach with its Gemini chatbot [4] - Research indicates a growing reliance on AI for shopping, with nearly half of "power users" replacing traditional methods with AI-driven alternatives, an increase from 39% [7] - The trend shows that growth among AI adopters is driven by deeper integration into daily workflows rather than new user acquisition [8]

Group 1 - Southbound funds increased their holdings in Alibaba-W (09988.HK) by 9.79 million shares on February 9, 2026, marking a 0.44% increase [1] - Over the past 5 trading days, there were 3 days of net increases in holdings, totaling 9.32 million shares [1] - In the last 20 trading days, there were 12 days of net increases, with a total of 15.53 million shares added [1] - As of now, southbound funds hold 2.229 billion shares of Alibaba-W, accounting for 11.66% of the company's total issued ordinary shares [1] Group 2 - The total number of shares held by southbound funds on February 9, 2026, was 2.229 billion [2] - The shareholding changes over the last few trading days include: - February 6: Increased by 7.32 million shares (0.33%) - February 5: Decreased by 7.60 million shares (-0.34%) - February 4: Decreased by 2.11 million shares (-0.09%) - February 3: Increased by 1.93 million shares (0.09%) [2] - Alibaba Group operates seven business segments, including Chinese retail, international commerce, local services, logistics, cloud computing, digital media, and innovation [2]

作者：Colin 2月6日，千问App"春节30亿大免单"活动上线首日，9小时内AI订单突破1000万单，服务器一度因"超预期火爆"而卡顿。这场看似是春节红包大战的延续， 实则是阿里精心策划的"AI生活方式全民演习"。当一杯奶茶成为AI Agent普及的导火索，阿里巴巴正在用最接地气的方式，实现从电商巨头到AI超级入口的 蜕变。 在GPLP犀牛财经看来，从活动设置和最终结果上来看，这场春节档的AI大战，千问都毫无疑问的"杀疯了"。 相较元宝用户得通过"分享红包"获得更多抽奖机会，把用户收益和分享行为进行强绑定的设计，让部分用户不得不在微信群中，忍受元宝红包链接泛滥的打 扰，千问的红包玩法更加简单直接，下载就送25元免单卡，兑现门槛低，金额又足够大，甚至有网友给算了一笔账，6口之家，5分钟就能拿下275元的无门 槛免单卡，什么概念呢？如果都用来购买蜜雪冰城的经典饮品柠檬茶，可以免费获得84杯。 同时，相较其他大厂单独一款应用的单兵作战，千问可谓火力全开，1月15日，便接入了淘宝闪购、支付宝、淘宝、飞猪、高德等阿里生态场景，这也意味 着，其他大厂砸下真金白银换来的APP活跃用户，大概率是单纯基于"薅羊毛"心态而来 ...

【#千问工具箱小程序被微信限制# 】智通财经2月9日电，阿里"千问工具箱|原通义效率助手"小程序被 微信官方限制，打开时会弹出警示窗口。用户尝试打开该小程序时，系统会弹出安全提示界面，显示该 小程序"近期被大量用户投诉，可能存在欺诈行为"。(智通财经) ...

Group 1 - The report maintains a strong positive outlook on the Hang Seng Technology Index, citing that recent declines are primarily due to liquidity shocks rather than fundamental changes in the market [2][4] - The report emphasizes that the peak of overseas liquidity shocks has passed, and strategies such as "buy the dip" are expected to be effective moving forward [5][6] - The relative valuation of Hong Kong technology stocks is at a historical low compared to A-share technology stocks, indicating potential for a rebound [4][27] Group 2 - Domestic liquidity issues caused by public funds over-allocating to Hong Kong stocks have eased, reducing selling pressure on the market [23][24] - The report highlights that the earnings expectations for the Hang Seng Index have been gently revised upwards, contributing to its resilience compared to the Hang Seng Technology Index, which has seen a stabilization in earnings expectations [38][39] - The report notes that the technology sector is experiencing significant advancements, with major companies like Tencent and Alibaba actively promoting AI models and applications [40][41] Group 3 - The report discusses the impact of stricter IPO quality controls by the Hong Kong Securities and Futures Commission, which is expected to improve market sentiment [29][30] - It is noted that the current absolute valuation of the Hang Seng Technology Index is low, with a price-to-earnings ratio of 22.13, suggesting limited downside potential for leading tech stocks [27][28] - The report indicates that the fundamentals of the Hong Kong market remain solid, with earnings expectations stabilizing, which is crucial for investor confidence [38][39]