**消费力的真谛** 有声音认为：一块钱的消费和100块钱的消费，本质上没有区别。这种看似逻辑清晰 的说法，实际上忽略了消费的层次和质量。曹德旺的批评，实际上是在对这种偷换概念的论点提出反 驳。消费不仅仅是一个数字的堆砌，更是生存与享受的区分。当生存问题依旧是大多数人面临的主要问 题时，消费便不再是简单的数量问题。相对于一块钱的生存消费，100块钱的享受消费所代表的是社会 的富裕与发展。 因此，当我们讨论所谓的13亿市场时，必须明确的是，哪些群体有能力参与到其中。 即使互联网和电商扶贫政策的推进，依然有大量贫困人口未能享受到这一市场的红利。从某种意义上 说，这一市场的局限性和瓶颈，决定了淘宝所宣称的13亿只是一个美丽的梦想，而非现实。 一个是全球闻名的玻璃大王，一个是电商领域的先驱与巨头，曹德旺与马云，作为中国商业界两位举足 轻重的人物，分别代表着制造业与互联网电商的巅峰。曹德旺的福耀玻璃在制造业中无疑占据着霸主地 位，而马云的阿里巴巴，则以其庞大的电商平台影响着全球经济的格局。这两个行业，一个是传统的实 体经济，另一个是崛起中的虚拟经济，它们的碰撞早已超越了行业之间的讨论，成了社会舆论的焦点， 甚至引发了两 ...

外媒看从奶茶福利到用户争夺，中国AI大战复刻互联网经典玩法 福利活动的市场反馈堪称爆炸性，数据显示，活动上线短短9小时内，就产生了超1000万笔免费奶茶订单，总 价值约2.5亿元人民币，其中前3小时的奶茶订单量便激增超100万笔。蜜雪冰城、喜茶、霸王茶姬、奈雪的 茶、瑞幸咖啡等茶饮咖啡头部品牌均参与此次合作，但即便这些行业领军者，也对活动的规模和热度始料未 及。 订单的暴增给线下门店带来了巨大压力，全国多地合作门店相继出现杯子、原料、小票、包装告罄的情况， 部分门店因操作台堆满待取饮品，不得不临时关店或暂停接单。美团等平台的配送骑手更是整日在各门店外 排队取餐。 这场以奶茶福利为核心的营销活动，也让千问在AI应用的市场竞争中实现强势逆袭。活动上线数小时内，千 问便从应用排行榜前十名之外，一跃成为中国苹果AppStore免费应用榜榜首，超越了此前取代字节跳动豆包 的腾讯元宝，成为当下最热门的AI应用。 据Quasa报道，2月8日消息，临近中国农历新年，国内科技巨头围绕AI领域的市场争夺全面升级，一场以巨额 补贴、场景化营销为核心的AI大战正式打响。阿里巴巴为推广千问AI应用推出的30亿元"新年请客计划"引发 市 ...

春节外卖火了，淘宝闪购再加码激励 来源：钱江晚报 "春节外卖火了，市民需求多了，骑士收入也涨了，跑得好一个月能多挣上万元。今年春节我决定留下 来，把家人接到身边过年。"随着当下外卖消费火热，淘宝闪购骑士纵波说。 春节年货采购正旺，从囤货到即时满足，淘宝闪购30分钟送到家成为新趋势。为做好城市春节生活服 务，淘宝闪购做好了准备，通过加大激励和补贴，做好值守骑士保障；同时，围绕送单全程升级支持举 措，让城市骑士更好、更快服务。 记者获悉，这个春节，淘宝闪购投入近20亿元，提前做好运力储备，留岗骑士将比平时至少多收入数千 元，一线城市可多挣上万元；围绕外卖"接取送达"，淘宝闪购持续做好商户协同、升级骑士AI赋能、加 大末端助力，让城市骑士劳有所得、心有所安，更好守护马年春节。 随着春节订单暴涨，淘宝闪购推出了多重奖励活动，包括节日激励、长线活动和拉新奖励等，很多骑士 有望收到万元"年终奖"。其中，春节期间有留岗、返岗奖励，单单奖，天气时段补贴等；长线活动则包 括赛事奖励、加油包和叠加奖励等；推荐新人入职，骑士和跑单新人都会收到奖励。 以北京为例，在通州梨园商圈，春节假期值守骑士，包括值班奖励，迎新、返岗等红包，加上 ...

Market Overview - The Hang Seng Index closed at 26,560, down 1.21% for the day and 3.02% for the week, but up 3.63% year-to-date[3] - The S&P 500 index rose by 1.97%, marking its largest single-day gain since May of the previous year[9] - The Nikkei 225 index increased by 0.81%, supported by expectations surrounding the upcoming House of Representatives election in Japan[13] Sector Performance - The lithium battery sector saw gains, with Zhongchuan Aviation rising over 5% and Ganfeng Lithium up over 2%[9] - The automotive sector also performed well, with NIO up nearly 7% and Li Auto increasing by over 3%[9] - The cryptocurrency sector faced significant declines, with New Fire Technology Holdings dropping over 7%[9] Economic Indicators - U.S. consumer credit increased by $24 billion in December, the largest rise in a year, exceeding all economists' expectations[13] - The semiconductor industry is projected to grow by 26% in revenue by 2026, surpassing $1 trillion for the first time[15] Investment Sentiment - There is a notable increase in risk appetite in the market, as evidenced by the rebound in silver prices by nearly 10% and Bitcoin rising close to 12%[9] - Concerns remain regarding the high capital expenditures in AI, with major tech companies like Amazon and Google experiencing stock declines despite overall market gains[10]

Core Viewpoint - On February 9, 2026, Tencent Holdings, Alibaba-W, and the Yingfu Fund were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 4.681 billion, 3.740 billion, and 2.531 billion respectively [1] Group 1: Southbound Stock Connect Trading - Tencent Holdings ranked first in Southbound Stock Connect trading with a total trading amount of 4.681 billion and a net buying amount of 0.904 billion [2] - Alibaba-W ranked second with a trading amount of 3.740 billion and a net selling amount of 0.100 billion [2] - The Yingfu Fund ranked third with a trading amount of 2.531 billion and a significant net selling amount of 2.515 billion [2] Group 2: Deep Southbound Stock Connect Trading - Tencent Holdings also led in Deep Southbound Stock Connect trading with a trading amount of 3.490 billion and a net buying amount of 0.896 billion [2] - The Yingfu Fund was second with a trading amount of 2.051 billion and a net selling amount of 2.040 billion [2] - Alibaba-W ranked third with a trading amount of 1.611 billion and a net buying amount of 0.151 billion [2]

具体来看，腾讯元宝于2月1日启动10亿元现金红包活动，用户可通过分享链接、与AI对话等方式获取 抽奖机会；阿里千问紧随其后，宣布投入30亿元启动"春节请客计划"；百度则抛出5亿元红包福利；字 节跳动旗下火山引擎成为2026年央视春晚独家AI云合作伙伴。 年味渐浓，红包大战也如期而至，但这次红包装的不只是压岁钱，更是中国互联网巨头对AI未来的集 体押注。 去年今日，DeepSeek"横空出世"，凭借其低成本、高性能的优势，一夜之间迅速走红海内外，更是在各 行各业掀起一股AI巨浪。而短短一年间，行业战局已全面升级，各家AI大战如火如荼，竞争焦点也转 向用户入口、场景渗透与生态闭环的"全面战争" AI红包大战激战正酣 天下熙熙，皆为利来。天下攘攘，皆为利往。 春节前夕，一场AI大战打响。腾讯元宝投入10亿元现金红包，阿里千问更是斥资30亿元启动"春节请客 计划"，百度文心一言和字节跳动的豆包也纷纷加入战局。 各家策略体现出明显的特征。腾讯依托社交生态，阿里深耕电商与本地生活闭环，百度强化搜索与娱乐 属性，字节则借助内容平台流量优势。从投入规模看，相比2015年微信5亿元红包，这次仅阿里和腾讯 两家的投入就达到40亿 ...

Core Viewpoint - The article highlights the entrepreneurial journeys of young individuals from Zhengzhou Xias College, inspired by the success of alumni like Wang Ning, who have successfully ventured into foreign trade despite lacking traditional resources and backgrounds [3][41]. Group 1: Entrepreneurial Background - Wang Ning's success story serves as a beacon for students, encouraging them to explore entrepreneurship rather than traditional employment [3]. - Many students have engaged in small business ventures during their college years, gaining practical experience in commerce [3][41]. - The entrepreneurial environment at the college has led students to seize opportunities in the foreign trade sector, capitalizing on China's supply chain advantages [3][41]. Group 2: Growth in Foreign Trade - In 2021, China's goods trade reached a record high of 39.1 trillion yuan, with exports growing by 21.4%, indicating a booming foreign trade environment [5]. - Young entrepreneurs like Li Jiale and He Jiakun have reported significant revenue growth, with some achieving annual revenues of 20 million to 30 million yuan by 2025 [3][41]. Group 3: Individual Success Stories - Li Jiale started his foreign trade business at 19, initially focusing on low-cost products like swim rings, and achieved rapid growth in inquiries and orders [5][10]. - He Jiakun, motivated by family business aspirations, began his foreign trade journey with a focus on fitness equipment, achieving significant sales growth within a year [12][41]. - Both entrepreneurs have adapted their strategies to the evolving market, leveraging personal experiences and insights to build successful businesses [12][41]. Group 4: Challenges and Adaptations - The article discusses the challenges faced by these entrepreneurs, including fluctuating market conditions and the need for continuous adaptation in their business strategies [30][32]. - Li Jiale and He Jiakun emphasize the importance of maintaining focus on core business operations and avoiding distractions from social engagements [30][34]. Group 5: Future Aspirations - The young entrepreneurs have set ambitious revenue targets for the coming years, with plans to expand their businesses significantly [41][45]. - They aim to serve as mentors for future students, sharing their experiences and insights to foster a new generation of entrepreneurs [41][45].

Core Viewpoint - Alibaba's 30 billion yuan promotional campaign is a strategic investment aimed at long-term returns rather than a mere expense, designed to attract new users and enhance AI capabilities [3][5]. Group 1: Promotional Strategy - The 30 billion yuan initiative is likened to a restaurant's free trial period, intended to lower the barrier for users to experience the AI service, thus attracting a larger customer base [3]. - The campaign generated over 10 million orders within 9 hours, showcasing its immediate impact and user engagement [2][4]. Group 2: AI Development - The orders placed through the AI service serve as practice for the AI, allowing it to learn and improve its functionality, which is more effective than artificial training methods [4]. - Accumulating millions of orders will enable the AI to handle more complex tasks in the future, enhancing user experience and increasing the likelihood of continued usage [4]. Group 3: Competitive Positioning - The promotional effort is seen as a way to secure a competitive edge in the AI market, similar to how ride-hailing services used subsidies to gain market share [4]. - Alibaba's comprehensive ecosystem allows the AI service to integrate with various platforms, providing a unique advantage over competitors that offer more limited functionalities [4]. Group 4: Long-term Investment Logic - The 30 billion yuan is characterized as "seed money," with the expectation of significant returns in the future, akin to planting seeds for future harvests [5]. - The initiative is expected to create a positive feedback loop where increased user engagement leads to smarter AI, which in turn attracts more users, solidifying Alibaba's position in the AI landscape [5].

Core Viewpoint - Alibaba's Qianwen launched a "30 billion yuan free order" campaign before the Spring Festival, which quickly gained popularity and resulted in over 10 million orders within 9 hours, marking a significant milestone in AI application in consumer scenarios [1][4]. Group 1: AI Application and Market Strategy - The campaign represents a new round of user competition among major tech companies focused on AI application entry points, aiming to transition AI from mere conversation to practical tasks [3][4]. - The "AI treat" initiative allows users to order milk tea for just 1 penny, showcasing the practical capabilities of AI in everyday life [4][5]. - The event not only targets consumer engagement but also aims to enhance Alibaba's B2B capabilities in the instant retail sector, thereby improving the efficiency of local services and delivery systems [5][6]. Group 2: Technological Infrastructure and Competitive Position - Alibaba's strategy is supported by its "Tongyun Ge" AI triangle, which integrates AI chips, cloud computing, and large models, positioning the company as a formidable player in the global AI landscape [6][7]. - The self-developed AI chip "Zhenwu 810E" has surpassed Nvidia's A800 in performance, marking a significant advancement in Alibaba's AI chip capabilities [8][10]. - Alibaba Cloud is recognized as the largest cloud service provider in China and Asia, with extensive infrastructure that supports the company's AI initiatives [10]. Group 3: Future Investments and Implications - Alibaba plans to invest at least 380 billion yuan in cloud computing and AI infrastructure over the next three years, exceeding its total investment in the past decade [16]. - The success of the milk tea campaign may serve as a catalyst for broader AI applications in e-commerce, potentially creating a transformative effect similar to that of "Double 11" in traditional retail [16].

Group 1 - Southbound funds recorded a net sell of HKD 18.87 billion in Hong Kong stocks today [1][3] - Notable net purchases included Tencent Holdings at HKD 1.8 billion, Southern Hang Seng Technology at HKD 639 million, and Xiaomi Group-W at HKD 209 million [1] - Significant net sales were observed in the Tracker Fund of Hong Kong at HKD 4.555 billion, Hang Seng China Enterprises at HKD 1 billion, and Kuaishou-W at HKD 568 million [1] Group 2 - Southbound funds have consistently net bought Xiaomi for 8 consecutive days, totaling HKD 3.82029 billion [1] - Tencent has seen net purchases for 6 consecutive days, amounting to HKD 17.192 billion [1] - Alibaba has been net bought for 4 consecutive days, totaling HKD 4.43042 billion, and Pop Mart has also seen net buying for 4 days, amounting to HKD 1.22911 billion [1]