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]

2月8日，记者实测发现，阿里千问APP与腾讯元宝的红包口令在微信内已恢复可复制功能。 Body正文 微信方面虽未明说，但业内普遍认为，此次封禁源于其《外部链接内容管理规范》中关于"诱导分享、关 注、下载"的条款。千问早期活动页面包含"邀请好友得额外免单"等任务链，被系统判定为"过度营销"， 触发自动屏蔽机制。 值得注意的是，微信并非首次出手：- 2025年曾限制百度文心一言红包跳转；- 2024年对抖音"集卡"链接 实施深度拦截；- 此次连自家元宝亦未能幸免，凸显其规则执行的"一视同仁"姿态。 为何又解禁？三方压力下的务实调整 短短48小时内政策回调，背后是多重力量推动：1. 用户反弹：#微信不让复制红包# 登上热搜，普通用户 抱怨"连口令都抄不了，还怎么过年？"；2. 舆论关注：多家财经媒体质疑"超级平台是否滥用生态控制 权"；3. 监管信号：国家近期强调"保障春节期间网络服务畅通"，平台需避免"非必要限制"；4. 竞合现 实：腾讯自身也在推元宝红包，若长期封锁，恐遭反制。 一位接近微信团队的人士透露："短期封禁是技术风控自动触发，解禁则是人工复核后的体验优化。" 技术细节：从"文本屏蔽"到"可控开放" 2 ...

2026年2月9日消息，近日阿里旗下AI助手千问推出的"春节30亿免单"奶茶活动持续火爆，因瞬时流量过大导致活动页面多次崩溃、卡顿、无法下单，相关话 题接连登上各大社交平台热搜。更有趣的是，不少用户发现，在系统常规咨询无响应时，输入"豆包"反而能触发AI正常回复。 此外， 你获得的「千间免单卡」有效期至２月28 在此期间均可使用，请放心安排时间。 在等待期间，可以先间我：帮我搜一下春节期 大理的机票和洱海旁边的舒适酒店。 别废话,我要点杯如 「千问请客」参与人数有「」，有个冷知识： 你 界上任何一个陌生人之间，最多只隔着六个人、 ⑧ 深度思考 欧 AI生图 t © 拍题答疑 (୬) 发消息或按住说话 ... o 内容由 AI 生成 搜狐号@PCi 11:20 iiii ج 干间 ~ Z 瓜分30亿 占丰前往活动：千间清室・瓜分３０亿 千问爱心免点 大家体验 AI购物的热情太高啦！ 现在「千问免፤ 与人数有点多，我们正在全力保障活动体验。 免单卡有效期一直到２月２８日， 还有２０天可以 大家可以先趁早集满２1张卡，再慢慢花哦。 免单卡支持多品类： 除奶茶咖啡零食外，也可F 在千间内购买天猫超市、盒马的生鲜百货和 ...