"千问，帮我点一杯奶茶。" 在腾讯的元宝红包挤满群聊和朋友圈后，阿里千问的3 0亿元免单计划也正式上线了，第 一波福利就瞄准了奶茶这个"引流爆品"。 2月6日一早，消费者向千问发送"帮我点一杯奶茶"后，就获得一张2 5元免单卡，可在蜜 雪冰城、瑞幸咖啡、霸王茶姬等全国30多万家奶茶店使用。 与往年互联网公司直接发放现金红包不同，千问这次将红包嵌入进一次完整的AI消费闭 环中，策略更为巧妙。最新的消息是，截至下午4点，千问APP生成的AI订单突破1000 万 单 ， 彻 底 引 爆 AI 购 物 。 此 前 千 问 下 载 量 已 经 超 越 元 宝 和 豆 包 ， 火 速 登 顶 苹 果 Ap p St or e免费榜第一，排序形成"千元豆"格局。 | 免费 App | 付费 App | | | --- | --- | --- | | | 千间 - 阿里 AI助手 | | | 1 | 回答聪明会办事,AI点奶茶 | 打开 | | | 订餐写祝福测运势做拜年视频 | | | | 元宝-腾讯旗下 AI助手 | | | 2 | DeepSeek+拍题P图搜索工 | 打开 | | | 具,写作学习办公对话问答 ... ...

以下文章来源于字母AI ，作者黎广 字母AI . 聚焦前沿科技，抢先看到未来。 千问"春节30亿大免单"正式上线 文 ｜ 黎广 编辑 ｜ 王靖 来源｜ 字母AI（ ID： faceaibang） 封面来源 ｜ Pexels 最近一周，中国AI最破圈的话题不是OpenClaw和Moltbook，而是春节档各家AI大厂掀起的红包之战。 这几天，由AI引发的一轮覆盖全行业的红包大战正式开启。腾讯元宝此前推出总额约10亿元现金红包及新互动玩法，百度将文心助手纳入春节红包活 动、总额约5亿元并联动春晚节目，字节的豆包则在更早前就宣布登上央视春晚舞台，也有可能成为潜在的红包发力方。 在这场声势浩大的春节AI大战中，千问紧随其后加入战局——同时也是出手最"大方"的一家。 本周，千问App宣布发起"春节请客计划"，斥资30亿元在春节期间以"吃喝玩乐免单+大额现金红包"等形式请全国用户体验AI时代的生活服务。就在今 天，"春节30亿大免单"正式上线，发起第一波奶茶攻势，请全国用户喝奶茶。 最新数据显示，上线五小时，已有超500万单奶茶在千问App完成下单。千问也在今日登顶超越元宝和豆包，登顶AppStore免费应用榜。 值得关 ...

Core Insights - The AI competition among Tencent, Alibaba, and ByteDance has intensified ahead of the Spring Festival, transforming the holiday into a battleground for AI applications and user engagement [1][14] - Unlike previous subsidy wars in the internet sector, this AI Spring Festival battle showcases distinct strategies from each company, focusing on ecosystem collaboration and the practical application of AI [1][14] Group 1: Company Strategies - Alibaba's Qianwen app launched a "30 billion yuan free tea" campaign, achieving over 2 million orders within 4 hours, leading to a surge in app downloads and a temporary crash of the app [1][2] - Tencent's Yuanbao faced challenges as its sharing links were restricted on WeChat, raising questions about internal collaboration and leading to a nearly 10% drop in stock price over five trading days [4][8] - ByteDance's Doubao is preparing for a major push during the Spring Festival, leveraging its unique features like voice and video chat, which are not easily replicated by competitors [11][13] Group 2: Market Impact - The competition is not just between the three companies but also poses a threat to traditional players like Meituan and Baidu, potentially reshaping the internet landscape [1][14] - Qianwen's focus on local life services directly challenges Meituan's core business, while Baidu's reliance on traditional search is increasingly vulnerable to the shift towards AI-driven interactions [14][16] - The AI Spring Festival battle is expected to lead to a significant reshuffling of the mobile internet order, with the potential for a "three-win" scenario among the competitors [1][11] Group 3: User Engagement and Experience - Qianwen's strategy aims to cultivate user habits around AI ordering, contrasting with Yuanbao's more straightforward approach, which has seen diminishing user engagement [10][11] - The rapid influx of users during promotional events raises concerns about user experience, highlighting the need for robust technical infrastructure to handle increased traffic [10][11] - The long-term success of these AI applications will depend on their ability to maintain user interest beyond promotional events, as the initial excitement may fade [17]

2月6日，阿里旗下千问App正式上线"春节30亿大免单"活动，以"一句话点奶茶、全国免单"方式，将AI购物普及 给广大消费者。 阿里方面介绍，活动上线仅9个小时，用户在千问App上的AI订单突破1000万单。千问App也超越豆包和元宝， 登顶苹果App Store免费榜第一。 今年春节红包大战已经升级为AI大战，各家携亿级资源和生态优势入局比拼：豆包押注"春晚流量"，元宝聚 焦"社交裂变"，千问则依托阿里擅长的消费购物场景，将AI嵌入高频刚需的生活消费场景，助力用户培养AI使 用和消费习惯，从而开启AI生活和购物的新时代。 让用户学会用AI买奶茶，只是一个开端。阿里方面表示，免单卡除了点奶茶，也可以买早中晚餐和鸡蛋、青菜 等生鲜百货，还可以通过千问APP买天猫超市和线下商超的年货。此外，全国的盒马门店也正在陆续接入千问 APP。 AI购物的消费习惯在春节后能否继续留存也许仍有待观察，但毋庸置疑，这一杯奶茶给了用户"AI能做什么"最 直观和切实的体验和感受，同时也是全国范围、全生态链的一次压力测试。 花旗此前在研报中表示，此次红包大战并非一次简单的春节促销，而更像是中国AI助手迈向全民级应用拐点的 重要验证窗口 ...

Group 1 - Alibaba's Qianwen APP launched a "Spring Festival 3 billion free order" campaign, marking the largest investment in a Spring Festival activity in Alibaba's history and the highest amount in this year's AI competition among major tech companies [1] - Within three hours of the campaign launch, over 1 million orders for milk tea were placed using the Qianwen APP, although some users experienced technical issues during the ordering process [1] - During the campaign, each user can receive 21 no-threshold 25 yuan free order cards, totaling 525 yuan, and have a chance to win a 10,000 yuan Qianwen AI lifestyle card [1] Group 2 - A nationwide movement promoting "AI services" has begun, with major internet companies leveraging significant financial incentives to shift user habits, with a total of over 4.5 billion yuan allocated for AI red envelope activities by Baidu, Tencent, and Alibaba [2] - The Spring Festival is seen as the largest annual migration in China, and the introduction of AI applications during this period may lead to increased adoption in less urbanized areas, as young people return home with these technologies [4] - The WeChat Security Center has announced measures against excessive marketing and inducement sharing related to the Spring Festival, which has limited the sharing of links from various companies, including Alibaba's Qianwen [4]

Core Insights - The 2026 Spring Festival marketing battle has been significantly influenced by artificial intelligence, with major tech companies like Tencent, Alibaba, and Baidu investing over 4.5 billion yuan in the "red envelope war" [1][2] - AI has become the essential entry point for all platforms, transforming from a supplementary feature to the core component of the red envelope activities [2] Investment Scale - The total investment in the red envelope campaign has reached a record high, with Alibaba leading at 3 billion yuan, followed by Tencent with 1 billion yuan and Baidu with 500 million yuan, totaling over 4.5 billion yuan [2][3] Competitive Strategies - Different platforms are employing distinct strategies based on their ecosystems: Tencent focuses on social interactions through WeChat, Alibaba integrates AI into various consumer services, and Baidu leverages its search and content strengths [3][4] - The competition has evolved from merely attracting traffic to enhancing technical capabilities, scene coverage, and ecosystem collaboration [3] User Engagement and Retention Challenges - Despite the initial surge in user engagement, there are concerns about long-term user retention, as many platforms still rely on traditional growth tactics that may lead to user fatigue [4][5] - The homogeneity of AI functionalities across platforms raises questions about the ability to create unique value propositions and maintain user interest [4] Future Outlook - The red envelope campaign serves as a pressure test for the industry, highlighting the need for AI to transition from being a novelty to a necessity in daily life [6] - The long-term success of these platforms will depend on their ability to refine products, deepen user engagement, and integrate AI into everyday services, moving beyond short-term marketing tactics [6]

Group 1 - Northbound capital recorded a net purchase of HKD 14.859 billion on February 6, with HK Stock Connect (Shanghai) contributing HKD 7.113 billion and HK Stock Connect (Shenzhen) contributing HKD 7.746 billion [2] - The most net bought stocks included Tencent (00700), Alibaba-W (09988), and Southern Hang Seng Technology (03033) [2] - The most net sold stock was Longi Green Energy (601869) [2] Group 2 - Alibaba-W had a net inflow of HKD 9.34 billion, with a buy amount of HKD 26.62 billion and a sell amount of HKD 17.28 billion [3] - Tencent recorded a net inflow of HKD 23.73 billion, with a buy amount of HKD 33.35 billion and a sell amount of HKD 9.62 billion [3] - Longi Green Energy had a net inflow of HKD 1.16 billion, with a buy amount of HKD 10.81 billion and a sell amount of HKD 9.65 billion [3] Group 3 - Tencent, Alibaba-W, and Meituan-W received net purchases of HKD 43.24 billion, HKD 16.55 billion, and HKD 3.1 billion respectively [6] - The competition in the consumer AI sector is intensifying, with expectations that the final entry points will remain concentrated among Tencent, Alibaba, and ByteDance [6] - Bubble Mart (09992) received a net purchase of HKD 5.89 billion, driven by stock buybacks and strong demand for new IP products [6] Group 4 - Semiconductor industry price increases are ongoing, with domestic chip manufacturers announcing price hikes of up to 80% [6] - SMIC (00981) received a net purchase of HKD 4.5 billion, benefiting from the price increase trend in the semiconductor supply chain [6] - China Mobile (00941) received a net purchase of HKD 2.72 billion, with analysts noting that the impact of VAT rate increases on net profit will be relatively smaller due to its higher profit margins [7]

Core Insights - The competition among major internet companies for user engagement during the Spring Festival has intensified, with Tencent, Baidu, and Alibaba collectively distributing over 4.5 billion yuan in cash red envelopes, marking the beginning of a heated "AI red envelope war" [1] - The challenge for these companies is to convert users from "one-time visitors" to "retained users" through deeper integration of software with social media and various industry applications [1][6] Group 1: AI Red Envelope War - Tencent initiated the "Spring Festival AI Red Envelope War" by announcing a 1 billion yuan cash red envelope campaign through its Yuanbao app from February 1 to February 17 [1] - Baidu quickly followed with a 500 million yuan red envelope offer, integrating it with its AI product, Wenxin Assistant [1] - Alibaba's Qianwen launched a 3 billion yuan "Spring Festival Treat Plan" and secured exclusive naming rights for the Bilibili New Year's Eve gala [1] - ByteDance's Volcano Engine is set to participate in the 2026 CCTV Spring Festival Gala as the exclusive AI cloud partner, enhancing its interactive features [1] Group 2: User Engagement and Retention - Users are downloading apps primarily due to promotional activities, but there is skepticism about continued usage post-campaign, as indicated by user feedback [2] - The "AI red envelope war" is seen as a strategy to transition AI from simple search functions to more interactive capabilities [2] - QuestMobile data shows that by Q4 2025, Doubao's monthly active users (MAU) could reach 230 million, while Alibaba's Qianwen app may achieve 100 million MAU [2] Group 3: Historical Context and Strategy - The strategy of using red envelopes to attract users is not new; it was successfully employed during the 2015 Spring Festival with WeChat's "shake to grab red envelopes" feature, which significantly increased user engagement [3] - The current competition focuses on establishing the first point of interaction with AI applications, which is crucial for future user engagement [3] - The "AI red envelope war" is expected to shorten the adoption cycle of AI applications, transitioning into a phase focused on user loyalty [3] Group 4: Long-term User Retention Challenges - The primary challenge remains how to retain users after initial engagement, as past experiences show that high initial user numbers do not guarantee long-term retention [5] - Experts suggest that simply attracting users with red envelopes is insufficient; deeper interaction is necessary to form habitual usage [5] - The success of Yuanbao's red envelope initiative is contingent on its ability to leverage the WeChat ecosystem and provide ongoing value beyond the initial cash incentive [5]

Group 1 - Alibaba's AI application Qianwen APP launched a promotional event distributing free milk tea, leading to a surge in consumer interest and causing server outages [1] - The Hong Kong tea beverage sector saw significant stock price increases, with Cha Bai Dao rising by 6.08%, Gu Ming by 3.58%, and Hu Shang A Yi by 1.15% on the same day [1] - The new tea beverage market has experienced a slowdown, with growth rates dropping from over 20% to single digits, yet external subsidies from major platforms provide a boost to sales and brand exposure [2][3] Group 2 - The promotional activity generated over 1 million milk tea orders within three hours, showcasing the immediate impact of the subsidy [3] - Analysts suggest that the competition for user acquisition and data is crucial, as it enhances AI model optimization and creates a positive feedback loop [4][5] - Despite the short-term stock price declines for Alibaba, the long-term potential for companies that secure user flow and engagement is significant [5][6]

Core Insights - The article highlights the significant role of AI Agents in enhancing user experience and operational efficiency, particularly during the Chinese New Year, with major companies like Alibaba and Tencent leading initiatives to promote AI technology [1][2][11]. Group 1: AI Agent Development and Adoption - Alibaba's "Qianwen" app launched a "30 billion free order" campaign, allowing users to interact with AI for various tasks, marking a significant step in user education about AI capabilities [1][2]. - The integration of AI Agents into Alibaba's ecosystem, including services like Taobao and Alipay, demonstrates the potential for seamless user experiences without switching between apps [2][10]. - A survey by LangChain indicates that 57% of organizations are already running AI Agents in production environments, with predictions that the integration of autonomous AI in enterprise software will rise from less than 1% in 2024 to 33% by 2028 [6]. Group 2: Business Model and Market Strategy - AI Agents provide a viable monetization path for large model vendors, addressing the long-standing issue of high costs and low returns associated with large models [8]. - Companies can adopt a "Robots as a Service" (RaaS) model, charging clients based on delivered results, which allows for deeper integration into core business processes [8][9]. - Consumer-facing AI Agents are expected to penetrate daily life through subscription models, enhancing user efficiency and creating a complete service loop within ecosystems [10]. Group 3: Competitive Landscape - Major tech companies are accelerating their AI Agent strategies, with ByteDance and Tencent also investing heavily in this area to create comprehensive service ecosystems [11][12]. - The smartphone industry is witnessing a race to integrate AI Agent capabilities, with companies like Honor and Xiaomi positioning themselves to lead in this new competitive dimension [12]. Group 4: Challenges and Future Outlook - Despite the consensus on the importance of AI Agents, challenges remain in terms of service delivery, user trust, and the need for effective multi-Agent collaboration [13][14]. - The stability of output quality and data security are identified as primary concerns for enterprises adopting AI Agents, indicating that overcoming these barriers will be crucial for widespread adoption [14].