Core Viewpoint - Shaanxi Cultural Investment Group collaborates with Alibaba DingTalk, Alibaba Cloud, and Ant Group to promote the integration of "cultural tourism + AI" through the launch of three application scenarios, aiming to enhance innovation and create new consumer experiences in the cultural tourism sector [1][8]. Group 1: Application Scenarios - The three application scenarios launched include: 1. "Cultural Tourism Ding" which provides AI smart badges for tourism and guide teams, creating new income opportunities for guides while enhancing the overall visitor experience through intelligent services [3][10]. 2. "Tap and Go x Cultural Tourism" which utilizes multi-port intelligent agents to support tourists with all-channel ticket verification and services such as consultation, reservation, and navigation, thereby improving the operational capabilities of scenic spots and service providers [3][10]. 3. The AI travel assistant "Xiao Qi" which integrates the capabilities of Tongyi Qianwen and the Boguang model to develop a one-stop smart service product for scenic areas, promoting deep application and value realization in the cultural tourism field [5][12]. Group 2: Future Collaboration and Development - Shaanxi Cultural Investment Group and Alibaba will continue to deepen their collaboration in the "cultural tourism + artificial intelligence" ecosystem, focusing on top-level design and leveraging their respective resource advantages across industry, technology, and business models [7][14]. - The partnership aims to explore further integration points for empowering the fusion of cultural tourism and technology, enhancing data flow in the cultural tourism industry, and strengthening the research and application of "cultural tourism + AI" technologies [7][14]. - They plan to pilot initiatives in areas such as "AI + marketing," "AI + short videos," and "AI + operational management," creating replicable and scalable practices to jointly develop new consumer scenarios, business models, and products in the cultural tourism sector [7][14].

榜单显示，中国500强总价值达77万亿元，较上年增长38%；上榜门槛提升至340亿元，386家企业实现价值增长，95家新面孔入 围。 头部阵营中，台积电以10.5万亿元蝉联榜首，腾讯、字节跳动分别稳居第二、第三；字节跳动以109%价值涨幅成为黑马，小米 跻身前十。 2月5日，胡润研究院发布《2025胡润中国500强》榜单。这份聚焦中国最具价值非国有企业的权威榜单，折射出2025年民营经济 的强劲活力。 值得关注的是，本次共有11家宁波企业入围，合计市值达6875亿元。宁波入围企业数量居全国城市第10位，大陆第6位，成为长 三角民营经济的重要力量。 宁波入围企业数量居全国第十 宁波11家企业入围，数量与上年持平，位居全国第10（含港澳台）、大陆城市第7。同时，宁波也成为全国最受企业欢迎的研发 基地（第7）、制造基地（第10）。 | | 201▼ 胡润=国500强 | | ▼ | ▶ V | | レ | T: | ▲ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 140 | -15 | 拓普 | 1,060 | 23% | 汽车零部件 | ...

在赛务侧，国际奥委会在其面向各国奥委会工作人员的网站上线了"国家奥委会AI助手"。 【基于阿里千问打造 首个奥运官方大模型出炉】2月5日，米兰冬奥会开幕在即，国际奥委会主席柯丝 蒂·考文垂在国际转播中心宣布，国际奥委会已基于阿里千问大模型打造了奥运史上首个官方大模型。 《中国经营报》记者了解到，这一奥运官方大模型将在专业赛务与公众服务双端同步落地。 回顾双方合作历程时，考文垂称阿里巴巴一直是奥林匹克运动的一个"具有变革性的合作伙伴"。从东 京、北京到巴黎，阿里云持续推动奥运的效率与可持续性。她特别指出："阿里千问大模型的技术将为 奥运带来更智能的运营、更深入的互动，并为奥林匹克运动带来新的可能性。" "每一届奥运会都会留下独特的遗产。而米兰冬奥会的遗产将是——智能化，具体来说，是人工智能驱 动的智能化。"考文垂在现场演讲表示。（中经记者 李立 上海报道） 该助手依托千问大模型强大的多语言理解能力，并通读数百万字官方手册。代表团成员只需用母语提 问，即可获取从资格审核到后勤调度等各项问题的精准解答。这一应用有效消除了语言与地域隔阂，大 幅提升了全球代表团的备赛协同效率。 在公众侧， 国际奥委会也将在官网（Oly ...

高盛发表研究报告指，中国消费级人工智能领域的竞争在今年春节前进一步升级，预计AI的最终入口 仍将集中于腾讯控股(00700)、阿里巴巴-W(09988)及字节跳动。 高盛预计，今年将是以阿尔法为主、由盈利增长驱动的一年，最看好的三个细分领域分别为云与数据中 心、游戏与娱乐、AI模型。 报告提及，继续看好阿里和腾讯在一至三年的维度上，作为最佳布局的互联网巨头，但同时提醒部分科 技公司在今年可能跑赢巨头。该行预计，监管政策将呈现促增长与"反内卷"并行的组合，这对行业竞争 格局呈积极影响。 ...

Group 1 - The core viewpoint of the article is that competition in China's consumer-grade artificial intelligence sector is intensifying ahead of the Chinese New Year, with major players expected to be Tencent, Alibaba, and ByteDance [1] - Goldman Sachs remains optimistic about Alibaba and Tencent as the best-positioned internet giants over the next one to three years, while also noting that some tech companies may outperform these giants this year [1] - The report anticipates a combination of growth-promoting and "anti-involution" regulatory policies, which will positively impact the competitive landscape of the industry [1] Group 2 - Goldman Sachs predicts that this year will be driven by profitability growth, with a focus on three key segments: cloud and data centers, gaming and entertainment, and AI models [1]

2026年2月5日，意大利米兰。 冬奥会开幕前夕，一则重磅消息从米兰传回。 国际奥委会（IOC）主席考文垂正式宣布：基于阿里千问大模型，打造奥运史上首个"官方大模型"！ 考文垂用了极高的评价："具有变革性的合作伙伴"。她认为，得益于中国技术的支撑，米兰冬奥会将成为史上"最智能"的一届奥运会。 这意味着，在云计算取代卫星通信成为奥运"新基建"之后，中国AI技术正式成为驱动全球顶级赛事的"核心大脑"。 从"云上奥运"到"AI奥运" 这次"牵手"并非偶然，而是基于长达九年的技术验证与信任积淀。 从2017年成为TOP合作伙伴开始，阿里巴巴用9年时间，完成了一场从"云上奥运"到"AI奥运"的技术跨越： 2018年平昌： 启动OBS Cloud项目，尝试云端转播； 2021年东京： 首次实现全球云转播； 2022年北京： 核心系统100%上云； 2024年巴黎： 云转播超越卫星，成为主流； 2026年米兰： AI与云深度融合，全面接管赛事技术底座。 作为史上赛区地理跨度最广的一届冬奥会，米兰冬奥会的调度难度史无前例。中国AI的入场，解决了传统技术无法攻克的痛点。 在赛务侧，打破"巴别塔"。 基于千问大模型打造的"国家奥 ...

2026 年春节前，腾讯元宝、百度文心、阿里千问等头部AI应用集中发起总额超45亿元（仅统计公开数据，部分应用并未明确自己的红包额度，实际预估 这次的红包大概率远超45亿）的红包营销活动，试图以现金激励抢占用户、培养 AI 使用习惯。此举颇有几分当年春节红包大战的既视感。 然而活动开展不到三天，微信安全中心发布公告称，收到用户针对元宝"做任务""领红包"等方式诱导高频分享链接至微信群的反馈投诉，此类行为干扰平 台生态、影响用户体验、造成骚扰。最终，微信将限制元宝在微信内直接打开，即日生效。2月5日，继微信封杀腾讯元宝红包链接后，百度文心助手红包 分享链接也被屏蔽。 此时回看马化腾1月份在2026年腾讯员工大会上的发言——"元宝希望把节省的营销费用转成红包，重现当年微信红包盛况"，确有难以言喻的黑色幽默。 但这次AI应用们拿出如此庞大的金额来发红包，甚至传播力度大到让微信亲自下场封禁链接，连自己人都不放过，确实在一定程度上暴露了两个核心关 键： 其一，微信的核心资产是社交链，而社交链是建立在"不打扰用户"和"规则可信"之上的，为了捍卫基本盘，微信连自己人都可以"杀"。 其二，AI红包活动的本质是"现金激励+任务 ...

贾跃亭发布人形机器人 北京时间2月5日早上7:30，FF在拉斯维加斯举办美国国家汽车经销商大会活动上，举行FF首批具身智能（Embodied AI）机器人产品发布会。此 前，FF从上市到几近破产，去年4月，贾跃亭重新出任FF的Co-CEO，试图重塑FF。身背巨额债务的贾跃亭，自2017年7月赴美创业，已八年未回 国。 黄仁勋驳斥AI引发的软件股抛售潮为"世界上最不合逻辑的事情" 英伟达首席执行官黄仁勋表示，本周市场因担心人工智能带来的颠覆性影响而抛售软件股，这毫无道理。英伟达的设备位于全球人工智能数据 中心建设的核心。黄仁勋在思科周二晚些时候的一场活动中表示，软件产品是工具，人工智能会使用这些工具，而不是重新发明它们。 中国最大国产AI算力池上线 贾跃亭称，FF发布三大系列EAI机器人：Futurist系列是全尺寸职业型具身智能人形机器人；Master系列是运动型具身智能人型机器人；Aegis系 列是安防和陪伴型专业四足具身智能机器人。发文配图显示，Futurist系列机器人定价34990美元起，Master系列机器人定价19990美元起，Aegis 系列机器人定价2499美元起。 马云现身阿里总部千问春节项 ...

Group 1 - On February 5, 2026, Tencent Holdings (00700), Alibaba-W (09988), and the Tracker Fund of Hong Kong (02800) ranked as the top three companies by trading volume in the Southbound Stock Connect, with transaction amounts of 88.30 billion, 42.63 billion, and 28.20 billion respectively [1] - Tencent Holdings (00700), Alibaba-W (09988), and the Tracker Fund of Hong Kong (02800) also led the Southbound Stock Connect in the Shenzhen-Hong Kong Stock Connect, with transaction amounts of 66.97 billion, 34.20 billion, and 20.14 billion respectively [1] Group 2 - In the Southbound Stock Connect, the top three active trading companies included Tencent Holdings (00700) with a net buy of 36.59 billion, Alibaba-W (09988) with a net buy of 1.00 billion, and the Tracker Fund of Hong Kong (02800) with a net buy of 25.66 billion [2] - In the Shenzhen-Hong Kong Stock Connect, Tencent Holdings (00700) had a net buy of 19.19 billion, Alibaba-W (09988) had a net buy of 14.52 billion, and the Tracker Fund of Hong Kong (02800) had a net buy of 20.10 billion [2]

Market Overview - A-shares experienced a collective pullback today, with the Shanghai Composite Index down 0.64% closing at 4075.92 points, the Shenzhen Component down 1.44% at 13952.71 points, and the ChiNext Index down 1.55% at 3260.28 points [3][4] - The trading volume in the Shanghai and Shenzhen markets was significantly reduced to 2.19 trillion yuan, a decrease of 309 billion yuan compared to the previous day [3][4] Sector Performance - The consumer sector, particularly represented by "two bottles of liquor," led the gains, driven by expectations of increased consumption during the Spring Festival [4] - The beauty and personal care sector ranked first in gains, followed by tourism and hospitality, with significant contributions from Kweichow Moutai and Wuliangye to the market indices [4] Declining Sectors - Precious metals, including gold and silver, saw significant declines, impacting related sectors such as energy metals and non-metallic materials [5] - The coal and mining sectors also faced notable declines, influenced by previous gains due to production cuts in Indonesia [5] Technology Sector Insights - The technology sector's performance is closely linked to the U.S. market, with significant drops in major tech stocks like AMD and Nvidia, raising concerns for A-share tech stocks, particularly in the semiconductor sector [6] - The potential for a turning point in A-share tech stocks is highlighted, especially if U.S. tech stocks continue to decline due to high valuations and decreasing demand [6] Market Dynamics - The market saw a rebound led by bank stocks in the morning, followed by a surge in the securities sector, which contributed to the formation of a market bottom [6] - The insurance sector's performance in the afternoon further solidified the rebound, with notable performances from companies like China Ping An [6] Hong Kong Market Trends - The Hong Kong market also exhibited a rebound, with the Hang Seng Index closing up 0.14% and a significant increase in trading volume [7] - Notable individual stock performances included Tencent rebounding from a 3% drop and Baidu's strong performance following a share buyback announcement [7]