对于近期港股市场的持续调整，机构普遍认为，这主要是技术性回调而非趋势反转。此前市场情绪在短期内过于乐观，叠加外部因素（如美联储主席提名 带来的流动性担忧），引发了获利了结。中期来看，港股的低估值和南向资金的持续流入仍提供了支撑。 券商机构认为，一个显著变化是资金正从近期涨幅较高的科技股，流向防御性更强的板块。例如，消费和红利板块因估值较低、业绩稳定而受到青睐。同 时，受印尼暂停煤炭现货出口等事件驱动，煤炭等资源股也表现强势，显示市场对实物资产和短期催化剂的关注。 编辑|段炼 易启江 校对|金冥羽 汽车股上涨，蔚来涨近7%，零跑汽车涨超5%，理想汽车涨超3%。 蔚来5日发布业绩盈利预告称，基于对公司未经审计合并管理账目及董事会目前可得资料的初步评估，预计公司2025年第四季度将实现经调整经营利润 （非公认会计准则，剔除股权激励费用后的经营利润）约7亿元至12亿元，这是蔚来成立11年来首次实现单季度经调整经营盈利。按公认会计准则计量， 预计同期将实现经营利润约2亿元至7亿元。 后市展望： 2月6日，港股三大指数全线下跌，恒生指数跌1.21%，国企指数跌0.681%，恒生科技指数跌1.109%。 科网股齐跌，阿里巴 ...

新京报讯（记者秦胜南）2月6日，据淘宝闪购消息，"碰一下开门"服务已覆盖全国200多座城市近15000 个小区。同时，这些小区的外卖订单上也有了"碰一下开门"标签，方便骑士接单时就能提前感知，体验 送单新服务。 "进门难、停车难"是外卖最后100米难题，尤其在严格管理、需要登记的小区。"碰一下开门"是淘宝闪 购联合支付宝、社区物业推出的服务，依托数字化能力，打通小区通行权限和实时外卖订单，让骑 士"碰一下"即可完成登记-开门-入园。 "以前如果要登记信息、电话顾客费时又费力，现在碰一下3秒就能进门，不仅省时间，还不用担心个人 信息满天飞。"带着标有"碰一下开门"标签的外卖，城市骑士黄晓琴打开支付宝，碰一下小区门口的智 能贴，门禁即开顺利进入。 据淘宝闪购项目负责人介绍，小区通行权限和订单实时互通，只有当骑士有小区的外卖需要配送时，才 可以通行。真实订单匹配真实骑士的方式，打消了安全顾虑，减少了沟通成本，用户也能更快收到热乎 乎的饭菜。 除"碰一下开门"服务外，淘宝闪购还通过智能柜免费存放、小区外卖接力站等方式，打通外卖"最后100 米"，联合多方共同构建骑手友好社区。同时，全行业首创的淘宝闪购骑士AI助手，可 ...

【iMobile爱科技资讯】2月6日午间，阿里旗下千问APP成功登顶苹果App Store免费APP榜单第一，腾讯 元宝AI位居第二，字节跳动旗下豆包位列第三，国产AI应用包揽榜单前三，展现出AI赛道的激烈竞争 态势。 | 2 | 川河川川泉 בראות DeepSeek+拍题P图搜索工具,写作 | EE HT | | --- | --- | --- | | | 学习办公对话间答助手 | | | | 豆包 - 字节跳动旗下 AI 助手 | | | 3 | Al 全智能聊天对话问答助手,搜索 | 更新 | | | 启佔翻接滯梧天賜工首 | | | 4 | 抖音精选-看视频 | SHE EW | | | 精选作者贺新春 | | | | | App 内购买 | | | 蚂蚁阿福-蚂蚁旗下 AI 健康 | | | 5 | 助手 | 打开 | | | 健康是福,健康的事就找阿福 | | | | 汽水音乐 - 随时听好歌 | | | 6 | 随时随地,懂你想听 | SHERE BY | | | | App 内购买 | | | 红果短剧 - 海量热门短剧 | | | 7 | 随心着 | | | | 海量高清短剧视频内容,追 ...

2月4日晚，一位阿里员工在小红书发帖，PO出的抓拍照中，马云在阿里巴巴合伙人邵晓锋的陪同下来到千问项目组办公区。此次视 察正值千问启动30亿元"春节请客计划"前夕。 两天后的2月6日，AI App最大一场红包大战打响，千问推出奶茶免单，一时间流量蜂拥而至，不仅千问App短时间内宕机，活动也导 致骑手单量激增，消费者称配送时间延长，多家奶茶门店疑因爆单而停止接单。 千问崩了，阿里巴巴火了，伴随着"奶茶攻势"，AppStore榜首也意料之内地易主了，阿里的千问App当日冲上榜一，几天前撒下10亿 发红包的腾讯元宝，被暂时压到了第二名。 但这还只是开始，阿里千问的这一波拉上了集团内的淘宝闪购、飞猪、大麦、盒马、天猫超市，准备以免单形式，请全国人民春节 狂嗨。这是阿里史上春节活动中投入力度最大的一次。在目前已官宣的互联网大厂AI活动中，千问的投入金额也最高。 为争夺"AI入口"高地，字节、腾讯、阿里、百度这几家定义国内移动互联网格局的巨头们纷纷豪掷千金，都想趁着春节流量高峰再 上演一次"偷袭珍珠港"。阿里的算盘，也是想串联起旗下生态业务，趁撒钱发红包之势，强化千问作为集团超级入口的心智。 但这是资本市场，尤其是海外投 ...

Group 1 - The "Spring Festival 3 Billion Free Order" campaign launched by Qianwen APP, a subsidiary of Alibaba, achieved explosive growth, generating over 10 million AI orders within just 9 hours and receiving more than 30 million "help me buy" commands from users [1] - The campaign has made Qianwen APP the top free app on the Apple App Store, surpassing other applications like Doubao and Yuanbao, driven by the popularity of the event and user experiences shared on social media [1] - The free order card is valid until February 23 and covers various daily consumption categories, including milk tea, meals, and fresh groceries, with integration into offline supermarkets and Hema stores [1] Group 2 - Alibaba has taken the lead in the practical application of AI within its ecosystem, with Qianwen APP integrating with core services like Taobao Flash Purchase, Alipay, and others as early as mid-January [2] - The goal of this integration is to embed AI into users' daily consumption and lifestyle, moving beyond simple conversational interactions that most AI assistants currently offer [2] - The Spring Festival campaign involves participation from Alibaba's entire ecosystem, including Taobao Flash Purchase, Fliggy, Damai, Hema, Tmall Supermarket, and Alipay [2]

Group 1 - Alibaba's Qianwen App launched a "30 billion Spring Festival free order" campaign, allowing users to order milk tea for free using AI, resulting in over 1 million orders within 3 hours and topping the App Store charts [1][10] - The company's AI strategy is becoming clearer, focusing on a "golden triangle" of the Tongyi model, Alibaba Cloud, and the PingTouGe chip, with Qianwen App leading the charge [3][20] - The Spring Festival campaign includes a significant 30 billion yuan subsidy, indicating a high-cost marketing strategy aimed at proving AI's commercial value [11][20] Group 2 - Qianwen has integrated with various Alibaba services, enhancing user experience by providing product recommendations linked to Taobao [12] - The competition in the AI space is intensifying, with other companies like Tencent and Baidu also launching significant AI initiatives during the Spring Festival [12][20] - Alibaba's investment in AI infrastructure is projected to increase from 3.8 trillion yuan to 4.8 trillion yuan, reflecting a commitment to long-term AI capabilities [20][21] Group 3 - The company is exploring the potential for independent listing of its semiconductor unit, PingTouGe, which has gained attention for its AI chip developments [19][20] - Alibaba's financial performance shows a mixed picture, with revenue growth in certain sectors but a significant drop in operating profit, raising questions about the sustainability of its AI investments [21][22] - The strategy of investing in AI startups is seen as a way to secure a foothold in the AI ecosystem, ensuring that regardless of which technology path prevails, Alibaba remains a key player [26][27]

Core Viewpoint - The competition for user engagement during the Spring Festival has intensified, particularly on WeChat, as major companies like Tencent and Alibaba engage in aggressive marketing strategies, including substantial cash giveaways and promotional activities [1][3]. Group 1: Marketing Strategies - Tencent's "Yuanbao," Alibaba's "Qianwen," and Baidu's "Wenxin" have launched significant promotional campaigns, with Qianwen achieving over 10 million orders during a promotional event [1][3]. - The competition has led to a "carnival" of AI applications dominating the App Store rankings, with Qianwen reaching the top position, followed by Tencent's Yuanbao and Doubao [3][10]. - Companies are investing billions in subsidies and red envelopes to attract users, marking the Spring Festival as a critical period for AI application marketing [3][10]. Group 2: WeChat's Role - WeChat has implemented a "no-mercy" approach by blocking promotional links from competing applications, including its own Yuanbao, which has raised questions about its dual role as both a platform and a competitor [1][4]. - The platform's actions are seen as an effort to maintain user experience and combat excessive marketing tactics that could lead to user annoyance [4][5]. - The blocking of links has created confusion and operational challenges for companies like Qianwen, which faced system overloads and user complaints during peak traffic [6][7]. Group 3: Operational Challenges - Qianwen experienced significant system failures due to high traffic, leading to multiple user complaints about service disruptions and payment issues [6][7]. - The company is urgently working to enhance its system capacity and ensure smooth operations amidst the overwhelming demand for its promotional offerings [8]. - The challenge of coordinating internal resources and managing merchant relationships has become critical for Qianwen as it navigates this competitive landscape [8]. Group 4: Future Considerations - The ongoing competition raises questions about the sustainability of user acquisition strategies based solely on financial incentives, as companies may need to rely more on product quality and user experience to retain customers [15][16]. - The lack of a robust social ecosystem for Qianwen poses a challenge, as it must find ways to expand its user base beyond WeChat's constraints [16]. - Analysts suggest that while marketing can attract users, the long-term success of AI applications will depend on their technological capabilities and user satisfaction [15][16].

2026.02. 06 本文字数：2710，阅读时长大约5分钟 作者 | 第一财经 陈杨园 郑栩彤 "奶茶店都爆单了，上午我送了20多单外卖。"2月6日上午，一名深圳的淘宝闪购外卖员匆匆送来饮料时表示。上午10点左右，记者在阿里旗下C端AI应 用千问点了一杯饮料，大约40分钟后，饮料送达。 奶茶店爆单的同时，"千问崩了"登上热搜，大量用户反馈，经历了千问请客页面无法点击、消息发送异常等状况。AI应用的春节拉新大战火力全开，2月 6日下午，记者查看苹果App Store免费榜发现，阿里千问登顶下载榜第一，腾讯元宝第二、豆包第三，再加上位列第五的蚂蚁阿福，苹果app store已 被AI应用"屠榜"。 AI厂商撒数十亿元补贴或发红包，巨大的流量涌入AI应用，成为AI应用厂商春节营销的前奏。厂商激烈地抢夺AI入口，但大家可能都没有想到的是，最 激烈的竞争出现在国内最大的社交平台微信。 "希望能重现11年前微信红包春晚的时刻。"腾讯董事会主席马化腾前脚在员工大会上表示。后脚，2月4日，腾讯元宝开展春节活动的第四天，元宝红包 链接突然被微信屏蔽，显示为一个网址，用户只能通过浏览器打开。戏剧性的转折就此开始。 微信安全中 ...

2月6日，阿里千问APP"春节30亿免单"活动正式上线，请全国人民用AI一句话免费点奶茶。 据科创板日报，记者在实测中发现，在下单过程中，千问APP多次出现卡顿现象，无法完成下单付款和分享。页面提示：活动太火爆了，请稍后再试。 对此阿里方面回应称：正在紧急加资源，全力保障顺畅。 另据@千问 最新回应：活动上线不到4小时，大家通过千问APP已下单超过200万单；免单卡使用期限可以到2月23日，如果暂时遇到拥堵，可以稍晚下 单。 | 编辑：吴祈 | | --- | | 审核：林夕合 | | 【来源：科创板日报、东方财经】 | 图片来源：视觉中国 另据东方财经，有网友吐槽"这才拉新几个人卡爆了。""刚发布活动就崩。公司没有压测团队吗？" 还有网友反馈，"拉人现在吞次数，你是否补偿大家一张25的免单卷呀？不然大家白拉了。"对此，千问AI生成回应称，"你好，关于吞次数和补偿问题， 建议你直接联系官方客服，提供你的活动截图和具体问题，他们会核实处理并给出解决方案。" 此外，据东方财经援引凤凰网科技消息，记者查询发现，多家奶茶门店因单量过多，已经选择临时闭店。 ...

"本来只想给家里买束花添点年味，结果一点开左边的'年宵花'分类，才发现那种寓意很好的红果子叫'北美冬 青'，还有金灿灿的'千层金'。顺着导航逛下去，不知不觉把客厅和玄关的花都买齐了。" 正值春节备货高峰，消费者王先生在线上体验了全新的鲜花搜索功能。 在绿植场景下，搜索结果不再是满屏的绿萝。左侧导航栏清晰呈现了鸭脚木、橡皮树、孟加拉榕、南天竹等高颜 值品种，顶部则提供了"净化空气""易打理"等功能性关键词。用户通过"选品种+选功能"的双重筛选，能迅速锁定 最适合自己的那盆"梦中情植"。 在"花束"品类下还引入了风格化导航。针对部分男性用户"有心意、无审美"的选礼痛点，新功能不再单纯按花材 分类，而是直接呈现"多巴胺""仙子之吻""韩式碎冰蓝"等流行风格标签，这相当于给男性用户配备了一位专业 的"花艺参谋"，通过直观的风格引导，解决"直男"选礼难题。 据介绍，鲜花是典型的"强视觉、弱认知"非标品类。淘宝平台数据显示，用户80%以上的搜索行为都集中在"鲜 花""绿植""花束"等品类大词上。这种模糊的大词搜索，往往导致流量过度集中在通用的头部商品上——例如用户 搜索"绿植"，满屏皆是绿萝、发财树，这导致用户误以为"没 ...