字节，阿里等大厂聚焦安全性与可追溯性，阿里通过ACT协议强制要求支付环节必须通过支付宝完成，利用其成 熟支付协议保障链路安全，并通过交易日志记录实现全流程可追溯，便于问题回溯； 国家层面尚未出台针对AlAgent执行权限的具体法规或监管条文； 千问调研 AlAgent落地的潜在风险： 千问调研 AlAgent落地的潜在风险： 随着AlAgent从辅助决策向直接执行操作延伸国内企业及监管机构面临新风险，AI可能跳过用户确认直接决策，导 致意外后果； 千问海外市场拓展规划 虽未发布独立出海产品，但已完成多语言模型开发，接入海外产品并统一使用谷歌UCP协议整合 海外电商，本地生活，Uber等，中间层打 阿里 海外电商及支付产品； 目标市场优先选择东南亚，南美，阿里生 态布局 完善，份额大； 第三方：头部平台如亚马逊接入意愿弱，垂直领域如Uber及中腰部/尾部服务商合作意愿高，目前处于接触阶段； AI驱动电商模式GMV渗透率预期： 2026年AI驱动电商GMV占比预计1.5%-2%;2027-2028年渗透率加速提升，2027年达5%，2028年超15%-20%; -驱动因素：用户心智快速转变；产品迭代重点转向任务执 ...

"点得我手都快麻了。"陷在江苏家中的沙发里，大三学生钟襄身边散落着砂糖橘和瓜子壳，拇指在 手机屏幕上快速起落，眼神在几个亮着的屏幕间来回切换。这个寒假，她最主要的"工作"是在元宝、千 问和百度文心一言等人工智能（AI）应用间循环往复——抢红包。 马年春节前夕，互联网营销大战再次上演。和往年不同的是，冲锋在前的既不是传统电商、也非外 卖平台，而是各大科技公司旗下的AI大模型应用。和以往类似的是，这场看似崭新的技术竞赛，用的 却依旧是"发红包"抢客的传统路数。 新坛装旧酒，在AI时代，还能奏效吗？ "这轮AI红包营销是各大互联网巨头在技术变革关键窗口期，以经典'烧钱'模式争夺下一代超级入 口的卡位战。与此前争夺支付、社交的'红包大战'有本质不同。"南开大学金融发展研究院院长田利辉 告诉《金融时报》记者，过去争的是"支付习惯"和"用户时长"，现在争的是"第一反应"与"服务调度 权"。例如，当用户遇到问题时，是习惯性打开微信问"元宝"，还是去淘宝找"千问"。 多重好礼 自1月底起，一场跨越年龄与圈层的全民AI应用"入口争夺战"，以熟悉的配方、升级的战场，引爆 了整个互联网。 1月25日，百度率先官宣马年春节红包活动， ...

2月10日，两市窄幅震荡，芯片设计概念上涨。相关ETF方面，科创芯片设计ETF天弘（589070）标的 指数收盘涨1.25%，产品成交额达4854.67万元。成分股中，芯原股份、新相微、东芯股份、盛科通信-U 涨超5%，翱捷科技-U、海光信息、安路科技等多股跟涨。 科创芯片设计ETF天弘（589070）上市以来累计获资金净流入6934.91万元。截至2026年2月9日，该基 金最新规模为6.54亿元，再创上市以来新高。 科创芯片设计ETF天弘（589070）通过聚焦科创板芯片设计企业，实现了三大细分赛道的全覆盖，既能 够捕捉单一赛道的爆发式增长，又能通过赛道分散降低个股风险。当前半导体行业处于复苏周期，叠加 政策与需求双重利好，科创芯片设计ETF天弘（589070）的配置价值进一步凸显。 消息面上，据搜狐科技报道，阿里巴巴于2月10日正式推出新一代图像生成模型Qwen-Image-2.0，其负 责人吴晨飞以"准多齐美真"概括模型在精准渲染、复杂指令支持及中文排版上的核心优势。另据南方财 经网消息，该模型在AIArena评测中获得1029分，超越多款国际竞品，并支持1K长文本输入与2K高分辨 率输出。品玩亦指出 ...

国家互联网应急中心预警：新型 RCtea 僵尸网络快速蔓延，我国近万台物联网设备已中招 2 月 10 日消息，国家互联网应急中心（CNCERT）发布《关于 RCtea 僵尸网络大范围传播的风险提示》。 CNCERT 近期监测发现了一个名为 RCtea 的新型僵尸网络正在互联网上快速传播，该网络自 2025 年 12 月下旬开始活跃，主要针对物联网设备发起攻 击。 监测数据显示，2026 年 1 月 20 日至 25 日期间，我国境内已确认的受感染设备达 9827 台，单日最高活跃设备数 4870 台，单日最高控制服务器访问量 27.8 万次。该僵尸网络采用高度复杂的加密技术和反追踪机制，目前正处于快速扩张阶段，已具备发起多种 DDoS 攻击的能力。 RCtea 僵尸网络主要针对 ARM 和 MIPS 架构设备发起攻击，包括路由器、摄像头等物联网设备，暂未发现针对传统 Linux 服务器或主机的样本。其传播 方式主要依赖 Telnet 暴力破解，利用内置的常见弱口令列表进行设备入侵。为规避安全检测，该木马采用多重防护措施：启动时需特定参数激活核心功 能；使用 RC4、ChaCha20 及 TEA 算法变种进行数 ...

Group 1: Game Development - The first gameplay video of "Black Myth: Zhong Kui" was released by Feng Ji, the CEO of Game Science, who expressed concerns about players analyzing the video for details, as it does not showcase gameplay or features [5][6] - "Black Myth: Zhong Kui" is based on the Chinese folklore character Zhong Kui and is a single-player action RPG set to launch on PC and mainstream console platforms [6] Group 2: Automotive Industry - Lei Jun, founder of Xiaomi, stated that there are currently no plans for Xiaomi cars to enter the U.S. market, clarifying that the Xiaomi YU7 seen in California was likely purchased by local competitors or suppliers [9] - Xiaomi's first-generation SU7 has recently completed production and will soon be delivered to customers, with significant upgrades in chassis, motor, and battery [11] - The new electronic architecture of the YU7 is a self-developed four-in-one domain control module, leveraging Xiaomi's expertise in smart devices [12] Group 3: AI and Technology - OpenAI has begun testing advertisements in ChatGPT, expecting that ad revenue will not exceed half of its total income in the long term, while ensuring user privacy [8] - ByteDance's AI video generation model Seedance 2.0 faced privacy concerns, leading to a temporary suspension of its ability to reference real human images [22][23] - Anthropic's report predicts a significant transformation in software development by 2026, with AI agents taking on more roles, reducing project delivery times from weeks to hours [25][26] Group 4: Automotive Sales Goals - Huawei's Yu Chengdong announced a target to sell 200,000 units of the AITO brand within two years, building on a cumulative sales figure of 100,000 units [13][14] Group 5: New Product Launches - AYANEO, a domestic handheld console brand, denied rumors of employee salary delays, asserting that all salary payments are up to date [15][18] - Ferrari unveiled the interior design of its first electric vehicle, "Luce," featuring a minimalist style and sustainable materials [28][31] - ByteDance launched a new image generation model, Seedream 5.0, which includes features like real-time retrieval and enhanced instruction adherence [32][33]

Group 1 - BYD has filed a lawsuit against the U.S. government to reclaim tariffs imposed on imported materials, claiming significant costs for its operations in the U.S. [2] - Over 1,000 companies, including major players like Costco and Toyota, have initiated similar lawsuits against the U.S. government regarding tariffs [2]. - NIO's CEO Li Bin emphasized the importance of optimizing the CBU mechanism to maximize efficiency and minimize costs in the company's operations [6]. Group 2 - Ford's global sales fell by approximately 2% to around 4.4 million units, while BYD's sales reached 4.6 million units, marking a significant shift in the automotive market [6]. - BYD aims to increase its export volume to 1.3 million units in 2025, following a successful year of expansion in Europe, South America, and Asia [6]. - NIO plans to implement a "store partner" program to enhance operational efficiency and market responsiveness, allowing store managers greater decision-making power [6]. Group 3 - The European Union has approved Google's acquisition of cybersecurity startup Wiz for $32 billion, marking Google's largest acquisition to date [9]. - Apollo Global Management is nearing a $3.4 billion loan agreement to finance the purchase of NVIDIA chips for Elon Musk's xAI [10]. - Alibaba's DAMO Academy has released an open-source foundational model for embodied intelligence, RynnBrain, enhancing its AI capabilities [10]. Group 4 - The Shanghai government has opened over 5,200 kilometers of autonomous driving test roads, with plans to expand the testing area further [17]. - Toyota and Nissan reported sales increases in China for January, while Honda's sales continued to decline due to delays in new electric vehicle launches [17]. - The launch of the Robotaxi ride-hailing service by Alipay indicates a growing trend towards automated transportation solutions in urban areas [15].

Core Insights - The article discusses the evolving landscape of AI, predicting a shift towards a three-tier ecosystem consisting of AI assistants, vertical AI services, and specialized skills [1][7]. Group 1: Industry Trends - The year 2025 is seen as a turning point for AI, with significant trends emerging, including the rise of AI tools and services that have rapidly gained popularity [2][3]. - New AI habits and models have quickly matured, such as the replacement of traditional search engines with AI assistants for obtaining answers [4]. - The rapid rise and fall of star products and companies in the AI space reflect a dynamic market, where trends can shift dramatically within a year [5][6]. Group 2: Company Strategies - Major companies are expected to continue their strategic shifts towards AI, with significant resource investments to solidify their positions in the AI service ecosystem [10][12]. - ByteDance has made substantial organizational adjustments to focus on AI, achieving significant user engagement with its AI products [10][12]. - Alibaba is integrating AI into its consumer-facing services, leveraging its existing ecosystem to enhance its AI offerings [12][13]. - Tencent is also investing heavily in AI, with expectations for leadership changes to drive its AI strategy [12][13]. Group 3: Future Developments - The emergence of more AI hardware products is anticipated, which will support various vertical AI services and enhance user experiences [9][10]. - The competition among major players for AI service dominance is expected to intensify, with companies like Baidu making organizational changes to remain competitive [13][14]. - The second tier of the AI service ecosystem will see participation from both established and emerging companies, focusing on niche AI services [14][15]. Group 4: Creator Ecosystem - The article highlights the potential for a new ecosystem of creators enabled by AI tools, allowing ordinary individuals to engage in content creation and innovation [18][19]. - The rise of AI-driven platforms is expected to democratize content creation, providing tools that empower users to generate unique outputs [19][20].

｜2026年2月11日星期三｜ NO.1 豆包官宣将登央视春晚 2月10日，豆包宣布将登上中央广播电视总台春晚。在除夕当晚，豆包将送出超过10万份科技好礼，以 及最高8888元新春现金红包。本次送出的所有科技好礼都接入了豆包大模型。奖品涵盖17种热门科技产 品，包括宇树机器人等，还有两款电车的使用权。 点评：这一举措显示了豆包在品牌推广和用户互动方面的战略布局，旨在通过高曝光度的春晚平台提升 品牌知名度和用户参与度。 NO.2 阿里发布图像模型Qwen-Image-2.0 2月10日，阿里巴巴正式发布新一代图像生成及编辑模型Qwen-Image-2.0。该模型可以支持高达1K tokens的文字输出，并在汉字渲染方面展现了优势，如吴晨飞演示了《兰亭集序》的图片生成，结果不 仅生成了人物画面，还生成了以王羲之小楷为字体的数百字古文。 点评：这一技术成果显示了阿里在AI图像生成领域的技术实力和创新能力。Qwen-Image-2.0的发布或有 助于阿里在AI图像生成市场中提升竞争力。 NO.3 穹彻智能完成数亿元A轮融资 2月10日，穹彻智能宣布完成A轮融资。本轮融资金额达数亿元人民币，由C资本领投，多家海外产业方 ...

文本一长就糊、指令一杂就撂挑子、遇到中文更是一整个变形freestyle…… 「AI生图」的这点苦，到底有谁懂啊！！！ 停，不用拧巴了，因为现在的AI，已经能稳稳吃下1K token的超长文字指令了： 你以为到这儿就结束了，NONONO！因为它还能——多图编辑。 随手丢给了它一张照片，人家直接给我甩出一组影棚级的9宫格写真！！（诶，突然感觉怒省一笔钱… 复杂指令也不在怕的，最近OpenClaw贼火，我索性让AI直接帮roll出一个赛博信息图海报（你就说牛不牛吧）： 中文渲染表现也不孬，《兰亭集序》这种公认的高难度文本，这AI居然能做到文字1:1还原，排版、笔锋都在线： 刚才帮我干活的这位，正是阿里刚刚发布的新一代图像生成及编辑模型——Qwen-Image-2.0。 1K token长文本、复杂指令、中文渲染、图片编辑、2K分辨率一次性梭哈，连国际评测里的表现都已经冲到了仅次于Nano Banana Pro的位置。 不废话，这个中文版Nano Banana到底能不能打，咱实测见真章！！！ Qwen-Image-2.0 一手实测 复杂指令理解准，1K token文本玩得转 在AI生图界，最让人崩溃的倒不是写Pro ...

2月10日，千问官方微博发布紧急通知：由于春节返乡的朋友越来越多，各地县城乡村的集卡速度越来 越快，30亿免单卡快领完啦！免单卡最后供应三天，没领到的朋友们抓紧哦！大家可以先集卡，后面18 天再慢慢下单。 来源：21财经客户端、21世纪经济报道 编辑：宁宁 责编：高文玉 据了解，千问APP此次免单活动第一波时间为2月6日至2月12日，用户更新千问APP后，能获得一张25 元无门槛免单卡，除了免单喝奶茶，也能通过淘宝闪购买年货、点外卖。此外，每邀请一名新朋友下载 千问APP，双方可各得一张25元免单卡，每人最多可得21张。当日累计成功邀请3位新朋友，则可获得 机会，抽取价值万元的千问AI生活卡。活动页面显示，春节30亿大免单的第二波将从2月13日开始，用 户可领取现金红包，最高可得2888元。 QuestMobile研究数据显示，千问"春节30亿免单"活动过首日DAU实现7.3倍增长，2月6日其DAU达5848 万，与豆包相差2275万。2月1日元宝春节红包活动首日DAU实现2.1倍增长，达到2399万。 截至2月10日，千问已登顶苹果App Store免费应用榜，元宝、豆包位列第二、第三名。 2月6日，阿里巴 ...