以下文章来源于版面之外 ，作者画画 版面之外 . 版面之外，才是真相。 就在昨天，阿里千问的春节活动正式开打，与此同时进行的是，腾讯元宝的红包弹窗就没停过。 两个动作，两种风格，在同一时间窗口发生。腾讯选择了红包，阿里选择了奶茶。 问题是，同样是AI搞流量补贴，同样是借着春节的热度抢占用户，为什么腾讯一门心思发红包，阿 里却偏偏选择请大家喝奶茶？ 一、AI请客的两种玩法 腾讯的做法很熟悉：发红包。腾讯元宝的红包玩法，核心始终围绕社交展开，走的是低成本、高热闹 度的路线。从最初的微信红包，再到腾讯元宝的红包雨，本质都是用小额现金，绑定微信的社交生 态。 腾讯太清楚，春节期间，热闹就是最大的需求，而红包是最能带动热闹的载体。红包从来不是目的， 而是留住用户的粘合剂，它倒逼用户打开元宝、参与元宝派群聊。 本文来自微信公众号： 版面之外 ，作者：画画，头图来自：AI生成 30亿，1分钱喝一杯奶茶。没有多少人可以抵挡住这种白送的福利。 仔细观察会发现，腾讯元宝的红包设计全是小心思，点开就能领，领完提醒转发再领，这种通过利诱 引导的社交裂变，实则是让用户在一次次点击中，加深对腾讯系社交属性的路径依赖。 但这种热闹的短板也 ...

Group 1: Core Insights - The article presents a weekly roundup of the top 50 keywords in the AI sector, highlighting significant developments and trends in the industry [2] - Key players mentioned include Tencent, Anthropic, Google, and NVIDIA, indicating a competitive landscape in AI advancements [3][4] Group 2: Categories and Summaries - **Computing Power**: Tencent's HPC-Ops open-source initiative is noted as a significant development in enhancing computational capabilities [3] - **Models**: Various AI models are highlighted, including Sonnet 5 from Anthropic and Qwen3-Coder-Next from Alibaba, showcasing ongoing innovation in model development [3][4] - **Applications**: Google is actively developing AI applications such as Chrome AI and Genie 3, while Tencent is involved in the public testing of its Yuanbao platform [3][4] - **Technology**: NVIDIA's Earth-2 open model is mentioned, indicating advancements in AI technology and its applications [4] - **Events**: Significant events include SpaceX's acquisition of xAI and record revenue reported by Google, reflecting the financial impact of AI developments [4] - **Opinions**: Various viewpoints are shared, including discussions on the authenticity of AI outputs and the competitive landscape in AI innovation, particularly in China [4]

Core Insights - Alibaba's Chairman, Joe Tsai, acknowledged that the company started working on Transformer models in 2019 but failed to allocate sufficient resources for their development until the launch of Tongyi Qianwen in 2023, marking a significant entry into the AI race [1][5][24] Group 1: Adoption - The first key point emphasized by Tsai is that AI must be used in practical scenarios to generate real value, not just developed as models [6][7] - The Tongyi App is crucial in Alibaba's AI strategy, serving not only as a user interface but also as a test for the AI's capabilities in real-world applications [8][11] - The unique characteristics of the Chinese market, such as the lower acceptance of enterprise software payment models compared to the U.S., necessitate alternative paths for AI adoption, making the Tongyi App a vital attempt to ensure real usage of models [9][10] Group 2: Scale - Tsai pointed out that AI investment is shifting focus from training to inference, with major tech companies increasing their capital expenditures from $60-80 billion to $120-150 billion annually [12][12] - Inference is identified as the main battleground for AI costs, as it is a daily requirement for users and businesses, unlike training which occurs less frequently [13][14] - The ability to handle high concurrency and maintain stability under load is crucial for scaling AI models, with Alibaba opting to deploy models on its own cloud infrastructure to control performance and throughput [15][16] Group 3: Open Source - Tsai advocates for open source as a practical choice rather than an idealistic one, driven by the commercial landscape and market conditions in China [17][18] - The primary value of open source is not cost but sovereignty, allowing companies and developers to have full control over their models [18][20] - Alibaba's strategy involves making Tongyi Qianwen open source while encouraging users to utilize Alibaba Cloud for training and inference, creating a commercial loop where infrastructure usage generates revenue [22][23]

Market Overview - The US stock market experienced a significant rally, with the Dow Jones Industrial Average surpassing the 50,000 points mark for the first time in history, closing at 50,115.67 points, up 2.47% [3] - The S&P 500 index rose by 1.97% to 6,932.3 points, while the Nasdaq Composite increased by 2.18% to 23,031.21 points [3] - Weekly performance showed mixed results, with the Dow gaining 2.5% while the Nasdaq fell by 1.84% and the S&P 500 dipped by 0.1% [3] Sector Performance - Major technology stocks saw a boost, with the US Technology Seven Index rising by 1.02% [4] - Semiconductor stocks performed well, with the Philadelphia Semiconductor Index surging, AMD increasing by over 11%, and Broadcom rising by over 7% [8] Individual Stock Highlights - Nvidia's stock surged by 7.81%, closing at $185.41 per share, with a total market capitalization of $450.55 billion [8] - Tesla's shares rose by 3.48%, while Microsoft and Apple also saw increases; however, Amazon fell by 5.62%, Google by 2.5%, and Meta by 1.31% [7][8] Chinese Stocks - Chinese stocks listed in the US saw a general increase, with the Nasdaq Golden Dragon China Index rising by 3.71% [9] - Notable performers included Alibaba, which rose over 3%, Baidu increasing by over 5%, and Li Auto rising by over 6% [10] Commodity Market - Spot gold prices surged nearly 4%, reaching a high of $4,971.39 per ounce, and currently trading at $4,966.61 per ounce [12] - Spot silver prices also saw a significant increase, breaking $78 per ounce with a daily rise of 9.7% [14] Federal Reserve Insights - Federal Reserve Vice Chairman Jefferson indicated that the current interest rate stance is appropriate for a stable economy, despite inflation remaining above the 2% target [17] - The Fed's recent rate cuts have brought rates to a range of 3.5% to 3.75%, aligning with market expectations for a neutral level that neither stimulates nor suppresses the economy [18]

Alibaba Group Holding Limited (NYSE:BABA) shows a promising monthly gain of 5.24%, indicating strong investor confidence.The recent dip of 5.14% in the last 10 days may present a buying opportunity for long-term investors.With a projected stock price growth of 16.03% and a Piotroski Score of 8, BABA is positioned for future growth, making it an attractive investment.Alibaba Group Holding Limited (NYSE:BABA) is a leading e-commerce company based in China, known for its vast online marketplace and diverse bus ...

1、AI请客的两种玩法 30亿，1分钱喝一杯奶茶。没有多少人可以抵挡住这种白送的福利。 就在昨天，阿里千问的春节活动正式开打，与此同时进行的是，腾讯元宝的红包弹窗就没停过。 两个动作，两种风格，在同一时间窗口发生。腾讯选择了红包，阿里选择了奶茶。 问题是，同样是AI搞流量补贴，同样是借着春节的热度抢占用户，为什么腾讯一门心思发红包，阿里 却偏偏选择请大家喝奶茶？ 阿里以奶茶为切口，则完全走了另一条路，不拼热闹，拼体感，核心是让AI可见、可得。阿里没有跟 风发红包，而是将30亿福利从一杯奶茶来撬动，这本质上是将大模型的生成式能力与本地生活的物理交 付深度绑定。 红包的本质是转移支付，钱从A到B，平台只是通道。而奶茶是一整套动作：触发、生成、下单、履 约、反馈。 可以看到，两者的本质差异的是，腾讯追求用户停留，用红包绑定社交场景，留住用户的人，阿里求用 户依赖，用奶茶承载AI能力，留住用户的习惯。而这场差异的背后，是两大巨头截然不同的商业逻辑 和生态野心。 2、为什么偏偏是奶茶？ 阿里选择奶茶，绝非偶然，更不是单纯看中奶茶的普及度，核心是这杯奶茶，能完美承载阿里的生态野 心，成为激活全生态的一个钩子。 很多人纠结 ...

转自：定焦One 文｜定焦One 陈颐 编辑 | 方展博 豆包、元宝、文心们还在沿用"发红包"的老套路吸引用户时，2月6日，阿里的千问抛下重磅炸弹——"春节30亿大免单"正式上线，所有人打开千问APP立 刻就能领一张25元"免单卡"，用来买奶茶咖啡，1分钱就能到手。不少人也是喝上了第一杯"AI奶茶"。 30亿的规模，不仅创下阿里春节活动的历史纪录，也位居今年大厂AI大战中的投入榜首。 在玩法上，千问也是目前AI大厂中最有新意的，整合了阿里生态的服务能力，用"免单"的方式请全国人民吃喝玩乐。活动期间，每个人通过邀请朋友，最 多能拿到21张免单卡，总价值525元。理论上，每个用户可以免费喝84杯蜜雪冰城。唯一前提是，这笔钱，需要通过千问App"用AI下单"才能拿到。 这一步，就把竞争逻辑彻底改写了。 如果答案是肯定的，那么2026年的春节，会成为一个分水岭——让用户第一次规模化地养成"有事找AI"的习惯。这个春节过后，中国的"AI大战"将暴力普 及"AI购物"乃至"AI生活消费"的使用习惯，就像移动互联网时代中国的应用能力一样，一跃成为AI应用领域的超级强国。 红包买"下载"，免单换"习惯" 千问的第一波"请客" ...

阿里旗下千问 APP 正式开启"春节30亿大免单"活动，首轮以奶茶无门槛免单为核心福利，迅速在消费市场掀起热潮。 "今天都要疯了，单子根本就做不完。"该门店一工作人员向《科创板日报》记者表示，其本来是休息的，早上开始单子突然爆了，店长就临 时让他来加班，目前已经做了800多杯，比平时多了3倍，更有消费者一次性下单20杯，这样的订单密度远超去年外卖大战时期。 终端的混乱并非个例，全国多地茶饮门店均出现点单系统瘫痪、订单积压的情况，不少门店被迫挂出"店铺已休息"的招牌，集中处理现有订 单。 外卖配送端同样承压。苏州一位王姓骑手称，当日上午配送的六十多单几乎均为千问免单订单，且多为一人多单。北京、上海等多地网友在 社交平台吐槽，订单长时间显示 "正在制作中"，部分门店甚至出现原材料缺货的情况，消费者体验大打折扣。 "我们没有特别关注，也是今天看到新闻才知道。"喜茶方面相关人士向《科创板日报》记者表示，品牌并未参与补贴，且暂不对外披露当日 销售数据。 据悉，此次千问奶茶免单活动覆盖全国超30万家茶饮门店，喜茶、奈雪的茶、瑞幸咖啡、蜜雪冰城等头部品牌悉数在列。 极具吸引力的福利迅速点燃用户参与热情，活动上线后因访问量过 ...

奶茶行业突降"泼天流量" 谁也没想到，一个普通的周五会变成几乎全民参与的"奶茶狂欢日"。 阿里巴巴旗下千问APP启动"春节30亿大免单"活动，用户通过AI一句话指令，即可免费兑换一杯奶茶。 活动期间，每一位用户最多可以领取21张无门槛的25元免单卡，相当于525块钱。 昨天，一场突如其来的"全民奶茶免单"活动，让整个行业沸腾了。 阿里巴巴旗下千问APP发起"春节30亿大免单"，9小时就送出1000万单。 相关话题持续霸榜微博热搜，全国各地的奶茶店爆单、骑手挤爆、系统瘫痪…… 这泼天的流量，对行业意味着什么？ 9小时1000万单 消息一出，瞬间引爆全网，活动页面因访问量过大数次崩溃，仅5小时，就送出了500万单奶茶，"千问送奶茶"相关话题霸榜微博热搜。 喜茶、霸王茶姬、茉莉奶白等多个茶饮品牌门店爆单。有门店排单量1400+，被迫暂时关闭线上点单；有的门店被蜂拥而至的闪购骑手挤得水泄不通；更 出现了"订单小票当门帘用"的奇观。 大量网友分享免费喝奶茶的喜悦，人均20多元的奶茶门店也出现大爆单。 乐乐茶表示："截至下午15点，同店订单量最高环比增长155%，单店外卖订单突破800单。" | 郑州市 √ 搜索门店 | ...

（原标题：美股大涨！道指涨2.47%站上50000点创新高，英伟达涨近8%，中概指数涨3.71%） 避险情绪大幅降温，美股止跌急升。美股三大指数大幅收涨，道指涨2.47%站上50000点创收盘新高，本周累计上涨2.5%，纳指涨2.18%，本周累 计下跌1.84%，标普500指数涨1.97%，本周累计下跌0.1%。费城半导体指数大涨5.7%，英伟达涨近8%，市值增加3250亿美元，博通涨超7%，特斯 拉涨超3%，亚马逊跌超5%，谷歌跌超2%。 加密货币、贵金属、半导体与计算机硬件涨幅居前，Circle、Coinbase涨超13%，超微电脑涨超11%，AMD、科磊涨超8%，泛美白银涨超5%，英 特尔、阿斯麦涨超4%。 纳斯达克金龙中国指数收涨3.71%，本周累计上涨0.99%。热门中概股中，小马智行收涨9.4%，蔚来涨7.4%，理想涨6.6%，百度涨5%，小鹏涨 4.9%，小米、比亚迪涨4.3%，拼多多涨3.6%，阿里巴巴中行那个3%，腾讯涨2.2%。 | 人工智能AIETF | 游戏ETF | | --- | --- | | (产品代码: 515070) | (产品代码:159869) | | ★ 跟踪:中证人 ...