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 ...

2月6日，阿里千问APP"春节30亿大免单"正式上线，发起奶茶攻势，请全国人民用AI一句话免费点奶茶。此次千问30亿元春节请客计划，在阿里历史上的 春节活动中投入最大，在今年春节大厂AI大战中投入金额也最高。 记者获悉，活动上线不到3小时，用户用千问APP下单超100万单奶茶。 不过，有用户发现，在参与奶茶免单时，页面无法点击，信息显示"系统开小差了，稍后再试吧"，虽然最后成功下单，但过程并不丝滑。对此，千问APP 在官方微博账号上表示："免单送奶茶活动太火爆啦，我们正在紧急加资源，全力保障顺畅，请大家稍稍等待。" 不过，按照微信安全中心发布的《针对第三方违规行为的打击公告》，微信对以春节为主题集中爆发的过 度营销、诱导分享等违规行为进行打击。在此背景下，豆包、百度、阿里千问在微信分享链接之路均被限 制。 在业内人士看来，千问希望通过此次"春节请客计划"，让用户颠覆过去在十几个APP之间反复跳转、手动 操作的消费习惯，从需求提出到服务落地，仅在一个APP完成。另一个值得关注的角度是，春节，被认为 是中国人一年中规模最大的人口迁徙。当年轻人们带着AI应用回到家乡，AI应用便利借势向更多地方渗 透。这些地方不一定 ...

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]

制片人张文丽强调："我们要完成从内容到体验的完整闭环，让作品价值从创作端到用户端实现无损传 递。"酷喵帧享采用的高保真画质技术，成为闭环中的重要支撑。它让大屏不仅是"追剧的最后一公 里"，更是情感传递的"最后一厘米"。 来源：中国青年网 屏内是跌宕起伏的唐朝探案风云，屏外是技术与艺术融合的视听盛宴。近日，古装悬疑探案剧《唐宫奇 案之青雾风鸣》（以下简称《唐宫奇案》）正式登陆优酷平台，酷喵TV大屏以真4K高清质感，守护好 内容抵达客厅的"最后一公里"。 这种技术特性深刻重塑了创作与观剧行为。编剧孟扬坦言，大屏实为"叙事放大器"，这也倒逼创作必须 提前进行极致的视觉化构思。"无论是上元夜宴的恢弘场面，还是案件中精巧的机关布局，我们都需要 在脑海中先'看见'画面，构筑出完整的视觉逻辑，因为我们深知，这些细节将在超高清画质中被观众一 一'阅读'"。编剧祝信也表示，团队会有意识地在人物的配饰、场景道具和台词典故中埋下线索，而这 些精心设计的细节，正需要4K超高清画质来承载，才能被观众全然感知。 从打破性别叙事的创作尝试，到扎根历史又呼应现代的角色塑造；从中式悬疑美学的视觉构建，到酷喵 TV技术对沉浸体验的全面加持——《 ...

当春节红包与AI深度绑定,互联网大厂的春节竞争迎来了新维度。腾讯、百度、阿里等巨头豪掷超45亿 元红包,AI入口争夺战正式进入白热化阶段。 这场以重金换流量的盛宴,如何让用户从"流量过客"真正变成"留量用户",是大厂必须面对的最大考验。 北京社会科学院副研究员王鹏认为,让软件跟社交媒体深度融合,使其能够服务于更多行业和场景,才能够 真正把"短红"转化为"长红"。 记者 刘志坤 杨涛 鲁畅 AI入口争夺战白热化 此前,腾讯官宣旗下元宝APP发放10亿元现金红包,率先打响"春节AI红包战"第一枪。该活动通过元宝 APP在2月1日至2月17日(大年初一)推出分10亿元现金红包活动。 随后,百度很快加入红包大战,抛出5亿元红包福利,并将红包玩法与旗下AI产品文心助手深度绑定。 阿里巴巴旗下千问也投入30亿元启动"春节请客计划",并拿下B站跨年晚会独家冠名权。 据《财经天下》报道,字节跳动旗下火山引擎将深度参与到总台春晚节目、线上互动和视频直播,成为 2026年央视春晚独家AI云合作伙伴。旗下的智能助手豆包,也将配合上线多种互动玩法。 "看到朋友发的链接才下载了元宝,这次活动结束可能会卸载。"网友朱先生向齐鲁晚报·齐鲁 ...

2月6日，阿里千问正式推出"春节30亿免单"活动，向用户发放奶茶免单卡，迅速引发多地奶茶店"爆 单"。值得一提的是，活动上线当天，微信平台屏蔽其免单分享链接，折射出平台生态壁垒下AI入口争 夺的白热化。 记者注意到，活动当日，部分用户遇到页面卡顿、"系统开小差"等状况，但订单量仍迅猛攀升。对此， 千问App在官方微博账号上表示："免单送奶茶活动太火爆啦，我们正在紧急加派资源，全力保障顺 畅，请大家稍稍等待。" 活动上线9小时，在千问App下单的订单数已突破1000万单。同时，千问超越豆包和元宝，登顶苹果 AppStore免费榜第一，排序形成"千元豆"格局。 此次春节营销大战中，各平台投入规模空前。阿里千问以30亿元刷新其春节活动投入纪录，腾讯元宝推 出10亿元红包补贴，字节豆包则成为央视春晚独家合作方。数十亿元级的资源投入，不仅是一场真金白 银的比拼，更被视为争夺未来十年AI入口的关键战役。 千问App春节项目组负责人郑嗣寿对《证券日报》记者表示，在春节这个生活消费活动密集的节点，千 问希望通过真金白银的投入，培养用户"有事找AI"的习惯，推动AI融入真实世界的衣食住行之中。以这 一活动为起点，全国人民都将感 ...

Group 1 - Alibaba's Qianwen launched a "30 billion yuan free tea" campaign during the Spring Festival, leading to a surge in orders at tea shops across multiple regions [1] - The campaign generated over 10 million orders within 9 hours of its launch, and Qianwen topped the Apple App Store free chart, indicating a significant user engagement [1] - The scale of investment in this Spring Festival marketing battle is unprecedented, with Alibaba investing 30 billion yuan, Tencent 10 billion yuan, and ByteDance partnering with CCTV for the Spring Festival Gala [1] Group 2 - Analysts note that major companies are adopting differentiated investment strategies: Baidu focuses on "search + AI," Tencent leverages social features with "red packets + viral growth," Alibaba emphasizes "AI + consumption," and ByteDance uses entertainment to enhance penetration [2] - The Qianwen project team aims to cultivate user habits of seeking AI assistance in daily life, promoting the integration of AI into various aspects of living and shopping [2] - Citigroup's report highlights that the essence of the Spring Festival red packets is to create a mandatory user path for AI usage, streamlining the consumer experience from decision-making to service fulfillment [3] Group 3 - Alibaba's Qianwen plans to enhance its model's thinking and execution capabilities while deepening integration with Alibaba's ecosystem over the next six months [3] - Despite challenges in user retention and uncertain return on investment, AI is viewed as crucial for reshaping the competitive landscape and controlling the next generation of traffic distribution [3] - The competition among Alibaba, Tencent, Baidu, and ByteDance is not just a marketing battle for the Spring Festival but a critical struggle for future ecological influence [3]

这个春节，更像是为AI专设的。 除了腾讯、百度发起的红包大战，今天开始，阿里投入30亿，在千问APP开启春节大免单的活动，也正 式拉开序幕。 第一波为期7天，全民人均一个AI小助理，一句话点外卖、喝奶茶咖啡，买年货，25元内无门槛免单。 如果说发红包只是让对AI陌生的用户知道AI的存在，阿里请客这一招，则是在近距离教育用户，怎样 向AI发起指令，AI如何理解人的意图，以及AI最终执行。 就在千问新春活动发起前夕，马云现身阿里总部，且位于千问项目组区域，据说是慰问慰问千问春节项 目组。继淘宝闪购之后，这是马云亲自过问关心的第二个阿里战略级项目，可见意义非凡。 尽管这是AIAgent第一次如此大规模被广泛认知，但是并没有创造新的人与服务的连接。或者说，是在 已有服务里，更智能而已。 Agent走入现实 对AI提出指令，它就能自主拆解任务，并且帮你执行完成。过去，这是电影里才有的情节，就像蝙蝠 侠的中央控制系统一样令人向往。而现在，AI Agent正在让这一切走入现实。 今天一早，阿里千问上线「春节30亿免单」，发放奶茶免单卡：不需要在不同的app来回切换，不需要 输入地址，不需要查攻略。只需要打开千问「任务助理」 ...

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 ...