每经记者｜赵雯琪 每经编辑｜陈柯名 记者|赵雯琪 AI的使用习惯，最终还是要靠大厂背后繁荣的生态、坚实的技术底座来实现，用户看的还是模型的智能程度、回答的准确率、功能的实用性以及能否融 入每天的生活和工作流等等。 几乎同步，腾讯迅速加码，将红包池翻倍至10亿元，并于2月1日起通过其AI应用"元宝"开启抽奖活动。腾讯创始人马化腾在内部年会上罕见发声，直言希 望"重现当年微信红包引爆社交的盛况"。他强调，元宝将把节省下来的营销预算直接回馈用户，让用户在互动中重拾"抢红包"的乐趣。 阿里千问则宣布的30亿"春节请客计划"，折射出"下后手棋"的优势。从2月6日起，用户在千问APP里不仅能领现金，还能直接买电影票、订年夜饭、买年 货，甚至联动飞猪、盒马、大麦等阿里生态业务进行"全链路免单"。 据中国互联网络信息中心数据显示，我国生成式AI用户规模已达5.15亿，普及率为36.5%，意味着仍有近六成潜在市场尚未开发。目前，百度文心、字节 豆包、阿里通义千问和腾讯元宝的月活跃用户均已突破亿级。谁能率先撬动这片空白地带，或将决定谁能在AI浪潮中实现"鲤鱼跃龙门"。 红包只是引流的第一步。专家指出，仅靠一次性现金激励难以培养长 ...

Group 1 - The core competition between major platforms revolves around the integration of red envelopes and AI, with the expectation of replicating past successes being challenging [1][2] - The upcoming Spring Festival serves as a critical moment for AI competition, with significant financial investments expected to create impactful marketing strategies [2][3] - Successful red envelope products are deeply rooted in understanding human nature and creating precise scenarios, but recent years have seen a lack of innovative gameplay [3][4] Group 2 - The effectiveness of AI red envelopes should not be merely about the technology itself or the monetary value, but rather about engaging design that resonates with social and emotional elements of the Spring Festival [3][4] - The historical success of WeChat and Alipay's red envelope strategies highlights the importance of product value beyond just financial incentives [2][3] - The potential for a resurgence of red envelope popularity depends on the robustness of AI capabilities and their ability to deliver meaningful user experiences [4]

We recently published an article titled 12 High Growth E-commerce Stocks To Buy.  Jefferies analyst Thomas Chong lowered the firm’s price target on Alibaba Group Holding Limited (NYSE:BABA) to $225 from $231 while maintaining a Buy rating on the shares as part of an earnings preview on January 8. Despite the modest adjustment, Jefferies reaffirmed Alibaba as a top pick for 2026, highlighting the company’s expanding opportunities in artificial intelligence and cloud computing. The analyst also noted that A ...

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Rio Tinto said on Thursday that it was no longer in talks with Glencore about a takeover that would have created the world's largest mining company, saying it could not reach an agreement that would d... ...

记者|杜宇 编辑|陈柯名 杜恒峰 校对|程鹏 2月5日，美股三大指数集体低开，纳指跌1.58%，道指跌0.5%，标普500指数跌1.04%。超3000支个股下跌。 截至发稿，谷歌跌超6%，公司资本支出指引过高引市场担忧。蔚来涨超7%，公司首次录得单季度经调整经营利润。高通跌超10%，公司Q2业绩指引疲 软。减肥药概念股受挫，诺和诺德跌超4%，礼来跌超3%。 在美上市的韩国电商巨头Coupang跌超9%，公司确认16.5万用户数据泄露。 雅诗兰黛股价下跌18%，因营销成本增加，雅诗兰黛今年业绩指引低于预期。 每经记者｜杜宇 每经编辑｜陈柯名 | 今开 | 105.350 | | 最高 | 106.220 | | 成交量 | 167.35万股 | | --- | --- | --- | --- | --- | --- | --- | --- | | 昨收 | 119.610 | | 最低 | 96.740 | | 成交额 | 1.68亿 | | 换手率 | 0.46% | | 市盈(TTM) | 亏损 | | 总市值 | 351.10亿 | | 分时 | 王日 | 日K | 周K | 月K | 季K | 年K | ...

Core Viewpoint - The Nasdaq Golden Dragon China Index saw an initial increase of 1.21%, indicating positive market sentiment towards Chinese stocks listed in the U.S. [1] Company Performance - NIO experienced a significant rise of 7.4% - Miniso increased by 5.4% - Yum China rose by 3.4% - Li Auto gained 2.8% - ZTO Express, Zai Lab, Bilibili, Baidu, and Kingsoft Cloud all saw increases of over 2% - Alibaba had a modest increase of 0.7% - Pony.ai declined by 1.2% - New Oriental fell by 2.8% [1] ETF Performance - KWEB ETF rose by 1.14% - CQQQ ETF increased by 0.7% - ASHR ETF decreased by 0.1% - ASHS ETF fell by 1.3% [1]

上证报援引研究机构观点称，阿里千问进入"AI办事时代"，看好国内大厂加速建立AI生态内循环。近 日，阿里旗下的千问App上线了涵盖购物，外卖，旅行规划等400多项AI办事功能，全面接入淘宝，支 付宝，淘宝闪购，飞猪，高德等阿里生态业务。标志着其从聊天对话工具正式升级为"AI办事时代"的应 用，通过深度集成淘宝，支付宝等生态业务，实现了无需跳转的闭环服务。大厂加速推进AI生态建 设，叠加国产AI算力技术的持续进步，正共同推动国内AI基础设施迈向"超前建设期"。 公司方面，据上证报表示， 数据港：公司主要业务包括IDC业务，IDC解决方案业务，云服务销售业务三大类，成为国内少数同时 服务于阿里巴巴，腾讯，百度及网易等世界级互联网公司的云数据中心服务商。 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举行的活动中宣布，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。 光云科技：公司在淘宝，天猫，京东，拼多多，抖音，饿了么，快手等各大电商平台上提供SaaS产品及 增值服务，在行业内具有良好的口碑和品牌效应。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险， ...

Core Insights - The competition among major platforms for the Chinese New Year red envelope market is intense, with WeChat and Alipay leading the charge, but replicating past successes is challenging [1][2] - The integration of AI into red envelope strategies is seen as a potential game-changer, yet the platforms have yet to fully grasp how to leverage it effectively against competitors [1][3] Group 1: Market Dynamics - The upcoming Spring Festival serves as a critical juncture for AI competition, with significant financial investments expected from major companies to capture user attention [2] - Historical data shows that while monetary incentives are important, the true value of products lies in their ability to engage users meaningfully [2][3] Group 2: Product Strategy - Successful red envelope products are deeply rooted in understanding human behavior and creating relevant scenarios, rather than merely competing on monetary value [3][4] - AI-driven red envelopes must focus on simplicity, fun, altruism, and emotional resonance to replicate past successes, rather than becoming overly complex or merely a gimmick [3]

值得一提的是，此次千问30亿春节请客计划，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。 另外，千问App宣布独家冠名东方卫视、浙江卫视、江苏卫视、河南卫视四台马年春节晚会，并以AI形 式深度参演春晚节目。全国观众观看这四台春晚节目时，可同步在千问App参与互动、抢大额红包。 瑞财经 王敏 2月4日，据阿里员工在社交媒体上分享，马云现身阿里千问项目组所在办公点。 2月2日，千问APP官方发文宣布将于2月6日开启春节红包活动，花30亿请大家吃喝玩乐。 根据官方公布的信息，千问红包采取了免单政策，涉及到淘宝、闪购、飞猪、大麦、高德、盒马等阿里 几大核心业务。 ...