近日，由中国驻西班牙大使馆、马德里中国文化中心支持的上海民族乐团"欢乐春节"西班牙新春巡演在多座城市陆续上演。作为本次巡演的重要支持 方，菜鸟西班牙为演出提供全程乐器陆地运输保障，依托专业、成熟的海外本地快递服务，助力中国民族音乐顺利走进西班牙各地舞台。 据记者了解到，本次巡演涉及中国鼓、箜篌、笙、阮等多种民族乐器，乐器形制复杂、价值较高，对装卸规范与运输安全性具有严格要求。同时，巡演 行程覆盖西班牙多座城市，演出节奏紧凑、城市间转场频繁，对跨城运输的时效性、执行稳定度及协同能力提出了更高标准。 菜鸟西班牙团队进行巡演乐器转运作业 定制化运输方案，支撑多城市巡演高效运转 据了解，围绕巡演整体安排，菜鸟西班牙本地快递团队在项目前期即参与运输统筹，根据演出路线、场馆条件及时间节点，制定针对性的陆地运输方 案，并对装卸流程、转运节奏及交付节点进行精细化安排。通过本地专业车辆与运营团队的协同调度，菜鸟完成了乐器在不同城市之间的有序转运衔接，确 保核心乐器在多场次、高频转场情况下依然能够安全、准时抵达各演出场馆。 在执行过程中，依托成熟的本地调度机制与干线运输能力，菜鸟能够灵活应对多城市联动、多批次转运等复杂场景，有效 ...

首席品牌评论 . 热门品牌案例，专业深度评论。在这里，读懂品牌之道！ 以下文章来源于首席品牌评论 ，作者首席品牌评论 作者：首席品牌评论 来源：首席品牌评论 今年春节，互联网大厂的AI战事，被阿里一把火烧到了白热化。 -------------------------- 2月2日，阿里千问官宣， 砸下30亿启动"春节请客计划"， 联动淘宝闪购、飞猪、盒马等全生态业 务，用免单、现金红包的方式，把AI硬生生塞进普通人的吃喝玩乐里。 如此大手笔，不仅创下阿里历年春节活动的最高投入纪录，更是一举碾压了腾讯元宝此前宣布的10 亿现金红包，在2026年大厂AI红包大战中，直接摆出了寸土不让的架势。 01 抢夺入口 "阿里这是杀疯了！" 消息一出，业内哗然。刚卷完外卖又来卷AI，很多人骂阿里卷疯了。30亿，不是小数目，砸进一个 还在烧钱、尚未形成明确盈利闭环的AI赛道，还不如省下来给股东分红。 但熟悉互联网江湖的人都清楚，阿里不是一个会为了面子而盲目烧钱的玩家。这30亿砸下去，是一 次关乎阿里下一个十年命运的押注。 要读懂阿里的疯，得先看清当下AI赛道的生存真相。 2025年的数据显示，字节豆包月活已经冲到1.72亿，日 ...

在公众侧， 国际奥委会也将在官网（Olympics.com）上线基于千问大模型打造的"奥运AI助手"。该助 手将面向全球观众开放，能够实时、精准地解答关于赛事规则与奥运历史的各类提问，通过AI技术拉 近大众与奥运的距离。 考文垂在现场评价了AI技术对本届冬奥会的变革性意义。她表示，得益于千问大模型的技术支撑， 2026年米兰冬奥会展现了奥林匹克运动的智能化未来，将成为史上"最智能"的一届奥运会。 回顾双方合作历程时，考文垂称阿里巴巴一直是奥林匹克运动的一个"具有变革性的合作伙伴"。从东 京、北京到巴黎，阿里云持续推动奥运的效率与可持续性。她特别指出："阿里千问大模型的技术将为 奥运带来更智能的运营、更深入的互动，并为奥林匹克运动带来新的可能性。" 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。 《中国经营报》记者了解到，这一奥运官方大模型将在专业赛务与公众服务双端同步落地。 在赛务侧，国际奥委会在其面向各国奥委会工作人员的网站上线了"国家奥委会AI助手"。 该助手依托千问大模型强大的多语言理解能力，并通读数百万字官方 ...

文 ｜ Dale 编辑 ｜ 董雨晴 来源｜ 凤凰网科技（ID：ifeng_tech） 封面来源 ｜ Unsplash 都是兄弟部门，腾讯一视同仁。 一时间网友们兴致勃勃的评论道，微信终于还是把自家"兄弟"的红包给封了。还有摸不清路数的路过群众问道，"微信和元宝不是一家的吗？" 就在三天前的2月1日，腾讯旗下AI助手元宝高调启动"上元宝，分10亿"春节活动，用户将元宝App更新到2.55.0版本以上即可参与。 微信平台亲手封禁了自家兄弟的推广链接，这是怎么回事？ 2026年2月4日一大早，当用户兴致勃勃的完成首轮红包提现，试图再在微信群聊中分享、点击元宝红包链接时， 一条风险提示突然弹出："网页包含诱导分 享、关注等诱导行为内容"。 双方回应，你来我往 当日10时26分，微信官方率先发布说明，针对春节营销活动，其表示，"我们收到用户针对元宝的反馈和投诉，其相关春节营销活动存在通过'做任务''领红 包'等方式诱导用户高频分享链接到微信群等场景，干扰平台生态秩序、影响用户体验、对用户造成骚扰。" 根据活动规则，用户每有1人通过其分享的链接领取红包，分享者即可增加1次抽奖机会，该项任务上限高达30次。这种强绑定设计直 ...

Group 1 - The core point of the news is the significant drop in precious metal prices, with gold experiencing its largest single-day decline in 40 years and silver hitting a historic intraday drop of 36% [1][2][4] - On January 31, spot gold prices fell over 12%, reaching a low of $4682 per ounce, while closing down 9.25% at $4880 per ounce [2][4] - Spot silver prices dropped to a low of $74.28 per ounce, closing down 26.42% at $85.259 per ounce [4][8] Group 2 - The sell-off in precious metals was triggered by the strengthening of the US dollar, following the announcement of Kevin Walsh as the new Federal Reserve Chairman, which raised concerns about the Fed's independence [4][6][7] - The dollar index saw a significant increase, marking its largest single-day rise since July of the previous year, which negatively impacted investor confidence in gold and silver [4][5] - The market was already experiencing a demand for a correction, and the combination of factors, including the Fed chair nomination and broader capital flow dynamics, acted as a catalyst for profit-taking [4][6] Group 3 - The broader US stock market also faced declines, with major indices closing lower due to uncertainties surrounding Federal Reserve policies, inflation pressures, and geopolitical risks [5] - The gold sector saw substantial losses, with major companies like Barrick Gold and AngloGold experiencing declines of over 10% [5] - The sell-off in precious metals was characterized by panic selling and profit-taking, particularly among leveraged positions, which exacerbated market volatility [8][12]

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report On February 3, the overall capital market remained stable; the bond market was mainly fluctuating, with short - term bonds being weak and medium - and long - term bonds being slightly strong; the main indexes of the convertible bond market rose collectively, and most convertible bond issues increased; the yields of U.S. Treasury bonds of different maturities showed divergent trends, and the yields of 10 - year government bonds of major European economies generally increased [1][2]. 3. Summary by Directory 3.1 Bond Market News - **Domestic News**: On February 3, the 2026 Central No. 1 Document was released, proposing reforms in rural collective property rights, support for new rural collective economies, and measures to control village - level debt. The central bank will conduct an 800 billion yuan 3 - month term buy - out reverse repurchase operation on February 4, resulting in a net investment of 100 billion yuan. The central bank Shanghai Head Office emphasized continuous financial reform and opening - up, and promoted free - trade zone financial reform [4][5]. - **International News**: On February 3 (local time), the U.S. House of Representatives passed a government funding bill, and the partial government shutdown is expected to end. However, the U.S. Department of Homeland Security only has funds until February 13, and there is still a risk of a more limited funding shortage [7]. - **Commodities**: On February 3, international crude oil and natural gas futures prices rose. WTI March crude oil futures rose 1.72% to $63.21 per barrel, Brent April crude oil futures rose 1.56% to $67.33 per barrel, COMEX gold futures rose 6.94% to $4975.30 per ounce, and NYMEX natural gas prices rose 3.49% to $3.377 per ounce [8]. 3.2 Capital Market - **Open - Market Operations**: On February 3, the central bank conducted a 7 - day reverse repurchase operation of 105.5 billion yuan at a fixed interest rate of 1.40%. With 402 billion yuan of reverse repurchases maturing on the same day, the net withdrawal of funds was 296.5 billion yuan [10]. - **Funding Rates**: On February 3, the capital market was generally stable. DR001 decreased by 4.76bp to 1.371%, and DR007 increased by 0.66bp to 1.497%. Other funding rates also showed different degrees of change [11][12]. 3.3 Bond Market Dynamics - **Interest - Rate Bonds**: On February 3, the bond market fluctuated, with short - term interest - rate bonds being weak and medium - and long - term bonds being slightly strong. As of 20:00 Beijing time, the yield of the 10 - year Treasury bond active bond 250016 decreased by 0.40bp to 1.8110%, and the yield of the 10 - year China Development Bank bond active bond 250215 remained unchanged at 1.9580%. Multiple bonds were issued on the same day, with different issuance scales, winning bid yields, and multiples [14][15]. - **Credit Bonds**: On February 3, there were no credit bond transactions with a price deviation of more than 10%. Several companies had credit - related announcements, including debt repayment difficulties, litigation, debt restructuring, and issuance cancellations [16][18]. - **Convertible Bonds**: On February 3, the A - share market rose, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising 1.29%, 2.19%, and 1.86% respectively. The main indexes of the convertible bond market also rose collectively. The trading volume of the convertible bond market was 97.548 billion yuan, an increase of 12.465 billion yuan from the previous trading day. Most convertible bond issues increased. Tomorrow (February 5), Haitian Convertible Bonds will start online subscriptions, and Shangtai Convertible Bonds will be listed [18][19][23]. - **Overseas Bond Markets**: - **U.S. Bond Market**: On February 3, the yields of U.S. Treasury bonds of different maturities showed divergent trends. The 2 - year U.S. Treasury bond yield remained unchanged at 3.57%, and the 10 - year U.S. Treasury bond yield decreased by 1bp to 4.28%. The 10 - year inflation - protected Treasury bond (TIPS) break - even inflation rate increased by 1bp to 2.36% [22][24][25]. - **European Bond Market**: On February 3, the yields of 10 - year government bonds of major European economies generally increased. The 10 - year German government bond yield increased by 2bp to 2.89%, and the yields of 10 - year government bonds of France, Italy, Spain, and the UK increased by 1bp, 1bp, 2bp, and 1bp respectively [26]. - **Chinese - Issued U.S. Dollar Bonds**: As of the close on February 3, the prices of Chinese - issued U.S. dollar bonds showed different degrees of change, with some rising and some falling [28].

Group 1 - The core viewpoint of the article highlights that U.S. listed Chinese stocks are mostly rising in pre-market trading on February 5, with notable increases in several companies [1] Group 2 - Bilibili saw a rise of 3% [1] - Yum China and NIO both increased by 2% [1] - Alibaba experienced a 2% increase, while Futu Holdings rose by 1% and Pinduoduo saw a slight increase of 0.3% [1]

编辑 | 柴华 阿里千问启动30亿元春节红包大战前夕，马云亲自助阵？2月4日，南都N视频记者了解获悉，阿里巴巴创始人马云现身杭州阿里总部千问办公楼。 图片源自网络 本文自南都·湾财社 采写 | 南都N视频记者 林文琪 为布局此次春节大战，今年1月15日，千问APP宣布已接入淘宝闪购、支付宝、淘宝、飞猪、高德等阿里生态场景，测试AI购物功能。千问APP内部人士 透露："半个月前的发布，其实就是在为春节攻势做准备。市面上大部分AI助手还停留在聊天阶段，而千问希望在今年春节期间，融入到人们真实的生活 消费之中。" 值得一提的是，率先启动春节红包大战的腾讯上演了"狠起来连自己都打"的一幕。2月4日，微信安全中心发布公告判定元宝红包链接违规，随后，元宝红 包将在微信内分享链接模式变为复制口令模式。尽管千问官方尚未透露具体的活动形式，但微信对元宝红包的这一处理方式，也被许多网友调侃是接下 来"封禁"千问红包的前奏。 就在两天后，阿里千问30亿"春节请客计划"2月6日将正式上线。据悉，千问30亿春节请客计划，是阿里春节活动史上投入最大，在今年春节大厂AI大战中 投入金额也最高。在此之前，腾讯已官宣撒币10亿、百度撒5亿红包 ...

新华财经北京2月5日电（记者丁雅雯）近期，多家互联网大厂聚焦AI应用推出春节红包活动，引发市 场关注。业内专家指出，这场看似"撒钱"的营销活动，实则是各企业以春节高流量场景为试验场，围绕 下一代AI生态入口展开的竞争。随着AI商业化落地加速，预计从上游算力基础设施到下游行业应用的 全产业链，有望迎来新一轮发展机遇。 互联网大厂推出春节红包计划打响AI"入口争夺战" 新春佳节临近，近期多家互联网企业宣布通过AI应用发放红包，引发市场关注。 AI用户留存成焦点 市场研究机构DataEye研究院负责人刘尊指出，用户留存是重要考验。活动期间因优惠而来的流量，能 否在结束后通过优质的AI功能实现有效转化与沉淀，成为衡量此次活动成败的关键。 欧阳日辉指出，红包只能解决短期的"拉新"问题，而要建立持久的用户黏性，企业必须超越补贴逻辑， 回归产品与生态建设本身。他提出五个关键支撑：一是具备坚实的工具价值，AI需能切实提升效率、 辅助学习或提供生活便利，真正解决用户痛点；二是建立深入的体验与情感连接，未来AI的竞争不仅 是功能比拼，更是理解用户个性化需求、建立信任与陪伴感的能力竞争；三是实现无缝的生态融合，将 AI深度嵌入电商 ...

Group 1 - The core viewpoint of the report is that the domestic cloud computing market in China is expected to grow significantly by 20-30% to reach a scale of 450-500 billion RMB by 2026, with AI cloud contributing the largest incremental growth [1] - The AI cloud market is projected to double in size by 2026, reaching approximately 100 billion RMB [1] - Alibaba is anticipated to capture 80% of the incremental growth in the AI cloud market due to its comprehensive AI capabilities and existing customer base [1] Group 2 - Alibaba's cloud revenue for the calendar year 2026 is expected to exceed a year-on-year growth of 33%, reaching around 200 billion RMB [1] - The growth rate of external and overseas cloud revenue is expected to surpass that of internal and domestic cloud revenue [1] - The long-term profit margin for cloud business is projected to improve due to the increasing share of high-priced AI cloud services, particularly AIPaaS, and fragmented sales [1] Group 3 - For capital expenditure, Alibaba is estimated to invest between 160-180 billion RMB in 2026, with 70% of the budget allocated for the procurement of AI servers, including AI chips [1]