Core Viewpoint - Alibaba plans to invest 3 billion yuan (approximately $432 million) during the Lunar New Year to promote its Qwen AI app, intensifying competition among China's tech giants in the consumer-facing AI chatbot market [1][2][4]. Group 1: Investment and Marketing Strategy - The spending initiative will commence on February 6 and aims to attract users through incentives related to dining, drinks, entertainment, and leisure, including large red envelope-style rewards [3][6]. - This investment is about three times the amounts announced by competitors Tencent and Baidu, highlighting the aggressive marketing strategies employed by major tech firms during the festive season [4][6]. Group 2: Competitive Landscape - The competition in China's AI sector is intensifying, particularly following the launch of advanced domestic models that have disrupted the market [7]. - Several AI companies are synchronizing product upgrades with the holiday period, with DeepSeek expected to release its next-generation V4 model in mid-February [8]. Group 3: Consumer Behavior Insights - Data indicates that consumers tend to remain loyal to the first AI chatbot they try, which influences companies to utilize familiar growth strategies from payments and eCommerce to drive downloads and habitual use [9].

Core Insights - The competition among major tech companies for the Chinese New Year market has intensified, with Alibaba's AI assistant "Qianwen" launching a 3 billion yuan initiative to attract users through free dining and entertainment offers [1][4] - Tencent's "Yuanbao" has also initiated a 1 billion yuan cash red envelope campaign, aiming to replicate the success of the WeChat red envelope phenomenon from 11 years ago [5][6] - Other players like ByteDance and Baidu are also entering the fray, with ByteDance partnering with the Spring Festival Gala and Baidu launching a cash red envelope activity with a total of 500 million yuan [9][10] Alibaba's Strategy - Qianwen's 3 billion yuan "Spring Festival Treat" plan is the largest investment by Alibaba for the Spring Festival, aiming to integrate AI into real-life consumer experiences [3][4] - The Qianwen app has been integrated with various Alibaba services, allowing users to make purchases directly within the app without needing to switch platforms [3] - The focus is on creating a seamless shopping experience during the Spring Festival, with features for travel planning and restaurant reservations [3][4] Tencent's Approach - Tencent's Yuanbao has launched a cash red envelope campaign, encouraging users to upgrade the app to participate and complete tasks for additional rewards [5][6] - The campaign has seen a significant increase in app downloads and user engagement, with Yuanbao reaching the top of the Apple free app charts shortly after the campaign launch [7][8] - The complexity of the Yuanbao red envelope mechanics may hinder user adoption compared to the simpler WeChat red envelope experience [6][7] Competitive Landscape - The competition is not limited to Alibaba and Tencent; ByteDance and Baidu are also actively engaging users with their respective AI products and promotional activities [9][10] - Each company is adopting different strategies: Alibaba focuses on transaction integration, Tencent emphasizes social sharing, and Baidu aims for AI functionality [10] - The ultimate goal for these companies is to establish AI as an essential part of daily consumer habits during the high-traffic Spring Festival period [10][12] User Engagement and Retention Challenges - The effectiveness of these promotional strategies in retaining users post-festival remains uncertain, as many users already have established habits with existing applications [12][13] - User experience feedback has been mixed, with some users finding the interaction with AI applications cumbersome or disruptive to their usual social interactions [12][13] - The long-term success of these AI initiatives will depend on their ability to integrate seamlessly into users' daily routines and provide consistent value [12][13]

2026.02. 02 本文字数：2655，阅读时长大约4分钟 作者 | 第一财经 魏中原 今年春节红包的战场，正从手机屏出了新花样。腾讯的"元宝"和阿里巴巴的"千问"相继宣布发放春节红包，百度、字节两大厂商亦积极"参战"，红包总 金额超40亿元。这被视作继微信红包颠覆支付后，又一次以春节为节点的战略卡位，目标直指AI用户使用黏性与生态。 这场"AI红包雨"也带动A股AI应用板块的关注度进一步升温，沪深交易所的互动易平台上，已有不少投资者询问相关上市公司，在本次AI红包大战中的 合作进展与方式。 实际上，AI红包大战指向了一个核心命题：AI应用的商业化价值究竟成色几何？从已经发布的业绩预告来看，既有同，当前这场春节"红包雨"已转向AI 社交智能体的生态构建。 第一财经记者注意到，在投资者互动平台上频繁出现的"AI社交""红包"关键词。根据不完全统计，截至2月2日收盘，值得买（300785.SZ）、华联控 股（00036.SZ）、世纪华通（002602.SZ）、美利云（000815.SZ）、宇信科技（300674.SZ）、引力传媒（603598.SH）、纵横通信 （603602.SH）等上市公司收到了股民提问相 ...

明日主题前瞻 1、低空经济 | 市场监管总局会同中央空管办，国家发展改革委等十部门联合发布《低空经济标准体系建设指南(2025年版)》，重点围绕低空航空器，低空基 础设施，低空空中交通管理，安全监管和应用场景五大核心领域，建立技术标准与管理规范融合，国内标准与国际规则融合，强制性标准与推荐性标准融 合，基础标准与场景标准融合的"四维融合"标准供给体系。 点评：中金公司认为，低空经济作为一种辐射带动作用强，产业链较长的综合经济形态，对经济社会发展具有较强的带动作用。工信部赛迪研究院预测， 2023年中国低空经济市场规模约为5060亿元，2026年市场规模有望达万亿元。随着低空经济相关政策环境的完善，以及相关发展规划的落地实施，我国低空 经济市场有望快速发展。 2、烟酰胺 | 公开数据显示，烟酰胺市场价格持续上涨。2月2日，烟酰胺报价为39.5元/千克，较2026年1月初价格上涨约14.5%。 点评：研究机构认为，烟酰胺凭借其营养强化和功能性特点，在食品，医药和化妆品三大领域实现了多元化应用。在食品行业，烟酰胺被广泛添加于谷物， 乳制品等日常食品中，以满足消费者对营养强化的需求；在化妆品领域，其卓越的抗衰老和美白 ...

中国科技巨头为推广旗下人工智能（AI）产品重演11年前的红包大战 阿里巴巴星期一（2月2日）发给多家中国媒体的通稿称，千问投入30亿元启动"春节请客计划"，将在星期五（6日）正式上线，以免单形式请中国民 众在春节期间吃喝玩乐，还有大额现金红包，但官方尚未透露具体的活动形式。 通稿称，外卖平台淘宝闪购、旅游平台飞猪、购票平台大麦、实体超市盒马、线上商超天猫超市以及支付工具支付宝等阿里生态业务，将加入千问 春节活动。 阿里巴巴称："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。" 中国科技巨头为推广旗下人工智能（AI）产品重演11年前的红包大战，继腾讯和百度后，同样在追赶字节跳动领先地位的阿里巴巴旗下AI应用千 问，宣称"投入30亿元人民币（5.49亿新元）"，在春节期间对用户吃喝玩乐进行免单。 通稿以千问内部人士的名义称："半个月前的发布，其实就是在为春节攻势做准备。"内部人士还称，AI买电影票功能正在灰测，即将全面上线。 这场科技巨头间的春节红包大战，由腾讯和百度率先发起。当前，字节跳动旗下的"豆包"是中国最火的AI应用，月活已达1.63亿，阿里巴巴旗下 ...

Core Viewpoint - Alibaba Group Holding Limited (NYSE:BABA) is recognized as one of the 10 hottest stocks to buy in 2026, with a significant investment in autonomous driving technology through its logistics arm, Cainiao [1]. Investment in Zelos Technology - Alibaba's logistics unit, Cainiao, is set to invest approximately $2 billion in Zelos Technology, a company specializing in L4 autonomous driving solutions for logistics [2]. - Cainiao will not become a controlling shareholder in Zelos Technology, as confirmed by a spokesperson [2]. Strategic Integration - Both companies have entered into a deep strategic integration to jointly develop a RoboVan Super Carrier in the unmanned freight sector, with Zelos Technology operating both brands while integrating Cainiao [3]. Stock Performance and Analyst Ratings - Over the past year, Alibaba has returned more than 76%, indicating strong stock performance, with 88% of analysts rating the stock a Buy and a median price target of $202.67, suggesting an upside potential of over 18.50% [4]. Company Overview - Alibaba Group and its subsidiaries provide technology infrastructure and marketing solutions, operating one of the largest wholesale e-commerce platforms globally. The company is also enhancing its position in AI through strategic partnerships and investments [5].

本报（chinatimes.net.cn）记者卢晓 北京报道 随着春节临近，AI助手们的红包大战更加炽热。 继元宝App和百度App之后，2月2日，阿里旗下的千问App也宣布投入30亿元启动"春节请客计划"，除 了淘宝闪购、飞猪、大麦、盒马、天猫超市、支付宝等阿里生态业务都将加入千问春节攻势，它也是目 前AI春节红包大战的最大手笔玩家。 DeepSeek去年春节的火热出圈，让春节成为AI助手们能否出圈、获得流量的关键时刻。但今年激烈的 春节红包大战，要比拼的已经不再是AI助手们的"深度思考"能力，而是它们在各个C端场景中的渗透与 执行。 大手笔新玩家加入 AI助手的春节红包大战又有新玩家加入。 2月2日，《华夏时报》记者从千问方面了解到，其"春节请客计划"将于2月6日正式上线，除了春节免 单，还将发放大额现金红包，但千问尚未透露具体活动形式。不过有业内人士在跟记者交流时认为，千 问的春节红包玩法或将延续此前"会办事的AI"的思路。 与其他两家AI助手不同的是，千问App的春节红包活动拉上了整个阿里生态的支持。今年1月15日，千 问App宣布全面接入淘宝、支付宝、淘宝闪购、飞猪、高德等阿里生态业务，在全球首次实 ...

针锋相对之下，阿里不想缺席。 * [10] M. C. 大厂暗自角力，加速撬动AI产品在C端市场的曝光和渗透。而春节AI大战，只是巨头强化攻势的第一步棋。 2月2日，阿里终于投下重磅炸弹——千问App投入30亿元启动"春节请客计划"，携淘宝闪购、天猫超市、支付宝等业务全线出击春节消费。此前，字节、百 度和腾讯以砸红包、合作春晚等方式抢占全民级消费节点。 进攻春节档 据了解，阿里此次投入"春节请客计划"的业务涉及淘宝闪购、飞猪、大麦、盒马、天猫超市和支付宝等，覆盖吃喝玩乐场景。该活动将于2月6日正式上线， 千问还会推出免单、大额现金红包等优惠，但目前千问还未透露具体的活动形式。 今年1月，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，首次实现点外卖、买东西、订机票等AI购物功能，并向所有用户开 放测试。彼时，千问表示将上线超400项AI办事功能。 千问接入阿里零售生态，表面上是为帮助消费者解决衣、食、住、行、玩等各类需求，其背后的核心在于千问已经跑通了从决策到交易的全链路消费闭环。 例如，针对春节期间亲朋好友相约影院的场景，消费者在千问App查询电影票时，千问能列出合适的观影方案，并自动 ...

2026.02. 02 2026年的春节为何成了AI大战的关键节点？ 互联网分析师张书乐对记者分析，抢红包是最契合春节氛围的节庆活动，当年微信红包上春晚，实现了史上最快最广最深的使用习惯孵化，抢红包、推 新品、养习惯是互联网大厂在春节惯用的营销打法，今年春节，AI成为最大的上新品类。通过发红包，大厂希望以此来促进app安装并引导用户探索各 种AI场景，争夺部分用户的新AI入口。 记者关注到，随着元宝10亿现金红包活动启动，2月2日午间，在苹果商店免费App（应用程序）排行榜上，腾讯元宝已超过字节系产品豆包升至第一 名，阿里千问则位列第七。 | | | 热门下载 | 所有 App | | --- | --- | --- | --- | | 免费 App | | | 付费 App | | | | 元玉-腾讯旗下Al | | | 1 | | 助手 | 打开 | | | | DeepSeek+拍题P图 ... | | | | | 豆包 - 字节跳动 | | | 2 | | 旗下 Al 助手 | 打开 | | | | Al 全智能聊天对话问 ... | | | | | 红果短剧 - 渣量 | | | 3 | | 热门短 ...

北京商报讯（记者 魏蔚）2月2日，抖音与中央广播电视总台《2026年春节联欢晚会》联合宣布，抖音 成为2026年总台新媒体《竖屏看春晚》独家合作伙伴。同时，抖音将提供横屏、无障碍、幕后花絮等多 路直播，并依托多机位并行直播技术，在单个直播间同时呈现多路直播画面。观众进入直播间后，可自 由选择和切换不同直播内容。2026年，抖音春晚直播间增设"春晚无障碍转播"内容。2月2日起，用户可 登录抖音、抖音极速版、抖音火山版等平台，搜索"春晚"预约直播。 ...