新浪科技讯 2月24日上午消息，农历新年开工第一天，百度、腾讯、快手、小米等企业给员工发放开工 红包。 新浪科技了解到，百度创始人李彦宏的数字人通过工作软件"如流"的服务号向员工发放开工红包，红包 金额为365元、588元、666元、888元、2026元不等，实习生则可获得188元。值得注意的是，此前百度 并没有在春节假期结束后发放开工红包的习惯。 腾讯面向正式员工、毕业生、实习生、长期顾问发放开工红包，金额为400元。此外，腾讯还准备了随 机"加油包"，不同的"开心词"对应不同金额，金额为19.98元、20.26元、66.66元和52.22元不等，领取红 包后约2小时内到账微信零钱。 and stoken 2026年开工啦,祝各位同事新年快 乐,开工大吉。今年除了"开工利是" 外,仍为大家准备了随机"加油包",快 来参与领取吧 领取范围 合同地为中国内地的腾讯集团本部正式 员工、毕业生、实习生、长期顾问 领取时间 2026年2月24日10:00-3月3日23:59 领取方式及金额 开工利是:400元/人 获取开工词,即可随机获得"加油包" 不忘初心 19.98元 概率为 47.30% 新年进步 20.26元 ...

Group 1: Hong Kong Market Overview - Hong Kong stocks faced downward pressure, with the Hang Seng Index falling 0.6% to 26,913.68 due to concerns over AI's impact on employment [11] - The Hang Seng Tech Index declined by 1%, driven by losses in major internet and semiconductor firms, including Semiconductor Manufacturing International Corporation (down 1.7% to HK$69.90), Baidu (down 1.6%), and Alibaba Group Holding (down 1.5%) [3][11] - Despite the tech sector slump, some blue-chip stocks like AIA Group and Techtronic Industries rose by 1.5%, indicating a rotation into traditional industrial and financial sectors [4] Group 2: Mainland China Market Performance - Mainland Chinese markets opened the Year of the Horse with gains, as the CSI 300 Index rose 1.4% and the Shanghai Composite Index increased by 1.2%, driven by domestic optimism and holiday consumption data [5][11] - Energy and mining stocks performed well, with PetroChina gaining 1.5% and Zijin Mining advancing 0.8%, reflecting a decoupling from global tech anxieties [6] Group 3: Geopolitical Tensions - South Korea lodged a formal protest with US Forces Korea following a military standoff involving US F-16 fighters and Chinese jets over the Yellow Sea, highlighting regional geopolitical tensions [7][11] - The incident raised concerns about the strategic flexibility of US military assets in the region and Seoul's balancing act between its alliance with the US and economic ties with China [8][9]

新浪科技讯 2月24日上午消息，农历新年开工第一天，百度、腾讯、快手、小米等企业给员工发放开工 红包。 新浪科技了解到，百度创始人李彦宏的数字人通过工作软件"如流"的服务号向员工发放开工红包，红包 金额为365元、588元、666元、888元、2026元不等，实习生则可获得188元。值得注意的是，此前百度 并没有在春节假期结束后发放开工红包的习惯。 领取时间 腾讯面向正式员工、毕业生、实习生、长期顾问发放开工红包，金额为400元。此外，腾讯还准备了随 机"加油包"，不同的"开心词"对应不同金额，金额为19.98元、20.26元、66.66元和52.22元不等，领取红 包后约2小时内到账微信零钱。 and stoken 2026年开工啦,祝各位同事新年快 乐,开工大吉。今年除了"开工利是" 外,仍为大家准备了随机"加油包",快 来参与领取吧 领取范围 合同地为中国内地的腾讯集团本部正式 员工、毕业生、实习生、长期顾问 2026年2月24日10:00-3月3日23:59 领取方式及金额 开工利是:400元/人 获取开工词,即可随机获得"加油包" 不忘初心 19.98元 概率为 47.30% 新年进步 20.26元 ...

长期来看，该行预期中国AI聊天机器人市场可能出现整合趋势，类似美国ChatGPT的市场格局。结合网 络巨头既有的庞大用户基础与完整生态系统，这将有助于催生面向消费者的AI超级应用程序，成为中 国市场的新流量入口。 该行近期启动覆盖MiniMax，认为该公司具备良好布局，有望受惠于中国及全球市场的人工智能顺风。 该行同时认为中国的人工智能颠覆风险应低于美国。在互联网巨头中，看好阿里巴巴与百度的全栈人工 智能能力，以及腾讯与快手在人工智能应用领域的潜力。 瑞银发表报告指，随着模型能力持续迭代，认为2026年可能成为人工智能代理大规模采用的关键年份， 届时人工智能应用将从对话转向行动。然而该行观察到应用场景呈现分化趋势，美国日益关注企业级应 用，而中国则加大对面向消费者服务的投资力度。 报告指，中国主要互联网企业于春节期间推出红包活动以引导流量至其AI服务，该行认为短期内这将 加速AI在用户中的普及，特别是低线城市，并促进用户在这些原生AI应用中使用更多AI与智能代理功 能。 ...

作为全年唯一的"国民级"流量窗口，AI厂商在马年春节掀起的未 来流量入口卡位战愈发激烈。 字节跳动旗下AI助手豆包拿下央视春晚合作；腾讯让旗下AI助手 元宝凭借简单的红包裂变，在微信群和朋友圈中传播，以最低成本拉 新获客；阿里另辟蹊径，让AI助手千问深度绑定其丰富的消费场景， 用实实在在的"免单"福利，在买年货的过程中培养用户的支付习惯。 人们在元宝里抢现金，在千问中点奶茶、囤年货，在豆包里玩抽 奖……一轮轮升级的"红包大战"，也将各大AI应用轮番推上应用商店 下载榜首。 从除夕夜巅峰对决的"红包雨"，到霸榜应用商店的AI助手，这个 春节，AI究竟如何走进千家万户？真金白银砸下去之后，它们又能留 住多少用户？《证券日报》记者在春节前后全程参与体验，并持续跟 踪采访线下用户，旨在记录下这场名为"红包"、实为"卡位"的流量暗 战。 决战除夕： AI应用霸榜应用商店 记者根据各AI厂商公开数据统计，多家互联网巨头在2026年春 节档合计投入或超过80亿元。这场春节攻势背后，是各家对AI未来 形态与入口地位的战略押注。 从预算分配来看，各家押注的决心清晰可见：千问App以30亿元 刷新其春节活动投入纪录，并持续拓展免 ...

Domestic Highlights - Xi Jinping's article in the latest issue of "Qiushi" emphasizes the importance of domestic demand and building a strong domestic market, with a focus on promoting consumption and expanding investment [1] - ByteDance's chip R&D team is set to begin large-scale recruitment, with multiple cloud chips already in mass production [1] - AI high-speed optical module orders are fully booked until Q4, with production bases in Wuhan and Thailand operating continuously during the Spring Festival [1] - Honor plans to launch its first humanoid robot during the 2026 Mobile World Congress, aiming to enter the consumer market as the first smartphone company to do so [1] - The Ministry of Industry and Information Technology has issued guidelines for the wine and tea industries, aiming to cultivate multiple billion-dollar production areas and industry clusters by 2028 [1][1] - The central government aims to modernize agriculture as a major industry, focusing on integrating agriculture with tourism and other sectors [1] Financial and Market Developments - The People's Bank of China reported a 9% year-on-year increase in M2 money supply as of the end of January, exceeding market expectations [1] - Meituan expects a preliminary net loss of RMB 233 billion to 243 billion for 2025, primarily due to a shift from profit to loss in its core local business segment [2] - The Hang Seng Index rose by 2.53% on February 23, with technology stocks, including semiconductor and internet sectors, performing well [2] - The China Securities Regulatory Commission is investigating Tianfeng Securities for information disclosure violations related to shareholding changes [2] International Highlights - Global capital markets saw most indices rise during the Spring Festival, with significant increases in international gold and silver prices [2] - SK Hynix indicated that the storage chip market is entering a "seller's market" due to a surge in AI demand and supply constraints [2] - Nvidia and Meta Platforms announced a strategic partnership to deploy millions of Nvidia chips across various infrastructures [2] - The European Parliament has decided to suspend the approval process for the EU-US trade agreement, delaying a scheduled vote [2]

Group 1 - The Nasdaq China Golden Dragon Index (HXC) declined by 0.95% on February 24, with most Chinese concept stocks experiencing a drop [1][9] - Among the stocks that increased, Pinduoduo rose by 0.78%, NIO increased by 4.54%, and Tuozhen Bio gained 4.15% [1][9] - Notable declines included Alibaba down by 1.10%, Baidu down by 1.42%, and Futu Holdings down by 5.55% [1][9] Group 2 - The Dow Jones Industrial Average fell by over 800 points, closing down 821.91 points or 1.66% [2][9] - The Nasdaq Composite Index dropped by 258.80 points, a decrease of 1.13% [2][9] - The S&P 500 Index fell by 71.76 points, down 1.04% [2][9] Group 3 - The top gainers among Chinese concept stocks included Star Fashion with a rise of 28.21% and Happy Auto with an increase of 10.95% [3][12] - The largest losers included Biya International down by 20.50% and NetClass Technology down by 16.46% [5][13]

本报记者 梁傲男 作为全年唯一的"国民级"流量窗口，AI厂商在马年春节掀起的未来流量入口卡位战愈发激烈。 字节跳动旗下AI助手豆包拿下央视春晚合作；腾讯让旗下AI助手元宝凭借简单的红包裂变，在微信群和朋友圈中传播，以 最低成本拉新获客；阿里另辟蹊径，让AI助手千问深度绑定其丰富的消费场景，用实实在在的"免单"福利，在买年货的过程中 培养用户的支付习惯。 人们在元宝里抢现金，在千问中点奶茶、囤年货，在豆包里玩抽奖……一轮轮升级的"红包大战"，也将各大AI应用轮番推 上应用商店下载榜首。 从除夕夜巅峰对决的"红包雨"，到霸榜应用商店的AI助手，这个春节，AI究竟如何走进千家万户？真金白银砸下去之后， 它们又能留住多少用户？《证券日报》记者在春节前后全程参与体验，并持续跟踪采访线下用户，旨在记录下这场名为"红 包"、实为"卡位"的流量暗战。 决战除夕： AI应用霸榜应用商店 记者根据各AI厂商公开数据统计，多家互联网巨头在2026年春节档合计投入或超过80亿元。这场春节攻势背后，是各家对 AI未来形态与入口地位的战略押注。 从预算分配来看，各家押注的决心清晰可见：千问App以30亿元刷新其春节活动投入纪录，并持续拓 ...

Market Performance - The Hang Seng Index closed at 26,413, down 1.10% for the day but up 3.05% year-to-date [1] - The Hang Seng Tech Index fell 2.91% to 5,211, with a year-to-date decline of 5.52% [1] - The Dow Jones Index increased by 0.47% to 49,625, with a year-to-date gain of 3.25% [1] Currency Trends - The Renminbi Index stands at 98.340, showing a 1M increase of 0.36% and a 6M increase of 1.44% [2] - The USD/JPY exchange rate is at 155.570, with a 1M increase of 1.66% but a 6M decrease of 5.30% [2] Commodity Prices - Brent crude oil is priced at $71.460 per barrel, up 11.37% over the last month and 9.20% over the last six months [3] - Gold is trading at $5,038.03 per ounce, reflecting a significant increase of 50.48% over the last six months [3] Economic News - The U.S. GDP growth for Q4 last year was estimated at 1.4%, significantly below the expected 3% [5][14] - The unemployment rate in Hong Kong has risen to 3.9%, an increase of 0.1 percentage points [20] Company Updates - JD.com reported a 150% increase in robot order volume during the Spring Festival, driven by a significant rise in search and inquiry volumes [22][23] - Xuan Bamboo Biotechnology has been included in the Hang Seng Composite Index, effective March 9, 2026 [25] Sector Performance - The technology sector has shown a decline, with the Hang Seng Tech Index down nearly 3% [6] - The financial and real estate sectors remained stable, with notable increases in certain real estate stocks [6]

重点关注： · 美国总统特朗普将发表国情咨文； · 中方敦促美方取消对贸易伙伴加征的有关单边关税措施 ； · MSCI中国指数2月调整将 于 2月27日收盘 生效； 01 2. 商务部：中方敦促美方取消对贸易伙伴加征的有关单边关税措施 宏观与金融 （一）回顾 1. 特朗普新加征关税税率加码至 15% 2月21日，美国总统 特朗普 宣布将此前依据《 1974年贸易法》第122条拟征收的10%全球进口关 税，上调至15%，并自2026年2月24日起生效。此举是对美国最高法院于2月20日裁定其援引《国 际紧急经济权力法》（IEEPA）加征关税"越权"的直接回应。 · 英伟达 将 发布重磅财报； · 中国 2月LPR 料将按兵不动。 15%的全球性关税将直接推高美国进口商品成本，涉及消费品、电子设备、工业零部件等广泛领 域，可能逆转美国通胀下行趋势，制约美联储降息空间。 截至 2月21日，包括开市客（Costco）在内的数百家美国企业已提起诉讼，要求退还此前依据 IEEPA非法征收的关税，估算总额超1750亿美元。 15%关税为临时性措施，150天后若未获国会批准将自动失效。同时，美国政府正同步推进《1962 年贸易 ...