2026年春节，包括百度、腾讯、阿里、字节等互联网大厂开启了红包大战，争夺未来AI入 口。 百度以5亿红包最早入局春节AI战，并拿下《2026北京广播电视台春节联欢晚会》首席AI合作 伙伴身份。 对比行业玩家春节主阵地多为独立APP， 百度此次"O计划"仍围绕百度APP展开，可见其仍是 百度重点的AI入口。 出品丨21财经客户端 21世纪经济报道 编辑丨刘雪莹 见习编辑林芊蔚 多家银行清退贵金属三无客户 多数机构建议持股过节 SFC 21君荐读 记者｜孔海丽 编辑｜骆一帆 日前，网传百度内部启动代号"O计划"项目， 内部人士透露与百度APP有关。 据此前消息，百度APP旗下文心助手月活用户数已突破2亿，与豆包、千问形成国内三大亿级 AI入口。 ...

Group 1 - Baidu's autonomous driving service platform "Apollo Go" announced a strategic partnership with Uber to launch fully autonomous ride-hailing services in Dubai by Q1 2026 [1] - "Apollo Go" received a full autonomous driving testing permit from the Dubai Roads and Transport Authority (RTA) on January 6, 2026 [1] - Baidu's Vice President emphasized the importance of global collaboration in advancing autonomous driving technology and aligning with national strategies to enhance China's production capabilities [1] Group 2 - "Apollo Go" has extended its global ecosystem to Europe, planning to initiate autonomous driving tests and services in London in 2026 through partnerships with Uber and Lyft [2] - The service has also partnered with Switzerland's PostBus to launch customized autonomous driving services in three eastern states of Switzerland [2] - As of October 2025, "Apollo Go" has achieved over 240 million kilometers in total autonomous driving mileage, with more than 140 million kilometers driven without safety personnel, covering 22 cities globally and completing over 17 million orders [2]

文｜光锥智能 魏琳华 2026年的春节，成了大厂AI助手们争奇斗艳的战场。 其中，发力最猛的，当属谷歌。作为坐拥浏览器、搜索、Gmail等一系列"全家桶"产品矩阵的成熟科技 公司，谷歌前几天宣布，将Gemini 3内嵌进自家PC端浏览器Chrome中。 在过去的2025年，靠着内嵌AI的打法，谷歌已经尝到了甜头。据SimilarWeb数据，今年1月，Gemini的 访问量达到21.5%，比起去年（5.7%）增长3倍。 纵观海内外的AI流量争斗，我们发现一个有趣的事实：内嵌式AI非但不会死，反而正在成为另一种收 割战果的"黄雀"。 在各类产品场景中植入AI，靠场景+AI的打法破圈，成为当下流量增长的快车道。热热闹闹的AI大战之 下，比起伪需求，真场景才能让用户买单。 AI混战：内嵌式AI杀出重围 在AI入口大混战中，谷歌或许是最有发言权的一家。通过把自家的王牌模型融入浏览器中，谷歌的明 谋，是抢夺对手ChatGPT的地盘。 比"集五福"到来更早的，是AI助手们的瓜分现金活动：百度文心助手发放5亿元红包，并拿下北京台春 晚首席合作伙伴；腾讯元宝砸出10亿元现金；字节豆包选择冠名央视春晚，进行独家AI互动；阿里千 ...

智通财经APP获悉，中邮证券发布研报称，大厂正将多模态视为突破纯文本交互天花板、抢占下一 代"超级入口"的战略必选项。多模态是突破瓶颈、创造新刚需的必然选择。通过无缝融合文字、图像、 语音和视频，AI能够更自然地融入从生活到工作的全场景，成为用户解决问题的一站式起点，从而抢 占第一触点的入口心智。 中邮证券主要观点如下： 国内CSP大厂抢占春节级流量，"超级入口之争"有望成为26年AI主旋律 据报道，阿里正考虑将未来三年投入到AI基建与云计算上的3800亿元提升至4800亿元；金融时报报道 称，字节跳动已做出初步规划，2026年资本开支拟达到约1600亿元人民币，高于2025年约1500亿元人民 币的投入。 26年多模态已不再是AI产品的附加功能，而成为大厂争夺"超级入口"的战略升级方向 近日，字节推出的AI视频生成模型Seedance 2.0能根据文本描述或单张图片，在60秒内直接生成带有同 步原生音频、具备电影感的多镜头视频;阿里推出新一代图像生成模型Qwen-Image-2.0，具备更专业的 文字渲染、更细腻的真实质感、更强的语义遵循等特点，同一模型在文生图和图生图基准中获得优越性 能。 投资建议 20 ...

Core Insights - Baidu has initiated an internal project known as "O Plan," which is reportedly related to the Baidu APP [1] - The monthly active users of Baidu's Wenxin Assistant have surpassed 200 million, establishing it as one of the three major AI entry points in China alongside Doubao and Qianwen [1] - In the upcoming 2026 Spring Festival, major internet companies including Baidu, Tencent, Alibaba, and ByteDance are engaged in a "red envelope war" to compete for future AI entry points [1] - Baidu has entered the Spring Festival AI competition with a significant offering of 500 million yuan in red envelopes and has secured the position of chief AI partner for the 2026 Beijing Radio and Television Spring Festival Gala [1] - Unlike other industry players that focus on independent apps for the Spring Festival, Baidu's "O Plan" continues to center around the Baidu APP, indicating its importance as a key AI entry point for the company [1]

Group 1 - The core point of the article is the strategic partnership between Baidu's autonomous driving service platform "Apollo Go" and global ride-hailing giant Uber, aiming to launch fully autonomous ride-hailing services in Dubai by Q1 2026, marking the first introduction of such services in the city [1] Group 2 - The collaboration signifies a significant step in the development of autonomous transportation solutions in the Middle East, particularly in a major city like Dubai [1] - The initiative reflects the growing trend of integrating advanced technology in urban mobility solutions, potentially setting a precedent for other cities [1]

证券研究报告：计算机|点评报告 发布时间：2026-02-11 行业投资评级 强于大市|维持 行业基本情况 | 收盘点位 | | 5546.12 | | --- | --- | --- | | 52 | 周最高 | 6151.34 | | 52 | 周最低 | 4080.58 | 行业相对指数表现（相对值） -20% -16% -12% -8% -4% 0% 4% 8% 12% 16% 20% 2025-02 2025-04 2025-07 2025-09 2025-11 2026-02 计算机 沪深300 资料来源：聚源，中邮证券研究所 研究所 分析师:李佩京 SAC 登记编号:S1340525080003 Email:lipeijing@cnpsec.com 分析师:王思 SAC 登记编号:S1340525080002 Email:wangsi1@cnpsec.com 近期研究报告 《AI for Science，重在 AI+制药赛 道》 - 2026.01.15 大厂积极备战春晚，入口之争引领 AI 行情 ⚫ 国内 CSP 大厂抢占春节级流量，"超级入口之争"有望成 为 26 年 AI 主旋律 2026 ...

百度以5亿红包最早入局春节AI战，并拿下《2026北京广播电视台春节联欢晚会》首席AI合作伙伴身 份。 对比行业玩家春节主阵地多为独立APP，百度此次"O计划"仍围绕百度APP展开，可见其仍是百度重点 的AI入口。 2026年春节，包括百度、腾讯、阿里、字节等互联网大厂开启了红包大战，争夺未来AI入口。 日前，网传百度内部启动代号"O计划"项目，内部人士透露与百度APP有关。 据此前消息，百度APP旗下文心助手月活用户数已突破2亿，与豆包、千问形成国内三大亿级AI入口。 21世纪经济报道记者孔海丽 北京报道 ...

"点得我手都快麻了。"陷在江苏家中的沙发里，大三学生钟襄身边散落着砂糖橘和瓜子壳，拇指在 手机屏幕上快速起落，眼神在几个亮着的屏幕间来回切换。这个寒假，她最主要的"工作"是在元宝、千 问和百度文心一言等人工智能（AI）应用间循环往复——抢红包。 马年春节前夕，互联网营销大战再次上演。和往年不同的是，冲锋在前的既不是传统电商、也非外 卖平台，而是各大科技公司旗下的AI大模型应用。和以往类似的是，这场看似崭新的技术竞赛，用的 却依旧是"发红包"抢客的传统路数。 新坛装旧酒，在AI时代，还能奏效吗？ "这轮AI红包营销是各大互联网巨头在技术变革关键窗口期，以经典'烧钱'模式争夺下一代超级入 口的卡位战。与此前争夺支付、社交的'红包大战'有本质不同。"南开大学金融发展研究院院长田利辉 告诉《金融时报》记者，过去争的是"支付习惯"和"用户时长"，现在争的是"第一反应"与"服务调度 权"。例如，当用户遇到问题时，是习惯性打开微信问"元宝"，还是去淘宝找"千问"。 多重好礼 自1月底起，一场跨越年龄与圈层的全民AI应用"入口争夺战"，以熟悉的配方、升级的战场，引爆 了整个互联网。 1月25日，百度率先官宣马年春节红包活动， ...

Key Points - The article discusses various recent developments in the tech and automotive industries, highlighting significant company announcements and performance metrics [2][3][4][5][6][7][8][9][10][11][12][14][15][16][17][18][19][20][21][22][24][25][26][27][29][30][31][32][33][34][35][36][37][39][40][41][43][44][45][47][48][49][51][52][53] Group 1: AI Developments - Gemini 3 outperformed other AI models in answering a simple question about washing a car, showcasing the varying capabilities of AI in understanding context [4][5] - Baidu's Wenxin Assistant saw a fourfold increase in monthly active users, with AI-generated image and video functionalities experiencing significant growth [14][15] - The launch of Seedream 5.0 by ByteDance introduced advanced image generation capabilities, enhancing user experience in various applications [17][18] Group 2: Company Announcements - MiHoYo terminated its partnership with Shanghai Huiye Law Firm due to conflicts of interest, impacting its legal strategy [6][7] - Long-term bonuses at a major northern factory are expected to exceed 4 billion yuan, indicating strong financial performance [8][9] - NIO aims for annual profitability by 2026, with significant sales growth reported in 2025 [19][20] Group 3: Automotive Industry Insights - Toyota reported a profit of 17,000 yuan per vehicle sold, despite facing challenges in North America and Asia [44][45] - Xiaomi announced the end of production for the first-generation SU7, with nearly 370,000 units produced, while preparing for the next generation [21][22] - The automotive brand AITO, under Huawei, aims to integrate AI capabilities into its vehicles, achieving significant sales growth [36][37] Group 4: Semiconductor and Technology Partnerships - MediaTek's Dimensity series will be manufactured by Intel, marking a significant collaboration in the semiconductor industry [51][52] - The launch of the TileLang-MUSA project by Moore Threads aims to lower development barriers for domestic GPU performance [24][25] Group 5: E-commerce and Training Initiatives - New Oriental plans to establish an e-commerce training school to enhance the skills of online sellers and streamers [39] - Various e-commerce platforms announced adjustments to delivery fees during the Spring Festival, reflecting operational challenges [34][35]