Core Insights - The competition in AI is intensifying as major companies like Tencent and Baidu launch cash red envelope activities in their AI applications, reflecting a return to aggressive marketing strategies reminiscent of the mobile internet boom [1][2] - The integration of social features in AI applications is seen as essential for survival in the competitive landscape, as companies aim to reshape social interactions in the AI era [2][4] Group 1: Company Strategies - Tencent is set to launch a Spring Festival activity on February 1, allowing users to participate in cash red envelope distribution through its AI app "Yuanbao," which also features a social function called "Yuanbao Pai" [1] - Baidu announced a similar cash red envelope activity for its AI application "Wenxin Assistant," starting on January 26 [1] - The return of cash red envelope strategies is viewed as a necessary survival tactic for Chinese internet companies to maintain user engagement and loyalty in the evolving AI landscape [2] Group 2: Industry Trends - The shift towards AI-driven social interactions is characterized as a complex ecosystem involving connections between humans and intelligent agents, as well as interactions among intelligent agents themselves [2] - The current competitive environment is marked by a consensus in the tech industry that AI is not optional but a critical race for survival, with resources increasingly directed towards AI development [2] - The expectation for AI technology has evolved beyond mere efficiency improvements to encompass a transformative role in reshaping connections between people, information, and services [4] Group 3: User Impact - The competition among tech giants is expected to lead to significant increases in daily active users (DAU) and a resurgence of user engagement reminiscent of the mobile internet's golden age [3] - The integration of AI into social interactions is anticipated to create new employment opportunities, upgrade industries, and reconstruct consumer scenarios, thus playing a key role in economic recovery and confidence boosting [4] - The ultimate beneficiaries of this competitive landscape are expected to be ordinary users, who will gain from enhanced AI capabilities and improved interaction experiences [4][5]

此次调整后，百度也将正式进入四大事业群组时代，分别是移动生态事业群组（MEG）、智能云事业群组（ACG）、智能驾驶事业群组（IDG）和新成 立的个人超级智能事业群组（PSIG）。 实际上，王颖也是文库事业部和网盘事业部的原负责人，这两个事业部原归属于移动生态事业群组（MEG）。 百度加速打造AI时代新增长引擎。 近日，据《财经》报道，百度已于近期正式成立个人超级智能事业群组（PSIG，personal super intelligence business group），该群组由百度网盘、百度文 库整合而来，由百度副总裁王颖挂帅，并直接向百度董事长兼CEO李彦宏汇报。 《节点AI》认为，此次百度将文库、网盘事业部单独组建为全新的PSIG事业群组，意味着百度看到了AI时代个人智能服务领域的增长机会，通过快速的 组织调整，进一步增加这两项业务的造血能力，成为百度新的增长曲线。 PSIG，百度AI To C的新武器 百度传统的两大优势业务信息流和搜索广告正面临着重重压力。 百度2025年三季度财报电话会披露的核心数据，百度网盘与百度文库合计月活跃用户（MAU）接近3亿，构成了庞大的用户基本盘。2025年11月百度文 ...

Core Viewpoint - The competition among major tech companies during the 2026 Spring Festival revolves around distributing cash rewards through AI, but this strategy reflects a deeper strategic anxiety rather than genuine innovation [2][8]. Group 1: Cash Incentives and User Engagement - The cash rewards being offered are seen as a form of "bribery" rather than a sustainable way to engage users with AI technology [5][6]. - Unlike the successful launch of WeChat red envelopes in 2015, which created a closed-loop system for mobile payments, the current AI cash incentives lack a similar follow-up mechanism to foster user habits [4][5]. - Users are unlikely to develop a dependency on AI simply because of small cash rewards, as the interaction may not lead to meaningful engagement with the technology [5][20]. Group 2: Strategic Competition and Market Positioning - The current battle among tech giants is described as a "sovereignty defense war," where companies are trying to maintain their market position against the backdrop of AI's transformative potential [8][9]. - The rise of AI threatens to diminish the importance of traditional apps, as users may prefer direct interactions with AI rather than navigating multiple applications [12][13]. - Companies are concerned about becoming mere conduits for AI services, losing their established market dominance [13][15]. Group 3: User Fatigue and Market Dynamics - Users in 2026 are more sophisticated and less impressed by cash rewards compared to 2015, leading to a sense of fatigue towards such incentives [17][18]. - The expectation that cash can drive user engagement with AI is flawed, as users prioritize functionality and effectiveness over monetary incentives [20][27]. - The current approach of using cash rewards is seen as a desperate measure by companies that have not yet found a viable strategy for engaging users in the AI era [22][28]. Group 4: Recommendations for Future Strategies - Companies should consider more innovative ways to engage users, such as creating interactive experiences that enhance AI's utility rather than relying solely on cash incentives [30][31]. - Fostering user-generated content and leveraging influencers could be more effective in demonstrating AI's capabilities and attracting users [31][32]. - The focus should shift from merely distributing cash to creating meaningful interactions that showcase the practical benefits of AI, thereby establishing a stronger user connection [32].

Chip 涨价！Cdn 涨价！Cloud 涨价！迎接科技的全面通 胀行情 20260128 摘要 AI 驱动算力需求激增，英伟达显卡价格反弹，国际云服务商如谷歌云和 AWS 宣布涨价，预示云计算行业定价逻辑转变，从扩张转向盈利，对计 算机板块产生深远影响。 云计算行业涨价受益者包括金山云、优刻得等困境反转型公司，以及 CDN 领域企业。谷歌 CDN 价格翻倍带来巨大空间，政府项目相关企业、 青云科技及租赁服务公司也将受益。 海外市场普遍认为涨价源于 AI 强劲需求，商业租赁和硬件设备价格上涨 验证了这一点。谷歌云涨价及 B 端 AI 应用崛起预示海外云服务商涨价将 带动国内同行业公司联动。 国内市场关注阿里云、腾讯云和百度等大厂。阿里巴巴业绩超预期，腾 讯 AI 领域值得重视，百度昆仑芯片 IPO 及萝卜快跑业务提供增长动力， 金山云、新浪网科及租赁服务公司受益于需求爆发。 通信领域重点关注光芯片板块，2025-2028 年中游封装行业优势显著， 硅光子技术紧缺带来全球替代机遇。元杰科技有望采用 STP 光源方案保 持高利润，EML 仍有市场空间。 国内光芯片行业前景良好，磷酸锂体系国产光芯片值得关注。光纤光 ...

前几天刷到条新闻，有点唏嘘。。。 看到 360 ，很多人第一反应可能是：啥？360 集团要无了？ 2005 年就上线的古早网站 360doc 要无了。 这两其实没啥关系，只是名字撞号。 不过 360doc 这个网站，你大概率也不陌生！~ 学生时代，总会需要写一两份活动策划、述职报告、申请书等等，不写没法交差，真要写吧，从 0 开始原创的性价比也太低了。 最聪明、也最现实的做法就是：上网搜一份模板，改一改交作业。 于是，你就丝滑进入到了 360doc 。 复制、粘贴，再根据自己的需求改改，一份合格的文档就有了，不用熬夜，头发保住了。 省时省头发的快感，让这类产品快速火遍大江南北，就算你没有用过 360doc，应该也用过百度文库、道客巴巴、豆丁网等等。 只是，这个在 20 年前诞生，一度大放异彩的模式，在当下已经抵达拐点，也可能是终点。 先从 360doc 说起。 诞生于 2005 年的 360doc，在不少用户印象中，跟豆丁网、道客巴巴、百度文库体感差不太多，总是出现在搜索引擎的顶端，都是 " 搜到就拿走 " 的资料 站。 但 360doc 的底子还不太一样，它核心功能是" 网络摘录本 "，本质是个网页文章收藏 ...

明星科技股分化，英伟达涨1.59%，谷歌涨0.38%，微软涨0.22%，特斯拉跌0.10%，Meta，亚马逊和苹果跌 逾0.6%，苹果跌0.7%，甲骨文跌1.20%。 纳斯达克中国金龙指数涨0.32%，阿里巴巴涨1.70%，网易涨1.46%，百度涨0.02%，京东跌0.92%，拼多多 跌3.84%。 2026.01. 29 本文字数：1315，阅读时长大约2分钟 作者 | 第一财经 樊志菁 周三美股涨跌互现，投资者消化最新美联储利率决议，并等待多家科技巨头盘后公布业绩。截至收盘，道指 涨12.19点，涨幅为0.02%，报49015.60点，纳指涨0.17%，报23857.45点；标普500指数微跌0.01%，报 6978.03点，盘中历史首次突破7000点大关。 半导体设备巨头阿斯麦高开低走跌2.1%，公司2025年第四季度净销售额达97亿欧元，创纪录新高，超出市 场预期。受人工智能芯片制造产能投资扩大推动，公司2025年第四季度的订单额达132亿欧元，是分析师平 均预期的2倍。阿斯麦还上调了业绩展望，预计2026年全年销售额将在340亿欧元至390亿欧元之间，而分析 师的预期为350亿欧元。 北京时间周四凌 ...

Core Insights - Baidu Intelligent Cloud has launched its AI-native biological computing platform, "Propeller Protein Design 2.0," marking a significant milestone in the AI for Science sector, particularly in drug discovery [1] Group 1 - The event, "Cloud Intelligence Sharing Conference - Life Sciences," was held in Beijing, co-hosted by Baidu Intelligent Cloud, Zhongguancun Life Science Park, and Darts Innovation Center [1] - The launch of the new platform represents a major shift from "prediction" to "creation" in the drug discovery process [1]

【#至少有九家中国AI芯片公司出货量超万卡#】国产数据中心AI芯片的自主化进程正在加速。目前， 国产AI芯片包括华为昇腾、百度昆仑芯、阿里平头哥、寒武纪等十余个品牌。《财经》多方调研获 悉，至少有九家中国AI芯片公司的出货量或订单量已超过1万卡。其中包括华为昇腾、百度昆仑芯等背 靠科技大厂的企业，还包括寒武纪、沐曦、天数智芯、燧原科技等AI芯片上市和将上市企业，甚至包 括曦望（Sunrise）、清微智能等仍在创业阶段的非上市公司。其中出货规模大的AI芯片公司，累计出 货量已在10万卡级别。出货量相对较小的AI芯片公司，如曦望、清微智能等2025年出货量或订单规模 在1万卡以上。（财经杂志） ...

图源 特斯拉官方账号 汽车业内对L3的态度似乎走向了两个极端。 一个极端是短暂过渡、推广延后或直接"跳过"。2025年底，小鹏一反年初时的规划，创始人何小鹏在体验特斯拉FSD V14.2后，发文称"在2026年，无论美 国，还是中国，下一代真正的，全自动驾驶会真正到来，直接从L2到L4（L3已经被跳过）"；今年1月，德国《商报》报道称梅赛德斯-奔驰暂时搁置此前 大力推进的L3级自动驾驶系统推广计划，即将发布的改款豪华轿车S级也将不再提供L3级自动驾驶功能；同月的奇瑞AI之夜上，L4成为自动驾驶部分的主 角；百度、地平线等相关人士也曾公开表示L3只是"短暂过渡"。 另一端则是加速落地。2025年12月，工信部向长安深蓝SL03、北汽极狐阿尔法S的两款L3车型发放了准入许可，这也是国内首批发放的L3级高速公路自动 驾驶车辆专用号牌。上汽、一汽、比亚迪、鸿蒙智行、理想等多家车企表示其已获得规定区域的L3测试牌照，为获得准入做准备。其中，比亚迪宣布目 前已顺利完成超过15万公里的L3级自动驾驶实际道路验证，鸿蒙智行已经完成了超过2万公里的L3实际道路验证、6亿公里的高速L3仿真验证，已经"箭在 弦上"。 一方是"跳过 ...

2025年是AI爆发元年，算法与算力、数据并称为人工智能三要素，日益成为无处不在的新质生产力。 推荐算法是人工智能技术核心应用场景之一。抖音等中国互联网企业主动公开算法原理，通过算法透明，增加社会对平台的了解，避免对新技 术的恐惧，助力提升全民算法素养；也让平台更好地汲取社会关切和意见，推动平台改善优化自身工作，形成了一种共建共治的良性生态。 正是因为同时站在这两个世界里，我越来越深刻地意识到：今天，公众对于算法的很多看法，和实际的算法，其实是严重割裂的。作为行业研 究者，我们始终希望让算法更好地服务于人类，但是，今天公众对于算法的诸多焦虑乃至恐惧，既不符合事实，也不利于大家更好地使用它。 中国科学院软件研究所研究员、博士生导师张立波在近日的2026抖音安全与信任大会上发表主题演讲《理解算法，走向信任的第一步》。张立 波长期从事人工智能算法与应用的教学和科研，发表TPAMI、IJCV、NuerIPS、CVPR、ICCV等人工智能领域国际顶级会议和期刊论文80余 篇，同时，他也是一位知识创作者，在抖音账号"图灵宇宙"发布计算机科普视频。 科普账号"图灵宇宙"。来源：社交平台截图 他在演讲中分享了自己做算法科普的 ...