AI 走入千家万户，百度让用户顺应习惯顺水推舟。 撰文|蓝洞商业 赵卫卫 2026 年春节，中国 AI 迎来了一次史无前例的集体演习。 腾讯率先发起冲击，发 10 亿元现金红包，从 2 月 1 日起在元宝 App 内全面开抢；百度则把时间提前一步，从 1 月 26 日就开始 瓜分 5 亿现金红包，用户在百度 App 内使用文心助手，最高也是 1 万元奖励；火山引擎是 2026 年央视春晚独家AI云合作伙 伴；阿里支付宝的集五福也将从 2 月 3 日开始，新增「健康福」…… 这一幕，宛如移动互联网时代初期「发红包抢入口」的重演。只不过，当年抢的是流量入口，今天抢的是 AI 超级入口——那个 能定义下一代人机交互的「操作系统级」位置。 能力趋同的时代已来，模型参数、功能清单的军备竞赛正在让位给场景占领。知识问答、内容生成、娱乐陪伴、智能体办 事……各家 AI 应用表面同质化，底层却因生态不同而分化出鲜明侧重。 当能力比拼已经让位于场景占领，当下科技巨头们的 AI 应用在春节期间上演的集体演习，预示着这是一场抢占下一代 AI 超级 入口的关键战役，那么下一个阶段的决胜赛点是什么？谁能最快、最狠、最低成本的占领用户心 ...

Core Insights - China is a significant player in the automated driving industry, with major companies like Baidu, Pony.ai, and WeRide leading the development of robotaxis [5][6][7] - The article aims to provide insights into the experiences of riding robotaxis in China, highlighting the differences in service availability and operational areas compared to Western counterparts [2][4] Company Overview - Baidu Apollo, the automated driving unit of Baidu, is often compared to Alphabet's Waymo and has a dedicated app for users [6] - Pony.ai operates in both China and the United States, offering its services through the PonyPilot app [6] - WeRide focuses on robotaxis and automated shuttles, with its own app available for users [7] Market Landscape - Major Chinese cities like Beijing, Shanghai, Wuhan, Guangzhou, and Shenzhen are actively involved in robotaxi services, although these services are often limited to specific pilot zones [9][10][11] - Baidu's Apollo robotaxis are particularly prominent in Wuhan, where they provide a reliable automated vehicle service for commuters [13] Service Characteristics - Robotaxi services in China are generally confined to designated pilot zones, and users may need to travel to specific areas to access these services [10][12] - In Beijing, the Yizhuang area is a key location for automated driving activity, while Shanghai offers several areas for potential rides, albeit with significant travel required to reach them [11][12] User Experience - The apps for booking robotaxi rides can be challenging for users, often requiring a local Chinese phone number and knowledge of the Chinese language [18][22] - Users can change their destination during a ride, with varying policies across different providers, which can lead to interesting driving maneuvers in busy urban environments [26] Future Outlook - The article suggests that despite the current limitations, China's robotaxi services are advancing rapidly and are worth exploring for those interested in automated driving technology [28]

Group 1: Market Reaction - The prices of gold and silver experienced significant declines, with gold dropping over 12% to a low of $4682 per ounce, marking the largest single-day drop in 40 years, and closing down 9.25% at $4880 per ounce [2] - Silver saw an unprecedented drop of over 36%, reaching a low of $74.28 per ounce, and closing down 26.42% at $85.259 per ounce [2] - The U.S. stock market indices collectively fell, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94%, reflecting increased market concerns [3] Group 2: Influencing Factors - The sell-off in gold and silver was triggered by a rebound in the U.S. dollar, following reports of President Trump's nomination of Kevin Warsh as the new Federal Reserve Chairman, which was later confirmed [2][4] - Standard Chartered's global head of commodity research noted that the market was already due for a correction, and the announcement of the Fed Chair nominee, along with broader macroeconomic factors, acted as catalysts for profit-taking [2] - The U.S. 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 [2] Group 3: Sector Performance - The gold sector faced substantial losses, with major companies like Newmont down 11.52%, Barrick Gold down 12.09%, and AngloGold down 13.28% [3] - The technology sector also experienced declines, with major tech stocks like Meta and TSMC dropping nearly 3%, while Amazon fell by 1% [3] - Chinese concept stocks saw a downturn, with the Nasdaq Golden Dragon China Index closing down 2.36%, and individual stocks like Bilibili and Li Auto dropping over 3% [3]

Baidu, Inc. (NASDAQ:BIDU) is one of the Top 15 Chinese Companies on US Exchanges. On January 20, WSJ reported that Baidu, Inc.’s AI assistant has surpassed 200 million monthly active users. Amid the growing AI competition among Chinese tech giants, Baidu’s flagship AI model Ernie Assistant is integrated into the company’s leading search engine app and on personal computers. Baidu's AI Models Continues to Expand With Ernie Assistant Surpassing 200 million Monthly Active Users Gil C / Shutterstock.com Er ...

新华财经上海1月30日电（记者杜康）AI漫剧正在进入规模化生产探索阶段。30日，百度智能云正式发 布面向漫剧行业的AIGC全流程解决方案，并宣布百度智能云AIGC内容创作者联盟成立。同时，百度智 能云联合大宁集团视听静界π空间打造的"AIGC漫剧与IP衍生创新运营中心"完成授牌，标志着百度智能 云在内容产业AIGC落地层面的布局进一步加速。 相较传统动画，漫剧以其轻量化、高频更新的特点，成为AIGC率先落地的重要领域。记者了解到，当 前动态漫、漫剧等短剧内容市场已突破百亿规模并持续高速增长，为AIGC提供了商业验证的广阔空 间。随着生成式AI在多模态能力上的突破，漫剧的生产流程正迎来结构性变革。 百度智能云此次发布的AI漫剧行业解决方案，聚焦"从创意到成片"的全链路能力整合，覆盖剧本生成、 分镜拆解、角色与场景设定、画面生成、动态演绎、配音配乐及内容管理等核心环节。通过模型能力与 行业工具链的结合，原本高度依赖人工分工的制作流程正在被拆解和重组，使创作团队能够以更轻量的 方式完成高频内容生产。 除技术与生态动作外，百度智能云也在加快AIGC内容产业的区域化布局。现场，由上海市静安区文化 和旅游局支持，百度智能 ...

Core Insights - The 2026 Spring Festival marketing campaign by major internet companies is characterized by a significant increase in cash red envelope distribution, integrating AI products and applications into their strategies [1][2][5] Group 1: Marketing Strategies - Ant Group's Alipay will launch the "Collect Blessings" event on February 3, 2026, featuring a new "Health Blessing" card from its AI product "Ant Aifu" [1][2] - Tencent's AI assistant Yuanbao will start its Spring Festival campaign on February 1, distributing a total of 1 billion yuan in cash red envelopes [2] - Baidu announced a cash red envelope distribution of 500 million yuan from January 26 to March 12, 2026, through its app using the Wenxin assistant [3] Group 2: Changes in Red Envelope Marketing - The red envelope marketing strategy has shifted from "universal cash distribution" to "targeted, layered, and task-oriented" approaches [3] - Red envelopes are now used as tools to validate new business growth points and assess their applicability in high-frequency usage scenarios [3] - Retention and user activity have become the new primary goals of these marketing campaigns [3] Group 3: AI Integration and User Engagement - Major internet companies are leveraging the high engagement of the Spring Festival to build long-term user habits and platform ecosystem stickiness through AI interactions and cultural IPs [4][5] - The red envelope campaigns are evolving from simple promotional tools to platforms for showcasing new products, services, and scenarios [5] - The significance of red envelopes lies in reducing the learning and psychological costs for users trying new features, especially during the emotionally charged Spring Festival period [5] Group 4: Payment Technology and Ecosystem Expansion - The effectiveness of red envelope marketing is directly influenced by the payment technologies and retention capabilities of the platforms [6] - Cash red envelope marketing can connect with more external partners in the B2B sector and help acquire new customers while retaining existing ones in the B2C sector [6]

中新网东莞1月30日电 (记者 方伟彬)东莞自动驾驶行业生态交流大会30日在广东东莞举办。本次大会 以"开源聚力 智绘山海"为主题，汇聚了40余位政府嘉宾、超100家企业、30余所高校和6家行业协会， 共同探索开源新路径，开启自动驾驶新征程。 东莞自动 驾驶行业生态交流大会现场。方伟彬 摄 东莞市工业和信息化局副局长曾庆云表示，大会不仅是行业前沿成果的展示窗口，更是凝聚政、产、 学、研、用多方力量，共筑开源生态、共谋未来发展的关键平台。 百度智能驾驶事业群运营管理总经理、自动驾驶产品负责人李涛表示，当前，自动驾驶技术进入从可用 到可信的关键阶段，行业迎来大规模化落地。用户对自动驾驶的期待，早已超越炫技式的功能演示，转 而聚焦于稳定、安全、高效且富有温度的服务体验。 会上，百度Apollo正式发布开放平台的全新升级版本——Apollo开放平台11.0。据悉，作为全球首个自 动驾驶开放平台，百度Apollo开放平台自2017年发布以来，持续聚焦自动驾驶前沿技术探索与应用场景 落地，推动开源社区治理与生态伙伴机制双环驱动，形成"技术驱动场景落地、场景反哺技术迭代"的产 学研生态模式。截至目前，平台已经汇聚26万开发 ...

| [Table_ 货币单位：人民币 Finance] | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入（百万元） | 134,598 | 133,125 | 128,962 | 136,730 | 146,565 | | 增长率 （ % ） | 9% | -1% | -3% | 6% | 7% | | EBITDA（百万元） | 60,116 | 64,218 | 42,454 | 56,182 | 60,480 | | NonGaap归母净利润 （百万元） | 28,747 | 27,002 | 18,257 | 20,985 | 24,182 | | 增长率 （ % ） | 39% | -6% | -32% | 15% | 15% | | NonGaap EPS （ 元 /ADS） | 84 | 79 | 53 | 61 | 70 | | 市 盈 率 NonGaap （P/E） | 13 | 14 | 21 | 18 | 16 | | ROE （ % ） | 8% | 9% | 2 ...

【环球网科技综合报道】2026年春节的"抢红包"多了一个新主角——AI。 从各大平台陆续公布的红包活动玩法可以看到，不同于过往移动支付主导的红包对决，今年的战场核心 转向AI助手，字节跳动、腾讯、阿里、百度四大互联网巨头悉数入局。 当普通用户为手气最佳欢呼时，互联网巨头的较量，正从移动支付的流量争夺，转向AI时代的生态卡 位。 春节流量场变 AI 角力场 互联网大厂重启红包大战 作为年度流量巅峰的央视春晚，成为巨头们的首个角力场。字节跳动以最高价码拿下关键合作，旗下火 山引擎成为2026年央视春晚独家AI云合作伙伴，其智能助手豆包将同步上线多种互动玩法，借助春晚 的国民级曝光实现品牌突围。这一布局延续了字节移动互联网时代的流量打法，通过超级生态产品的流 量浇灌，为AI助手争取高频触达用户的机会。 曾在2015年凭借微信红包创造现象级传播的腾讯，虽已多年未冠名晚会类节目，却深知春节场景的战略 价值。除了时隔多年重启春节发红包外，腾讯CEO马化腾甚至特意关切元宝团队的GPU资源储备，全力 保障其在峰值时段的算力支撑，避免因技术掣肘影响用户体验。为重现当年荣光，腾讯元宝拿出10亿元 现金红包激励，同时推出全新AI社 ...

腾讯百度又撒钱春节红包，这次是引流AI产品，用户买账吗？ 腾讯"撒钱"为元宝，百度"撒钱"为文心。 1月26日，腾讯董事会主席马化腾在公司年会上的一番表态，让整个互联网圈瞬间沸腾。这位掌舵人明确将2025年定为"AI大年"，并表示旗下AI应用"元 宝"将于2月1日启动春节期间瓜分10亿元现金活动。 与此同时，百度App还成为《2026北京广播电视台春节联欢晚会》的首席AI合作伙伴。 一时间，市场议论纷纷。这是否预示着新一轮"微信红包式"颠覆的开端？AI时代会因此加速到来吗？ 如果拨开喧嚣的迷雾，冷静审视，结论或许截然不同。 这并非一场通向胜利的冲锋，而更像是一场"用旧武器、攻打新山头"的战略误判。核心原因在于，当前AI产品的根本矛盾，并非用户获取不足，而是成熟的 产品形态与坚实的高频应用场景双双缺失。 行业仍处于教育市场、探索边界的"产品婴儿期"，企图用简单粗暴的"现金红包"复制移动支付时代的拉新奇迹，无异于"缘木求鱼"，最终沦为一场"空"的营 销策略。 十年前，微信红包"摇一摇"，一战改写了中国互联网的支付格局，但那只是移动互联网在特定爆发前夜所改变支付习惯的变革模式，借助春节期间实现难以 复制的历史。 如 ...