新华财经北京2月5日电（记者丁雅雯）近期，多家互联网大厂聚焦AI应用推出春节红包活动，引发市 场关注。业内专家指出，这场看似"撒钱"的营销活动，实则是各企业以春节高流量场景为试验场，围绕 下一代AI生态入口展开的竞争。随着AI商业化落地加速，预计从上游算力基础设施到下游行业应用的 全产业链，有望迎来新一轮发展机遇。 互联网大厂推出春节红包计划打响AI"入口争夺战" 新春佳节临近，近期多家互联网企业宣布通过AI应用发放红包，引发市场关注。 AI用户留存成焦点 市场研究机构DataEye研究院负责人刘尊指出，用户留存是重要考验。活动期间因优惠而来的流量，能 否在结束后通过优质的AI功能实现有效转化与沉淀，成为衡量此次活动成败的关键。 欧阳日辉指出，红包只能解决短期的"拉新"问题，而要建立持久的用户黏性，企业必须超越补贴逻辑， 回归产品与生态建设本身。他提出五个关键支撑：一是具备坚实的工具价值，AI需能切实提升效率、 辅助学习或提供生活便利，真正解决用户痛点；二是建立深入的体验与情感连接，未来AI的竞争不仅 是功能比拼，更是理解用户个性化需求、建立信任与陪伴感的能力竞争；三是实现无缝的生态融合，将 AI深度嵌入电商 ...

Core Insights - Major tech companies are leveraging traditional methods to alleviate current anxieties during the Spring Festival, with Tencent's cash red envelope initiative being a prominent example [1][6][30] Group 1: Tencent's Red Envelope Strategy - Tencent launched a 1 billion yuan cash red envelope activity through its "Yuanbao" platform, resulting in a rapid increase in daily active users (DAU) and achieving the top spot on the App Store's free chart in China [2][11] - The internal response from Tencent's CEO, Ma Huateng, indicated a desire to replicate the success of the WeChat red envelope phenomenon from 11 years ago [3][6] - The red envelope sharing mechanism was modified to a "password red envelope" format due to system restrictions on sharing links that contained inducements [5][29] Group 2: Competitive Landscape - Other major players like Baidu and Alibaba also launched their own red envelope campaigns for AI applications, each with different strategies and engagement methods [7][16] - Tencent's approach focused on immediate downloads and DAU, while Baidu aimed for prolonged user engagement through multiple interaction scenarios [17][19] - Alibaba's strategy was more conservative, emphasizing ecosystem presence rather than aggressive user acquisition [16][19] Group 3: Industry Implications - The collective use of red envelopes by multiple companies indicates a lack of innovative solutions in the industry, as all major firms resort to similar tactics to capture user attention [30][31] - The reliance on cash incentives highlights a broader issue within the AI sector, where despite technological advancements, a stable and frequent usage rationale for users remains elusive [33][34] - The emergence of restrictions on red envelope sharing by platforms like WeChat suggests a need for managing the external effects of such promotional strategies [27][29]

Group 1 - Baidu quickly adapted to the situation of link blocking by changing the sharing mechanism of its Wenxin Assistant red envelope to a password-based system, requiring users to obtain a password to participate in the red envelope collection [2] - The previous red envelope links from Baidu's Wenxin Assistant were also blocked in group chats, but there was a brief period on February 4 when users reported being able to open related links normally in WeChat [6] - WeChat's blocking of Baidu's red envelope links continues its logic of regulating improper marketing links during the Spring Festival, as part of its efforts to maintain platform ecology and user experience [6] Group 2 - WeChat's security center previously stated that certain platforms' Spring Festival red envelope activities were inducing users to share links frequently, which violated the WeChat external link content management regulations [6] - WeChat will continue to monitor various Spring Festival marketing activities and will take action based on user feedback to ensure compliance with platform rules [6]

Group 1 - The Hang Seng Index opened down 0.82%, while the Hang Seng Tech Index fell by 1.31% [1] - Baidu's stock rose over 2% as the board authorized a stock repurchase plan totaling up to $5 billion [1] - Tencent Holdings experienced a decline of over 1% [1] Group 2 - The semiconductor sector saw a downturn, with Hua Hong Semiconductor dropping more than 3% [1]

Group 1 - Baidu Group-SW (09888) shares rose over 3%, currently up 2.77% at HKD 141, with a trading volume of HKD 2.449 billion [1] - On February 5, Baidu announced a new stock buyback plan with a maximum repurchase amount of USD 5 billion, effective until December 31, 2028, aimed at enhancing shareholder returns [1] - The board has approved the adoption of a dividend policy for common shares, with the first dividend expected to be announced in 2026 [1] Group 2 - Citigroup anticipates that Baidu will announce dividend distribution during the upcoming Q4 2025 earnings report or the Q1 2026 earnings release in May [1] - Following a recent market downturn, Baidu's stock appears more attractive, especially in light of the proposed spin-off of Kunlun Chip [1] - JPMorgan noted that Baidu's AI transformation is becoming clearer, with improvements in user acceptance of AI features, integration of AI products with existing mobile internet services, and operational efficiency [1]

Group 1 - Baidu Group's stock rose over 3%, currently up 2.77% at HKD 141, with a trading volume of HKD 2.449 billion [1] - On February 5, Baidu announced a new stock buyback plan with a maximum repurchase amount of USD 5 billion, effective until December 31, 2028, aimed at enhancing shareholder returns [1] - The board has approved the adoption of a dividend policy for common shares, with the first dividend expected to be announced in 2026 [1] Group 2 - Citigroup anticipates that Baidu will announce dividend distribution during the upcoming Q4 2025 earnings report or the Q1 2026 earnings release in May [1] - Following recent market weakness, Baidu's stock appears more attractive, especially in light of the proposed spin-off of Kunlun Chip [1] - JPMorgan noted that Baidu's AI transformation is becoming clearer, with improvements in user acceptance of AI features, integration of AI products with existing mobile internet services, and operational efficiency [1]

百度(09888.HK)涨超3%，公司授权实施一项总金额不超过50亿美元的股票回购计划。 本文源自：金融界AI电报 ...

CPOrNeTfaEcNeTS 越来越多人上抖音学起了邪修料理，老吃家们频频发掘爆款新品——奶 皮子糖葫芦、固体杨枝甘露……风靡线上线下，数亿用户在抖音刷到即 种草。 也有老吃家在厨房里解锁了颠覆日常的生活小妙招。橙学鼻祖@厚皮橙、 主母@留意炫饭吖等神操作不断，吸引上亿用户连夜偷师——你和理想中 的赛博美食生活，有时只差一条15秒短视频。 美食达人也卷出新高度。#万物皆可Cosfood 风潮下，巧克力文物、AI 复刻美食轮番上分。 #短视频颠勺大赛、#留子生存争霸赛 等挑战赛更是 带用户玩到飞起。美食内容早不是单向输出，而是用户和达人一起玩梗造 梗的线上party。 这一年，"吃商"的进化在抖音体现得淋漓极致。 那些被我们反复回味的舌尖记忆，从来不只是味道，更是承载人间烟火气 的情感载体。它们悄悄串联起人与人之间的温度，在碗筷碰撞声中，完成 一次次无需言说的情感共鸣。 2025年，「吃商」爆炸元年。 智商情商逆商统统退居二线，现在年轻人当中最流行的词语是"吃商"。 在高压与不确定的环境中，研究与品尝美食，在吃饭这件事上建立"老己 说了算" 的小确幸，成为年轻人对抗焦虑的 "温柔反击"。 年度美食创作 进化论 ...

Core Insights - Baidu Smart Cloud launched the OpenClaw one-click deployment service, enabling developers to quickly deploy AI digital employees with minimal cost [1][3] - OpenClaw's core value lies in its "embodied operation" capability, allowing it to perform tasks like a human, thus reducing labor costs and improving office efficiency for enterprises [1][2] Deployment and Integration - Developers can deploy OpenClaw in just a few minutes using Baidu Smart Cloud's lightweight application server, significantly lowering the technical barrier for users without deep technical backgrounds [1] - OpenClaw integrates seamlessly with Baidu's Qianfan platform, allowing for flexible switching between various mainstream AI models based on task requirements [2] Free Trial Promotion - To promote the adoption of AI agents, Baidu Smart Cloud is offering a limited-time free trial starting January 31, allowing users to experience OpenClaw at no cost for the first month [3] - The promotion includes a daily limit of 500 units, encouraging developers and enterprises to explore AI applications and enhancing the overall accessibility of AI technology [3]

Group 1 - Tencent's "Yuanbao" cash red envelope activity launched on February 1, allowing users to receive up to 10,000 yuan in cash red envelopes [4] - Following the blocking of Tencent's red envelope links by WeChat, Baidu's Wenxin Assistant red envelope sharing links were also blocked, indicating a trend of platform restrictions on promotional activities [1] - Baidu has adapted its red envelope distribution method to a "password red envelope" format, requiring users to manually copy the password into the Baidu app to participate [1]