字节跳动（豆包、火山引擎）：2026年春晚独家AI云合作伙伴、豆包将深度嵌入晚会互动，凭借豆包 的领先优势占据春晚最佳C位，借全民流量实现 AI 产品的渗透。 腾讯（元宝）：砸下 10 亿，马化腾亲自督战，试图复制 11 年前微信支付诺曼底登陆的景象，依托微信 社交生态实现 AI 产品的暴力拉新与裂变。 百度（文心一言/文心助手）： 投入 5 亿，绑定北京台春晚，用百款 AI 特效玩法死守搜索入口。 45 亿人民币。 这个数字背后已经不是简单的节日撒钱了，巨头们心里非常清楚，AI 时代的超级入口至 今属于空缺，谁先占据用户手机屏幕，谁就拥有定义下一代互联网的主动权，任何人都有机会，也任何 人都不敢缺席。 2026 年春节将成为史上最烧钱的 AI 战场。 先是字节跳动拿下春晚 C 位，紧接着腾讯10亿红包砸向元宝，百度临门一脚宣布拿出5亿，今天阿里直 接加倍，30亿投向春节饭桌上。 到目前为止，这个春节至少有45亿被撒向中国互联网，这场战局已经超出了节日营销的范畴，巨头的大 手笔参战，让2026年春节成为最大规模的AI用户习惯养成实验。 阿里巴巴（通义千问）：豪掷30 亿，将阿里系的吃喝玩乐生态全量接入，试图用 ...

Core Viewpoint - Major internet companies are engaging in a "money-splashing" strategy during the Chinese New Year, with Tencent, Baidu, and Alibaba announcing significant cash giveaways to secure their positions in the emerging AI landscape [2][3]. Group 1: Company Strategies - Tencent is leveraging social engagement by combining its red envelope initiative with a new "Yuanbao" social feature, encouraging group interactions and AI creativity [4]. - Baidu is focusing on maintaining search habits by integrating its red envelope activities within the Baidu App, aiming to transition users towards conversational AI [4]. - Alibaba is not offering red envelopes but has launched a 3 billion yuan "Spring Festival Treat" initiative, promoting its ecosystem services through various platforms like Taobao and Fliggy [4]. Group 2: Market Impact - The immediate effect of these cash giveaways is evident, with Tencent's Yuanbao quickly rising to the top of the Apple App Store's free chart, achieving nearly one million downloads [5]. - However, there are concerns about the sustainability of user engagement post-campaign, as the effectiveness of these strategies in fostering long-term AI usage habits remains uncertain [5][6]. Group 3: Future Implications - The competition for AI application dominance is seen as entering a critical phase, with the 2026 Spring Festival marking a significant moment in this ongoing battle [6]. - The challenge lies in retaining users beyond the initial attraction of cash incentives, emphasizing the need for robust AI functionalities and integration into daily life [6].

Group 1 - The core viewpoint of the article highlights that Beijing Humanoid Robot Innovation Center has successfully completed its first round of market financing exceeding 700 million yuan, marking a significant step towards market-oriented operations and industrialization [1] - The financing round attracted several well-known investment institutions, including Beijing Artificial Intelligence Industry Investment Fund and Baidu, indicating strong confidence in the center's potential [1] - Established in 2023, the center aims to create a world-class innovation platform for embodied intelligent robots and has been recognized as a "National Local Co-built Innovation Center for Embodied Intelligent Robots" [1] Group 2 - Beijing Humanoid has achieved significant technological milestones, including winning the first-ever half marathon for humanoid robots and excelling in various competitions, showcasing its advanced capabilities in motion control and autonomous decision-making [2][6] - The center has developed mature and replicable solutions for core sectors such as special operations, industrial manufacturing, and commercial services, establishing a solid technical foundation for complex applications [6] - The recent financing will focus on the iterative development and large-scale promotion of two core platform technologies, "Embodied Tiangong" and "Wisdom Open Object," aiming to enhance the autonomy and usability of humanoid robots [7]

版面之外 . 以下文章来源于版面之外 ，作者版君 版面之外，才是真相。 本文来自微信公众号： 版面之外 ，作者：版君，编辑：画画，题图来自：AI生成 2026 年春节将成为史上最烧钱的 AI 战场。 先是字节跳动拿下春晚 C 位，紧接着腾讯10亿红包砸向元宝，百度临门一脚宣布拿出5亿，今天阿里 直接加倍，30亿投向春节饭桌上。 到目前为止，这个春节至少有45亿被撒向中国互联网，这场战局已经超出了节日营销的范畴，巨头 的大手笔参战，让2026年春节成为最大规模的AI用户习惯养成实验。 阿里巴巴 （通义千问） ：豪掷30 亿，将阿里系的吃喝玩乐生态全量接入，试图用钱买出一个全能入 口。 字节跳动 （豆包、火山引擎） ：2026年春晚独家AI云合作伙伴、豆包将深度嵌入晚会互动，凭借豆 包的领先优势占据春晚最佳C位，借全民流量实现 AI 产品的渗透。 腾讯 （元宝） ：砸下 10 亿，马化腾亲自督战，试图复制 11 年前微信支付诺曼底登陆的景象，依托 微信社交生态实现 AI 产品的暴力拉新与裂变。 所以，他们选择了最不讲道理的打法：撒钱，用最传统的流量和补贴的互联网打法，强行将 AI 塞入 它们熟悉的春节场景里。 这 ...

Core Viewpoint - The market experienced a significant drop due to rumors regarding potential tax rate increases for the gaming industry, which were deemed unfounded by analysts [2][11]. Group 1: Market Reaction - On February 3, the Hang Seng Technology Index fell over 3% at one point, with major internet companies like Tencent, Alibaba, and Baidu also experiencing sharp declines [3][8][10]. - The stock price of Cambricon Technologies plummeted following rumors about its revenue guidance for 2026 being significantly lower than market expectations [4][13]. Group 2: Tax Rumors Analysis - Analysts from Everbright Securities refuted the rumors about a potential tax rate increase for the gaming industry, clarifying that the comparison to the liquor industry's consumption tax was misleading [2][11]. - The current tax rate for financial services and internet value-added services, including gaming, is 6%, as per the Value-Added Tax Law effective from January 1, 2026 [3][13]. - The adjustment of tax rates requires a rigorous legislative or administrative process, making arbitrary changes unlikely [3][12]. Group 3: Policy Context - The current macroeconomic policy focus is on "stabilizing growth, promoting innovation, and supporting industrial upgrades," which contradicts the idea of a blanket tax increase on key industries [12]. - Future tax regulations are more likely to involve the review of tax incentives for certain companies rather than an increase in statutory tax rates [12].

花旗在研报中表示，此次红包大战并非一次简单的春节促销，更像是中国AI助手迈向全民级应用拐点 的重要验证窗口。春节红包的本质，并不是补贴金额，而是"强制用户形成AI使用路径"。只要用户在7 天至10天高频使用中形成依赖，节后留存就可能显著高于同期互联网产品。 中国电子商务专家服务中心副主任郭涛对《证券日报》记者表示，春节红包战是大厂展示其"技术肌 肉"与生态协同能力的公开舞台。它既是一种防御策略，防止竞争对手的生态渗透，同时也是一种高效 的进攻手段，借助海量用户的实时互动数据，可以快速反哺AI模型的迭代与优化，为未来的商业化变 现铺平道路。 郭涛认为，要实现用户的长期留存，必须构建"价值留存+体验闭环"的双轮驱动体系。短期而言，可通 过任务激励、社交互动等游戏化设计维持活跃度；但长期来看，关键在于快速落地办公协同、生活服务 等高频刚需场景，让用户真切感知到AI不可替代的核心价值。此外，还需建立全渠道的个性化触达机 制，依据用户行为数据精准推送服务，并配合高效的客服响应与快速的产品迭代，持续优化用户体验。 回顾去年春节，是DeepSeek凭借"深度思考"能力崭露头角的时刻；而今年春节，战局已升级为以"AI生 活助 ...

刚刚过去的周末，腾讯旗下元宝App启动春节10亿元红包活动，满屏的红包链接，助推元宝App超过豆 包登上苹果应用商店免费App排行榜首。 2月2日，阿里千问宣布投入30亿元，将于2月6日正式上线"春节请客计划"。千问App将联合淘宝闪购、 飞猪、大麦、盒马、天猫超市、支付宝等阿里生态业务，以免单形式发放春节福利，感受AI时代的全 新生活方式。 字节跳动目前尚未公布红包规则，不过字节旗下的火山引擎，已经成为2026年央视春晚独家AI云合作 伙伴，或将配合春晚上线多种玩法。 四大巨头的打法虽各有侧重，但战略目标高度一致——借助覆盖全年龄、全场景的关键时间节点，推动 AI技术从抽象概念下沉为大众触手可及的日常应用。有分析师表示，2026年春节红包大战的特别之处 在于，AI首次从幕后走向台前，成为驱动用户参与的核心引擎。 争夺下一代流量超级入口 如果说往年的春节红包大战是"撒钱换流量"的营销游戏，那么2026年春节的这场红包大战，已然升级为 一场以AI为核心引擎、争夺下一代流量超级入口的战略卡位战。腾讯、百度、阿里巴巴、字节跳动四 大科技巨头基于各自优势做出部署，携亿元级资源入局，推动AI迈入生态比拼全新阶段。 从专 ...

1月30日，百度Apollo开放平台新版发布会于广东东莞正式举办。作为全球活跃度最高的自动驾驶开源社区，Apollo 11.0从软件能力、硬件生态、工程落地 与人才培养四大维度实现全面升级，也标志着其发展模式从"技术开源"向"场景驱动+生态共建"完成深度演进。九识智能作为本次大会唯一受邀的L4级无人 驾驶RoboVan企业，在会上发表了题为《以生态之力，筑无人之基：通过L4技术构建城市运力新基建》的主题演讲。 九识智能副总裁、联合创始人周清发表主题演讲 近两年，无人物流车落地规模持续扩大、商业化进程不断提速，越来越多的无人物流车穿梭于城市街巷，甚至深入山区路段。人们也猛然发觉，无人物流车 竟比智能电动汽车，更早实现了L4级无人驾驶技术的上路落地。 溯源：从自动驾驶到无人物流车 全球较早开启自动驾驶技术研究的是谷歌的Waymo，但真正改变全球自动驾驶行业格局的，是中国的百度——2017年7月，百度发布了全球最大的自动驾驶 开源平台，Apollo计划，从此掀起了自动驾驶全民创业的热潮。 可以说，百度Apollo的开源，不仅让自动驾驶技术真正从实验室走向了大规模落地应用，更对中国多个产业，尤其是汽车产业的变革，起到 ...

记者：郭倩 编导：龙泠宇 新华社音视频部制作 0:00 《经济参考报》2月3日刊发文章《春节红包"大战"再起 AI流量入口赛道竞争升级》。 随着春节临近，国内头部互联网企业打响2026年春节红包"大战"。目前，阿里巴巴、腾讯、百度等企业 均公布春节红包计划，AI流量入口的争夺成为今年焦点。 ...

Group 1: Core Insights - Talent density is a key factor in capital pricing within the AI sector, with high valuations reflecting the future value that talent can create [2] - The second wave of talent migration in AI was triggered by the resurgence of interest in the industry following the launch of ChatGPT in 2022 [4][5] - The "AI Six Dragons" have attracted over 10 billion in capital investments between 2023 and 2024, with companies like Zhipu and MiniMax seeing valuations exceed 20 billion [5][11] Group 2: Talent Movement - High-end talent is increasingly flowing back to major tech companies, with significant salary increases reported, such as algorithm engineers receiving up to a 30% salary boost or even doubling their pay when moving to larger firms [11] - The talent flow from the "AI Six Dragons" indicates a trend where technical roles are returning to big companies, while product and business roles are more inclined to pursue entrepreneurial ventures [6][11] - Major companies like ByteDance, Tencent, and Alibaba are actively recruiting top AI talent, with reports of salaries reaching up to 10 million for new graduates [10][11] Group 3: Competitive Landscape - The "Hundred Model War" began in March 2023, with various companies rapidly iterating and releasing new models, reflecting the competitive nature of the AI landscape [12][16] - By the end of 2023, the "AI Six Dragons" had expanded significantly, with Zhipu AI growing to over 400 employees, 70% of whom are in R&D [20] - ByteDance's strategic entry into the AI market, including the launch of its Doubao model, marked a significant shift in the competitive dynamics among AI companies [21][24]