（文/刘媛媛 编辑/周远方） 2026年春节前夕，一场前所未有的"红包大战"在中国互联网领域悄然打响。与往年聚焦移动支付或电商导流的传统玩法不同，今年的主角换成了各大公司的 AI助手。 先是1月25日，腾讯官宣旗下元宝App将发放10亿元现金红包，单个红包金额可达1万元；后是百度抛出5亿元红包福利，将红包玩法与旗下AI产品文心助手 绑定；接着2月2日，阿里巴巴旗下千问APP也宣布投入30亿元启动"春节请客计划"，以免单形式请全国人民在春节期间吃喝玩乐。 三大巨头携总计45亿元的巨额资源入场，试图用真金白银"购买"用户的AI使用习惯，争夺被视为下一代互联网核心的"AI超级入口"。这场热潮，也标志着中 国AI产业的竞争，已从底层的技术博弈走向前台用户心智与生态构建的全面较量。 不过，行业人士向观察者网分析指出，依靠短期现金补贴培养用户AI使用路径的策略，其中长期用户留存效果仍需打个问号，大厂们还是得依靠差异化的 产品体验和切实的应用价值来提高复用率。 从支付启蒙到AI心智卡位 春节"红包大战"并非新鲜事物，其历史可追溯至2015年。当年微信凭借与春晚合作的"摇一摇"红包，以5亿元投入成功完成了数亿用户的支付绑卡教 ...

Core Insights - The article highlights the rapid development and commercialization of autonomous driving technology in Abu Dhabi, driven primarily by Chinese companies [1][2][3] Group 1: Autonomous Driving Technology Development - Chinese companies, including WeRide and Baidu, have successfully launched the world's first fully autonomous Robotaxi service integrated with Uber in Abu Dhabi [2][3] - The testing of autonomous vehicles in extreme conditions has shown promising results, with WeRide achieving a daily driving distance of over 200 kilometers without human intervention [3] - The Abu Dhabi government has issued commercial operation licenses for fully autonomous vehicles, allowing companies like WeRide and Baidu to operate without safety drivers [3][4] Group 2: Government Support and Ecosystem - The Abu Dhabi government has adopted a proactive role in supporting autonomous driving initiatives, creating a collaborative ecosystem that integrates regulatory bodies, private sectors, and academia [5][6] - The establishment of the Smart and Autonomous Systems Committee facilitates efficient coordination among various departments to address operational challenges for autonomous vehicles [5][6] - The unique governmental approach has significantly reduced barriers to entry for Chinese companies, making Abu Dhabi an attractive destination for investment in autonomous driving technology [5][6] Group 3: Market Potential and Economic Impact - The operational model for Robotaxi in Abu Dhabi requires only 200 vehicles to achieve breakeven, significantly lower than the thousands needed in other markets, due to favorable market conditions [6][8] - Abu Dhabi aims to reduce its reliance on oil by investing in AI and autonomous driving, with a target for AI to contribute 335 billion dirhams (approximately 63.36 billion yuan) to GDP by 2031 [8][9] - The UAE's investment commitments in AI and autonomous driving exceeded $2 billion in the first half of 2025, indicating strong market potential [9][10] Group 4: Industry Growth and Future Prospects - The autonomous driving market in the UAE is projected to reach $2.73 billion by 2030, with a compound annual growth rate of 19.2% [10] - Chinese companies are positioned to become key players in the global autonomous driving sector, leveraging their technological advancements and operational models [10][12] - The presence of over 6,000 Chinese enterprises in the UAE, with a significant portion achieving profitability, underscores the growing influence of Chinese firms in the region's autonomous driving landscape [12][13]

当北京的气温跌破0℃，波斯湾南岸阿联酋首都阿布扎比仍被日均30℃以上的热浪包裹。 2025年11月15日，阿布扎比亚斯码头F1赛道上，引擎轰鸣声刺破晴空，时速超200公里的赛车在弯道处 精准飘移，座舱内空无一人。《每日经济新闻》记者在现场了解到，这是中国团队参与研发的自动驾驶 赛车正在接受极限测试，来自中国的激光雷达在赛车上表现出色。 赛道旁的观测屏上，实时跳动的数十项数据，印证着自动驾驶技术在极端环境下的稳定性。 赛道之外，一场更贴近日常生活的技术革命，正在阿布扎比街头上演。中国企业文远知行的无人驾驶汽 车在城市里自主穿梭，百度"萝卜快跑"全无人化测试一次次搭载游客安全抵达终点，滴滴自动驾驶加入 当地产业集群。还有曹操出行、小马智行、小鹏汇天、星星充电等数十家中国智驾企业已入驻阿布扎 比。 中国智驾企业集体"登陆" 纯无人驾驶规模化商营 2025年11月的一个傍晚，阿布扎比亚斯岛的游客通过打车软件叫车后，一辆车缓缓驶来，车门自动解 锁，座舱内无安全员。游客上车后，车辆平稳汇入车流，驶向目的地。这是中国企业文远知行当月底在 阿布扎比启动的、全球首个在美国以外接入Uber（优步，美国硅谷的科技公司）打车平台的R ...

Core Insights - The article discusses the competitive landscape in the Chinese AI sector, highlighting the dichotomy between technological idealism and commercial realism, where large companies leverage capital and resources to dominate the market while startups struggle to maintain their innovations [1][15]. Group 1: Competitive Dynamics - Major tech companies are aggressively investing in AI, integrating advanced models and applications into their existing ecosystems, thereby creating a comprehensive competitive advantage [1][15]. - Startups like Kimi, which previously gained significant traction with their long-context AI tools, face existential threats as larger firms quickly replicate their innovations and embed them into widely used applications [4][10]. - The rapid evolution of AI technology means that startups must continuously innovate to keep up, but they often lack the resources to compete effectively against the financial might of larger companies [17][21]. Group 2: Market Challenges for Startups - Startups are experiencing a harsh reality where their technological breakthroughs are quickly overshadowed by the ecosystem advantages of larger firms, leading to a cycle of increased investment in technology without corresponding revenue growth [7][11]. - The emergence of open-source models has further complicated the landscape for startups, as they struggle to maintain a competitive edge against both open-source innovations and the aggressive strategies of major tech companies [10][21]. - The financial pressures on startups are significant, as they rely on external funding and must demonstrate sustainable cash flow rather than just user growth metrics [21][22]. Group 3: Strategic Responses - Some startups are pivoting their strategies to focus on niche markets or specific applications, such as healthcare AI, in an attempt to carve out a sustainable business model [11][22]. - Companies like 月之暗面 are choosing to streamline their product offerings and focus on core competencies, such as the commercialization of their Agent technology, to survive in a competitive environment [11][22]. - The article suggests that while large companies have the advantage of scale, they may lack the agility to innovate in specialized areas, potentially leaving room for startups to thrive in those niches [22].

最近 百度、腾讯、阿里巴巴 三大互联网巨头 再度掀起"红包大战" 投入总金额高达60亿元 与往年单纯拼手速抢现金不同，今年的战场多了一位关键角色——人工智能（AI）。各家纷纷将红包激励与AI产品深度绑定，并提前上线群聊功能，试 图借春节这一全民社交高峰，抢占AI时代的用户心智，争夺"国民级AI应用"的入场券。 行业观察人士指出，当前AI推广正从传统的"拉新补贴"模式，转向更注重价值创造的"任务激励"机制。唯有将撒钱式的红包转化为用户完成具体任务后的 奖励，才能真正构建基于AI实用价值的护城河。 1 1月25日，百度率先宣布启动"5亿元红包计划"：自1月26日至3月12日，用户在百度App中使用其AI助手"文心助手"，即有机会瓜分总额5亿元的现金红 包，单人最高可得1万元。作为百度面向个人用户的核心AI入口，文心助手上线首日便吸引超百万人次参与，单笔红包最高达6666元。百度方面表示，活 动效果远超预期，已扩容系统以承接更多用户。截止2月1日，已有5000万人次参与文心助手的AI抢红包。 几乎同步，腾讯迅速加码，将红包池翻倍至10亿元，并于2月1日起通过其AI应用"元宝"开启抽奖活动。腾讯创始人马化腾在内部年会 ...

Core Insights - The 2026 Spring Festival marks a significant shift in the internet industry's traditional red envelope competition, evolving into a battle for AI entry points among major players like Tencent, Baidu, ByteDance, and Alibaba, with a total cash investment exceeding 1.5 billion yuan [1][19] Group 1: Tencent's Strategy - Tencent has allocated 1 billion yuan for its "Yuanbao" red envelope campaign, which is structured in three phases from February 1 to February 17, 2026, requiring users to meet specific conditions for participation [3][17] - The campaign includes various interactive modules, such as daily login rewards, sharing links for additional chances, and a surprise "red envelope rain" event, enhancing user engagement [5][6] Group 2: Baidu's Approach - Baidu has invested 500 million yuan in its red envelope initiative, running from January 26 to March 12, 2026, featuring no withdrawal threshold and rapid cash transfer [7][19] - The campaign includes diverse interactive elements like AI-generated videos, password guessing games, and social sharing, aimed at maximizing user participation and engagement [9][10] Group 3: ByteDance's Tactics - ByteDance is leveraging its partnership with CCTV for the Spring Festival, investing 500 million yuan in dual-platform activities on Doubao App and Douyin, focusing on card collection and real-time interaction [10][12] - The campaign features various tasks and rewards, including a significant cash pool for early participants, enhancing user interaction during the live broadcast of the Spring Festival Gala [12][19] Group 4: Alibaba's Integration - Alibaba's "Qianwen" initiative integrates AI with its traditional "Jiwu" campaign, allowing users to generate personalized blessings and participate in various interactive tasks across its ecosystem [13][16] - The campaign emphasizes AI-driven functionalities that enhance user experience in shopping and travel planning, aiming to create a seamless interaction between AI and consumer activities [16][19] Group 5: Industry Trends - The competition among these tech giants signifies a transition from mere traffic acquisition to a focus on user engagement and AI integration, marking a pivotal moment in the AI-to-C consumer landscape [17][19] - Experts suggest that this red envelope battle could serve as a watershed moment for C-end AI applications, potentially reshaping user perceptions and acceptance of AI technologies in everyday scenarios [19][20]

上一次互联网巨头在春节集体"发钱"，还要追溯到2015年移动支付的跑马圈地期。从过往来看，春节活 动能有效帮助互联网大厂为to C应用吸引大量关注。花旗预计，在一系列新春推广活动后，中国AI助手 应用采用将快速推进。 （文章来源：21世纪经济报道） 红包"大战"又来了！阿里旗下千问APP宣布投入30亿启动"春节请客计划"，于2月6日正式上线。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，以免单形式请全国人民在春节期间吃 喝玩乐。 此前，1月26日，百度旗下AI应用文心助手上线春节红包活动，用户可以分5亿元现金红包，最高可获1 万元。2月1日，腾讯旗下"元宝"也启动春节红包活动，用户上线参加活动就可分10亿元现金红包，单个 红包金额可达万元。 ...

来源：环球网 【环球网财经综合报道】据《联合早报》消息，2026年春节前夕，中国科技企业在人工智能（AI）领 域的竞争日趋白热化，一场被外界视为复制11年前"移动支付战争"的"红包大战"再次打响。被认为在AI 产品竞争中暂居劣势的腾讯与百度，率先发起春节攻势，试图通过巨额红包补贴的策略，争夺用户注意 力并颠覆当前的市场格局，腾讯旗下的AI应用"元宝"与百度的"文心助手"分别在春节期间豪掷10亿元与 5亿元红包，重现微信支付当年逆袭支付宝的奇迹。 腾讯此次的攻势极为迅猛且具有明确的战略意图。1月25日，腾讯宣布开启"元宝"春节10亿元红包活 动，该活动于2月1日正式启动后，效果立竿见影。当天清晨，"元宝派红包"的相关链接便开始在微博、 微信群等社交平台疯狂刷屏，巨大的流量涌入直接推动"元宝"在苹果应用商店免费榜上的排名飙升，一 举超越了字节跳动旗下目前最火的AI竞品"豆包"，跃升至榜首。据报道，为了最大化挖掘社交关系链的 价值，用户在下载"元宝"后需授权绑定微信，且应用专门设计了"分享红包"功能，支持用户一键转发至 微信、QQ等腾讯系社交软件。腾讯创始人马化腾对此项目寄予厚望，并在腾讯年会上公开发声，期 望"元 ...

Core Insights - Baidu is recognized as a "Huangpu Military Academy" for AI entrepreneurs, with over 133 AI companies founded or co-founded by former Baidu employees, including 25 new startups in 2023 and 2024 [2][3] Group 1: AI Entrepreneurship Landscape - The majority of Baidu's former employees have ventured into three main areas: autonomous driving, large models and data analysis, and AI hardware [3][4] - In the autonomous driving sector, notable companies include Xiaoma Zhixing, WeRide, and Horizon Robotics, with founders having significant roles at Baidu [3][4][7] - The large models and data analysis field features companies like Zero One Wan Wu and Deep Space Ling Zhi, with founders who held key positions at Baidu [3][4][7] Group 2: Baidu's Influence on AI Development - Baidu's early investment in AI, starting with the establishment of its Deep Learning Institute in 2013, has created a comprehensive ecosystem from research to application [5] - The Apollo platform has been pivotal in accumulating capabilities in perception, regulation, simulation, and data closure for autonomous driving [5] - Baidu's focus on system-level problem-solving rather than just model development has equipped its former employees with the skills necessary for complex, long-term projects [5] Group 3: Notable Entrepreneurs and Their Backgrounds - Key figures include Peng Jun and Lou Tiancheng from Xiaoma Zhixing, Yu Kai from Horizon Robotics, and Ma Jie from Zero One Wan Wu, all of whom have extensive experience at Baidu [7] - Other notable entrepreneurs include Liu Bo Cong from Guangzhi Shikong and Gu Jia Wei from Ling Yuzhou, both of whom have backgrounds in Baidu's research divisions [4][7]

1月30日，东莞自动驾驶行业生态交流大会暨百度Apollo开放平台新版发布会举行。 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，助力功能型无人车应用场景全面拓展，赋能产业落地、加速自动驾驶生 态共创。同时，百度Apollo分享了在自动驾驶开源平台、生态合作、人才培养等方面的最新进展，共建自动驾驶产学研用繁荣生态。 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26万开发者，生态合作伙伴240多家，遍及 全球177个国家与地区。 在过去一年里，Apollo开源生态驱动自动驾驶场景涌现。众多生态伙伴依托Apollo开源衍生出物流配送、环卫清扫、矿山智驾、漫游接驳等众多场景应 用。 编辑：孙冰 在此背景下，Apollo开放平台11.0版本应势而生。此次新版本的升级，是以大量实际场景的深度打磨所形成的一次系统性跃升。 百度Apollo开源社区负责人苏菲菲表示："Apollo11.0 ...