Sou Hu Cai Jing·2026-02-10 12:08Group 1 - The core point of the article highlights the intense competition in the AI sector, particularly during the Spring Festival, with Alibaba's Qianwen launching a significant promotional campaign involving free milk tea to attract users [1][29] - Qianwen's campaign offered a 25 yuan no-threshold coupon for milk tea, leading to a rapid surge in orders, exceeding 1 million within 3 hours and 10 million within 9 hours [3][8] - The promotional strategy resulted in a notable increase in stock prices for milk tea brands, with Cha Baidao rising by 6% and Gu Ming by over 3% [11] Group 2 - The overwhelming demand caused significant operational challenges for milk tea shop employees, who faced extreme workloads and supply shortages, leading to some stores temporarily closing for restocking [17][20] - The rapid influx of users overwhelmed Qianwen's servers, causing service disruptions and user frustrations, prompting the company to extend the validity of the coupons to February 23 [12][26] - The article discusses the broader context of AI applications competing for user acquisition during the Spring Festival, with major players like Baidu and Tencent also investing heavily in user engagement strategies [29][31] Group 3 - Despite the initial excitement, the article notes that users attracted by promotional offers may not remain engaged long-term, as many uninstall the app after redeeming their rewards [33] - The competition in the AI space is expected to focus on delivering real value and enhancing user experience, as transient user acquisition strategies may not sustain long-term growth [40]