TENCENT(HK:00700) 36氪未来消费·2026-01-27 12:06Core Viewpoint - Tencent has launched a new cash red envelope campaign for the Spring Festival, offering a total of 1 billion yuan in cash rewards through its AI assistant "Yuanbao," aiming to recreate the success of past promotional events and enhance user engagement with its AI products [5][8]. Group 1: Cash Red Envelope Campaign - On January 25, Tencent's AI assistant "Yuanbao" announced a 1 billion yuan cash red envelope incentive for the Spring Festival, with individual red envelopes worth up to 10,000 yuan [5]. - The campaign is reminiscent of the 2015 collaboration between WeChat and the Spring Festival Gala, which significantly boosted WeChat Pay's user base through a 500 million yuan red envelope giveaway [8]. - The red envelope strategy is characterized as a "high investment, high return" marketing activity, aimed at promoting core business areas, with Tencent focusing on AI this time [8][9]. Group 2: Introduction of "Yuanbao Pai" - "Yuanbao Pai" is a new AI social product from Tencent, currently in internal testing, allowing users to create or join social groups where the AI acts as a "social secretary" [10][12]. - The AI can participate in conversations, summarize chat records, and assist with tasks like setting reminders and answering questions, enhancing the social experience [14]. - Features such as screen sharing and audio-video integration are designed for collaborative learning and gaming, with plans for additional functionalities like watching movies and listening to music together [17][19]. Group 3: AI Strategy and Development - Tencent's AI strategy is focused on enhancing user efficiency and experience, with a commitment to steady and thoughtful development in AI products [21]. - The company has made significant organizational changes to accelerate AI development, including restructuring its team and enhancing collaboration between its AI products and core applications [23][24]. - Tencent aims to create a decentralized AI ecosystem within WeChat, allowing third-party developers to build their own AI applications while maintaining user privacy and security [26].