阿里巴巴跌超4%，千问狂撒30亿红包请客

Group 1 - Alibaba's Qianwen APP launched a "Spring Festival Treat Plan" with an investment of 3 billion, allowing users to enjoy free food and entertainment during the holiday [1] - Tencent's AI application "Yuanbao" initiated a Spring Festival red envelope activity with a total of 1 billion cash to attract users, marking a significant promotional effort [2][4] - The competition among major tech companies for user engagement during the Spring Festival is intensifying, with Baidu and ByteDance also announcing similar promotional activities [6][10] Group 2 - The red envelope activities are reminiscent of the 2015 mobile payment boom, which significantly increased user engagement and solidified the market position of major payment platforms [8] - Yuanbao's promotional strategy combines cash incentives with social interaction, aiming to replicate the success of WeChat's red envelope model [9] - The rapid growth of AI applications is evident, with Qianwen achieving over 30 million monthly active users, indicating a strong market presence [10][11]