微信“大义灭亲”封禁元宝，AI红包战玩不转了吗

Core Viewpoint - Tencent's internal conflict is highlighted by the abrupt termination of the Yuanbao red envelope activity by WeChat, showcasing the complexities of internal collaboration within large companies [1][2]. Group 1: Event Overview - The Yuanbao red envelope activity launched on February 1, aiming to distribute 1 billion yuan in cash, quickly gained popularity but was halted within 72 hours due to WeChat's intervention [1]. - WeChat issued a warning against the Yuanbao links, citing violations of its rules against "inducement sharing" to maintain user experience [1][2]. Group 2: Internal Dynamics - The internal discussion at Tencent indicated that the Yuanbao team believed the activity was a "no-threshold" initiative, not maliciously inducing users to share [2]. - The conflict arose between the growth-focused Yuanbao team and the platform-oriented WeChat team, emphasizing the need for a clean user experience on WeChat [2]. Group 3: Market Reaction - Following the ban on Yuanbao, Tencent's stock price fell, reflecting market concerns over the company's internal coordination and decision-making processes [3]. Group 4: Industry Implications - The incident illustrates a shift in internet competition from a "traffic desert" era to an "ecosystem cultivation" era, where platforms like WeChat require careful maintenance [3][4]. - The limitations on promotional tactics like red envelopes suggest that future growth for AI applications will depend more on their inherent capabilities rather than aggressive marketing strategies [4].