21世纪经济报道·2026-02-08 05:44Core Viewpoint - The competition among major internet companies, particularly in AI applications, is intensifying, leading to significant impacts on various industries, including the new tea beverage sector, which is benefiting from promotional activities and increased consumer engagement [4][5]. Group 1: Promotional Activities and Market Impact - Alibaba's Qianwen launched a "Spring Festival 3 billion free order" campaign, resulting in a surge of 10 million orders within 9 hours of its launch [4]. - Participating tea brands experienced order volumes that increased nearly tenfold compared to the previous day, causing system crashes due to overwhelming traffic [4]. - The validity of the free order cards was extended from February 23 to February 28, allowing consumers to use them for various food items, not just tea [4]. Group 2: User Behavior and Market Dynamics - Users began reselling Qianwen's tea vouchers on second-hand platforms for prices ranging from 6 to 10 yuan, despite the company's policy against transferring or reselling these virtual benefits [4]. - The competition among platform enterprises is evolving into a long-term confrontation, with significant implications for profitability and market strategies [5]. - Analysts suggest that while the current AI application competition may pressure short-term profits, the long-term winners will be those with strong foundational models and effective product designs [5].