阿里巴巴旗下AI应用千问凭借"春节30亿免单"营销活动登顶苹果App Store免费应用榜首，活动反响热烈，一度因访问量过大导致页面短暂崩溃。 2月6日中午，千问在推出免单奶茶活动后迅速攀升至App Store免费应用榜第一名，超越字节跳动的豆包和腾讯的元宝。活动上线不到3小时即送 出超100万单奶茶，但因用户涌入导致服务器一度崩溃，活动页面显示"活动太火爆，请稍后再试"。 尽管活动反响热烈，阿里巴巴股价当日仍然下跌。投资者对AI应用通过高额补贴获取用户的商业模式持保留态度，市场更关注长期盈利能力而非 短期下载量激增，阿里巴巴港股跌3%，报155.4港元/股。 千问的营销攻势还引发平台生态冲突。微信已屏蔽千问的红包分享链接，迫使其改用口令形式传播，这是继元宝和百度文心助手之后第三个被微 信限制的AI应用春节营销活动。 千问成为第三个被微信屏蔽春节营销活动的AI应用。微信显示其链接"存在诱导或误导下载/跳转的内容"，需跳转第三方浏览器访问。部分用户在 千问APP内分享活动至微信好友时，已自动改为复制口令形式。 2月4日，微信官方账号"微信派"发布公告称，元宝的春节营销活动通过"做任务""领红包"等方式诱导用户高 ...

2月6日一早，阿里千问App"春节30亿免单"火爆上线，5小时突破500万单，并超越豆包和元宝，火速登顶苹果App Store免费榜第一，排序形成"千元豆"格 局。 今天的奶茶攻势只是一个开端。千问App突破传统AI Agent只会聊天、娱乐和发红包的局限，接入淘宝闪购、支付宝、淘宝、飞猪、高德等阿里生态场景， 成为"能办事"的AI。 千问APP春节项目组负责人郑嗣寿表示，在春节这个生活消费活动密集的节点，千问希望通过真金白银的投入，培养用户"有事找AI"的习惯，推动AI融入到 真实世界的衣食住行之中。 以千问春节30亿免单活动为起点，全国人民都将感受AI时代的全新生活方式和购物体验，共同迎来"AI超级Agent"出圈的千问时刻。 在社交平台上，网友纷纷晒出自己用千问App下单的"第一杯AI奶茶"，不少奶茶店老板表示，一早醒来订单就爆了，全来自淘宝闪购，还有外卖小哥表示， 一个上午就赚了好几百元。 活动带动港股茶饮股多数上涨，截至盘中，古茗涨超4.12%创上市来新高，沪上阿姨和茶百道涨超3%，奈雪的茶、蜜雪集团也跟随上涨。 ...

2月6日，阿里千问APP"春节30亿大免单"正式上线，发起奶茶攻势，请全国人民用AI一句话免费点奶茶。 刚刚，据千问：活动上线5小时，下单超过500万单。 随后，千问在社交平台发布动态回应称，免单送奶茶活动太火爆，正在紧急加资源，全力保障顺畅。 有网友称，自己的单子都没有骑手接单，商家好像也做不过来，一直在等。 界面显示，网页包含诱导分享、关注等诱导行为内容，请长按网址复制后使用浏览器访问。 目前腾讯元宝、百度文心、阿里千问都在布局春节红包，甚至推出了裂变式传播活动。此前媒体报道，腾讯元宝、 百度文心助手红包分享链接被微信屏蔽，页面显示网页存在诱导或误导下载/跳转的内容，需要跳转第三方浏览器访 问。目前，腾讯元宝、百度文心红包分享机制已变更为口令红包。 值得关注的是，这类因福利活动引发奶茶门店爆单的情况并非首次出现。 有用户反馈，出现服务器卡顿问题。部分用户分享的页面显示，"活动太火爆，请稍后再试"。 在此活动影响下，港股茶饮股多数上涨，古茗涨超5%创上市来新高，茶百道涨超4%，沪上阿姨、蜜雪集团跟随上 涨。 据此前报道：目前千问红包二维码分享链接已被微信封禁。 2025年7月外卖平台补贴大战期间，"奶茶咖啡 ...

（wind） 2月6日，港股茶饮板块多支股票上扬。截至发稿，古茗涨幅4.12%，沪上阿姨涨幅3.93%，茶百道涨幅 3.74%，奈雪的茶涨幅0.93%，蜜雪集团涨幅0.6%。 (编辑：林辰) ...

板块方面，大消费板块涨幅靠前。其中，思摩尔国际 6969.HK 涨 8.99%，名创 优品 9896.HK 涨 6.18%，毛戈平 1318.HK 涨 5.29%，达势股份 1405.HK 涨 5.21%， 周黑鸭 1458.HK 涨 4.46%，古茗 1364.HK 涨 3.86%，蜜雪集团（02097.HK）涨 2.9%，青岛啤酒股份 168.HK 涨 2.82%，茶百道 2555.HK 涨 1.75%。商务部等多 部门印发《2026「乐购新春」春节特别活动方案》，鼓励各地增加春节期间消费 品以旧换新补贴数量，加大线下实体零售支持力度，在一定程度上提振了市场 信心。 港股晨报 2026 年 2 月 6 日 国投证券（香港）有限公司 • 研究部 1. 国投证券国际视点：热门交易全面退潮，裁员潮引发衰 退担忧 昨日，港股三大指数集体录得上涨。其中，恒生指数涨 0.14%，国企指数涨 0.5%， 恒生科技指数涨 0.74%。大市成交金额 3,151.12 亿元，主板总卖空金额 650.73 亿元，占可卖空股票总成交额比率为 22.99%。南向资金北水方面，港股通交易 净流入 249.77 亿港元。港股通 10 ...

Group 1 - Lee & Man Paper (02314) has seen its stock price rise by over 30% year-to-date, with expected profits of approximately HKD 1.88 billion to HKD 2.00 billion in 2025, representing a year-on-year growth of 38% to 47% due to increased marginal profits [1] - Soundon Technology (02495) shares rose over 8.8% after winning a contract worth nearly RMB 300 million for an AI project in Sichuan province [1] - Zhongxin Innovation (03931) stock increased by over 3.8%, with a reported 630% year-on-year growth in commercial battery deliveries in January 2026, indicating a strong market strategy and capacity layout [1] Group 2 - Tea stocks experienced a rise, with Gu Ming (01364) up 4.12%, Cha Bai Dao (02555) up 3.74%, and others benefiting from a promotional campaign offering free milk tea at over 300,000 stores nationwide [2] - Innovent Biologics (09969) shares surged over 11% after announcing expected revenues of RMB 2.37 billion in 2025, a 134% increase, and a projected net profit of around RMB 630 million [2] - Jun Da Holdings (02865) rebounded over 4.6% following news of the U.S. Federal Communications Commission accepting SpaceX's data center application [2] Group 3 - Li Auto-W (02015) shares rose over 5.3% as the CEO teased the new Li L9 model, emphasizing the importance of AI in enhancing vehicle value [3] - JX International Resources (03858) saw a stock increase of over 4.6% as tungsten prices reached a recent high of CNY 1,545,000 per ton, up CNY 25,000 from the previous trading day [3] - Nine Dragons Paper (02689) shares increased by over 5.7% after announcing a profit forecast for FY26H1 of CNY 2.15 billion to CNY 2.25 billion, a year-on-year growth of 216% to 231% [3] Group 4 - Long Resources (01712) stock surged over 35%, reaching a historical high, with expected after-tax profits of AUD 58 million to AUD 62 million for the year ending December 31, 2025, a significant increase from AUD 12.9 million in the previous year [4] Group 5 - Forgent Power Solutions (FPS.US) debuted on the U.S. stock market with a closing increase of 7.41%, focusing on power solutions for data centers [5] - Bob's Discount Furniture (BOBS.US) also entered the market, with a slight increase of 0.12%, managing 206 showrooms across 26 states and projecting revenues of USD 2.32 billion for FY2025 [5] Group 6 - Eikon Therapeutics (EIKN.US) fell over 16.67% on its Nasdaq debut, focusing on cancer therapies with a candidate drug in mid-stage trials [6] - Cryptocurrency stocks saw significant declines, with Hut 8 (HUT.US) down 17.89% and others following suit amid a Bitcoin sell-off, which dropped nearly 10% [6] Group 7 - Major U.S. indices opened lower, with the Nasdaq down 1.6%, and notable tech stocks like Amazon (AMZN.US) and Tesla (TSLA.US) also declining [7] - Estée Lauder (EL.US) dropped nearly 19.19% despite meeting sales expectations, reflecting market volatility [7] Group 8 - NIO (NIO.US) shares rose 5.86% after announcing an expected adjusted operating profit of between RMB 700 million and RMB 1.2 billion for Q4 2025, marking its first quarterly adjusted operating profit [8] - Hims & Hers Health (HIMS.US) initially surged nearly 14% before closing down 3.77%, launching a new generic medication at a competitive price [9] - Qualcomm (QCOM.US) fell 8.46% amid concerns over weak earnings forecasts related to chip shortages affecting smartphone demand [9]

Market Overview - The Hong Kong stock market experienced a significant decline, with the Hang Seng Index dropping 1.13% to 26,580.94 points, the Hang Seng Tech Index down 0.47% to 5,380.72 points, and the National Enterprises Index falling 0.52% to 9,045.82 points, indicating a weak overall performance and noticeable market divergence [1][2]. Sector Performance - Major technology stocks faced substantial pressure, with Alibaba down 2.57%, JD Group down 2.21%, and Tencent Holdings down 0.9%, contributing significantly to the index decline. Analysts attribute this adjustment to intensified market competition and regulatory changes, leading to evident capital outflows [2]. - Gold stocks plummeted due to a sharp drop in gold and silver prices, with companies like Zhaojin Mining and Zijin Mining experiencing declines. The decrease in demand for gold as a safe haven and the rebound of the US dollar index pressured gold prices [3]. - Digital currency and AI application stocks also performed poorly, affected by increased market volatility and regulatory uncertainties. Despite the promising outlook for AI applications, the sector is still in its early development stages, facing challenges in commercialization [4]. Active Sectors - Chinese medicine stocks showed strong performance due to favorable government policies supporting traditional Chinese medicine, with companies like Tongrentang Technology and China Traditional Chinese Medicine seeing significant gains [5]. - The paper industry and new consumption concept stocks were active, benefiting from stable raw material prices and improved supply-demand dynamics, attracting investor interest [6]. Corporate Developments - Meituan announced plans to acquire all shares of fresh food e-commerce platform Dingdong Maicai for $717 million, aiming to expand its presence in the fresh food sector and enhance market share [7]. - NIO projected its first quarterly profit, estimating adjusted operating profits between 700 million to 1.2 billion yuan for Q4 2025, a significant reduction in losses compared to the previous year, driven by increased sales and cost-cutting measures [8][9]. - Several companies reported positive earnings forecasts, including Tongda Group, which expects a profit of 115 to 125 million HKD for the fiscal year 2025, and Caike New Energy, which anticipates a revenue of 507 million yuan, reflecting year-on-year increases [10][11]. Institutional Insights - Analysts from Hang Seng Qianhai suggest that while short-term volatility and liquidity shocks may persist, the market's valuation attractiveness is gradually becoming evident, with potential for upward movement in the medium term [12]. - Guosen Securities remains optimistic about the Hong Kong market's future, despite potential risks from rising oil prices and long-term bond yields, emphasizing the resilience of corporate earnings [13]. - Guoyuan International highlights the potential for short-term fluctuations but maintains a positive long-term outlook for the Hong Kong market, citing strong capital resilience [14].

Market Overview - The Hong Kong stock market experienced a significant decline in early trading, influenced by the drop in U.S. tech stocks and risk assets such as gold, silver, and Bitcoin [1] - The Hang Seng Index fell by 1.13%, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index decreased by 0.52% and 0.47% respectively [1] Sector Performance - Major technology stocks, which serve as market indicators, showed poor performance with Alibaba, JD.com, and NetEase each dropping over 2% [1] - Cryptocurrency-related stocks faced the largest declines, and the financial sector, including insurance and Chinese brokerage firms, also performed poorly [1] - Gold stocks led the decline in the non-ferrous metals sector [1] Notable Company Developments - Alibaba's "Qianwen" event achieved over one million orders for milk tea, contributing to a rise in beverage stocks [1] - Gu Ming reached a historical high, with other brands like Hu Shang Aqi and Mixue Group also seeing gains [1] - The electric vehicle sector showed strength, with NIO achieving its first profitable quarter, leading to a surge of over 7% in its stock price [1]

Market Overview - The Hang Seng Index fell by 1.13%, down 304 points, closing at 26,580 points, while the Hang Seng Tech Index decreased by 0.47% [1] - The early trading volume in Hong Kong stocks reached HKD 139.5 billion [1] New Listings and Performance - Dazhu CNC (301200) (03200) rose by 18%, recognized as China's largest manufacturer of PCB production equipment [1] - Muyuan Foods (002714) (02714) increased by 4.72% [1] - Zhuozheng Medical (02677) surged by 34%, focusing on the mid-to-high-end medical service market [1] Company Highlights - Zhongchuang Innovation (03931) saw a 3.83% increase, with a 630% year-on-year growth in commercial battery deliveries and plans for full circulation of H-shares [1] - Alibaba's Qianwen event completed over one million milk tea orders, boosting shares of Guming (01364) and Cha Baidao (02555) by over 3% [1] - Long Resources (01712) experienced a 30% intraday surge, with expected after-tax net profit growth of up to 3.8 times year-on-year [1] - Changfei Optical Fiber (601869) saw its shares rise by over 10%, with institutions optimistic about fiber optic manufacturers benefiting from price increases [1] - Innovent Biologics (09969) increased by over 11%, achieving profitability for the first time due to the volume of Orelabrutinib and growth in BD revenue [1] - Nine Dragons Paper (02689) rose by over 5%, benefiting from improved self-sufficiency in wood pulp and favorable industry supply-demand dynamics [1] - Jiaxin International Resources (03858) increased by over 5%, supported by supply contraction driving tungsten prices higher [1] - Fuhong Hanlin (02696) rose by over 5%, with a transaction worth approximately USD 388 million for the licensing of Hansoh's rights in Japan to Eisai [1] - Tongda Group (00698) increased by over 6%, expecting to turn a profit of up to HKD 125 million last year [1] - NIO-SW (09866) rose by over 5%, marking its first quarterly profit with an expected adjusted operating profit of up to HKD 1.2 billion [1] Cryptocurrency Market - Cryptocurrency ETFs and related stocks continued to decline, with a sustained sell-off in the crypto market, as Bitcoin fell below USD 65,000 [1] - Bosera Bitcoin (03008) dropped by 8%, while Huaxia Bitcoin (03042) fell by 9% [1]

Group 1 - The Hang Seng Index fell by 1.13%, down 304 points, closing at 26,580 points, while the Hang Seng Tech Index decreased by 0.47% [1] - Three new stocks were listed: Dazhu CNC (03200) rose by 18%, Muyuan Foods (02714) increased by 4.72%, and Zhuozheng Medical (02677) surged by 34% [1] - Zhongxin Hang (03931) saw a 3.83% increase, with a 630% year-on-year growth in commercial battery deliveries and plans for full circulation of H-shares [1] - Long Resources (01712) experienced a 30% intraday surge, with expected net profit growth of up to 3.8 times year-on-year [1] - Changfei Optical Fiber (06869) rose over 10%, with institutions optimistic about fiber optic manufacturers benefiting from price increases [1] - Nuo Cheng Jianhua (09969) increased by over 11%, achieving profitability for the first time due to the volume of Obutinin and growth in BD revenue [1] - Nine Dragons Paper (02689) rose over 5%, benefiting from improved self-sufficiency in wood pulp and favorable industry supply-demand dynamics [1] - Jiaxin International Resources (03858) increased by over 5%, supported by supply contraction driving up tungsten prices [1] Group 2 - Fuhong Hanlin (02696) rose over 5% after licensing rights to Hanshuo in Japan to Eizai for a total transaction amount of approximately $388 million [2] Group 3 - Tongda Group (00698) increased by over 6%, expecting to turn a profit with a maximum earnings forecast of 125 million HKD for the previous year [3] - NIO-SW (09866) rose over 5%, marking its first quarterly profit with an expected adjusted operating profit of up to 1.2 billion CNY for the last quarter [3] - Cryptocurrency ETFs and related stocks continued to decline, with Bitcoin dropping below $65,000 amid ongoing sell-offs in the crypto market [3]