Economic Indicators - The U.S. Treasury Secretary supports a strong dollar policy under the Trump administration[4] - Global chip sales are projected to exceed $1 trillion for the first time this year[4] - The average price drop for new passenger cars in January was 37,000 yuan[4] Market Performance - The 2-year U.S. Treasury yield increased by 5.54 basis points to 3.498%[4] - The Nasdaq index rose by 2.18% to close at 23,031.21[5] - The Dow Jones Industrial Average increased by 2.47% to 50,115.67[5] - The S&P 500 index rose by 1.97% to 6,932.30[5] Commodity Prices - The price of Brent crude oil increased by 0.81% to $68.10[5] - The London gold spot price rose by 3.98% to $4,966.61[5] - The CME Bitcoin futures price surged by 10.64% to $70,580.00[5] Currency Exchange - The U.S. dollar to Chinese yuan exchange rate was 6.94, down by 0.01%[5]

以下文章来源于36氪未来消费 ，作者肖思佳 彭倩 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 一场熟悉的赛博圈地运动， 只是主角从电商、外卖变成了AI。 文 ｜ 肖思佳 彭倩 编辑 ｜ 乔芊 杨轩 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ IC Photo 千问一日：意料之外的爆单和宕机 对奶茶品牌的加盟商来说，2月6日大概是这样度过的：上午10点，走进门店，发现一大波来自闪购的0元订单，正源源不断地涌进交易系统。中午12点， 单量抵达峰值。装着奶茶的外卖袋占满出餐台，再一路堆到地板，店员们在狭窄的动线中来回穿梭。 最终，一些门店不得不选择暂时关闭外卖入口，勉强维持出餐秩序的运转。到了下午，单量明显回落，三四点时，只剩零星的提示音 。直到傍晚之后， 新的节奏才重新出现。 而在系统连接的另一端，一名普通消费者则经历了平行的一天：早晨醒来，几乎是在打开手机的第一时间，收到一条朋友转来的千问奶茶免单链接。但因 为不想在早餐时喝一杯奶茶，消息被顺手划过。等抵达公司再想起，更新千问App后，却发现点单系统已经陷入卡顿。页面反复转圈，迟迟无法跳转。 后来，千问界面干脆弹出一段略显荒 ...

以下文章来源于Vista氢商业 ，作者徐俊奕 Vista氢商业 . 关心都市白领的消费生活 提供易懂有趣的品牌报道 来源丨vista氢商业（ Qingshangye666 ） 作者丨徐俊奕 编辑丨 卢力麟 图源丨Midjourney 阿里用AI疯狂地叩开新一轮奶茶大战的大门。 2月6日，阿里旗下的AI助手应用千问推出"春节30亿大免单"活动，只需要打开千问App，在对话框输入"帮我买奶茶"，就能花1分钱喝到25元的奶茶。 奶茶自由迷花了打工人的眼，活动上线短短9小时，打工人说出超3000万次"帮我买"，千问"努力卖出"超1000万单奶茶， 并在当天，拿下苹果应用程序商店App Store免费App排行榜 第一。 一时间所有打工人涌进千问寻找奶茶自由，热情程度远超所有人预期。千问忙碌到直接"宕机"、奶茶店因爆单关闭外卖下单权限，"原来干倒喜茶的不是奈雪茶百道，而是AI大战"。 点是点不了，点完付不了，付了送不出，有网友调侃道："千问的问，原来是问你，千千万万遍。" 为了喝到1分钱奶茶 打工人把AI干到崩溃 新一轮奶茶大战来了，这一次阿里"丢下"昔日的对手美团，直接自己摆台子唱大戏。 几天前还有网友吐槽"今天过年 ...

Core Insights - Alibaba's Qianwen App launched a "Spring Festival 3 billion free order" event, which faced server congestion and issues with sharing links being blocked by WeChat, leading to significant user complaints [1][4][5] - The Qianwen App has acknowledged the high demand and is working on expanding capacity to improve user experience during the promotional period [4] Group 1 - The "Spring Festival 3 billion free order" event officially started on February 6, with users reporting multiple instances of the app lagging and difficulties in completing orders and sharing links [4] - Users have been advised to stagger their orders to avoid congestion, as the app is experiencing a surge in traffic due to the popularity of the promotion [4][5] - The validity of the free order cards has been extended to February 28, allowing users to accumulate and use them over the next 21 days [5] Group 2 - On February 6, it was reported that the app's performance issues were causing significant delays, with many users unable to place orders for milk tea [4] - The Qianwen App has communicated that they are actively working to enhance the user experience and manage the high volume of participants in the promotion [4] - Despite ongoing issues, the app continues to encourage users to utilize the free order cards and has assured that they will remain valid throughout the promotional period [5]

一天之内，千问发动的AI奶茶攻势跌宕起伏：上午10时许，就有大量用户反馈千问APP活动页面加载失 败、下单跳转异常，"千问崩了"上了热搜。 微信平台也随即以"存在诱导分享行为"为由，对千问采取限制措施，用户无法直接点击链接参与活动， 只能通过复制口令的方式跳转。 同时，千问APP火速超越豆包和元宝，登顶苹果APP Store免费榜第一，排序形成"千元豆"格局。千问 APP春节项目负责人郑嗣寿表示："大家体验AI购物的热情远远超过我们的想象，我们正在持续扩容， 全力保障活动体验。" "千问，帮我点杯奶茶。"2月6日，这句话在千问APP上被重复了3000多万次。 这可能将是互联网大战历史上被重复最多的"金句"。2月6日，阿里千问APP"春节30亿免单"火爆上线。 截至当日下午4时许，官方公布数据，9个小时，用户在千问APP上的AI订单突破1000万单，用户已经对 千问APP说了3000多万次"帮我买"。 千问从上线开始，阿里就毫不讳言目标是让AI完成从"陪聊天"到"会办事"的实质进化。 "与AI战场的其他巨头相比，阿里争夺AI入口的独特优势也在于可以快速落地生活场景，发动AI购物攻 势。"一位阿里长期观察人士认为 ...

Core Insights - Alibaba's Qianwen launched a significant promotion called "Spring Festival 3 Billion Free Orders," allowing users to receive a 25 yuan "free order card" for purchasing beverages, marking a record investment in AI competition this year [1][2] - The promotion aims to integrate AI into daily life, encouraging users to adopt AI for practical tasks rather than merely downloading apps [3][6] - The strategy contrasts with competitors like Tencent and Baidu, who focus on cash red envelopes and social engagement, while Alibaba emphasizes user behavior change through practical AI applications [20][22] Investment and Strategy - Alibaba invested 30 billion yuan in the "free order" cards, aiming to guide users towards completing AI orders, thus fostering a habit of using AI for everyday tasks [2][6] - Competitors like Tencent and Baidu have lower investments (10 billion and 5 billion yuan respectively) and focus on traditional user acquisition methods [2][20] - The unique approach of Qianwen is to use "free orders" to actively engage users in a complete AI service experience, rather than just incentivizing downloads [5][6] User Engagement and Behavior Change - The promotion targets young consumers by offering a popular product (milk tea) that is low-cost and high-frequency, reducing the trial cost for users [3][4] - The process of ordering through Qianwen is designed to guide users through a complete AI interaction, enhancing their experience and encouraging habitual use [4][5] - The goal is to shift user behavior from passive engagement (receiving cash) to active participation in AI-driven tasks, thereby fostering a new habit of seeking AI assistance [6][8] AI Capabilities and Ecosystem - Qianwen's AI model is positioned among the top globally, capable of understanding user intent and making recommendations, which is crucial for its success [13][14] - Alibaba's ecosystem integrates various services, allowing seamless execution of tasks from ordering to payment, which is a significant competitive advantage [14][16] - The AI's ability to handle complex tasks in real-world scenarios is a critical factor in its effectiveness, distinguishing it from competitors who may lack a comprehensive service ecosystem [12][19] Market Dynamics and Future Outlook - The competition in the AI space is shifting from merely having advanced models to effectively executing tasks in real-world applications [12][19] - The long-term success of Qianwen will depend on user retention, habitual use of AI for daily tasks, and the ability to create a closed-loop service ecosystem [24][26] - The ultimate winner in the AI landscape will be the one that can effectively connect and streamline essential life services through AI, rather than just having the most advanced technology [27]

本文字数：2393，阅读时长大约4分钟 一杯定价不高的奶茶，恰好卡在消费者"随手一试"的心理门槛上，又自带强烈的社交分享属性，屡次成为巨头们可控成本、高效率撬动海量用户参与的 重要载体。 2月6日，第一财经记者走访多家奶茶店发现，千问"撒币"带来了奶茶店低价订单的激增，奶茶店"爆单"从早到晚。 上午九点左右，已有部分用户对记者反馈，千问在全国多个地区出现小范围系统故障，页面信息显示"系统开小差了，稍后再试吧"，千问随后回应 称"正在紧急加资源"。记者上午点单时也经历了两次支付失败，一次显示页面超时，一次显示系统异常。不到上午11点，一位深圳的淘宝闪购外卖员便 告诉记者，他已经送了20多单外卖，"奶茶店都爆单了"。 2月6日下午，第一财经记者来到北京某商圈的茶百道门店，柜台前顾客寥寥无几，路过的骑手嘀咕一句"怎么没爆单啊。"听到这句话的店员回应道，店 铺因为下午忙不过来，已经暂时下架了淘宝闪购，美团和京东秒送两个平台仍可以正常下单。店里当时只有2个员工，人手严重不足。 上述店员告诉记者，2月6日店铺来自淘宝闪购的低价奶茶单超过100单，他们在比较忙碌的时候选择临时下架店铺，等有空时再上架。 作者 | 第一财经 ...

当"AI大战"的战火烧到奶茶，熟悉的一幕再度上演：爆单、临时闭店、等不到的外卖，以及奶茶店里望 不到头的订单小票。 2月6日，阿里千问"春节AI大战"首仗开打，瞄准了用户拉新送奶茶免单红包，30亿元的豪横攻势下，千 问反超元宝、豆包，登顶苹果应用商店榜首。 这场轰轰烈烈的AI大战，考验的依然是真实世界里无数外卖员和店员。第一财经记者今日走访多个不 同商圈的奶茶店，有店员告诉第一财经记者，最忙碌时，"打出的小票在地上围成了两圈。" 忙坏了的奶茶店，将"AI大战"的战火具象化，突袭的阿里千问收获了超千万订单，这关系着腾讯、字 节、百度等巨头们的AI战局，同时也牵动着美团的神经。AI会让点一杯奶茶的体验变得更好吗？这个 问题也变得更为关键了。 2月6日下午，第一财经记者来到北京某商圈的茶百道门店，柜台前顾客寥寥无几，路过的骑手嘀咕一 句"怎么没爆单啊。"听到这句话的店员回应道，店铺因为下午忙不过来，已经暂时下架了淘宝闪购，美 团和京东秒送两个平台仍可以正常下单。店里当时只有2个员工，人手严重不足。 上述店员告诉记者，2月6日店铺来自淘宝闪购的低价奶茶单超过100单，他们在比较忙碌的时候选择临 时下架店铺，等有空时再 ...

"千问，帮我点一杯奶茶。" 在腾讯的元宝红包挤满群聊和朋友圈后，阿里千问的3 0亿元免单计划也正式上线了，第 一波福利就瞄准了奶茶这个"引流爆品"。 2月6日一早，消费者向千问发送"帮我点一杯奶茶"后，就获得一张2 5元免单卡，可在蜜 雪冰城、瑞幸咖啡、霸王茶姬等全国30多万家奶茶店使用。 与往年互联网公司直接发放现金红包不同，千问这次将红包嵌入进一次完整的AI消费闭 环中，策略更为巧妙。最新的消息是，截至下午4点，千问APP生成的AI订单突破1000 万 单 ， 彻 底 引 爆 AI 购 物 。 此 前 千 问 下 载 量 已 经 超 越 元 宝 和 豆 包 ， 火 速 登 顶 苹 果 Ap p St or e免费榜第一，排序形成"千元豆"格局。 | 免费 App | 付费 App | | | --- | --- | --- | | | 千间 - 阿里 AI助手 | | | 1 | 回答聪明会办事,AI点奶茶 | 打开 | | | 订餐写祝福测运势做拜年视频 | | | | 元宝-腾讯旗下 AI助手 | | | 2 | DeepSeek+拍题P图搜索工 | 打开 | | | 具,写作学习办公对话问答 ... ...

2月6日，阿里旗下千问App正式上线"春节30亿大免单"活动，以"一句话点奶茶、全国免单"方式，将AI购物普及 给广大消费者。 阿里方面介绍，活动上线仅9个小时，用户在千问App上的AI订单突破1000万单。千问App也超越豆包和元宝， 登顶苹果App Store免费榜第一。 今年春节红包大战已经升级为AI大战，各家携亿级资源和生态优势入局比拼：豆包押注"春晚流量"，元宝聚 焦"社交裂变"，千问则依托阿里擅长的消费购物场景，将AI嵌入高频刚需的生活消费场景，助力用户培养AI使 用和消费习惯，从而开启AI生活和购物的新时代。 让用户学会用AI买奶茶，只是一个开端。阿里方面表示，免单卡除了点奶茶，也可以买早中晚餐和鸡蛋、青菜 等生鲜百货，还可以通过千问APP买天猫超市和线下商超的年货。此外，全国的盒马门店也正在陆续接入千问 APP。 AI购物的消费习惯在春节后能否继续留存也许仍有待观察，但毋庸置疑，这一杯奶茶给了用户"AI能做什么"最 直观和切实的体验和感受，同时也是全国范围、全生态链的一次压力测试。 花旗此前在研报中表示，此次红包大战并非一次简单的春节促销，而更像是中国AI助手迈向全民级应用拐点的 重要验证窗口 ...