春节将近，互联网巨头们的入口之争早已打响，各家在发红包引流方面也卯足了劲。 1月25日，腾讯元宝开启内测AI社交功能"元宝派"。在元宝派里，元宝AI作为派友，能够与用户聊天互动、协作与娱乐。2月1日，腾讯元宝上线10亿红包 开启新春活动，以期再打一次微信红包式的胜仗。 10亿真金白银背后，腾讯打响了AI入口保卫战。 无独有偶，百度此前宣布，自1月26日至3月12日，用户在百度APP使用文心助手可参与瓜分5亿元现金红包。阿里千问APP宣布投入30亿启动"春节请客计 划"，并于2月6日正式上线，掀起一波用千问点奶茶的热潮。 在大模型技术的推动下，巨头们的争夺从昔日的红包大战悄然演变为AI入口之战。在AI应用爆发的节点，2026年春节这场全民狂欢成为巨头们争夺下一 代流量超级入口第一站。 2月10日，有网友发现，直接在微信对话中发送"元宝"两字就会触发红包特效，点击下落的"福袋"即可一键跳转到元宝APP收到现金红包。 从这次新的发红包方式来看，元宝选择了直接在微信聊天界面发红包，不同于之前"上元宝抢10亿"的活动，这次的入口显然更方便，直接发送"元宝"俩字 就能触发福袋，点击后可跳转。 腾讯这波在元宝上的引流投入是 ...

马云缔造的阿里，AI大战仍在持续。 2月7日，阿里千问宣布，"25元免单卡"权益截止日延长至28日。其"春节30亿免单"攻势的第一枪，前一天已从奶茶开打。 阿里"春节请客"，关键词有两个：一是"免单"，聚焦高频吃喝玩乐场景；二是核心生态加盟，联动淘宝闪购、飞猪等业务。 这场大战，得到马云本人的关注。 4日晚上9点，他低调现身千问项目组，为一线团队注入信心。30亿元的额度，是阿里史上春节活动投入最大的一笔，可能就有这位"永久合伙人"参与决 策。 阿里高管的首要目标，要将千问打造为超级APP，成AI时代用户的第一入口。 "这不仅是30亿营销投入，也是阿里在AI时代争夺生活方式定义权的战略落子。"网经社电子商务研究中心分析师陈礼腾告诉《21CBR》记者。 奶茶攻势 马云的干将们，选择从高频的奶茶发动攻势。 《21CBR》记者在6日打开千问看到，其已上线"1分钱喝奶茶"活动，并向用户发放一张价值25元的免单卡。 千问同样设置裂变拉新的玩法： 用户每邀请1位新朋友，可再领一张免单卡；邀请3位新用户，可参与抽奖，赢取价值1万元的生活卡。 当日，记者在对话框发起下单需求，"帮我点杯奶茶"， AI根据所在地址，优先推荐附近热 ...

Core Viewpoint - The article discusses the significant impact of Qianwen's "30 Billion Free Order" campaign on the milk tea market, highlighting the overwhelming consumer response and the operational challenges faced by businesses due to the surge in orders [2][6][11]. Group 1: Campaign Launch and Initial Response - On February 6, Qianwen launched the "30 Billion Free Order" campaign, distributing free milk tea cards, which led to a rapid increase in order volume, surpassing 1 million orders within 9 hours [2]. - The campaign generated a massive consumer response, with order numbers reaching 1 million in just 9 hours, showcasing the effectiveness of the promotional strategy [2][6]. Group 2: Operational Challenges - Many milk tea shops experienced overwhelming order volumes, leading to staff shortages and operational strain, with some stores reporting order quantities three times higher than usual [6][9]. - The delivery system also faced significant pressure, with riders reporting that most of their orders were from the Qianwen campaign, resulting in delays and stock shortages at various outlets [11]. Group 3: Market Reaction and Industry Implications - Following the campaign launch, the stock prices of tea beverage companies surged, indicating positive market sentiment towards the sector, with notable increases in shares of companies like Gu Ming and Mi Xue [11]. - Industry experts suggest that while the campaign has driven short-term order growth, it raises concerns about the sustainability of customer retention post-campaign, highlighting the potential for "fake traffic" driven by subsidies [12][13].

当2026马年春节的年味撞上AI产业的爆发期，一场由互联网大厂领衔的AI入口争夺战正式进入白热化。字节、腾讯、阿里、百度等玩家悉数 入局，叠加社交玩法创新、全场景功能落地等多重招式，开启了从流量争夺到用户心智占领的全面竞争。其中，腾讯旗下AI应用"元宝"的强力 布局，成为本轮角逐中最受关注的焦点之一。 2月1日，腾讯旗下AI应用"元宝"正式启动春节红包活动，用户上线参加活动就可分10亿元现金红包，单个红包金额可达万元。 同日，腾讯官宣AI社交功能"元宝派"上线，用户可以在元宝中新建群组、通过分享链接邀请微信、QQ好友加入，并在群聊中用AI功能进行二 创、问答互动等。 大厂竞逐春节档 元宝春节红包，点燃了互联网社交圈上久违的刷屏热潮。记者在多个微信群中看到，点入微信好友转发的红包或者进入元宝App抽红包，就有 机会领取现金，或抽中价值1万元的小马卡。在朋友圈中，也发现了多位朋友分享的元宝红包链接。 要想获得更多红包抽奖机会，腾讯还设计了多项任务，如和元宝聊春节话题、体验元宝接入的Deepseek模型，生成春节主题海报等，提高用户 对元宝的功能认知。 任务玩法的设计，反映出单纯红包经济的流量裂变正在向更具价值的功 ...

深圳商报·读创客户端记者 邱清月 2026年马年春节，互联网行业的红包大战正式升级为AI入口争夺战。腾讯、百度、字节跳动、阿里四 大巨头累计投入超15亿元现金，将传统年俗与AI技术深度绑定，通过差异化玩法吸引用户参与，这场 全民狂欢的背后，是对下一代互联网超级入口的激烈角逐。 差异化玩法落地：四大平台玩法细节全解析 记者亲自体验了四大平台的玩法，发现平台依托自身生态基因，以AI功能为核心设计互动链路，在活 动周期、参与方式、奖励机制上形成鲜明差异，覆盖不同用户群体的需求。 腾讯元宝：10亿红包分三轮发放，社交裂变+多维度任务驱动 腾讯元宝以"元宝派红包，新春领不停"为主题，投入10亿元现金红包，参与需满足账号实名、绑定微信 等条件，且仅支持元宝App2.55.0及以上版本，同一设备、微信号仅能绑定1个账号。 活动分为预约期与正式期两大阶段。预约期自1月23日至1月31日，成功预约用户在2月1日活动正式上线 后可额外获得10次抽奖机会（仅第一轮有效）；正式活动从2月1日持续至2月17日，分三轮推进：第一 轮2月1日-2月3日、第二轮2月4日-2月9日、第三轮2月10日-2月16日，每轮奖励需在对应结算期内提现至 ...

记者丨彭新 编辑丨包芳鸣 2月2日，阿里旗下千问APP宣布投入30亿启动"春节请客计划"，于2月6日正式上线。春节期间，千问将 联合淘宝闪购、飞猪、大麦、盒马、天猫超市、支付宝等阿里生态业务，以免单形式请全国人民在春节 期间吃喝玩乐。同期，千问已宣布赞助江苏卫视春节晚会。 截至发稿，港股阿里巴巴报161.100港元，跌幅4.79%。 | 161.100 -8.100 -4.79% | | --- | | | | | | HKEX HKD 14:50:45 | | | | | | 通/ △ + | | --- | --- | --- | --- | --- | --- | --- | --- | | | 89988 143.500(-4.78%) 人民币柜台 | | | マモ | 12.82% 120日 | | 38.52% | | | 美(BABA169.560(-2.69%) U/H:+2.74% | | | 5日 | -2.48% 250日 | | 87.74% | | 委比 | 15.90% 委差 | | 39.81万 | 20日 | 5.43% 52周高 | | 186.20 | | 卖五 | 161 ...

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]

互联网AI应用的战火愈演愈烈。 1月23日，据财经报道，百度文库、百度网盘已重组成全新的个人超级智能事业群组（PSIG）。该事业群由百度集团副总裁、文库事业部和网盘事业部负 责人王颖负责，王颖直接汇报给百度董事长兼首席执行官李彦宏。 两个应用的"会师"，在意料之中。2024年，移动生态事业群组（MEG）组织调整之下，文库和网盘已经开始在内部协同作战。2025年百度世界大会上， 二者共同推出了全端通用智能体GenFlow 3.0。 经过一年多的内部配合，文库和网盘都证明了各自作为AI应用的潜力，也验证了各自的商业化能力，将二者重组，百度以期在AI To C领域迸发出1+1>2 的协同效应。 AI应用战事升维，百度重组文库+网盘业务 进入AI时代，百度步子迈得很快，组织调整也很频繁。 近期，百度将文库与网盘两大业务进行重组。将这两大C端拳头产品正式整合的同时，百度成立全新的事业群组——个人超级智能事业群组（PSIG）。 这也意味着，除了移动生态事业群组（MEG)、智能云事业群组（ACG)、智能驾驶事业群组 (IDG) 之外，百度又新增了一个事业群。从汇报路线上看， 由集团副总裁王颖亲自挂帅，直接向百度CEO李彦宏 ...

Core Viewpoint - Tencent is launching a new Spring Festival red envelope activity through its AI application Yuanbao, offering up to 1 billion yuan in cash to users, aiming to replicate the success of the WeChat red envelope phenomenon from 2015 [1][2][5] Group 1: Yuanbao's Red Envelope Strategy - The 1 billion yuan cash red envelope initiative is expected to positively impact user growth and engagement for Yuanbao, although replicating the past success of WeChat's red envelope remains uncertain [5] - The original WeChat red envelope's success was closely tied to the cultural significance of the Spring Festival, which included elements of surprise and gamification, aspects that Yuanbao may lack [5][10] - Yuanbao is introducing a new feature called "Yuanbao Club," which aims to enhance social interaction within the app, reflecting Tencent's strategy to leverage social elements to boost Yuanbao's appeal [7][12] Group 2: Competitive Landscape in AI - The AI application market is becoming increasingly competitive, with other major players like Baidu and ByteDance also launching significant cash red envelope campaigns to attract users [16][18] - Baidu has announced a 500 million yuan red envelope initiative, while ByteDance is investing heavily in its AI offerings, indicating a fierce battle for user acquisition in the AI sector [16][18] - Tencent's Yuanbao is currently lagging behind competitors in terms of user engagement, with a significant gap in monthly active users compared to leading AI applications [18][21] Group 3: Investment and Resource Allocation - Since 2025, Tencent has heavily invested in Yuanbao, with cumulative spending nearing 6 billion yuan by July 2025, and it continues to integrate Yuanbao into its extensive ecosystem of applications [22][25] - Despite substantial investment and resource allocation, Yuanbao has not achieved the rapid growth seen by competitors, raising questions about its product differentiation and market strategy [26][30] - The product's reliance on DeepSeek for its AI capabilities has led to a lack of brand independence, which may hinder user loyalty and retention [28][29]

Core Insights - The article discusses the competitive landscape among major tech companies in the AI sector, particularly focusing on Alibaba, ByteDance, and Tencent as they prepare for the upcoming Spring Festival and the AI application race [1][3][12] Group 1: AI Competitive Landscape - Alibaba has launched the Qianwen App, achieving over 100 million daily active users within two months, and has integrated it with its ecosystem, enhancing its AI capabilities [2][3] - ByteDance's Doubao has also surpassed 100 million daily active users and is expanding into various smart devices, indicating a strong push in AI hardware and software integration [4][8] - Tencent is taking a more cautious approach, focusing on internal restructuring and gradual development of its AI capabilities, with recent organizational changes and the introduction of new AI models [6][10] Group 2: Strategic Approaches - Alibaba's strategy involves rapid deployment and integration of AI across its business lines, aiming to enhance user experience and operational efficiency [7][12] - ByteDance leverages its existing user base and ecosystem to minimize costs and maximize the impact of its AI applications, positioning itself as a major player in the AI hardware market [8][9] - Tencent's strategy appears to be more conservative, focusing on building a robust AI infrastructure and integrating AI into its existing services, particularly within the WeChat ecosystem [11][12] Group 3: Market Dynamics and Future Outlook - The competition for AI market share is intensifying, with all players needing to ensure user engagement and retention rather than just focusing on user acquisition [12] - The article suggests that the upcoming Spring Festival may serve as a pivotal moment for these companies to showcase their AI advancements and marketing strategies [2][5]