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 ...

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%。 | 大厂竞逐春节档 | | --- | 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。 超 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 ...

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]

Core Viewpoint - The article discusses the rapid integration of AI applications into daily life, particularly focusing on the "Doubao" app, which has become a significant player in the AI to C (consumer) market, achieving over 100 million daily active users and serving as an official AI guide at art exhibitions [2][4][3]. Group 1: AI Application Development - Doubao has successfully embedded itself into various life scenarios, becoming one of the most proactive native AI applications [3]. - The competition in the AI to C sector is intensifying, with multiple companies accelerating their product development since last year [5]. - Major internet companies are adopting differentiated strategies in the AI to C space, with ByteDance leveraging its content and traffic advantages to enhance user growth through Doubao [6]. Group 2: Competitive Landscape - Alibaba is creating a differentiated product matrix with its "Qianwen" app, integrating various services like food delivery and flight booking to establish a personal AI assistant [6]. - Tencent is positioning its "Yuanbao" as a social intelligence entry point, extending its capabilities into office and personal knowledge domains [7]. - Analysts predict that 2026 may mark the beginning of a new era for universal AI entry points, as companies aim to make AI applications the primary interface for shopping, entertainment, and social needs [8]. Group 3: Market Dynamics - The shift towards AI is reshaping user entry points, leading to a revolution in internet traffic distribution mechanisms, moving away from traditional search engine optimization (SEO) to generation-based optimization (GEO) [8]. - The competition for AI applications is fundamentally about becoming the primary touchpoint for users' digital lives, emphasizing the importance of deep integration with high-frequency user needs [10][11]. - The ability to integrate various services into a cohesive experience will determine the potential ceiling for these AI applications [12]. Group 4: Challenges and Future Outlook - Despite rapid development, AI to C applications face challenges such as unclear standards for cross-agent interfaces and data security issues [12]. - The exploration of business models is still in its early stages, with companies primarily focused on user acquisition and experience enhancement rather than immediate monetization [13]. - An unprecedented AI revolution is permeating daily life, indicating significant future potential for these technologies [14].

Core Insights - The competition for AI "super entry" is intensifying among major tech companies like Alibaba, ByteDance, and Tencent, focusing on user engagement and service integration [1][2][3] - The effectiveness of AI applications in consumer markets remains uncertain, as companies strive to shift user habits and achieve widespread adoption [1][2] Group 1: Company Strategies - Alibaba's Qianwen App aims to create an "AI service closed loop" by integrating various services such as food delivery, flight bookings, and hotel reservations, addressing the challenge of converting technical advantages into user engagement [2] - ByteDance's Doubao has surpassed 100 million daily active users, leveraging its content and traffic distribution strengths to seamlessly integrate ordering and local services [2] - Tencent has incorporated "Yuanbao" into its WeChat ecosystem, enhancing its AI entry point by utilizing its vast user base [2] Group 2: Market Dynamics - The competition for AI "super entry" is not exclusive to tech giants; pure AI model companies like Zhiyu have also entered the market, offering services like ordering and ticket booking through third-party ecosystems [2] - The strength of AI entry points and the fluidity of service integration depend on the overall strength of a company's supply chain and ecosystem [3] - Industry experts predict that 2026 will mark the beginning of the "general AI entry year," as AI transitions from a technology validation phase to a commercial application phase [3]

Group 1: Important Market News - The People's Bank of China and the National Financial Regulatory Administration announced that the minimum down payment ratio for commercial housing loans is adjusted to no less than 30% [1] Group 2: Industry Insights - Domestic commercial aerospace companies are advancing their IPO processes, with China Aerospace Science and Technology Corporation's subsidiary, Zhongke Yuhang, changing its listing guidance status to acceptance. The company aims to become the first commercial aerospace stock in China [2] - The satellite communication industry is projected to reach a market size of 200 to 400 billion yuan by 2030, with an annual compound growth rate of 10% to 28%. This sector is transitioning from "concept validation" to "scale application," driven by technological maturity and cost reduction [2] - Major internet companies in China, including Alibaba, ByteDance, and Tencent, are intensifying competition in AI application products. Alibaba's newly launched Qianwen APP aims to serve as a personal AI assistant, integrating various services within its ecosystem [3][4] - Alibaba's Qianwen APP achieved over 10 million downloads within seven days of its launch, making it the fastest-growing AI application, directly competing with ByteDance's Doubao [4] - The brain-computer interface sector is gaining traction, with significant investments and advancements. A startup, Merge Labs, raised $252 million in seed funding, indicating strong interest in this technology [5][6] - The global market for brain-computer interface medical applications is expected to reach $40 billion by 2030 and $145 billion by 2040, highlighting its potential in treating neurological disorders [6] Group 3: Company Updates - Rongbai Technology is under investigation by the China Securities Regulatory Commission for misleading statements regarding a major contract [7] - San Da Membrane announced a plan to reduce its shareholding by up to 996,040 shares, representing no more than 3% of its total share capital [7] - He Shi Eye Hospital's shareholder plans to reduce its stake by up to 310,610 shares, accounting for 1.97% of the total share capital [7] - Jinke Environment reported a planned reduction of up to 102,520 shares by a significant shareholder, representing 0.83% of the total share capital [7] - Wei Si Medical announced a plan to reduce its shareholding by up to 287,310 shares, which is 3% of its total share capital [8] - Sifangda's controlling shareholder plans to reduce its stake by up to 483,150 shares, while other executives also plan to sell portions of their shares [8] - Chuhuan Technology reported a planned reduction of up to 239,560 shares by its significant shareholders [8]