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 ...

活动上线后，不少网友反馈，千问明显出现卡顿，"千问请客"页面无法点击，页面信息显示"系统开小 差了，稍后再试吧"。 2月6日，阿里千问上线"春节30亿免单"，发放奶茶免单卡。有网友算了一笔账，如果一家6口人参与千 问免单活动，5分钟就可获得275元的无门槛免单卡，如果用来点蜜雪冰城柠檬茶，可以免费喝84杯。 （文章来源：21世纪经济报道） 值得注意的是，继微信封杀自家腾讯元宝、百度文心助手后，千问的红包分享链接也被微信屏蔽，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。 ...

（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) ...

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 - On February 6, A-shares opened lower but rebounded, with the ChiNext index dropping nearly 2% at one point. Over 3,800 stocks in the market rose [1] - The total trading volume reached 1.39 trillion yuan, with a predicted volume of 2.14 trillion yuan, a decrease of 56.4 billion yuan [2] Sector Performance - The traditional Chinese medicine sector saw significant gains, with Hansoh Pharmaceutical hitting the daily limit, and Zhen Dong Pharmaceutical and Bioventure rising over 10%. This follows the Ministry of Industry and Information Technology's announcement of a five-year plan for high-quality development in the Chinese medicine industry [2] - The chemical sector also performed well, with stocks like Jangtian Chemical and Wanrun New Energy hitting the daily limit, and several others rising over 10% [3] Notable Stocks - Jiangtian Chemical: Current price 37.62 yuan, trading volume 24.08 million, up 14.52%, with a 60-day increase of 29.59% and a year-to-date increase of 61.39% [4] - Wanrun New Energy: Current price 87.80 yuan, trading volume 599,000, up 11.92%, with a year-to-date increase of 16.45% [4] - Shanshan Co.: Current price 14.37 yuan, trading volume 170 million, up 10.03%, with a year-to-date increase of 6.37% [4] Consumer Sector - The consumer sector faced declines, particularly in the liquor and tourism industries, with Huangtai Liquor hitting the daily limit down and Guizhou Moutai falling over 2.6% [5] Economic Outlook - Analysts predict that A-shares may reach new highs this year, with expectations of a "tight then loose" monetary policy from the Federal Reserve, a weaker dollar, and a balanced external and internal demand [6][7] Hong Kong Market - On the same day, Hong Kong's three major indices opened significantly lower, with the Hang Seng Index dropping over 1.2%. Major tech stocks like Alibaba and JD Health fell over 3% [8][9] Company Highlights - NIO saw a counter-trend increase of over 6%, with the company expecting an adjusted operating profit of approximately 700 million to 1.2 billion yuan for Q4, marking its first quarterly adjusted operating profit [10]

Core Viewpoint - The Hong Kong stock market experienced a collective decline, with major indices falling, while specific sectors showed varied performance, indicating mixed investor sentiment and sector-specific developments. Group 1: Market Performance - The Hang Seng Index fell by 1.13% to 26,580.94 points, the Hang Seng Tech Index decreased by 0.47%, and the National Enterprises Index dropped by 0.52% [1][5]. - Technology stocks generally declined, with Alibaba, JD Group, and NetEase each dropping over 2%, while Meituan, Kuaishou, and Bilibili fell over 1%. Xiaomi Group saw an increase of over 1% [1][5]. Group 2: Sector Highlights - The lithium battery sector showed resilience, with Zhongxin Innovation rising over 3%. The company reported a 630% year-on-year increase in commercial battery deliveries for January 2026, indicating strong market strategy and capacity expansion [2][5]. - The tea beverage sector saw a general rise, with Hu Shang Ayi increasing nearly 4%. This was supported by the launch of the "Qianwen Spring Festival Treat Plan," which included a significant promotional campaign [2][5]. - The photovoltaic solar sector faced collective weakness, with Fuyao Glass declining over 4%. Industry officials highlighted ongoing challenges, including supply-demand mismatches and the need to address industry competition [3][6]. Group 3: New Listings - Three new stocks were listed today, all showing gains. Dazhu CNC rose nearly 18%, Zhuozheng Medical saw a peak increase of over 50% before settling at a 34% rise, and Muyuan Foods increased by over 4% [3][8].

2月6日，喜茶DP计划(HEYTEA DAY DREAMER PROJECT，白日梦计划)系列新作广州沙面DP店正式开业。透过回望广府饮茶文化的变迁，喜茶以"饮茶 先啦"为题，带来经典空间设计系列DP计划的最新灵感呈现。伴随门店开业，喜茶还融合在地灵感同步推出3款门店限定新品，再一次为用户提供城市限 定的差异化产品体验。 自2024年以来，喜茶持续推进全国门店空间焕新与新店落地，并以成都春熙路DP店"叠院春熙"带来了DP计划的回归，广州沙面DP店的落地也是喜茶DP计 划再一次在广州开出系列新店。作为喜茶的重要布局与深耕城市，广州目前已是喜茶差异化门店与品牌业态最为丰富的城市之一。通过在不同城市打造差 异化的品牌门店，喜茶不断从空间设计到产品体验，为消费者创造更具辨识度与记忆点的新茶饮空间。 选址城市文物地标，以空间灵感诠释广府饮茶文化 坐落于广州城市文物地标之一的沙面建筑群，喜茶广州沙面DP店选址其中重要历史遗迹渣打银行旧址，延续了DP计划的灵感理念与设计探索，将茶席、 茶摊、茶箱、茶铺等场所元素融入空间五感，以现代的设计手法，带来对广府饮茶文化的焕新诠释。喜茶选取饮茶场景中随处可见的竹编元素作为空间表 达的 ...

临近春节，迎来年货采购高峰。近期，喜茶在胖东来首发推出了全新瓶装产品苹果小奶茉。该产品凭借轻盈无负担的健康美味体 验，迅速被消费者列入胖东来年货"必买清单"。同时，喜茶多款瓶装产品在山姆、天猫、京东、711等渠道持续火爆，成为消费者采 购年货的新选择。其中，喜茶推出的瓶装咸酪藏茶上线以来，持续蝉联山姆热度榜第一名，在热销过程中多次出现短暂断货，成为 喜茶瓶装"断货王"。 喜茶瓶装成为众多消费者的年货新选择，体现了喜茶瓶装以门店现制茶饮产品为灵感，通过极致的产品研发，为消费者带来了健康 美味的产品体验，满足了年货消费市场的新需求。 新一代消费者采购年货时不再局限于传统的年货物品，而是有了更多新选择。喜茶瓶装羽衣甘蓝青瓜、茉莉浓抹、50%果汁茶等产 品凭借健康美味的体验，在天猫、京东、山姆、711等全渠道销售持续火爆，已成为"新年货"的代表，满足了消费者的健康年货消费 需求。 其中喜茶瓶装小奶茉成为天猫年货节乳茶热卖榜中瓶装乳茶品类第一名；喜茶牛乳茶、轻果茶年货礼盒登上了京东茶饮料热卖榜。 在京东"低脂茶饮料热卖榜"TOP10中，喜茶瓶装系列产品占据了四席。 为了响应消费者对健康美味年货的需求，喜茶近期还推出了瓶 ...

对投资者来说，这波"AI送奶茶"带来的行情更像是一个情绪与主题共振的窗口：春节旺季、大厂补贴、 AI叙事叠加消费板块估值修复，短期容易放大股价弹性。中期维度，板块大概率会持续分化——效率 高、模型稳、能持续开高质量门店的公司，更有希望享受估值溢价。 与往年互联网巨头聚焦支付红包不同，2026年春节"AI+消费"成为巨头角力新焦点。阿里此次投入30亿 元资源，以"免单+生态联动"模式切入高频茶饮场景，用户不仅可兑换奶茶，还能用于淘宝年货采购、 外卖点餐等场景，形成消费闭环。此举旨在降低AI使用门槛，通过高频刚需场景培养用户习惯，为后 续商业化铺路。 拉长一点看，新茶饮赛道正在从"开店竞赛"走向"效率和结构竞争"。门店数仍是硬指标，但资本市场更 看重单店盈利、供应链掌控力、品牌心智和出海节奏。蜜雪冰城的全球采购网络和下沉市场密度，古茗 的区域加密与高频复购，茶百道的产品迭代与下线市场拓展，奈雪的茶的直营与空间体验，各有路径。 早盘，港股茶饮板块集体走强，古茗集团（01364.HK）盘中涨幅超5%，股价创上市以来新高，沪上阿 姨（02589.HK）、蜜雪集团（02097.HK）等跟涨。 这一行情的直接催化剂，源于阿 ...