2月4日，A股市场早盘震荡回落，沪指翻绿，创业板指盘中跌超2%。沪深两市半日成交额1.63万亿，较上个交易日放量127亿，全市场超2900只个股下 跌。 消息面上，据券商中国援引其他媒体报道，印尼政府提出大幅减产计划，该国矿商已暂停现货煤炭出口。资料显示，中国是印尼最大进口国（2024年进口 2.42亿吨，占其出口量42.73%），暂停出口将影响中国动力（600482）煤供应的5.3%，加剧东南沿海电厂库存压力。与此同时，国内也有关于煤炭价格上 涨的消息传来。 贵金属板块开盘全线反弹后重挫翻绿，随后呈低位震荡走势。紫金矿业（601899）、湖南黄金（002155）、白银有色（601212）等多只贵金属概念股亦由 涨转跌。 国投白银LOF今日复牌再度跌停，报3.825元，最新溢价率为64.6%。 消息面上，在经历了1月30日、2月2日两个交易日的暴跌之后，现货黄金价格连续第二天反弹，重新站上5000美元大关，现货白银也一度涨至88美元/盎 司。 具体板块来看，太空光伏概念走势强劲，中来股份（300393）20cm涨停，国晟科技（603778）2连板。机场航运概念走强，中国东航（600115）、华夏航 空（002 ...

Core Viewpoint - The recent "Spring Festival Red Packet" activity by Tencent's AI assistant Yuanbao has faced significant controversy due to allegations of inducing users to share links excessively, disrupting the platform's ecosystem and user experience [1][3]. Group 1: Regulatory Actions - WeChat's official accounts announced measures against third-party inducement sharing behaviors, specifically targeting excessive marketing and inducement sharing during the Spring Festival [1]. - The WeChat External Link Content Management Regulations explicitly prohibit inducing users to share links through monetary or prize incentives, including red packets and coupons [3]. Group 2: Yuanbao's Red Packet Activity - Yuanbao launched a "10 billion red packet" campaign on February 1, allowing users to draw red packets directly or share links with friends [3]. - The campaign quickly gained traction, leading to widespread sharing among WeChat users, with some even creating groups specifically to抢红包 (grab red packets) [3]. Group 3: User Feedback and Market Reaction - Users have expressed dissatisfaction with the Yuanbao red packet sharing, leading to complaints about the inducement sharing practices [1][4]. - Following the announcement of regulatory actions, Tencent's stock in Hong Kong saw a decline of over 3% [6].

港股频道更多独家策划、专家专栏，免费查阅>> 2月4日，腾讯今日再度下跌，盘中跌近4%至558港元，为连续第四日下跌，股价创2025年8月12日以来新低。消息面上，微 信官宣：对元宝的违规链接进行处置，限制其在微信内直接打开。 微信发布关于第三方诱导分享行为的打击公告，对以春节为主题集中爆发的过度营销、诱导分享等违规行为进行打击。在 此背景下，我们收到用户针对元宝的反馈和投诉，其相关春节营销活动存在通过"做任务""领红包"等方式诱导用户高频分享 链接到微信群等场景，干扰平台生态秩序、影响用户体验、对用户造成骚扰。经研判，对元宝的违规链接进行处置，限制 其在微信内直接打开。相关处置措施即日生效。 元宝官方微博称，元宝正在紧急优化调整分享机制，将尽快上线，确保用户抢红包体验。 责任编辑：栎树 ...

很快，微信安全中心与 "微信派" 相继发文给出解释：近期收到大量用户投诉，元宝的春节营销活动通过 "做任务""领红包" 等方式，诱导用户高频向微信群分享链接，不仅干扰了平台生态秩序，更对用户造成了实质性骚扰。依据《微信外部链接 内容管理规范2.1.2条，这种 "以利益诱惑诱导分享" 的行为本就属于违规范畴，无论是现金红包、虚拟奖品，还是签到打 卡、邀请好友助力等形式，都在禁止之列。最终，微信决定对元宝的违规链接采取限制措施，禁止在微信内直接打开，且 处置当日生效。 2月4日清晨，不少人的微信对话框里突然多了些 "失效" 的红色链接 —— 前一天还在群里刷屏的元宝红包，点击后不再跳 转至熟悉的抢红包页面，取而代之的是一行提示："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"。 这场突如其来的 "屏蔽"，让不少还在为 "分10亿" 奔走的用户措手不及，更让人意外的是，元宝并非第三方平台，而是腾讯 自家推出的AI应用 —— 微信这一次，连 "自家人" 都没手软。 事实上，微信的 "铁面" 背后，是2026年春节异常激烈的 "AI红包大战"。这场战事早从1月下旬就已拉开序幕：1月25日，腾 ...

每经AI快讯，2月4日，港股午间收盘，恒生指数跌0.41%，恒生科技指数跌2.20%。科网股集体低迷， 腾讯控股跌逾3%，百度集团跌2.55%。芯片股走低，上海复旦跌近9%，华虹半导体跌逾5%，中芯国际 跌近3%。 ...

Core Viewpoint - Tencent's WeChat has restricted the sharing of "Yuanbao" red envelope links due to user complaints about disruptive marketing practices that interfere with platform order and user experience [2][4][5]. Group 1: Marketing Activities - Yuanbao's marketing campaign involved distributing 1 billion yuan in cash red envelopes, aiming to replicate the success of WeChat's red envelope feature from 11 years ago [6]. - The campaign included tasks for users to complete in order to earn additional chances to win prizes, with the initial limit of 30 chances per day later adjusted to 6 [6][9]. - The first day of the campaign saw the Yuanbao app reach the top of the Apple App Store's free chart [3][9]. Group 2: User Experience and Platform Response - WeChat's announcement highlighted that the marketing tactics used by Yuanbao, such as incentivizing users to share links for rewards, violated platform rules [4][5]. - Following the restrictions, Yuanbao stated it is working on optimizing its sharing mechanism to enhance user experience [5]. - Despite the restrictions on WeChat, the red envelope links remain accessible via QQ, indicating a difference in platform enforcement [3][5]. Group 3: Competitive Landscape - The red envelope marketing strategy has become a common battleground among internet companies during the Spring Festival, with competitors like Baidu and Alibaba also launching significant cash giveaways [9]. - Baidu announced a distribution of 500 million yuan in red envelopes, while Alibaba's initiative involved a 3 billion yuan campaign [9].

港股上午盘三大指数集体走低，尤其是恒生科技指数大跌2.2%创2025年7月中旬以来新低，并且录得5 连跌行情，恒生指数、国企指数分别下跌0.41%及0.54%。作为市场风险标的权重科技股继续走低，其 中，元宝红包链接被微信限制，腾讯一度跌至4%，百度、美团、小米跌超2%；手机产业链股、半导体 股、AI应用概念股跌幅明显。另外，机构看好煤价中枢有望稳步回升，煤炭股强势，航空股、内银股 继续活跃。(格隆汇) ...

龙光集团(03380)盘中涨超22%，午盘收涨5%。深圳龙光控股21只债券重组议案已获通过。 东鹏饮料(09980)上市次日涨超4%，总市值逼近1500亿港元，公司携手三林集团出海东南亚。 智通财经APP获悉，港股恒生指数跌0.41%，跌110点，报26724点；恒生科技指数跌2.2%。港股早盘成 交1514亿港元。 腾讯控股(00700)跌幅扩大逾3%拖累恒生科技指数，微信宣布对元宝的违规链接进行处置。 航空股涨幅居前。官方预期今年春运客流将再创历史新高，民航出行需求旺盛。中国国航(00753)涨 4%；东方航空(00670)涨7.2%；南方航空(01055)涨5.9%。 氢能概念股延续涨势，氢能政策定调空前明确，海外供应链宣布扩产。国富氢能(02582)涨超23%；京城 机电股份(00187)涨10%；中集安瑞科(03899)涨3.7%。 钧达股份(02865)涨7.8%，据报马斯克团队密访中国多家光伏企业。 高地股份(01676)跌超35%，近期发生转存仓行为，此前完成配售3918.4万股新股份。 新股国恩科技（02768）首日挂牌加入港股通，午盘涨16%。 AI概念股下挫，市场担忧新一轮AI替代风险， ...

Group 1 - WeChat has blocked the red envelope link for Tencent's Yuanbao due to user complaints about excessive marketing and inducement to share links, which disrupts platform order and user experience [1] - Yuanbao's red envelope activity, launched on February 1, allows users to participate in a "distributing 1 billion cash" event, with a maximum reward of 10,000 yuan [1][2] - The cash acquisition methods for Yuanbao include sharing red envelopes with friends and completing tasks for lottery chances, with a winning probability of about 30% [2] Group 2 - Tencent's internal discussions revealed differing opinions on Yuanbao's design logic, which initially aimed for "no-threshold acquisition" but later shifted to address concerns about inducement and excessive marketing [2] - Alibaba's AI-native app Qianwen announced a 3 billion yuan "Spring Festival Treat Plan" to attract users through free meals and high-value red envelopes, with specific rules to be announced on February 6 [3] - The trend of integrating AI into consumer decision-making is growing, with companies like Google exploring direct offers based on AI assessments of user purchasing intent [3]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月4日，社交平台上不少用户反馈称，在微信群里转发的元宝红包链接，已经无法直接点开访问。页面 弹出提示：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。 随后，微信官方发布声明称，收到用户针对元宝的反馈和投诉，其相关春节营销活动存在通过"做任 务""领红包"等方式诱导用户高频分享链接到微信群等场景，干扰平台生态秩序、影响用户体验、对用 户造成骚扰。经研判，对元宝的违规链接进行处置，限制其在微信内直接打开。相关处置措施即日生 效。 对此，元宝官方回应称，正在紧急优化调整分享机制，我们将尽快上线，确保用户抢红包体验。 还有网友在微信官方通报下@元宝怎么看，元宝回应称，我们完全理解并尊重平台规则，已第一时间优 化活动设计，确保合规体验。感谢大家的监督与支持，并显示"内容由AI生成"。 此举引发了网友热议，有网友表示，"大水冲了龙王庙，一家人不认得一家人？" 还有网友称"把自家股票整崩了"。 二级市场上，截止发稿，腾讯控股跌3.27%，报562港元/股，盘中股价最低已跌破560港元，创近四个月 来新低。 炒股就看金麒麟分析 ...