百万用户都在看 刚刚，集体大涨！美国财长，突发重磅信号！ 深夜变局！美联储，降息大消息！ 集体大涨！刚刚，利好突袭！芯片，大消息 突变！美联储，重磅来袭！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平台企业，要求有 关平台企业严格遵守《中华人民共和国反不正当竞争法》《中华人民共和国价格法》《中华人民共和国消 费者权益保护法》《中华人民共和国电子商务法》等法律法规规定，主动落实主体责任，进一步规范平台 促销推广行为。提醒相关平台企业要杜绝各种形式的"内卷式"竞争，共同维护公平竞争市场环境，促进平 台经济创新和健康发展。 来源："市说新语"微信公众号 原标题： 市场监管总局约谈7家平台企业 责编：罗晓霞 校对：吕久彪 看券商中国 知天下财经 F 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 ...

Core Viewpoint - Tencent acknowledges its slower pace in AI development compared to competitors, indicating a strategic choice to follow market validation before making significant moves [3][10]. Group 1: Strategic Decisions - Tencent made two key strategic decisions before the 2025 Spring Festival: transferring its chatbot product Yuanbao from TEG to CSIG, shifting from a technology-driven to a product-driven approach, and integrating the full version of DeepSeek into Yuanbao, moving towards a multi-model strategy [12][15]. - The leadership's clear stance serves as a directional signal for the company, leading to a secret recruitment drive post-Spring Festival [14]. Group 2: Talent Acquisition Challenges - Tencent faces a competitive talent market, with top AI talent already absorbed by early-stage AI companies and major players like ByteDance intensifying their recruitment efforts [15][16]. - To attract talent, Tencent has to offer competitive salaries, often exceeding those of competitors by 1-2 levels in job titles [23][24]. Group 3: Organizational Structure and Leadership - The establishment of a new AI organizational structure in December 2025 reflects Tencent's commitment to AI, with a focus on co-designing research and product development [32][40]. - Yao Shunyu's appointment as a key figure in AI development aims to bridge the gap between model research and infrastructure, ensuring alignment of resources and objectives [38][44]. Group 4: Market Position and Competition - Tencent's historical strategy of entering markets later but effectively is evident in its approach to AI, where it aims to leverage its strong user base and existing platforms to catch up [46][50]. - The company currently lacks a dominant AI-native application, which is crucial for establishing a strong market presence [48]. Group 5: Future Directions - Tencent's AI social direction faces challenges from its existing platforms like WeChat, which may conflict with the dynamic nature required for AI-native social interactions [53][54]. - The company needs to create a new, independent AI-native social application to meet the evolving demands of the AI era, similar to how QQ and WeChat addressed their respective internet phases [56][57].

Core Insights - The article discusses the strategies behind WeChat's red envelope feature, emphasizing the balance between user enjoyment and financial pressure [1] Group 1: WeChat Red Envelope Strategy - WeChat's product manager, "Fei Ge," explains that the maximum amount for a single red envelope is set at 200 yuan to ensure that sending and receiving red envelopes remains a fun and stress-free experience for users [1] - The decision to allow higher amounts, such as 520 yuan, during specific holidays like Valentine's Day and Qixi Festival is based on user behavior, where these amounts carry special significance and emotional value [1]

Core Insights - The competition among AI products during the Spring Festival has intensified, with various companies launching promotional activities to attract users [2][3][4] - Major companies like Alibaba, Tencent, Baidu, and ByteDance have invested over 4.5 billion yuan in marketing during the Spring Festival, leveraging their core ecosystem advantages to offer new year benefits to users [3][4] - The rapid advancement of China's AI industry over the past year has led to significant breakthroughs in various applications, with projections indicating that the number of AI companies will exceed 6,000 by 2025, and the core industry scale is expected to surpass 1.2 trillion yuan [4] Company Activities - The "Doubao New Year" event launched on February 13, featuring a range of AI-generated New Year greetings and interactive features, with users able to win red envelopes ranging from 0.1 yuan to 8,888 yuan [2] - Doubao's second phase of the event will take place during the Spring Festival Gala on February 16, offering over 100,000 tech gifts and cash red envelopes [2] - The "Qianwen Spring Festival Treat" event will also launch its second round on February 14, with a focus on user engagement through promotional activities [2] Industry Trends - The focus of competition has shifted from the strength of AI models to user adoption and habit formation, with companies aiming to integrate AI into everyday consumer experiences [4][5] - Alibaba is integrating its AI product Qianwen into key platforms like Taobao and Alipay to encourage users to complete transactions with simple voice commands [4] - Tencent is leveraging its social media platforms to enhance the integration of AI into social interactions, while Baidu is embedding AI features directly into its app for quicker user access [4] Future Considerations - The long-term value of these promotional activities will depend on the continuous optimization of product experiences, effective user privacy and data security measures, and the ability to address actual user needs [6]

每经编辑｜张锦河 据央视新闻，2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平台企业，要求有关平台企业严格遵守《中华人民共和 国反不正当竞争法》《中华人民共和国价格法》《中华人民共和国消费者权益保护法》《中华人民共和国电子商务法》等法律法规规定，主动落实主体责 任，进一步规范平台促销推广行为。提醒相关平台企业要杜绝各种形式的"内卷式"竞争，共同维护公平竞争市场环境，促进平台经济创新和健康发展。 每日经济新闻综合央视新闻、公开信息 值得注意的是，春节临近，AI赛道的红包大战正进入白热化。 小年当日，腾讯元宝率先升级玩法，字节豆包也官宣正式"参战"，而此前高调入局的阿里通义千问也因活动火爆而持续系统"崩溃"。 春节前夕，全国多地市监部门发布春节外卖合规指引，告诫相关外卖平台理性竞争。其中，河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、 辽宁辽阳市等地要求，外卖平台立即停止低质低价"内卷式"恶性竞争，不得组织恶性补贴、低价倾销，以保障春节外卖市场秩序稳定。 此外，规范促销行为也被重点关注，多地市监部门明确提出，"严禁强制或变相强制平台内经营者参与促销活动，不得通过降低搜索排 ...

2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平 台企业，要求有关平台企业严格遵守《中华人民共和国反不正当竞争法》《中华人民共和 国价格法》《中华人民共和国消费者权益保护法》《中华人民共和国电子商务法》等法律 法规规定，主动落实主体责任，进一步规范平台促销推广行为。提醒相关平台企业要杜绝 各 种 形 式 的 " 内 卷 式 " 竞 争 ， 共 同 维 护 公 平 竞 争 市 场 环 境 ， 促 进 平 台 经 济 创 新 和 健 康 发 展。 市场监管总局约谈7家平台企业。 来源： 市说新语 欢迎分享给你的朋友！ End 出品 | 中国能源报（c n e n e rg y） 编辑丨闫志强 ...

Group 1 - The State Administration for Market Regulation (SAMR) held discussions with major platform companies including Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Shanguo, emphasizing the need to comply with various laws such as the Anti-Unfair Competition Law, Price Law, Consumer Rights Protection Law, and E-commerce Law [1] - SAMR urged these platform companies to take proactive responsibility and further standardize promotional activities on their platforms [1] - The regulatory body reminded the relevant platform companies to eliminate all forms of "involution" competition to maintain a fair competitive market environment, promoting innovation and healthy development in the platform economy [2]

Group 1 - The "Doubao New Year" event has officially launched, with the "Doubao Red Packet" topic trending on social media [1] - Users reported receiving amounts ranging from 0.1 yuan to 8.88 yuan, with some sharing screenshots of 66.6 yuan and 88.8 yuan, while the highest amount of 8888 yuan is rare [2] - The event includes AI-generated New Year greetings and other interactive features, allowing users to participate in a lottery for cash prizes [7] Group 2 - The second phase of the event will take place on February 16 during the New Year's Eve gala, offering over 100,000 tech gifts and cash prizes up to 8888 yuan [8] - The launch of Doubao Model 2.0 and upgrades to Seedance 2.0 and Seedream 5.0 are part of the event, aiming to build a comprehensive AI ecosystem [8] - The Spring Festival is a critical time for internet products to acquire users, with major companies investing over 4.5 billion yuan in marketing [22] Group 3 - The recent surge in AI applications in China is highlighted, with significant advancements in various AI models and technologies [24][25] - By 2025, the number of AI companies in China is expected to exceed 6,000, with the core industry scale projected to surpass 1.2 trillion yuan [27] - Major companies are shifting focus from model strength to user engagement and habit formation in AI usage [27] Group 4 - Alibaba integrates its AI into core ecosystems like Taobao and Alipay, while Tencent leverages social networks for AI interactions [29] - ByteDance's Doubao model utilizes the Spring Festival gala as a major traffic source to distribute tech gifts, aiming to retain users and build an ecosystem [31] - The long-term value of this competition will depend on product experience, user privacy, and the ability to meet actual user needs [31]

每经编辑｜何小桃 春节AI红包大战再升级。 2月13日晚，"豆包过年"新春活动第一阶段正式启动，"豆包红包"话题词冲上热搜。 当晚多数用户反馈金额在0.1元~8.88元（如1.66元、1.88元较常见），少数晒出66.6元、88.8元截图，最高8888元概率极低。 用户只要打开豆包App，点击"豆包过年"进入活动页面，体验AI生成拜年祝福等AI过年玩法，比如一键生成新春写真和头像、祝福卡片、拜年视频等等， 即可参与抽奖赢取红包，中奖后可提现。 活动第二阶段在2月16日除夕夜春晚直播期间，豆包会设置三轮互动抽奖，向全国观众送出超过10万份科技好礼、最高8888元现金红包。 值得注意的是，今天，豆包大模型2.0正式发布，同步升级Seedance 2.0（音视频）、Seedream 5.0 Preview（图像），构建全模态AI矩阵。 另外，千问"春节请客 瓜分30亿"活动的第二轮，将于今晚（2月14日）正式开启！目前，官方团队正在连夜敲定最终方案。 记者在千问App中询问新玩法，其回复今晚还有重头戏正在进行。 第一波免单卡活动（领取25元无门槛抵扣券）的领取时间已经在2月12日24点结束。多位网友表示，21张免单 ...

Core Viewpoint - Baidu App has integrated the OpenClaw intelligent assistant tool, enhancing its capabilities in AI development and providing users with a comprehensive personal assistant experience through both local and cloud deployment [2] Group 1: Product Integration - The integration of OpenClaw allows users to perform tasks such as scheduling, document organization, and code writing via the Baidu App [2] - This move signifies the completion of the 'Baidu ecosystem + local personal assistant' full chain, combining OpenClaw's existing capabilities with Baidu's various ecosystem products [2] Group 2: User Engagement - Since the launch of the Spring Festival red envelope activity, the monthly active users of Baidu's Wenxin assistant have surged fourfold, indicating a significant increase in user engagement and functionality usage [2] - The Baidu App, with over 700 million monthly active users, quickly adopted OpenClaw, validating Baidu's comprehensive AI cloud capabilities [2] Group 3: Strategic Vision - Baidu aims to leverage the advantages of ecosystem scenarios and cloud capabilities to lead industry development through innovation [2] - The company is committed to setting a benchmark for the popularization and application of AI technology [2]