投资界消息，2月9日，2026紫金山创投大会在南京隆重启幕。会上，百亿紫金山国际科创母基金重磅发布。据悉，该母基金总规模达100亿元，由南京市 创投集团联合建邺区、栖霞区、江宁区共同发起设立，投资布局锚定江苏1650产业体系及南京1026先进制造业集群，构建"概念验证-天使-VC-PE-并购"全 链条基金矩阵，子基金投资比例不低于80%，直接投资比例不高于20%。南京将以更有力的政策、更开放的姿态，引导资本集聚，推动产业创新。该母基 金设置20年超长投资期限，以更长远的投资视角、更从容的退出安排，谋求推动资本与产业深度绑定、协同发展，重点培育一批具有长期核心竞争力和可 持续成长能力的优质企业。 产业培育的累累硕果，在一组组数据中清晰映现。截至2025年底，南京市创投集团通过子基金及直跟投方式累计对外投资超2300家企业，其中投资南京企 业近800家，累计支持南京高新技术企业超320家、专精特新企业超160家，并陪伴近150家独角兽、培育独角兽及瞪羚企业成长壮大。 会上，国央企基金、省级基金、各类合作基金密集落地，大会揭牌、发布和签约基金总规模超700亿元。除中国国新两只百亿基金外，还有5只国央企基金 签约落地 ...

奥特曼上周五告诉 OpenAI 员工，公司旗下的热门人工智能聊天机器人 ChatGPT 的"月度增长率已重新 超过 10%"。奥特曼还表示，OpenAI 正准备在本周推出"一个更新后的聊天模型"。 目前每周有超过 8 亿人使用 ChatGPT，但谷歌和 Anthropic 正在不断收复失地。OpenAI 在 12 月宣布进 入"红色警报"状态以改进 ChatGPT，并暂时搁置了几个项目以专注于这一努力。 奥特曼表示 OpenAI 的编程产品 Codex 较一周前增长了约 50%。Codex 直接竞争对手是 Anthropic 的 Claude Code，后者在过去一年中迎来了爆发式的应用。 OpenAI 上周推出了新的 Codex 模型 GPT-5.3-Codex，并为苹果电脑用户推出了独立应用程序。奥特曼 在内部消息中称，Codex 的增长是"疯狂的"。 智通财经APP注意到，随着竞争对手 Anthropic 改进后的编程工具带来日益沉重的压力，OpenAI 首席执 行官萨姆·奥特曼正向员工和投资者传达，自家公司也正展现出强劲的势头。 一位人士表示，OpenAI 预计融资谈判将在未来两周内升温。OpenAI ...

Core Viewpoint - The AI sector continues to show strong performance, with the Sci-Tech Innovation Artificial Intelligence ETF (589520) experiencing a rise of 1.66%, recovering above the 10-day moving average, driven by significant developments in the AI industry and investments in AI applications [1][10]. Group 1: Market Performance - The Sci-Tech Innovation Artificial Intelligence ETF (589520) saw an intraday increase of 1.96% before settling at a 1.66% gain [1][10]. - Notable stocks leading the gains include Yuntian Lifei with a rise of 7.95%, Xinyuan Shares at 7.49%, and Cambricon Technologies increasing by over 4% [2][4][13]. Group 2: Industry Developments - OpenAI is nearing completion of a $100 billion financing round, with CEO Sam Altman reporting a return to a 10% monthly growth rate for ChatGPT [1][10]. - Structural highlights in AI applications are emerging, particularly in AI fintech, AI healthcare, and AI data sectors, with overall profitability in the sector expected to improve significantly [1][10]. Group 3: Company Collaborations - ByteDance has launched the Seedance 2.0 video generation model on its platform, which has garnered significant attention and positive evaluations within the AI industry [3][12]. - The index components of the Sci-Tech Innovation Artificial Intelligence ETF, such as Cambricon and Lanke Technology, are engaging in deep collaborations with ByteDance, with ByteDance's industry chain weight reaching 29.42% as of January 2026 [3][12]. Group 4: Policy and Investment Trends - The Ministry of Industry and Information Technology is advancing the construction of a national computing power interconnection node system, indicating sustained investment in AI computing power [6][15]. - Analysts suggest that the competitive landscape among internet giants for AI traffic entry points is intensifying, with multiple business lines integrating and collaborating, potentially driving performance and valuation [6][15]. Group 5: ETF Composition and Strategy - The Sci-Tech Innovation Artificial Intelligence ETF focuses on the domestic AI industry chain, including leading domestic GPU and ASIC companies, with nearly 70% of its top ten holdings and almost half of its weight in the semiconductor sector [7][16]. - The ETF serves as an efficient tool for investors looking to gain exposure to domestic computing power, being a financing and margin trading target [7][16].

Core Insights - The 2026 Super Bowl showcased a fierce advertising battle among AI giants, leading to its nickname as the "AI Bowl" due to the overwhelming presence of AI-related ads [3][4][5] - The Super Bowl remains a significant commercial event, with over 110 billion USD in broadcasting rights and an expected viewership of over 130 million, making it one of the highest-value sports events globally [3][4] - This year's Super Bowl saw a notable increase in AI company advertisements, with 15 out of 66 ad slots occupied by AI firms, indicating a trend reminiscent of the 2022 cryptocurrency advertising surge [6][9] Advertising Dynamics - The average cost for a 30-second ad during the Super Bowl reached 8 million USD, with some slots exceeding 10 million USD, reflecting the high stakes of advertising on this platform [4][6] - Major tech companies like Google, Microsoft, Amazon, and Meta invested heavily in advertising, with some firms reportedly spending tens of millions to capture the attention of American viewers [4][5][6] - The saturation of AI ads has raised concerns among industry analysts, drawing parallels to the dot-com bubble and the subsequent fallout in the cryptocurrency sector [5][6] Company Strategies - Anthropic and OpenAI are in direct competition, with Anthropic positioning itself as a no-advertising alternative to OpenAI's ad-supported model, which has sparked a public feud between the two companies [10][11][12] - OpenAI's CEO has criticized Anthropic's advertising strategy as hypocritical, while also facing pressure to monetize its user base through ads [10][12][14] - Despite having fewer active users, Anthropic is projected to achieve significant revenue growth, indicating a shift in the competitive landscape of AI companies [10][11][12] International Presence - Chinese companies like Temu and追觅 are making their mark in the Super Bowl advertising space, with Temu's aggressive marketing strategy leading to a substantial increase in U.S. user engagement [20][21][22] -追觅's advertisements aimed to showcase its transition from a home appliance manufacturer to a tech ecosystem player, highlighting its ambitious plans for future product launches [25][26][27] - The involvement of these Chinese firms in high-profile advertising events like the Super Bowl signals a strategic move to gain visibility and market share in the U.S. [22][26]

Core Insights - The article discusses the capabilities of Qianwen, an AI tool, particularly in assisting users with travel planning and ticket purchasing during the busy Spring Festival period in China. It highlights the efficiency and user-friendly experience of Qianwen compared to other AI models like Doubao. Group 1: Qianwen's Features - Qianwen provides a comprehensive travel planning experience, including ticket purchasing options and detailed itineraries, which significantly reduces the time users spend on planning [1][16][33] - The AI tool offers multiple travel options, including high-speed trains, flights, and driving routes, along with cost and time estimates for each option [3][4][6] - Qianwen's integration with various Alibaba services allows it to provide real-time data and direct links for ticket purchases, enhancing user convenience [33][38] Group 2: Comparison with Doubao - Doubao, another popular AI model, offers detailed travel information but lacks the seamless integration and user-friendly interface that Qianwen provides [8][10][33] - While Doubao lists multiple train and flight options, it does not offer direct purchasing links, requiring users to manually check prices on other platforms [10][24] - Qianwen's ability to provide a visually appealing and organized travel plan, including maps and detailed itineraries, sets it apart from Doubao's more data-centric approach [19][27][33] Group 3: User Experience and Market Position - The article emphasizes that Qianwen's user experience is superior due to its ability to simplify complex travel planning tasks, making it a preferred choice for users [1][39] - The competition in the AI space is shifting from purely technical capabilities to the ability to integrate services and enhance user experience, with Qianwen positioned advantageously due to its ecosystem [38][39] - The article suggests that as AI tools evolve, their effectiveness will be measured by their ability to save users time and effort in everyday tasks, highlighting Qianwen's role as a "super concierge" [38][39]

编辑 | 邢昀 元老们回归掌控阿里，定下了AI和电商两大战略方向，目前这两个方向已经形成了一个清晰的交汇 点：奶茶。 文 | 豹变 张经纬 前有2025年夏天，淘宝闪购在外卖大战中，靠几块钱甚至免单的奶茶/咖啡，从美团、京东手中抢外卖 份额。后有千问APP在春节撒币30亿，邀请全国人民免费喝奶茶，为AI造势。 根据阿里2月6日的战报，红包发出后，9小时内千问订单超1000万，其中绝大多数是奶茶/咖啡。看起 来，阿里试图复制闪购的经验，在AI用户争夺战中后来居上。 不管是近场电商的争夺战，还是培育AI用户，阿里的抓手都离不开奶茶，这场以奶茶为武器的豪赌前 路如何？真能帮千问在用户心中扎根吗？ 01 "我是马云，给我点一杯奶茶" 从用户的反应来看，发券的效果是明显的：2月6日这天一大早，各路人马就开始在各个群里转发口令， 之后点奶茶的人太多，千问和运力就都扛不住了。 在朋友圈和小红书，很多人都在吐槽千问崩了。同样崩了的还有阿里的股价，开盘下跌4%，经过一天 的动荡后以3%的跌幅收盘。而港股茶饮股大多应声而涨，古茗涨幅3.58%，股价创上市以来新高，茶百 道收盘涨超6%，沪上阿姨、蜜雪冰城也有不同程度的上涨。 阿里 ...

Core Viewpoint - The article discusses the competition in the AI market, particularly focusing on the contrasting strategies of Alibaba and Google, highlighting Alibaba's unique approach with its Qianwen App and its implications for the AI landscape [1][4]. Group 1: AI Market Competition - The AI market is increasingly viewed as a contest of marketing expenditures, particularly illustrated by the recent "red envelope war" during the Spring Festival, where companies compete for user engagement through financial incentives [1]. - Alibaba's Qianwen App launched a significant promotional campaign, achieving over 10 million orders within 9 hours, indicating a successful marketing strategy that diverges from traditional competition [1][13]. - The article posits that the success of Alibaba's Qianwen App is a result of long-term strategic investments made years prior, rather than just a short-term marketing victory [1][9]. Group 2: Strategic Comparisons - Google has adopted a full-stack self-research strategy, investing heavily in various aspects of AI, including hardware and software, while Microsoft has taken a dual approach, relying on partnerships and third-party resources [2][3]. - As of Q4 2025, Microsoft's market value has decreased by over 30%, contrasting with Google's market value, which has approached $4 trillion, highlighting the effectiveness of Google's strategy [2]. - Alibaba is positioned as the closest competitor to Google in the full-stack AI space, with significant investments planned for AI infrastructure and capabilities [4][5]. Group 3: Future Projections - Alibaba plans to invest 380 billion yuan in AI capital expenditures over the next three years, with an additional 100 billion yuan recently announced, indicating a strong commitment to AI development [5]. - The company aims to redefine the AI landscape by creating a new operating system based on large models, which will facilitate the development of numerous applications through natural language [4]. - The competitive landscape is expected to shift from performance and customer acquisition to a broader ecosystem competition, encompassing computing power, cloud services, and user engagement [9][14].

昨日（2月9日）AI方向大反攻，字节产业链含量超29%的科创人工智能ETF（589520）场内价格猛拉 4.57%，一举收复5日均线，全天成交额近5000万元，环比放量39%。 政策面上，工信部部署推进国家算力互联互通节点体系建设，信达证券指出，从产业趋势而言，Al算力 的投入规模和力度不减，Al企业盈利能力正在逐步增强，产业链相关公司的业绩也有望持续兑现。 开源证券认为，互联网巨头AI流量入口竞争加剧，多条业务线整合协同+AI赋能或成为业绩及估值驱动 因素，关注AI商业化及应用场景拓展；开源模型能力持续提升下，AI云需求有望持续验证。 【国产替代之光，科创自立自强】 成份股方面，芯原股份领涨超14%，海天瑞声涨逾10%，复旦微电涨超9%，澜起科技、云天励飞、云 从科技、寒武纪等个股大幅跟涨。 | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 态原融份 | 14.87% | A STATISTIC Colle ...

通信世界网消息（CWW）2月9日，《江苏省人工智能与知识产权双向赋能行动方案（2026—2030 年）》（以下简称《行动方案》）正式出台，这是全国首个以人工智能与知识产权双向赋能为主题的专 项方案。《行动方案》以7个方面23条具体举措，提升人工智能产业创新保护力度、知识产权服务效 率，推动人工智能与知识产权形成"1+1>2"的协同效应，为江苏抢占人工智能产业制高点注入强劲动 力。当天，江苏知识产权数智创新赋能中心同步揭牌。 知产护航：为AI创新筑牢"权利护城河" 《行动方案》聚焦人工智能赋能知识产权创造、运用、保护、服务、治理五大方向，推动知识产权 全链条智能化转型：运用AI技术，实现研发创新智能导航、专利申请审查提质增效；搭建技术供需匹 配、专利价值评价与企业科创能力评估体系，让创新成果更快转化；构建侵权智能比对、网络监测与海 外风险预警机制，让保护更高效；优化公共服务、法律服务与人才培育模式，让服务更精准；搭建政府 决策支撑平台，让治理更科学。 "过去，针对某个攻关的技术难题，研发人员需要1—2周制定合适的技术方案。如今AI工具能成 为'陪练专家'，陪伴研发人员从定义问题开始，一步步引导共创，2小时左右就 ...

新浪科技讯 2月10日上午消息，近日，字节跳动旗下Seedance 2.0 视频生成大模型发布引发热议，自媒 体影视飓风创始人Tim（潘天鸿）发布评测指出，"在没有给任何提示，任何词语，任何信息的情况 下，我也没有给我的声音文件，只是把我的脸传上去，这个AI居然知道这张脸的声音。"Tim表示，自 己个人并没有给过官方授权，也没有收过钱，这让他感到恐怖。而这种没上传对应素材的情况下，被模 型生成了高度相似的声音和画面风格，也引发了广泛关注。 新浪科技注意到，相关事件发酵同时，字节跳动Seedance 2.0紧急暂停了真人素材参考能力。有官方运 营人员表示：即梦创作者们大家好，Seedance 2.0在内测期间收获了远超预期的关注，感谢大家的使用 与反馈。为了保障创作环境的健康可持续，我们正在针对反馈进行紧急优化，目前暂不支持输入真人素 材作为主体参考。我们深知创意的边界是尊重。产品调整期间给各位带来的不便，敬请谅解，期待以更 完善的面貌与大家正式见面。 新浪科技讯 2月10日上午消息，近日，字节跳动旗下Seedance 2.0 视频生成大模型发布引发热议，自媒 体影视飓风创始人Tim（潘天鸿）发布评测指出，"在 ...