出品/壹览商业 作者/李彦 编辑/木鱼 今天，你成功用千问APP下单了吗？ 继腾讯元宝发放现金红包之后，阿里旗下的千问APP 于2月6日正式开启"春节30亿大免单"，把大模型能力直接推入奶茶、外卖等高频消费场景. 活动页面显示，第一波免单活动时间为2月6日-2月12日。所有用户更新千问APP后，都能拿到一张25元无门槛免单卡，不仅能免单喝奶茶，也能通过淘宝闪 购买年货、点外卖。 这张免单卡覆盖范围极广，可在全国30多万家茶饮门店直接使用，涉及蜜雪冰城、瑞幸咖啡、霸王茶姬、茶百道、库迪咖啡等多个主流茶饮咖啡品牌。 在此基础上，活动还设置了强裂变机制。每邀请一名新用户下载千问APP，邀请双方均可获得一张25元免单卡，每人最多可领取21张，累计额度达525元； 当日成功邀请3位新用户，还可获得抽取价值万元千问AI生活卡的机会。 一时间，社交平台上似乎人人都在买奶茶，一度把千问干崩了，把奶茶店也干崩了。下午16时27分，千问通过公众号发布战报表示：千问春节30亿大免 单"上线9小时，活动订单量已超过1000万单。 而阿里的千问前段时间推出的点外卖、买东西、订机票等AI购物功能，也是在向市场宣告：AI也能融入消费的各个 ...

Core Viewpoint - The company, Xunlei, has launched a Spring discount promotion for its membership services, offering significant savings and extended membership durations [1] Group 1: Membership Packages - Xunlei introduced two types of membership packages: Super Member Annual Card and Biannual Card, with total prices as low as 38% off [1] - The Annual Card includes an additional 3 months, while the Biannual Card offers an extra 6 months, enhancing the membership benefits [1] Group 2: Product Features - Upon activating the membership, users can unlock over 40 selected privileges across three major products: Xunlei, Xunlei Browser, and Xunlei Video, catering to various entertainment and daily usage needs [1] Group 3: Promotion Details - The promotional activity started on January 27 and will last until March 9, with each account limited to one purchase of each package during the promotion period [1]

Company Overview - GoDaddy Inc. is a leading internet services company specializing in domain name registration, web hosting, and cloud-based products aimed at helping individuals and small to medium-sized businesses grow their online presence. The company is headquartered in Tempe, Arizona, and has a market cap of approximately $13.3 billion [1]. Stock Performance - Over the past 52 weeks, GoDaddy's shares (GDDY) have decreased by 54.2%, while the S&P 500 Index has gained 12.2%. Year-to-date, GDDY has slipped 22.5%, contrasting with the S&P 500's marginal decline [2]. - GDDY has also underperformed compared to the State Street Technology Select Sector SPDR ETF (XLK), which returned 15.8% over the past 52 weeks and experienced a 5.8% decline year-to-date [3]. Market Concerns - The stock is facing downward pressure due to concerns regarding growth and a challenging macroeconomic environment. There are also worries about intense competition and technology shifts, particularly in generative AI, where competitors are perceived to be advancing more rapidly than GoDaddy [5]. Earnings Expectations - For fiscal year 2025, analysts project GoDaddy's earnings per share (EPS) to grow by 19.2% year-over-year to $5.78. The company's earnings surprise history is mixed, having beaten consensus estimates in two of the last four quarters while missing in two others [6]. Analyst Ratings - Among the 17 analysts covering GoDaddy, the consensus rating is a "Moderate Buy," consisting of eight "Strong Buys," one "Moderate Buy," and eight "Holds" [6]. - This rating configuration is slightly less bullish compared to three months ago, when there were nine "Strong Buy" ratings. Morgan Stanley analyst Elizabeth Porter reiterated an "Equal-Weight" rating on GoDaddy, lowering the price target to $145 from $159 [7]. - The mean price target for the stock is $165.71, indicating a potential upside of 72.3%, while the highest price target of $240 suggests a potential upside of 149.6% from current levels [7].

RT Tesla Owners Silicon Valley (@teslaownersSV)STARLINK: INTERNET EVERYWHERE IS NO LONGER A DREAM – IT’S HAPPENING NOWStarlink is growing explosively, surpassing 9 million active users across 150+ markets worldwide and adding thousands more every single day.It is the most reliable high-speed internet service on the planet—especially where traditional infrastructure simply doesn’t exist or fails.With thousands of low-Earth-orbit satellites creating near-global coverage, Starlink has already eliminated countl ...

Market Analysis by covering: Alphabet Inc Class A. Read 's Market Analysis on Investing.com ...

Group 1 - The core activity of Qianwen APP, "Spring Festival 3 Billion Free Orders," allows users to order milk tea for free using AI, with each user eligible for 21 no-threshold 25 yuan vouchers, totaling 525 yuan [2] - The first wave of the free order activity runs from February 6 to February 12, where users can receive a 25 yuan voucher upon updating the app, applicable at over 300,000 tea and coffee shops nationwide [2] - The second wave of the activity will start on February 13, offering cash red envelopes with a maximum value of 2888 yuan [2] Group 2 - Qianwen APP has integrated with Alibaba's ecosystem, including Taobao Flash Purchase, Alipay, and others, to launch AI shopping features [3] - The initiative aims to encourage nationwide participation in experiencing a new lifestyle integrated with AI during the Spring Festival [3]

STARLINK: INTERNET EVERYWHERE IS NO LONGER A DREAM – IT’S HAPPENING NOWStarlink is growing explosively, surpassing 9 million active users across 150+ markets worldwide and adding thousands more every single day.It is the most reliable high-speed internet service on the planet—especially where traditional infrastructure simply doesn’t exist or fails.With thousands of low-Earth-orbit satellites creating near-global coverage, Starlink has already eliminated countless “dead zones” that once had zero connectivit ...

Core Insights - Alphabet is significantly increasing its capital expenditure (capex) to $175 billion-$185 billion this year, doubling its spending from the previous year, which reflects its commitment to advancing its AI initiatives [2][4]. Financial Performance - Alphabet reported strong fourth-quarter earnings, surpassing estimates on both revenue and earnings, although the stock's recent rally has faced challenges due to pressures in the AI sector [1][2]. Capital Expenditure Plans - The planned capex is aimed at enhancing AI capabilities, particularly in developing cutting-edge models through Google DeepMind, and improving core business areas like advertising [4][5]. - Nvidia is highlighted as a crucial partner in this strategy, with Alphabet expected to be among the first to utilize Nvidia's new Vera Rubin GPU platform [4][5]. AI Market Dynamics - Alphabet's AI investments are showing positive returns, with 8 million paid seats sold for Gemini Enterprise shortly after its launch, indicating strong demand and growth potential in the AI sector [6]. - The increase in capital expenditures from major tech companies like Alphabet and Meta suggests that the AI boom is not only ongoing but also accelerating, which is favorable for Nvidia's growth prospects [7][8]. Industry Implications - The substantial capex from Alphabet and other tech giants indicates a robust outlook for the AI chip market, with expectations for Nvidia's revenue to potentially exceed the Wall Street consensus of a 52% increase for fiscal 2027 [8].

阿里千问30亿AI"黑魔法"正式开启。2月6日，千问App开启第一波"春节30亿大免单"，连续七天邀请全国人民用AI一句话免单点奶 茶。在玩法上，用户将千问App更新到最新版，打开后都能白拿一张25元无门槛免单卡。每邀请一名新朋友下载千问，双方可各得一 张25元免单卡，上限为21张、相当于525块钱。当日累计成功邀请3位新朋友，可额外获得机会，抽取价值万元的千问AI生活卡。有 网友戏称，"奶茶免单就是AI黑魔法"。 页面显示，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。此前，微信已先后封禁腾讯元宝、百度文 心红包链接。 2月4日，微信安全中心发布公告判定元宝红包链接违规。对于封禁元宝红包链接，微信当年表示，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。经官方研判， 对元宝的违规链接进行处置，限制其在微信内直接打开。随后，元宝红包将在微信内分享链接模式变为复制口令模式。 （文章来源：南方都市报） 南都N视频记者关注到，2月6日一早已有大批用户在微信上传播邀好友口令。不过，截至目前，千问红包分享链 ...

Core Viewpoint - Alphabet reported strong Q4 results with significant revenue growth, but concerns over its high spending plans led to a slight dip in stock price [1][2]. Financial Performance - Q4 sales reached a record $97.23 billion, exceeding estimates by 2% and increasing 19% year-over-year, driven by a 48% surge in Google Cloud revenue to $17.66 billion [3]. - Q4 net income was a record $34.46 billion, translating to adjusted earnings of $2.82 per share, which beat expectations by nearly 10% and increased 31% from $2.15 a year ago [4]. - For the full fiscal year 2025, Alphabet's revenue surpassed $400 billion for the first time, totaling $403 billion, a 15% increase year-over-year, with adjusted EPS rising 34% to $10.13 [6]. Cloud and AI Focus - Google Cloud backlog reached $240 billion at the end of Q4, reflecting a 55% sequential increase, indicating strong demand for AI-driven services [8]. - Alphabet's capital expenditures for 2026 are projected to be between $175 billion and $185 billion, nearly double the $91 billion to $93 billion spent in 2025, focusing on AI compute capacity and cloud infrastructure [9]. Return on Investment - Alphabet boasts a return on invested capital (ROIC) of 31.6%, significantly above the 20% benchmark, suggesting effective capital utilization despite increased spending concerns [10]. - The company has the highest ROIC among major cloud service competitors, indicating strong profitability potential in the AI sector [11]. Strategic Positioning - Alphabet is positioning itself to lead in AI infrastructure and enterprise AI services, although its capital expenditure guidance raises questions about near-term profitability [12]. - The company maintains a strong balance sheet with over $98 billion in cash and equivalents, and its stock trades at a reasonable 30X forward earnings multiple [14].