2026年一开年，高德北京总部洋溢着喜悦之情。高德员工宋磊高兴地说，过去一年大家干劲十足，年底 能拿到丰厚年终奖了。员工士气高涨背后，高德地图最新月活跃用户数已达9.96亿，高出第二名一大 截。 宋磊更开心的是，团队过去一年的努力，得到了阿里巴巴集团CEO吴泳铭的认可，他不光替高德的活动 站台，还在新年家书里，称赞高德去年推出的扫街榜能让商家专心经营、让消费者放心消费。 在阿里合伙人、技术派掌门刘振飞的带领下，高德地图以月活跃用户数9.96亿的体量，成为阿里生态中 跃升的关键力量，其破局点在于去年推出的扫街榜。它的推出标志着高德从导航工具成功转型为本地生 活服务的重要入口，与淘宝、支付宝、千问等业务深度协同，构成了阿里"AI+大消费"战略的核心支 点。 高德扫街榜是阿里生态协同的新典范。它在去年9月发布后，带动高德地图月活跃用户数持续攀升。曾 经游离于阿里主航道的高德，是怎么成为集团打通线上线下的关键棋子的？这背后藏着一个阿里技术派 蛰伏与崛起的故事。 01、技术派掌门的蛰伏与崛起 "他是个被低估的阿里合伙人。"阿里前员工李笠告诉《财经天下》。高德现任董事长刘振飞为人低调， 毕业于计算机专业，拥有北京科技大学 ...

Core Viewpoint - The article discusses the competitive landscape of AI applications during the Chinese New Year, highlighting how major tech companies are leveraging AI to attract user attention and enhance consumer experiences through innovative strategies. Group 1: AI Competition and Strategies - Tencent initiated the AI Spring Festival battle by launching a 1 billion cash red envelope campaign and introducing a new AI social feature called "Yuanbao" [1] - Baidu followed with a 500 million red envelope initiative, collaborating with Beijing TV for the Spring Festival Gala [1] - ByteDance brought its Volcano Engine to the backstage of the CCTV Spring Festival Gala, intensifying the competition [1] - Alibaba's Qianwen APP entered the fray with a 3 billion "Spring Festival Treat Plan," integrating its ecosystem to offer a comprehensive consumer experience [1] Group 2: User Engagement and Order Volume - On the first day of the Qianwen APP event, over 10 million AI orders were completed within 9 hours, with more than 30 million "help me buy" requests received [2] - The overwhelming user engagement led to server congestion, prompting the Qianwen team to request leniency from users [5] Group 3: New Consumption Habits and AI Capabilities - The 3 billion investment not only aimed at distributing cash but also tested new consumer habits, encouraging users to interact with the Qianwen APP [6] - Qianwen demonstrated impressive cross-application coordination, efficiently managing travel planning by integrating services from Fliggy and Gaode [10] - In the family consumption sector, Qianwen acted as a "universal shopping guide," quickly filtering products from Taobao and Tmall based on user needs [13] Group 4: Differentiation in AI Development - The article notes the distinct strategies among tech companies, with Qianwen focusing on integrating AI into shopping and ticketing, thus targeting higher-value consumer scenarios [15] - The differences in AI development paths between China and the U.S. are highlighted, with U.S. AI primarily focusing on high-value B2B markets, while China's AI is more consumer-oriented [20][21] Group 5: Future of AI Applications - The article posits that 2023 and 2024 will be pivotal years for AI technology, with 2025 marking a year for application exploration, as evidenced by Qianwen's efforts to break the boundaries of AI applications [26] - Qianwen's approach combines AI capabilities with a robust ecosystem, enabling seamless integration of AI into everyday life [28] - The evolution of user interaction with digital platforms is shifting towards a more streamlined experience, emphasizing efficiency and convenience [29]

Core Viewpoint - The article highlights Kunlun Wanwei's strategic shift towards overseas markets and application ecosystem development in AI, despite ongoing financial losses. The company aims to leverage cutting-edge AI technology to create scalable products and cash flow, focusing on long-term market positioning rather than short-term profitability [1][12]. Financial Performance - For 2025, Kunlun Wanwei forecasts a net profit loss of CNY 13.5 billion to CNY 19.5 billion, continuing the trend of losses from the previous year [1]. - The company expects a revenue increase of over 40% year-on-year for 2025, with a growing share of overseas income [1]. - In Q3 2025, the company achieved a quarterly profit of CNY 1.9 billion, a 180.13% increase year-on-year, but ended Q4 with losses estimated between CNY -6.85 billion and CNY -12.85 billion [3]. Investment and R&D - Kunlun Wanwei's R&D expenditures have increased significantly from CNY 6.28 billion in 2021 to CNY 15.98 billion in 2024, with CNY 12.11 billion spent in the first three quarters of 2025, focusing on AGI and AIGC [4]. - Sales expenses also rose, reaching CNY 28.91 billion in the first three quarters of 2025, primarily for global promotion of AI applications [4]. Competitive Strategy - The company has opted for a differentiated competition strategy, avoiding direct confrontation with major players in the general AI model space and instead focusing on vertical markets and AI application ecosystems [6]. - Kunlun Wanwei has developed various AI models and applications, including the Skywork series and the Skywork Super Agents, which aim to enhance productivity across multiple scenarios [6][7]. Market Expansion - The company has made significant strides in the AI music sector with Mureka, achieving a positive gross profit for the first time and generating an annual revenue of approximately USD 12 million [7]. - In the AI social domain, the Linky platform has improved its interactive capabilities, while the StarMaker platform integrates AI for music and video creation [7]. - The short drama segment has emerged as a surprising growth area, with platforms like DramaWave and FreeReels achieving substantial user engagement and revenue growth [8][9]. Future Outlook - Analysts predict that Kunlun Wanwei's short drama business will generate CNY 16.8 billion in revenue for 2025, marking a 900% increase, and will continue to accelerate growth into 2026 and 2027 [9]. - The company is expected to transition from an investment phase to a revenue-generating phase by 2026, with projections indicating a narrowing of losses to CNY 0.94 billion and a potential profit of CNY 4.38 billion by 2027 [12].

Group 1: AI Defamation Case - A recent AI defamation case was heard in Beijing Haidian District Court, where a lawyer claimed that AI generated false negative information about him, including serious criminal allegations [3][4] - The defendant, Baidu, argued that AI hallucinations are unavoidable and that they provide neutral technology services without any subjective fault [4] - The lawyer sought damages of 1 million yuan for professional reputation loss and 50,000 yuan for emotional distress, highlighting that other AI platforms did not generate similar false content [4] Group 2: AI Hallucination Legal Precedents - The first domestic AI hallucination case established that generative AI is considered a "service" rather than a "product," applying a fault liability principle [5] - The court emphasized that companies must fulfill three core obligations to avoid liability: clear notification of potential inaccuracies, ensuring functional reliability, and compliance with regulatory filings [5] - The increasing number of disputes related to AI hallucinations indicates a significant industry challenge, necessitating thorough tracing of data sources and training methods to prevent errors [5] Group 3: Market Regulation and Competition - Kimi, an AI product, called on Baidu to remove misleading paid advertisements that confused users by impersonating its official website [6][7] - The market regulatory authority has identified several cases of unfair competition involving AI, particularly focusing on impersonation and false advertising practices [8] - Despite the crackdown on such practices, there has been little accountability for the platforms disseminating misleading information [8] Group 4: WeChat Restrictions on Competitors - WeChat has implemented restrictions on sharing links and codes for various AI products, including Tencent's Yuanbao and Alibaba's Qianwen, citing disruptions to platform order and user experience [9][11] - This move follows a historical precedent where WeChat previously blocked links to Taobao during a major shopping event, indicating a pattern of controlling competitive dynamics [11] Group 5: Regulatory Developments in AI - The European Union has mandated Google to ensure fair access to its ecosystem for third-party AI service providers, aiming to maintain a competitive environment [11] - The EU's regulatory actions will clarify how Google should provide equal access to data and functionalities for AI services, promoting a level playing field [11] Group 6: Penalties for Non-Compliance - Kuaishou was fined 119 million yuan for failing to manage inappropriate content on its platform, reflecting stricter enforcement of cybersecurity laws [12] - The recent increase in penalty limits under the revised cybersecurity law signals a tougher regulatory landscape for large platforms, emphasizing the need for compliance [12]

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艾媒咨询CEO兼首席分析师张毅认为,AI春节"卡位战"的本质,核心源于行业发展阶段与竞争逻辑的双重 转变。在产品同质化的背景下,春节作为大众高频社交的裂变场景,是大众接触AI的核心窗口,对用户心智 的抢占直接决定着企业后续的竞争优势。此外,AI行业的竞争已从单纯的技术比拼,转向实际使用体验的 较量。流量拉新相对容易,但用户留存难度较大,这也成为各大厂商面临的核心挑战。"整体来看,这能推 动AI从科技圈走向大众,加速全面普及。" 盘和林认为,如今已经到了争夺用户规模、争夺数据积累的"窗口期"。目前,AI对现有头部互联网App都 已经有了对应的优化,阿里的电商、百度的搜索、字节的内容生成,都可以用AI应用来实现,这些AI应用可 以替代老的互联网应用,若此时互联网企业不主动出击,那么市场格局将重塑。 知名经济学家、工信部信息通信经济专家委员会委员盘和林称,互联网大厂赶在今年春节为AI"烧钱",是 为了将AI应用推给所有人,目前还有很多人没有用过AI,没用过就没需求,发红包能够吸引消费者使用这些 AI。一开始,用户是为了红包而来,慢慢地,用户就会养成用AI解决问题的习惯,最终AI应用实现普及。对 于互联网企业而言,他 ...

红星资本局2月7日消息，关停近3年后，天涯社区重启迎来新进展。昨日晚间，"新天涯"联合工作组、成都天涯客网络科技有限公司、天涯好东西（海 南）电子商务有限公司联合公告，正推进天涯社区于2026年6月1日恢复访问。 资料配图 图据IC Photo 计划6月重启 开售1999元产品服务包 据公告，新天涯投资主体"成都天涯客网络科技有限公司"（以下简称"天涯客公司"）是天涯社区平台重启、新天涯建设的核心力量，已陆续为天涯社区数 据的存续提供了上百万资金。 为确保承载着亿万网民青春记忆、原创内容和人生梦想的数据完整存续，并推进天涯社区于2026年6月1日恢复访问，天涯客公司与热心天涯重启的团队组 成联合工作组，在征得天涯社区公司认可的基础上，现推出"新天涯创世成员产品服务包"，招募创世成员，成为新天涯的共建者与天涯社区重启者，共同 重构全球华人的精神原乡。 公告显示，这份1999元的产品服务包，主要权益包括"官方天涯神帖付费专区10年免费阅读权限""天涯重启者数字徽章""天涯客高级会员礼盒"等。 暂停访问近三年 曾直播七天七夜筹款15万，重启失败 与此同时，天涯社区前执行总编宋铮(网名小黑)等前员工及部分资深天涯网友 ...

【#千问元宝红包口令在微信内已可复制#】2月8日，经实测发现，目前阿里千问、腾讯元宝的红包口令 在微信内已可复制。此前，微信于2月6日"封禁"了千问活动口令，部分用户将千问红包口令分享至微信 后，即便选中口令，微信页面也不显示复制键，元宝口令也一度被封禁。当日，阿里千问正式上线"春 节30亿免单"，发放奶茶免单卡，用户可用AI一句话免费点奶茶。北京商报记者当时注意到，通过"用千 问扫码领25元免单卡"的二维码分享链接，扫码后显示网页存在诱导分享、关注等诱导行为内容，需要 跳转第三方浏览器访问。（综合智通财经、第一财经、北京商报此前报道） 此前,微信于2月6日"封禁"了千问活动口令,部分用 户将千问红包口令分享至微信后,即便选中口令,微 信页面也不显示复制键,元宝口令也一度被封禁。 来源 | 综合界面新闻、第一财经、北京商报此前报道 (记者刘四红) 当日,阿里千问正式上线"春节30亿免单",发放奶茶 免单卡,用户可用Al一句话免费点奶茶。北京商报记 者当时注意到,通过"用千间扫码领25元免单卡"的二 维码分享链接,扫码后显示网页存在诱导分享、关注 等诱导行为内容,需要跳转第三方浏览器访问。 ...

Group 1 - Baidu has upgraded its AIDU talent recruitment and training program to a group-level talent development project, emphasizing "unlimited salary" for top talents [1] - The AIDU program, initiated in 2017, aims to attract top technical talents globally to solve cutting-edge AI challenges and has successfully integrated many university graduates into key project leadership roles [1] - The upgraded AIDU program features a comprehensive training system with mentorship from senior executives and a "dual mentorship" model, providing guidance from both technical and business experts [1] Group 2 - Baidu's board has approved a stock buyback plan of up to $5 billion and plans to issue dividends starting in 2026, which has positively impacted its stock price [2] - In 2025, Baidu's stock price increased by 63%, with a remarkable 57% rise in the second half of the year, leading the tech sector [2]

因资金短缺关停近三年后，天涯社区有了新动态，2月6日晚，新天涯联合工作组、成都天涯客网络科技有限公司、天涯好东西(海南)电子商务有限公司发 布联合公告，宣布重启天涯，"为确保承载着亿万网民青春记忆、原创内容和人生梦想的宝贵数据完整存续，并推进天涯社区于2026年6月1日恢复访问， 天涯客公司与热心天涯重启的团队组成联合工作组，在征得天涯社区公司认可的基础上，现推出'新天涯创世成员产品服务包'，招募9999位创世成员，成 为新天涯的共建者与天涯社区重启者，共同重构全球华人的精神原乡。" 1999元"创始成员"礼包已开售 有支持也有质疑 根据新天涯招募创世成员的公告，"天涯社区自2019年始在成都锦江区遭遇了不公对待，所引发的资金流动性困难，导致2023年4月1日起因电信IDC欠费 而暂停访问，天涯数据面临灭失的危局。近三年来，天涯社区重启团队以绝不放弃的精神，持续不懈地展开自救。" 此次重启的核心力量是2024年成立的成都天涯客公司，该公司已经陆续为天涯社区数据的存续提供了上百万资金。新天涯计划包括正在启动的线上线下 （300959）相融合的天涯客网络平台和将要恢复访问的天涯社区以及基于WEB3.0平台的海外天 ...