Group 1 - Alibaba officially launched the "Spring Festival 3 Billion Free Order" campaign, and within 5 hours, the Qianwen app recorded over 5 million orders [1][3] - The Qianwen app reached the top of the free charts in the Apple App Store [1][3] - Users discovered that the latest sharing code for the Alibaba Qianwen red envelope could not be copied within WeChat, preventing participation in the campaign [1][3] Group 2 - Testing revealed that the Yuanbao app's red envelope code also could not be copied, particularly when the code displayed "more information," which removed the copy option [1][3] - As of the report, WeChat had not responded to the issue [1][3]

活动上线不到3小时，用户已用千问APP下单超100万单奶茶。 春节，从来都是国民消费习惯养成的黄金窗口，支付宝"集五福"衍生消费券、飞猪的"春节酒店砍价团"、抖音抢占用户时长，均借春节一役定局，巨头们 深谙：过年时的国民注意力，比平时贵十倍。 这份阿里史上最大规模的春节投入，也是2026 年 AI 大战中最激进的福利冲锋，目标很直白：让用户在这个春节彻底忘掉"打开十几个APP比价"的旧习 惯，拥抱"一句话交给AI搞定"的新生活。毕竟，能在春节里扎根的习惯，往后就很难再被松动根基。 互联网二十年，补贴大战如长江后浪推前浪，卷起千堆雪。 外卖江湖的红包雨曾让白领们手机日日震颤；网约车赛道的补贴热潮，也曾创下百亿级的投入量级。浪潮起落之间，有人笑傲江湖，有人黯然离场，而补 贴大战真正的遗产，是让14亿人习惯了"手机点一点，万物到门前"的魔法时代，把数字化的商业逻辑刻进了国民DNA。 2026年的春节，阿里直接换了靶子。2月6日，千问APP正式掷出重磅筹码 ——"春节 30 亿大免单" 高调上线，第一枪便瞄准奶茶赛道，直接请全国人民免 费喝奶茶：活动期间每位用户可领取 21 张 25 元无门槛免单卡，折算下来便是人手 ...

Core Viewpoint - The company is expected to face continued pressure in advertising revenue and a short-term slowdown in cloud business, with Non-GAAP profit recovery becoming a key marginal variable for Q4 2025 [1] Group 1: Revenue Forecast - The core business revenue of the company is projected to decline by approximately 8.7% year-on-year in Q4 2025, primarily due to weak demand for traditional search advertising and adjustments in traffic structure [1] - The online marketing business is expected to generate around 62.2 billion yuan in advertising revenue for 2025, reflecting a year-on-year decrease of 14.7%, with a focus on stabilizing the business rather than aggressive resource investment [1] - The cloud business is anticipated to reach approximately 27.2 billion yuan in revenue for 2025, with a seasonal slowdown in growth for Q4 2025, influenced by seasonal factors and high base effects, rather than a weakening demand trend [1] Group 2: Profit Outlook - Following the completion of a one-time asset impairment in Q3 2025, the Non-GAAP operating profit is expected to show marginal improvement starting from Q4 2025, as related depreciation and amortization pressures will not be accounted for [2] - Overall profit improvement is more reflective of accounting-level marginal recovery, while the operational fundamentals still require stabilization in revenue [2] Group 3: Business Development - The company continues to advance AI applications and autonomous driving, with commercialization still in the early stages; AI application progress includes tools for document storage, cloud services, and enterprise-level AI tools, with a positive outlook on commercialization prospects [2] - The company has seen accelerated growth in Robotaxi orders and has announced partnerships with Uber and Lyft, marking a significant step in its international expansion with plans for autonomous taxi trials in the UK [2] - The Kunlun chip, as part of the company's self-developed AI chip and computing platform, is gaining market attention and is involved in the overall delivery of Baidu Smart Cloud, targeting various industries [3] Group 4: Profit Forecast and Valuation - The company has slightly revised down its Non-GAAP net profit forecasts for 2025-2027 to 17.9 billion, 19.8 billion, and 22.4 billion yuan, reflecting a decrease of 2.1%, 3.6%, and 2.7% respectively from previous estimates, while maintaining a "buy" rating [3] - The AI-native advertising is expected to enhance the monetization capability of traditional search advertising, with a collaborative ecosystem being built through self-developed large models, computing platforms, and chips [3]

2月6日，阿里千问App"春节30亿免单"活动上线。 图片来源：千问官方微博 记者体验千问App发现，用户升级至最新版千问App后，即可立即获赠一张价值25元的免单卡，千问App聊天框也会自动出现帮点一杯奶茶的口令，用户 授权淘宝闪购权限和地址后，即可获得附近推荐的奶茶店铺。 此外，如果用户分享拉新成功，还能再获赠额外一张免单卡。不过，微信目前已经限制了千问App的二维码分享链接，口令分享目前则不受限制。 服务器的响应能力似乎也面临挑战。记者尝试将"点奶茶"的指令改为"点咖啡"发给千问App，就遇到了"障碍"——页面显示："当前千问请客活动参与人数 较多，正在努力处理中，请稍后再试。" 此前，阿里宣布千问App将联合淘宝、闪购、高德、盒马、飞猪等生态业务，发起春节请客计划，目的是邀请用户感受AI时代的全新生活方式。首轮请客 计划从"一杯1分钱的奶茶"开始。中国证券报记者从阿里获悉，活动上线后不到4小时，用户用千问App已下单超200万单奶茶。 活动期间，每个人最多可领取21张无门槛的25元免单卡，相当于525元，还有机会抽取价值10000元的千问AI生活卡。活动页面显示，第二波福利将于2月 13日开启，用户可 ...

Group 1: Internet Development and User Growth - As of December 2025, China's internet user base is projected to reach 1.125 billion, with an internet penetration rate exceeding 80% [1] - The user base for generative artificial intelligence is expected to reach 602 million, representing a growth of 141.7% compared to the end of 2024 [1] Group 2: AI in Elderly Care - The report highlights that during the 14th Five-Year Plan period, the accelerated application of digital technologies, particularly AI, is enhancing public services in healthcare, elderly care, and education [2] - By December 2025, approximately 30.9 million internet users aged 60 and above are expected to have used AI, with a half-year increase of 9.44 million [2] Group 3: Smart Elderly Care Initiatives - In Hangzhou, a dedicated space for elderly services features various AI robots designed for social interaction, emotional companionship, and health management [5] - The implementation of smart elderly care initiatives is transitioning from concept to daily practice, with cities like Hangzhou and Shanghai enhancing services through smart technology [7] Group 4: Autonomous Driving Developments - The report indicates that 2025 will mark the commercial launch of high-level autonomous driving, with the first L3 conditional autonomous vehicles receiving approval for trial operations in designated areas [10] - L4 level autonomous buses are already in operation in Shenzhen, showcasing advancements in driverless technology [16] Group 5: Cross-Border Payment Innovations - By 2025, China's online payment transaction volume is expected to remain high, with breakthroughs in cross-border payment interoperability enhancing the consumer experience for foreign visitors [19] - The "Nihao China" app, launched by China UnionPay, will serve as a core hub for international card payments, supporting over 160 currencies and facilitating seamless transactions for millions of merchants [21]

BREAKING: Starlink DOMINATES satellite internet — 97.1% of ALL global Q3 speed tests were Starlink (Ookla data). Competitors left in the dust. 🔥🚀 https://t.co/uZFte42yhx ...

Core Insights - The South Korean internet giant achieved record annual results driven by significant growth in its search, e-commerce, and financial-technology sectors [1] Group 1: Financial Performance - The company reported record annual results, indicating strong overall financial health [1] Group 2: Business Segments - Growth in the search business contributed notably to the company's success [1] - E-commerce operations showed substantial improvement, enhancing revenue streams [1] - The financial-technology sector also played a crucial role in driving the company's growth [1]

Group 1 - A-share market AIGC concept stocks experienced a collective decline, with notable drops in several companies [1] - Zhejiang Wenlian fell by 9.09%, Kunlun Wanwei and Yue Media dropped over 7%, while Xuan Ya International and Tian Xia Xiu fell over 5% [1][2] - Other companies such as Zhongkong Technology and Zhi De Mai saw declines of over 4%, and several others fell by more than 3% [1] Group 2 - Zhejiang Wenlian's total market value is 21 billion, with a year-to-date increase of 80.43% [2] - Kunlun Wanwei has a market value of 68.8 billion, with a year-to-date increase of 31.37% [2] - Yue Media's market value stands at 13.1 billion, with a year-to-date increase of 31.21% [2]

据悉，《QQ农场》是腾讯推出的一款模拟经营类游戏，于2009年5月发行，玩家在游戏中变身为一名农场主，种植作物、饲养动物、经营农作物商品。其 前身是2008年"五分钟"工作室开发的《开心农场》，2010年，游戏最高在线人数达1.2亿。 据媒体报道，《QQ农场》一直没有停运，一直可以通过PC端QQ进入，也有单独的游戏APP，但改变较大，与印象中熟悉的经典版本不同。 这次上新的《QQ经典农场》将提供手游版本，且保留了偷菜的玩法，所以用户能跟以前一样，定闹钟"顺走"好友刚成熟的蔬菜。 官方还发布了新老农场的对比图，旧版农场更偏向写实风格，土地质感也偏向现实感。新版农场偏向可爱风格，画风更偏向"Q版"，也更加迎合现代手游 的可爱风。 左图为旧版狗屋 右图为新版狗屋 《QQ经典农场》的回归 让网友很激动： "青春回来了！" "谁懂啊，半夜定闹钟起来偷菜" "这一次我要把我丢失的菜 都拿回来" 本文转自【羊城晚报】； 继经典版QQ和QQ秀回归之后《QQ经典农场》 于2月6日回归！ "偷菜记忆"回来了！ 腾讯发文称： "地还给你留着！ '偷'菜的快乐回来了！ QQ经典农场现已回归上线 诚邀各位农场主马上'偷'菜！" 据"Q ...

微信界面则提示：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。此 前，微信已经使用同样的方式封禁了腾讯元宝和百度文心的红包链接。 此外，观察者网还注意到，目前用户如果在千问APP点击分享活动到微信，自动复制的文本已经修改为 了口令形式，与元宝和文心的模式相同。 2月6日，阿里千问APP正式开启"千问请客瓜分30亿"活动。用户如果使用相关链接邀请新用户，还可以 获得更多奖励。但观察者网注意到，若把该链接发送至微信，将会被微信平台屏蔽。 此前，对于封禁元宝的红包分享链接，微信官方曾回应称，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。 本文系观察者网独家稿件，未经授权，不得转载。 ...