每经记者｜王郁彪 每经编辑｜陈俊杰 腾讯元宝10亿元现金"摇人"，阿里千问狂撒30亿元"抢客"，字节带着火山引擎上春晚……今年春节，互 联网大厂砸重金抢夺AI（人工智能）应用入口新一轮晋级门票。 截至目前，京东、美团等大厂尚未公布AI业务相关投入计划。不过，2月3日，京东宣布将在春节9天投 入超13亿元，通过加班费、过大年红包等形式，为节日在岗的快递小哥、全职骑手等提供超国家法定标 准的福利补贴和各类保障。 今年，因为AI应用营销的"喧嚣"，电商"年货节"的声量有所降低，但"年货节"仍是电商一年一度的关键 冲量期。加之前几日商务部等九单位发布政策大礼包，为的也是促春节消费。因此，AI超级入口的战 略卡位战之外，稳货源、稳价格、稳运力，春节消费保供也已开始。 而电商零售、本地生活无疑仍是阿里、京东、美团等互联网大厂主业，AI、具身智能等则一向被视为 其主业之外的未来航标，这个春节，谁能稳住航向，谁能远赴未来，答案正待揭晓。 在元宝、千问"红包大战"打得火热之际，京东低调宣布今年春节9天将投入超13亿元给一线员工。 《每日经济新闻》记者注意到，这13亿元将通过加班费、过大年红包、子女团聚补贴等形式，为节日在 岗的 ...

腾讯AI应用元宝春节红包营销推广活动，在自家微信上被判定违规。 2月4日上午，有用户发现，点击被分享至群聊中的元宝红包链接后，显示"网页包含诱导分享、关注等行为内容，请长按网址复 制后使用浏览器访问"，这意味着元宝红包的社交推广方式已被微信"封禁"。 随后，微信官方"微信派"发布公告，就针对"元宝"APP的治理措施作出说明。 公告指出，在近期开展的春节主题过度营销、诱导分享的违规行为进行打击行动背景下，平台收到大量用户反馈，指"元宝"相 关的春节营销活动利用"做任务""领红包"等机制，诱导用户向微信群等场景高频分享链接。 微信方面表示，此类行为干扰了平台生态秩序，影响用户体验，对用户造成骚扰，因此对元宝违规链接进行处置，限制在微信 内直接打开。 试图复刻昔日"红包奇迹"的元宝，春节红包活动上线仅三天，便遭遇了来自集团同门的"当头棒喝"。 2月4日港股收盘，腾讯股价跌3.53%。 红包推广引发"双标"争议 腾讯试图借助现金红包+社交裂变的手段推广旗下AI应用元宝，战略意图十分明确。 在1月26日举办的2025腾讯年会上，腾讯董事会主席马化腾提及AI应用元宝即将展开的春节分10亿元现金活动时，表示希望重现 当年微 ...

【环球网科技综合报道】2月3日，一年一度的支付宝集福正式开启。马年五福在玩法上除了传统扫福字外，新增扫"马"玩 法。 记者注意到，《哈利·波特》里的经典角色"马尔福"因为名字里有马也有福，被中国网友玩梗求卡重新走红社交媒体，不少 网友称扫马尔福扫出了稀有卡。马尔福扮演者汤姆·费尔顿的ins评论区也挤满了排队求福卡的中国网友，或因网友评论引发 了本人关注，费尔顿本人亲自下场玩梗晒图。 据悉，今年是支付宝五福第11年，福卡已成为每年春节必不可少的"电子社交货币"，从扫福到扫马，从中国网友的社交狂 欢到西方"巫师"的亲自玩梗。它不仅让中国网友在传统年俗中找到了新的共鸣和乐趣，更以一种轻松、有趣的方式，成功 的完成了一次文化交流。集福的风终究吹到了霍格沃兹，正如网友所说，哪怕是伏地魔过年来中国也要先扫两张福卡。 （勃潺） ...

Core Insights - The 2026 Spring Festival has become a battleground for AI marketing among major internet companies, with Tencent, ByteDance, Alibaba, and Baidu launching aggressive campaigns to capture user engagement through AI-driven features and cash incentives [9][16]. Group 1: Tencent's Strategy - Tencent's "Yuanbao" cash red envelope campaign, with a total of 1 billion yuan, aims to replicate the success of its 2015 WeChat red envelope initiative, leveraging social sharing to enhance user retention and engagement [5][4]. - The campaign includes a tiered incentive model, combining cash red envelopes and sharing mechanisms to encourage user participation and spread within social networks [4][5]. - Tencent has integrated AI into its social platforms, allowing users to interact with AI in familiar social contexts, thereby reducing barriers to adoption and enhancing user experience [5][6]. Group 2: Competitors' Moves - ByteDance has positioned its "Doubao" AI deeply within the Spring Festival celebrations, partnering with major events to foster user interaction and build habits around AI usage [9][10]. - Alibaba's "Qianwen" app has committed 30 billion yuan to its Spring Festival initiative, integrating AI capabilities across its ecosystem to facilitate real-world transactions and enhance user engagement [9][15]. - Baidu is promoting its "Wenxin" assistant with a 500 million yuan cash incentive, embedding AI services within its app to streamline user experience and drive adoption [9][15]. Group 3: Industry Trends - The competition among these companies signifies a shift from merely enhancing model capabilities to focusing on user relationships, ecosystem integration, and practical execution of AI solutions [16]. - The rise of AI agents, such as OpenClaw, has captured public attention, showcasing the potential for AI to perform complex tasks autonomously, thus driving interest and investment in AI technologies [12][13]. - The overall trend indicates a growing emphasis on creating user-friendly AI applications that seamlessly integrate into daily life, moving beyond traditional AI functionalities [16].

前些年，春节的红包大战已经备受大家关注，但是伴随着热度渐消，大家已经很久没看到春节红包大战 了，但是让人意外的是2026年春节BAT再度入局加入春节红包大战，让人不禁想问互联网巨头又开始卷 红包意味着什么？ 一、BAT集体加入春节红包大战 据证券时报的报道，随着农历春节日渐临近，一场春节"AI大战"正在拉开序幕。2月1日，腾讯"上元 宝，分10亿"活动正式开启，一时间各大微信群中均是元宝分享红包的消息，元宝也借此登上苹果应用 商店免费APP的榜首。 事实上，除腾讯之外，阿里巴巴、百度、字节跳动等互联网大厂纷纷紧盯春节这一超级流量时刻，希望 借此抢占新的AI流量入口，这也直接映射巨头们当下的AI焦虑和流量焦虑。 1月25日，百度发布文心助手关于春节现金红包活动的通知。自1月26日至3月12日，用户在百度APP使 用文心助手，就有机会瓜分5亿现金红包，最高可获得1万元奖励。百度APP还将作为首席AI合作伙伴合 作2026年北京台春晚，同时上线近百种春节主题AI玩法。 字节跳动的重心则主要集中在春晚。据了解，字节跳动旗下的火山引擎已成为2026年央视春晚独家AI 云合作伙伴。火山引擎将深度参与到春晚节目、线上互动和 ...

Core Viewpoint - The WeChat team has officially blocked the red envelope links from the Yuanbao App, citing excessive marketing and inducement sharing violations as the reason for the action [2][3][12] Group 1: WeChat's Actions - WeChat's official statement indicated that the blocking was a response to numerous user complaints about Yuanbao's marketing activities disrupting platform order and user experience [3][13] - The timing of WeChat's action is seen as strategic, coinciding with the upcoming Alibaba Qianwen's 3 billion yuan red envelope event, suggesting a move to set rules for competitors [2][6][19] - WeChat emphasized that the action was not solely against Yuanbao but aimed at all similar inducement sharing behaviors [3][13] Group 2: Yuanbao's Response - The Yuanbao team quickly announced adjustments to their sharing mechanism, shifting from link sharing to password sharing to mitigate the impact of the block [5][15] - This rapid response has sparked discussions among users, with some appreciating WeChat's actions while others view it as a pre-planned strategy [5][15] Group 3: User Reactions - Many WeChat users expressed frustration over the overwhelming number of Yuanbao red envelope links flooding group chats, leading to calls for bans on sharing these links within groups [7][17] - Users reported receiving hundreds of red envelope links daily, which significantly disrupted normal communication [7][17] Group 4: Industry Insights - Industry analysts noted that Yuanbao's viral marketing led to a false sense of activity in WeChat groups, ultimately harming genuine social interactions [9][19] - The blocking of Yuanbao is viewed as a necessary step to maintain the integrity of the WeChat ecosystem, with analysts suggesting that WeChat's initial leniency was to help Yuanbao achieve user growth before enforcing the block [6][19]

Alphabet Inc. is plotting to dramatically expand its presence in India, with the possibility of taking millions of square feet in new office space in Bangalore, India's tech hub.Google's parent company has leased one office tower and purchased options on two others in Alembic City, a development in the Whitefield tech corridor, totalling 2.4 million square feet, according to people familiar with the deal. The first tower is expected to open to employees in the coming months, while construction on the remain ...

Group 1 - Major tech companies are intensifying their competition in the AI sector, with Tencent, Baidu, Alibaba, and ByteDance launching various promotional activities and investments ahead of the Spring Festival [1] - Tencent plans to distribute 1 billion yuan in cash through its Yuanbao app, while Baidu is offering 500 million yuan in cash rewards via its Wenxin assistant [1] - ByteDance has secured sponsorship for the 2026 CCTV Spring Festival Gala, integrating AI into the event's interactive segments [1] Group 2 - The competition among tech giants can be categorized into three main areas: AI empowerment, independent AI applications, and AI hardware [2] - AI empowerment involves integrating AI capabilities into traditional business models, with companies like Alibaba and Tencent enhancing their existing services with AI features [3][4][5] - Despite the integration of AI, the competitive landscape among major players remains largely unchanged, with established leaders in various sectors still holding their positions [10] Group 3 - The independent AI application battle has emerged as companies seek to disrupt existing market dynamics, with Alibaba's Qianwen app gaining significant traction [11] - Current usage statistics indicate that even the most popular AI applications have limited daily engagement, suggesting that the competition for user attention is still ongoing [13][14] - The future of user engagement in AI applications remains uncertain, with many variables at play [15] Group 4 - The competition has shifted from software to hardware, with ByteDance's Doubao phone selling out rapidly, indicating a strong market interest [16] - AI glasses have also gained popularity, with significant sales growth reported in the global smart glasses market [20][21] - The potential for AI hardware to revolutionize user interaction is being recognized, with AI glasses positioned as a new frontier in human-computer interaction [22] Group 5 - Each major player has a distinct approach to AI, with Alibaba focusing on practical tools, Tencent emphasizing social value, and ByteDance targeting emotional engagement [25][26][27] - Alibaba's Qianwen app aims to streamline user tasks across various services, while Tencent's Yuanbao app seeks to innovate social interactions [31][32] - ByteDance's AI products prioritize emotional connection and user engagement, differentiating their offerings from those of competitors [39][41] Group 6 - The competition for the "super entrance" in the AI era is fierce, with each company leveraging its strengths to capture market share [42] - The uncertainty surrounding the future of AI technology and its applications leads to a common goal among companies: to remain relevant in the evolving landscape [43]

玩转AI特效、万元小马卡、吃喝玩乐免单、AI社交派对……当数十亿红包砸向14亿人的春节，一场没有硝烟的AI入口争夺战正在上演。 春节临近，互联网大厂们将红包战场从移动支付、短视频转向了AI。百度文心助手、腾讯元宝、阿里千问、字节豆包通过现金红包、免单计划、春晚合 作等形式，试图将AI助手推向国民级应用。 这场看似熟悉的撒钱营销，不仅是流量的争夺，更是对自身AI战略的一次全民级压力测试与成果验收。从发红包的方式，到红包背后的战略意图，一场 围绕AI技术实力、生态融合与用户心智的深层竞争已然拉开序幕。 流量争夺战与能力试炼 春节AI红包大战在2026年初达到白热化。2月2日至3日，阿里千问宣布投入30亿元启动"春节大请客"，且独家冠名了东方卫视、浙江卫视、江苏卫视、河 南卫视四大马年春节晚会，成为目前最大手笔的玩家。 这场战役中，腾讯早在1月25日就宣布于2月1日在元宝APP上线春节红包活动，发放总额10亿元的现金红包。 百度也在1月25日晚间宣布启动马年春节红包活动，用户在百度APP内通过AI互动、集卡等玩法就有机会瓜分5亿现金红包。 字节跳动旗下火山引擎成为2026年央视春晚独家AI云合作伙伴，AI助手豆包也 ...

来源：环球网 【环球网科技综合报道】2月4日消息，就元宝App相关传言，腾讯官方在公众号"鹅厂黑板报"发文回应 对这些谣言进行澄清。 其中，针对"抢元宝红包会导致微信闪退，余额清零"话题，腾讯方面称，元宝App与微信是两个独立的 应用，不存在直接导致微信闪退的技术关联。用户在元宝App内获得的任何现金红包或奖励，均受到严 格的金融安全保障，不影响账户安全。 ...