Group 1 - The top three free apps in the Apple App Store are dominated by AI-related applications, specifically Alibaba's Qianwen, Tencent's Yuanbao, and ByteDance's Doubao [1] - Tencent launched a significant annual red envelope campaign on January 25, distributing 1 billion yuan, which led to a surge in downloads and user activity for the Yuanbao app, propelling it to the top of the App Store rankings [1] - On February 2, Alibaba announced a 3 billion yuan "Spring Festival Treat Plan" within the Qianwen app, offering large red envelopes and various discounts on services such as drinks, movie tickets, and travel [1] Group 2 - Baidu also initiated a red envelope campaign for the 2026 Spring Festival, with a total amount of 500 million yuan and individual red envelopes offering up to 10,000 yuan, running until March 12 [1] - Tencent's CEO expressed hopes that the red envelope activity would replicate the success of the WeChat red envelope phenomenon from 11 years ago [1]

Group 1 - Baidu Qianfan has supported the creation of over 1.3 million agents, with daily tool usage reaching tens of millions, facilitating innovation in key industries such as smart hardware, manufacturing, transportation, and energy [1] - The platform has developed over 100 high-frequency scenarios, including customer acquisition marketing and error correction [1] - Baidu Qianfan is expanding its open model ecosystem, recently set to launch multiple open-source models including Kimi K2.5, GLM 4.7, and MiniMax M2.1, in addition to supporting Baidu's native Wenxin 5.0 model [2] Group 2 - The industry is expected to complete a paradigm shift from validation to implementation by 2025, with a significant explosion of "agent-native" capabilities anticipated in 2026 [2] - By 2026, agents are projected to evolve from mere auxiliary tools to "digital employees" capable of complex task prediction and autonomous planning, deeply integrating into the core business processes of enterprises [2]

通过千问APP一句话下单，免单卡可立即在全国30多万家奶茶店使用，蜜雪冰城、瑞幸咖啡、霸王茶 姬、奈雪的茶、沪上阿姨、茶百道、库迪咖啡等茶饮咖啡品牌都可使用。 此外，每邀请一名新朋友下载千问APP，双方可各得一张25元免单卡，每人最多可得21张，相当于525 块钱。当日累计成功邀请3位新朋友，则可获得机会，抽取价值万元的千问AI生活卡。 【环球网科技综合报道】2月6日一早，千问APP"春节30亿大免单"正式上线，发动奶茶攻势，邀请全国 人民用AI一句话免费点奶茶。千问APP人士表示，"我们希望通过春节大免单活动，邀请全国人民体验 AI时代的全新生活方式，让AI融入到人们真实的生活消费之中。" 今年春节的AI大战硝烟弥漫，此次千问春节30亿大免单，在阿里历史上的春节活动中投入最大，在春 节AI大战中投入金额也最高。 此前的1月15日，千问APP已接入淘宝闪购、支付宝、淘宝、飞猪、高德等阿里生态场景，上线AI购物 功能。 有网友对比各家AI应用的红包活动，千问的玩法简单直接、下载就给25元免单卡，门槛最低、金额最 大。 千问APP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 ...

Core Insights - The article discusses Microsoft Corporation's (MSFT) performance and analysis of its Q1 numbers, focusing on factors that may have influenced its results [1]. Group 1: Company Performance - The analysis includes a detailed examination of Microsoft's Q1 financial results, highlighting key drivers behind the company's performance [1]. Group 2: Analyst Background - The author has extensive experience in investment banking and holds a CFA Charter and a PhD in Finance, indicating a strong analytical background [1]. - The author is also an Honorary Associate Professor in Finance and Corporate Governance, further emphasizing expertise in the field [1]. Group 3: Research Focus - The author actively engages in quantitative research across various domains, including US equities, Behavioral Finance, Corporate Governance, Activist Hedge Funds, Cryptocurrencies, and M&A [1]. - Publications in top-ranked peer-reviewed journals suggest a high level of credibility and knowledge in financial analysis [1].

在赛务侧，国际奥委会在其面向各国奥委会工作人员的网站上线了"国家奥委会AI助手"。 【基于阿里千问打造 首个奥运官方大模型出炉】2月5日，米兰冬奥会开幕在即，国际奥委会主席柯丝 蒂·考文垂在国际转播中心宣布，国际奥委会已基于阿里千问大模型打造了奥运史上首个官方大模型。 《中国经营报》记者了解到，这一奥运官方大模型将在专业赛务与公众服务双端同步落地。 回顾双方合作历程时，考文垂称阿里巴巴一直是奥林匹克运动的一个"具有变革性的合作伙伴"。从东 京、北京到巴黎，阿里云持续推动奥运的效率与可持续性。她特别指出："阿里千问大模型的技术将为 奥运带来更智能的运营、更深入的互动，并为奥林匹克运动带来新的可能性。" "每一届奥运会都会留下独特的遗产。而米兰冬奥会的遗产将是——智能化，具体来说，是人工智能驱 动的智能化。"考文垂在现场演讲表示。（中经记者 李立 上海报道） 该助手依托千问大模型强大的多语言理解能力，并通读数百万字官方手册。代表团成员只需用母语提 问，即可获取从资格审核到后勤调度等各项问题的精准解答。这一应用有效消除了语言与地域隔阂，大 幅提升了全球代表团的备赛协同效率。 在公众侧， 国际奥委会也将在官网（Oly ...

2026 年 1 月 27 日，腾讯研究院主办的 腾 讯 科 技向善创新节 202 6 正式举办。 腾讯研究院创新研究 中心主任、资深专家袁晓辉 女 士在现场进行了演讲。 以下为袁晓辉的演讲全文： 尊敬的各位嘉宾、各位朋友、直播前的朋友们，非常高兴今天我能跟大家分享一些关于 AI 时代的思 考。 今天这个题目非常宏大：AI 时代，为谁而来。 我有两个身份：一个是在腾讯研究院做产业研究，另一个是两个孩子的妈妈。面对如此宏大的命题，我 觉得必须从一个微小的感受开始讲起。 我平时陪伴孩子的时间比较少，因为日常工作非常繁忙。举一个例子：元旦时我带孩子们出游，但由于 我们做产业研究需要持续观察行业，每天都要关注动态，时刻紧跟变化，所以即便出游我也难以放松。 我在手机上看到许多硅谷工程师正在 996 工作，他们一个人指挥着十几个 AI 智能体高速迭代。而在另 一面，因为是假期，我五岁的女儿拉着我滑滑梯，要我爬上滑梯陪她一起玩。我其实非常享受与孩子相 处的时光，觉得孩子软萌可爱，特别治愈。但我发现一个问题：每次陪伴孩子的耐心只能持续二三十分 钟，之后脑海中就会浮现那些硅谷 AI 工程师，开始不由自主地思考他们认知迭代的速度 ...

Group 1 - The International Olympic Committee (IOC) has announced the launch of the first official Olympic large model based on Alibaba's Qianwen model, aimed at enhancing both professional event management and public services during the Milan Winter Olympics [1][2] - The "National Olympic Committee AI Assistant" will be available on the IOC's website, allowing representatives to ask questions in their native languages and receive precise answers on various topics, significantly improving collaboration efficiency among global delegations [2] - An "Olympic AI Assistant" will also be launched for the general public, providing real-time and accurate answers about event rules and Olympic history, thereby bridging the gap between the public and the Olympics [2] Group 2 - Alibaba Cloud's AI-enhanced broadcasting effects technology has achieved a record penetration rate at this Winter Olympics, addressing challenges related to the unique snow background and visual blind spots through multi-model fusion algorithms [3] - This technology has been deployed in 10 core competition venues, covering over two-thirds of the events, including alpine skiing, ski jumping, and ice hockey, allowing viewers to experience clearer "bullet time" freeze frames and new "time slice" effects [3]

Core Insights - Baidu Smart Cloud launched the OpenClaw one-click deployment service, enabling developers to quickly deploy AI digital employees with minimal cost [1][3] - OpenClaw's core value lies in its "embodied operation" capability, allowing it to perform tasks like a human, thus reducing labor costs and improving office efficiency for enterprises [1][2] Deployment and Integration - Developers can deploy OpenClaw in just a few minutes using Baidu Smart Cloud's lightweight application server, significantly lowering the technical barrier for users without deep technical backgrounds [1] - OpenClaw integrates seamlessly with Baidu's Qianfan platform, allowing for flexible switching between various mainstream AI models based on task requirements [2] Free Trial Promotion - To promote the adoption of AI agents, Baidu Smart Cloud is offering a limited-time free trial starting January 31, allowing users to experience OpenClaw at no cost for the first month [3] - The promotion includes a daily limit of 500 units, encouraging developers and enterprises to explore AI applications and enhancing the overall accessibility of AI technology [3]

Core Insights - Alphabet plans to invest between $175 billion and $185 billion in capital expenditures for 2026, driven by the necessity to meet the growing demand for AI compute across various sectors [2][3][4] - The company is currently experiencing capacity pressure, with expectations to remain constrained through much of 2026 due to increasing workloads in training, inference, and enterprise applications [4][19] Gemini and Enterprise Adoption - Gemini has sold over 8 million paid enterprise seats in approximately four months, indicating strong enterprise demand [5][6] - More than 120,000 organizations are using Gemini, with 95% of the top 20 SaaS companies and over 80% of the top 100 integrating Gemini into their workflows [6][8] AI and Commerce Integration - Alphabet is advancing towards agentic commerce, transitioning AI systems from recommendation engines to transaction facilitators, with new checkout flows being introduced for select merchants [8][10] - The rollout of agentic shopping across Alphabet's platforms is expected to enhance consumer experiences by allowing seamless transitions from discovery to purchase [10] Advertising and Revenue Growth - Google Services revenue reached $96 billion for the quarter, with search revenue growing 17% year over year, driven by sectors like retail, finance, and health [12][13] - Advertisers utilized Gemini to create nearly 70 million creative assets in Q4, showcasing the platform's impact on ad relevance and efficiency [11][13] YouTube and Video Revenue - YouTube generated over $60 billion in annual revenue, with growth driven by direct-response ads and subscription services, particularly in YouTube Music and Premium [14][15] - The platform is also seeing momentum in interactive ad experiences, enhancing its role as both a growth engine and a commerce surface [15] Collaboration and Future Outlook - Alphabet is deepening its collaboration with Apple, serving as its preferred cloud provider and jointly developing next-generation foundation models based on Gemini technology [16] - The company faces operational challenges related to supply constraints, including power availability and data center construction timelines, which will affect its ability to meet demand [17][19]

（来源：劳动午报） "重新回到赛场不容易，加油！"布隆代尔拍着韩聪的肩膀说。韩聪和隋文静则笑着回应："你们也加 油。" "这是之前没见过的徽章，而且我喜欢吃披萨，这太可爱了。"西蒙说，"高科技的运用让交换徽章的奥 运传统活动多了一丝新意，就像开盲盒一样，太有意思了。" 米兰冬奥村1月30日开村后，意大利队医疗人员达妮埃拉·阿特萨尼每天都会到智能徽章交换站与机械 臂"互动"。"大家都很喜欢这项来自中国的科技产品，打开每一个球，就像打开一份来自陌生人的礼 物。而且它并没有取代传统的面对面交换徽章的方式，只是提供了一种新的、更好玩的方式。" 据阿里云奥运品牌负责人泰乐介绍，该展台运行5天来，已有超过1300人次前来体验。 冬奥村内人气最高的当数健身中心，不断有人结束训练出来，又不停有人进去健身。当日午间，尽管户 外气温不到5摄氏度，结束健身的中国队短道速滑名将林孝埈穿着短裤便去往餐厅用餐。他看起来神情 轻松，一路上不少其他队伍的运动员笑着与他打招呼。 在冬奥村入口处的官方纪念品商店，北京冬奥会双人滑金牌得主隋文静、韩聪遇到了老朋友——法国花 样滑冰队领队法布里斯·布隆代尔。 转自：劳动午报 米兰冬奥村近日开展媒体日 ...