历时近一个月的首场AI春节"红包大战"，吸引了众多行业巨头加入。 （元宝AI生成） 深圳商报首席记者 袁静娴 随着春节假期结束，历时近一个月的首场AI春节"红包大战"暂告一段落。 从腾讯元宝派发10亿元现金红包，到阿里巴巴旗下千问投入30亿元"免单"点奶茶，再到字节跳动豆包在春晚 送出10万份科技产品，此外还有百度5亿元红包、蚂蚁阿福注册即送16.8元支付宝红包等，据不完全统计，多 家互联网公司在2026年春节前后累计投入超过80亿元。 短短数周内，多款AI应用DAU（日活跃用户）创下历史新高，下载榜单频繁易主，豆包、千问、元宝成为这 个春节流量市场的核心主角。但当补贴逐步退场，排名开始回落，行业也随之进入冷静期。 在业内人士看来，这不仅是一场节日营销战，更是一场关于"AI入口"的集中验证——验证大模型是否具备规 模化获取用户、嵌入真实消费链条、承接高频场景调用的能力。红包阶段暂告一段落，但围绕用户留存与生 态闭环的竞争才刚刚开始。 2月2日，阿里旗下千问APP宣布投入30亿元启动"春节请客计划"，并联合淘宝闪购、飞猪、大麦、盒马、天 猫超市、支付宝等阿里生态业务，以免单形式请全国人民在春节期间吃喝玩乐。 2 ...

长达数年的中国大厂海外游戏"军备竞赛"，按下暂停键。 近日，腾讯天美旗下位于加拿大的蒙特利尔工作室被爆已停止运营，多名前员工在社交媒体上证实了这 一消息，并直言"虽早有预料，但现实依然令人难以接受"。 对此，《科创板日报》记者也向腾讯方面寻求置评，但截至发稿，暂未得到回应。 几乎在同一时间节点，字节跳动的"卖子"传闻也进入终局。2月中旬，字节跳动被曝与沙特公共投资基 金（PIF）旗下Savvy Games Group就出售沐瞳科技进入最终谈判。 不难看出，中国游戏巨头在海外市场的战略已然转向，那个挥舞支票簿在全球范围内高薪挖人、追求 3A之梦的狂热时代，正在按下暂停键。目前来看，尽管游戏业务在腾讯、字节跳动等大厂版图中仍是 重要的基本盘，但在AI技术浪潮的冲击下，巨头们的发展重心已明显向人工智能领域倾斜。 腾讯、字节同步"踩刹车"，重心转向AI 币用于AI领域。 蒙特利尔工作室成立之初的愿景很宏大："开发具备3A品质、开放世界架构及跨平台能力的大型游戏产 品。" 然而，成立后的五年里，该工作室始终未能拿出属于自己的原创作品。据公开信息显示，其工作重心逐 渐转向承接天美IP的国际化延伸，包括参与《宝可梦大集结》 ...

Core Viewpoint - The article discusses the integration of AI technology and embodied intelligence into mainstream culture during the 2026 New Year's Eve, highlighting the need for technology companies to maintain engagement beyond initial exposure during the Spring Festival Gala [1][4]. Group 1: AI and Embodied Intelligence Engagement - The Spring Festival Gala served as a peak moment for AI and robotics, but companies are anxious about sustaining interest beyond the event [4][5]. - Following the gala, tech companies are actively seeking to extend discussions and maintain engagement through online platforms, particularly Bilibili [6][7]. - Bilibili is emerging as a key platform for AI and robotics discussions, capitalizing on the momentum generated during the Spring Festival [8][30]. Group 2: Bilibili's Role in AI and Robotics - Bilibili's collaboration with the Spring Festival Gala has deepened, with the platform becoming the exclusive bullet screen video platform for the event [33]. - The platform has a unique ecosystem that fosters discussions around AI and robotics, making it a prime location for brands to engage with a tech-savvy audience [37][39]. - Data indicates that Bilibili has a high concentration of users interested in AI, with nearly 100,000 active creators related to AI content each month [38][39]. Group 3: User Engagement and Content Creation - The introduction of "interest rooms" on Bilibili allows for more targeted engagement, facilitating a smoother transition from awareness to deeper understanding of AI and robotics [62][63]. - Users are encouraged to interact with content, leading to a more engaged community that discusses, creates, and shares AI-related content [60][64]. - The active bullet screen culture on Bilibili enhances the information density of tech discussions, making it a unique platform for real-time feedback and interaction [52]. Group 4: Long-term Strategy for Brands - Companies like Songyan Power, Yuanbao, and Yushu Technology are not just marketing for the Spring Festival but are strategically positioning themselves for long-term brand recognition and user engagement [69][70]. - The article emphasizes the importance of finding the right community to sustain interest and deepen user understanding of AI and robotics post-exposure [70][71]. - The future of human-machine coexistence will depend on who can effectively engage the most receptive and innovative audience [68].

新春将至，年味渐浓。国内首个互联网企业老年人服务基地 — 腾讯客服银龄服务基地，近日举办 "与您一起，过个小年"迎新春主题公益活动，以 AI 与数 字技术为核心，通过沉浸式体验、场景化科普、趣味化互动，聚焦老年人用网痛点，助力跨越数字鸿沟、守护春节数字安全，以科技向善传递温暖，彰显互 联网企业适老化服务担当。 小年传温情，科技践初心 本次活动兼顾体验性与实用性，精心设置四大核心环节，全方位满足老年群体数字学习与新春需求。活动组织老年群众实地参观银龄服务基地，直观了解适 老化服务体系建设情况；结合春节高频场景，腾讯客服银龄服务专家们手把手教学AI工具使用方法，普及红包制作技巧，贴合新春民俗氛围；打造新春主 题游园会，将反诈知识、数字技能融入趣味互动，实现"寓教于乐"；同时，为首批参与活动的老年人授予"腾讯客服银龄服务基地体验官"称号，鼓励老年群 体主动参与数字生活，积极建言献策，推动适老化服务持续优化。 现场为老年人授予"腾讯客服银龄服务基地体验官"证书 腾讯客服电商银龄服务运营专家王学梅表示，春节临近，线上购物成为老年人置办年货的新选择，但物流延迟、促销繁杂等问题可能带来困扰，为此提示老 年朋友提前错峰下单并 ...

Investment Rating - The report maintains a "Buy" rating for the media industry, highlighting strong performance in the sector compared to the broader market indices [1]. Core Insights - The media sector is expected to benefit from AI applications and consumer spending, with significant growth in digital marketing and advertising driven by AI technologies. Major internet companies are leveraging digital red envelopes to attract new customers for AI products during the Spring Festival [2][3]. - The report emphasizes the potential of the AIGC (AI Generated Content) sector, particularly in digital marketing, e-commerce, and AI-driven content creation, as key areas for investment [2][3]. Industry Overview - The media industry has shown resilience, with the Shanghai Composite Index and Shenzhen Component Index experiencing declines of -1.27% and -2.11% respectively, while the media sector has outperformed with significant gains [12]. - The report notes a resurgence in the digital marketing sector, particularly with the GEO (Geolocation) advertising model, which is expected to drive growth in 2026 [2][3]. Recommended Stocks and Rationale - Key stocks to watch include: - Wanda Film (002739): Actively embracing AI and participating in major Spring Festival films [3]. - Bona Film (001330): Expected to recover with participation in the Spring Festival film lineup [3]. - Mango Excellent Media (300413): Anticipated to benefit from AI integration in its core business [3]. - BlueFocus Communication Group (300058): A leading digital marketing firm actively adopting AI [3]. - Bilibili (9626.HK): Expected to see increased commercial value from community video content [3]. - The report suggests a focus on cinema chains and companies involved in the digital marketing and e-commerce sectors as potential investment opportunities [2][3]. Market Dynamics - The report highlights the competitive landscape in the AI-driven content creation space, with major players like Alibaba and ByteDance actively engaging in the AI Spring Festival initiatives [13][31]. - The cinema sector is gearing up for the 2026 Spring Festival with a diverse lineup of films, which is expected to attract various audience segments [14]. Financial Projections - The report provides earnings per share (EPS) forecasts for several companies, indicating a positive outlook for the media sector: - Huace Film & TV (300133): EPS projected to grow from 0.13 in 2024 to 0.27 in 2026 [7]. - Mango Excellent Media (300413): EPS expected to increase from 0.73 in 2024 to 0.82 in 2026 [7]. - Wanda Film (002739): EPS forecasted to rise from -0.43 in 2024 to 0.85 in 2026 [7].

Group 1 - The article discusses the cultural significance of the "Yuanbao" symbol in Shanghai, which represents wealth, prosperity, and good fortune, especially during the Chinese New Year celebrations [1][2] - The tradition of welcoming the God of Wealth in Shanghai is closely linked to the Yuanbao, with customs such as offering "Yuanbao fish" and "Yuanbao soup" during the festivities [2][4] - Various food items, including "Yuanbao dumplings" and "Yuanbao cakes," are integral to the New Year celebrations, symbolizing wealth and abundance [3][4] Group 2 - The Yuanbao has evolved from a physical currency in ancient times to a cultural symbol represented in modern products, including AI technology, illustrating its enduring relevance [5] - The article highlights the transformation of the Yuanbao from traditional food items to contemporary goods, such as chocolate shaped like Yuanbao, reflecting the blend of tradition and modernity [4][5] - The narrative emphasizes that the essence of the Yuanbao remains unchanged over centuries, symbolizing the same hopes for prosperity and abundance across different eras [6]

2月4日，现货黄金重回5000美元关口，现报5039.66美元/盎司。国内黄金饰品价格对比显示，多家黄金珠宝品牌当日公布的境内足金首 饰价格有所上调，周生生报价1600元/克，较前一日1498元/克涨102元；周大福报价1566元/克，较前一日1495元/克涨71元；老凤祥报价 1576元/克，较前一日1518元/克涨58元；老庙黄金报价1571元/克。（智通财经） 今日头条 多家中小银行宣布上调存款利率 随着春节脚步临近，多地中小银行近期宣布上调存款利率，例如湖南新晃农商行、陕西镇巴农商行、山西临县农商行等，均在1月下旬 将部分期限存款利率上浮。不仅如此，部分银行还推出"限时专享"的新年专属存款产品。不过，利率上调并非统一趋势，在市场利率 下行的背景下，亦有部分银行近期选择下调各期限存款利率。有业内人士指出，考虑到净息差处于低位并且仍然有下行压力，银行需 要降低负债成本稳定净息差等因素，未来存款利率大概率稳定在低位或者有小幅下调。（每日经济网） 国内品牌金饰克价普遍上调，周生生克价1600元 义乌世界杯订单生产进入"冲刺期" 2026年美加墨足球世界杯将在6月启幕。从2025年5月开始，义乌市场上的世界杯订 ...

Group 1 - Novo Nordisk's semaglutide sales reached 250.84 billion yuan in 2025, with a year-on-year growth of over 10% [5] - The sales breakdown includes 127.09 billion Danish kroner for Ozempic, 79.11 billion for Wegovy, and 22.09 billion for oral semaglutide [5] - In China, the total sales for all three semaglutide products amounted to 6.81 billion Danish kroner (approximately 7.49 billion yuan) [5] Group 2 - The Hong Kong High Court rejected Xu Jiayin's appeal regarding the appointment of a receiver and ordered him to pay 1.2 million HKD in legal fees by February 20 [6] - The National Healthcare Security Administration is conducting collective interviews with mental health insurance institutions to strengthen management and combat misuse of insurance funds [6][7] Group 3 - Panasonic's CFO announced potential layoffs could expand to 12,000 employees, following a previous plan to cut 10,000 jobs globally [8] - Multiple small and medium-sized banks have announced increases in deposit rates ahead of the Spring Festival, while some banks have opted to lower rates [8] Group 4 - Walmart's market capitalization surpassed 1 trillion USD, with a stock price increase of over 24% in the past year [10] - PayPal announced that Enrique Lores will take over as CEO on March 1, aiming to enhance execution efficiency and advance strategic initiatives [11] Group 5 - AMD reported a fourth-quarter net profit of 2.52 billion USD, with a year-on-year growth of 42% and revenue of 10.27 billion USD, exceeding market expectations [23] - Alphabet's fourth-quarter net profit was 34.455 billion USD, a 29.8% increase year-on-year, with total revenue of 113.83 billion USD [21]

"一大早，家族群、好友群就被元宝的红包链接刷屏了！"程昕（化名）对《中国经营报》记者说道，她抢到了十几元的红包。 2月1日零点，腾讯旗下AI助手"元宝"正式开启春节分10亿元现金红包活动，微信群里随处可见"元宝出钱、好友拆红包"的链接。 这是腾讯自2015年春晚投入5亿元红包后，罕见地再次拿出10亿元现金回馈用户。11年前微信红包逆袭支付宝的故事，腾讯正试图在AI时代重新演绎。 在主会场，用户每天可获得5次抽奖机会，通过做任务每天还可以额外获得40多次的抽奖机会。最主要的抽奖机会来自分享红包，每天最高可以获得30次抽 奖机会。分享的红包被领取后，用户还能获得额外抽奖次数和现金红包。 和元宝聊聊春节话题 次数 + 1 有事问元宝,快乐过大年 EUI - 100 体验DeepSeek新技能 次数 + 1 做你的高情商AI好友 -1:00 EDD- -25 程听说道："领取的红包数量好像有一定限制，我已经被提示'当日领取数量达到上限'。" 宝派红包 新春领不 姚等到他! 月元小与卡大 STE STE SL 当日领取数量 达到上限 参与活动抽红包 町75 八马市 查看小马卡 起领红包 品记录 > 红包攻势凶猛 程昕一 ...

Core Viewpoint - Tencent's AI assistant, Yuanbao, has officially launched its social feature "Yuanbao Club" for public testing, marking a significant step in AI social applications [1] Group 1: Feature Overview - The "Yuanbao Club" allows users to create or join groups where the AI assistant participates as a "club friend" in conversations, collaboration, and entertainment interactions [1] - The public version includes features such as @Yuanbao AI dialogue, image editing, and screen sharing, along with new integrations with Tencent Video and QQ Music for synchronized viewing and listening experiences [1] Group 2: User Interaction - Users can share invitation links through platforms like WeChat and QQ to invite others to join the "Yuanbao Club" [1] - The AI can generate emojis based on conversation content and assist in summarizing chat highlights, creating plans, and setting reminders [1] Group 3: Technical Development - The "Yuanbao Club" is developed on the audio and video capabilities of Tencent Meeting, indicating Tencent's ongoing exploration in AI social applications [1] - Users can participate in the public test by updating to the latest version of the Yuanbao app [1]