文|锐资 编辑|锐资 前言： 家人们，2025年的中国AItoC市场，彻底进入"三国杀"模式！抖音豆包靠流量优势领跑用户规模，腾讯 元宝扎进微信生态深度渗透，阿里千问+灵光双线布局构建壁垒。 这三大AI助手的较量，早就不是单一功能的比拼，而是互联网巨头"AI+生态"的战略对决，谁能拿下用 户默认AI助手的宝座。 谁就能掌控未来生活服务、生产力工具、商业交易的核心枢纽，这场博弈的精彩程度，远超想象。 流量驱动的规模化突围 先说说行业大变革，AI助手的崛起其实是互联网从"流量分发"到"智能服务"的大转型。 | 豆包 - 字 ... | 中 1 | | | --- | --- | --- | | Beijing Ch ... | 总榜(免费) | 总榜(畅销) | | 元宝-腾讯 ... | 8 | | | Tencent T ... | 总榜(免费) | 总榜(畅销) | | 灵光-全模 ... | 6 | | | Alipay (Ha... | 总榜(免费) | 总榜(畅销) | | 千问 - 阿 ... | 3 | | | Shanghai ... | 总榜(免费) | 总榜(畅销) 计划 CD出版 | 以前 ...

Key Points - The article highlights the significant performance of Hong Kong stocks, which led global asset classes in February 2025, driven by the DeepSeek technology revaluation and a rotation in A-share technology stocks [2][8] - China's economic fundamentals showed improvement in January, with the manufacturing PMI returning to the expansion zone at 50.2, indicating a positive trend [10] - The technology sector is experiencing a "spring surge," characterized by a calendar effect that historically leads to strong market performance post-Chinese New Year [12][13] - TMT (Technology, Media, and Telecommunications) sector transaction volume has exceeded 40%, indicating a shift in market sentiment and potential for performance driven by fundamental expectations rather than just emotional indicators [17] - DeepSeek has emerged as a new catalyst in the technology sector, potentially leading to a global re-evaluation of Chinese technology stocks and advancements in artificial intelligence [18] - Investment strategies in the technology sector should focus on "low-position growth branches" and companies expected to deliver performance in 2025 [19] - The Hong Kong stock market has seen a significant rally, with the Hang Seng Technology Index rising over 6% on February 21, 2025, following positive earnings reports from Alibaba and government support for AI initiatives [20][21]