将投中网设为"星标⭐"，第一时间收获最新推送 海淀如何做实全球AI产业高地。 作者丨 张雪 来源丨 投中网 2 月 28 日， 2026 海淀区经济社会高质量发展大会如约而至，从龙年到马年，这是海淀第三年召开 " 新春第一会 " ，也是 " 十五五 " 开局之年的 重要落子。 不同于之前谨慎克制的强基固本、产业升级，今年 " 新春第一会 " 一上来放出了多个大招，从顶层设计、政策驱动、机制创新、基金发布、产业落地 和全球合作等多角度、全方位进行了布局。 一个细节是，热闹最早从朋友圈传来。 28 日一大早，海淀的 " 新春第一会 " 就在朋友圈刷屏了，我随机问了几个创业者和投资人，他们对海淀新发 布的一系列政策王炸组合表示既兴奋又安心：这些动作足见海淀抢占科技高地的决心，同时又传递出在科技服务上的诚意。 再投 100 亿 其中，中关村科学城科技成长四期基金，总规模 80 亿元，这是在前三期的基础上再扩容，包括设立 70 亿元母基金，重点聚焦源头成果转化、联动重 点产业平台、合作市场白马机构；以及 10 亿元产业直投，锚定 "1+5+3" 产业体系，精准支持重点领域及产业链关键环节高成长项目。 最具价值投资之城实 ...

春晚舞台之外，腾讯元宝、阿里的千问、百度的文心一言等，在这个春节至少直接发放了45亿元红包用 于产品推广。但在互联网流量早已见顶的当下，各家在今年的推广策略全然不同。本质是不同商业逻辑 的"对赌"，也折射出全球C端AI产品商业化的集体焦虑与突围尝试。 马年春节假期结束了。这个春节，AI成为了"最显眼"的主角。你可能抢了红包、用AI生成了拜年图、甚 至让AI帮你买了奶茶和订电影票。这场热闹背后，是一场史无前例的商业豪赌。 40多年来，春晚舞台从未如此一致地指向同一个行业。从1984年"康巴斯钟表为您报时"开始，春晚冠名 广告商的变迁就是一部浓缩的中国产业演进史：90年代是白酒，00年代是家电和乳业，2015年微信、支 付宝将红包玩法推向热潮。谁站在这个舞台上，谁就代表着中国经济引擎的下一个十年。 2026年，轮到了AI。 中国的AI企业在春晚的舞台上完成了一次历史性的集体亮相。 比如火山引擎成为央视春晚"独家AI云合作伙伴"、豆包的身份是"核心AI互动伙伴"，阿里旗 下千问则包揽了东方卫视、浙江卫视、江苏卫视、河南卫视四大马年春晚的独家冠名；元宝 合作了辽宁卫视春晚；百度宣布成为2026年北京电视台春晚首席AI ...

Core Insights - Major tech companies are investing heavily in AI platforms, with Alibaba, Tencent, and Baidu collectively spending over 45 billion yuan to attract new users during the 2026 Spring Festival [2][8] - The marketing strategies have evolved from simple cash giveaways to more sophisticated methods that include subsidies, scenario binding, and social sharing, reflecting a shift from technical competition to ecosystem development [2][4] Group 1: Investment and Marketing Strategies - Tencent initiated the competition by distributing 10 billion yuan in cash red envelopes, leveraging its social ecosystem with over 1.4 billion monthly active users to enhance user engagement [3] - Baidu followed with 5 billion yuan in red envelope benefits, integrating its AI product with its existing app ecosystem to capture new traffic [3] - Alibaba's strategy involved offering 30 billion yuan in vouchers through its app, which connects various services within its ecosystem, enhancing user experience and engagement [3] Group 2: Evolution of AI Applications - AI applications are transitioning from basic functionalities to becoming integral parts of daily life, evolving into comprehensive digital assistants that can handle various tasks beyond simple queries [4][7] - The competition is moving towards embedding AI deeply into everyday scenarios, making it a necessity rather than an optional feature [7][12] Group 3: Future Implications and Competitive Landscape - The current marketing tactics are seen as a short-term strategy for user acquisition, with the real challenge being user retention post-subsidy [9][12] - The battle for AI dominance is not just about immediate user engagement but about establishing a long-term operational system that can integrate various services seamlessly [9][17] - Companies that can effectively create a reliable and compliant AI ecosystem will likely emerge as leaders in the global market, as the competition extends beyond local user engagement to include technological sovereignty and adaptability [16][17]

Group 1 - The core viewpoint of the article highlights the significant change in the user experience of the AI assistant DeepSeek, which has been criticized for becoming "cold" and less empathetic, moving away from its previous nuanced and warm interactions [2][3] - Users have reported that the latest version of DeepSeek no longer remembers personalized nicknames, referring to users generically, which has led to a decrease in emotional connection [3] - The AI's ability to provide emotional support has diminished, with responses now being more formal and less engaging, leading some users to experience a "withdrawal reaction" due to the loss of the assistant's previous warmth [3] Group 2 - The competitive landscape for AI assistants in China has intensified, with major players like ByteDance, Baidu, and Alibaba rapidly iterating their products, putting pressure on DeepSeek [3] - DeepSeek had previously held a first-mover advantage in the AI assistant market due to its early technological accumulation and differentiated positioning, but this advantage is now being challenged [3] - The recent updates to DeepSeek include an increase in context length support to 1 million tokens, compared to the previous version's 128,000 tokens, indicating a shift towards handling more complex queries [2]

Group 1 - Major tech companies in China are distributing significant amounts of money through AI-related "red envelopes," totaling over 4.5 billion yuan, to attract users and create a new wave in the AI sector [1] - The initial success of WeChat's red envelope feature in 2015 disrupted the mobile payment landscape, highlighting the importance of building infrastructure for mobile payments [1] - The challenge now is retaining users in AI applications, as the average retention rate for AI apps is only 12.8% after 30 days, compared to the previous success of WeChat [1] Group 2 - Tencent is leveraging social features by encouraging users to complete tasks and share, betting that AI integration into group chats will enhance user retention [3] - Alibaba is focusing on transaction integration, connecting its AI with platforms like Taobao and Hema, ensuring users engage with AI through essential services like food delivery [4] - ByteDance is emphasizing content creation with its Seedance 2.0, which can generate high-quality short films in 60 seconds [5] - Baidu is enhancing its search capabilities, providing direct answers to users instead of displaying numerous ads, capitalizing on its extensive user base [6] Group 3 - The competition among these companies revolves around data resources, application scenarios, and market space, with the ultimate goal of establishing a strong position in the industry [6] - China's unique market, with its vast population and diverse needs, allows for rapid AI application development, contrasting with the U.S. focus on developing advanced AI models through significant investment [6] - Despite existing weaknesses in certain AI technologies, China's rich application scenarios and data resources can drive innovation and technological breakthroughs [7] Group 4 - The investment of 4.5 billion yuan in AI is not just about user acquisition but also about the evolution of China's AI capabilities and its strategic importance [7] - Emphasizing the need for innovation in core technologies like high-end chips and foundational software is crucial for the long-term success of AI in various industries [7] - China's advancements in sectors like aviation and semiconductor technology demonstrate its potential to overcome external challenges and lead in AI development through innovation [7]

机器之心发布 春节还未到，但各路 AI 应用的「战斗」号角已经吹响。 腾讯元宝先声夺人，豪掷 10 亿元现金红包；百度文心一言紧随其后，狂撒 5 亿元红包；字节跳动火山引擎则直接与春节流量大户春节联欢晚会「联名」；阿里 千问请客，诚邀广大网友喝奶茶，一度让服务器「崩溃」…… 但这还只是「前菜」，在大模型落地应用成为主流叙事的这一年，各大 AI 厂商或初创都在围绕谁将成为下一个「超级入口」狂奔。而在春节这一重要时间节 点，对于 AI 应用厂商来说，既是自我展示的好时机，也是接受网友检验的关键时刻，必须铆足了劲疯狂「秀肌肉」。 行业预测 数据显示 ， 仅除夕当晚，主流 AI 应用的交互量可能突破千亿次，瞬时并发峰值或达 10 亿次 / 秒量级。 而每一次 AI 对话、每一帧图像生成、每一次实时交互，都在考验底层算力基础设施的弹性极限。 因此，对于大多数 AI 应用来说，「大考」之前需要思考一个重要命题： 当不确定性的流量高峰成为新常态，什么样的算力基础设施才能确保用户体验始终丝 滑？ 有一家创业公司，在去年一场真实的「流量海啸」中，不仅稳稳接住了，还完成了一次漂亮的技术支撑。这个故事的主角，正是全球 3D 内容应 ...

2月10日光合组织牵头的研讨会，集结百家生态伙伴，堪称算力版"春晚盛宴"。现场启动联合攻关专 项，给大模型产业发"算力红包"：超3万卡国产AI算力池开放共享，400+大模型适配完成，中小企业用 算成本大降。还有AI布道师认证，给行业送技术干货。 比起手机里的小额红包，这场"春晚"才是真红利：国产算力+大模型的协同突破，让AI技术真正走进千 行百业。这个春节，个人抢红包，企业拿算力福利，国产AI生态双喜临门！ 今年春节被大模型红包承包了：腾讯元宝10亿、百度文心一言5亿、阿里千问亿元冠名，而真正的产业 福利藏在郑州——国产算力界的"春晚"太硬核！ ...

本报评论员岑嵘 日前，千问App豪掷30亿元，推出"1分钱喝奶茶"活动。用户只需通过邀请好友等方式，就能拿到奶茶 免单券，喜茶、霸王茶姬等品牌随便点。这场"奶茶狂欢"效果立竿见影，千问App迅速登顶苹果免费应 用榜。由于订单量暴增，系统多次崩溃，外卖骑手直呼"送不过来"；更有人将免单权益挂在二手平台， 标价6到10元转卖"代下单"，当起了"奶茶黄牛"。对此，千问官方紧急回应，严禁转售变现，并将免单 使用期延长至2月底，呼吁用户错峰下单。 一个是高大上的人工智能应用，一个是普普通通的奶茶，两者为何会结合起来，其中的逻辑又是什么？ 但这种烧钱模式同样让人担忧。这场看似薅羊毛的免费奶茶狂欢，实则是互联网企业惯用的烧钱模式。 回顾当年的外卖大战，美团、阿里、京东累计投入超700亿元补贴，换来的是存量市场的零和博弈。如 今，这场竞争以AI的名义卷土重来，本质仍是用资本堆砌流量壁垒。 AI大战下沉到消费场景，容易陷入"重营销、轻技术"的误区。大模型的核心竞争力，本应是算法精度、 场景适配能力等等，而非补贴力度的大小。企业与其烧钱，不如沉下心实实在在做好产品，让人工智能 大模型不断迭代升级。唯有摒弃短视的流量思维，深耕技术 ...

Core Insights - The "AI War" leading up to the 2026 Spring Festival is intensifying, with major players like Baidu, Tencent, ByteDance, and Alibaba engaging in aggressive promotional activities, including significant cash giveaways [1][2] - The competition is characterized by a struggle for user engagement and traffic, with promotional campaigns causing operational challenges for businesses and delivery services [2][3] - The reliance on subsidies for user acquisition is reminiscent of past strategies in the mobile internet era, raising concerns about sustainability and the true value of AI applications [2][4] Group 1: Industry Dynamics - The AI industry is witnessing a fierce competition among tech giants, with initiatives like Tencent's "Yuanbao" and Alibaba's "Qianwen" offering substantial cash incentives to attract users [1][2] - The promotional activities have led to overwhelming demand, exemplified by the "Qianwen" app processing 10 million orders in just 9 hours, causing operational strain on businesses [1][2] - The current promotional strategies are heavily dependent on subsidies, which may undermine the long-term value proposition of AI technologies [3][4] Group 2: Challenges and Risks - The surge in demand due to promotional activities has disrupted normal business operations, leading to customer dissatisfaction and potential risks of fraud in secondary markets [2][3] - The industry's approach of using traditional subsidy methods to promote cutting-edge AI technology raises questions about the effectiveness and sustainability of such strategies [4][5] - There is a need for the industry to shift focus from subsidy-driven competition to creating genuine user value through technological innovation and seamless integration of AI into everyday scenarios [4][5] Group 3: Future Directions - To avoid repeating past mistakes, the industry must move beyond subsidy dependency and focus on core technological advancements and user-centric solutions [4][5] - Companies should aim to develop sustainable business models that prioritize real value creation over short-term gains, fostering long-term relationships with users [4][5] - The future of AI lies in understanding and addressing user needs effectively, rather than merely competing on financial incentives [4][5]

具体来看，腾讯元宝于2月1日启动10亿元现金红包活动，用户可通过分享链接、与AI对话等方式获取 抽奖机会；阿里千问紧随其后，宣布投入30亿元启动"春节请客计划"；百度则抛出5亿元红包福利；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。 年味渐浓，红包大战也如期而至，但这次红包装的不只是压岁钱，更是中国互联网巨头对AI未来的集 体押注。 去年今日，DeepSeek"横空出世"，凭借其低成本、高性能的优势，一夜之间迅速走红海内外，更是在各 行各业掀起一股AI巨浪。而短短一年间，行业战局已全面升级，各家AI大战如火如荼，竞争焦点也转 向用户入口、场景渗透与生态闭环的"全面战争" AI红包大战激战正酣 天下熙熙，皆为利来。天下攘攘，皆为利往。 春节前夕，一场AI大战打响。腾讯元宝投入10亿元现金红包，阿里千问更是斥资30亿元启动"春节请客 计划"，百度文心一言和字节跳动的豆包也纷纷加入战局。 各家策略体现出明显的特征。腾讯依托社交生态，阿里深耕电商与本地生活闭环，百度强化搜索与娱乐 属性，字节则借助内容平台流量优势。从投入规模看，相比2015年微信5亿元红包，这次仅阿里和腾讯 两家的投入就达到40亿 ...