转自：扬子晚报 2月17日大年初一凌晨，千问发布的数据显示，春节活动期间，全国超过1.3亿人第一次体验AI购物，说 了50亿次"千问帮我"，千问一跃成为国民级AI助手。 数据显示：过去两天，用户用AI买门票的订单环比增长22倍，AI订机票等交通票务单量增长超7倍。随 着春节档电影上线，用户用AI买电影票的订单环比增长372倍，其中来自三四线城市的AI订单量更是暴 涨782倍。所有AI订单中，近一半订单来自县城。因为一句话点单更便捷，近400万60岁以上用户体验 了AI购物。 一个需求的背后，千问可以调度整个阿里生态为用户服务——阿里生态体系的淘宝、支付宝、淘宝闪 购、飞猪、高德、大麦都已接入千问，未来还将上线AI打车、充值手机话费、高德扫街榜团购等功 能。 QuestMobile数据显示，2月7日，千问日活跃用户数（DAU）达到7352万，逼近豆包的7871万，用3个月 的时间追平了豆包3年的用户规模。这标志着用户AI使用习惯的转移，本质上是AI价值重心的变化—— 从Chat为代表的聊天对话，转向Agent为代表的任务执行。 除夕当天，阿里巴巴还开源全新一代大模型千问Qwen3.5-Plus，性能媲美Gemi ...

重要新闻提示 阿里巴巴开源全新一代大模型千问Qwen3.5-Plus 春运前15天我国交通出行人数预计超35亿人次 截至2月16日23时10分，2026年电影春节档（2月15日至2月23日）票房（含预售）已突破7亿元 ...

Group 1 - The 2026 CCTV Spring Festival Gala featured a variety of robots performing alongside artists, showcasing advanced skills and technology [3] - The Hong Kong stock market saw a positive close on the last trading day before the Lunar New Year, with the Hang Seng Index rising by 0.52% and AI application stocks experiencing significant gains, such as Haizhi Technology Group increasing nearly 30% [3][4] Group 2 - OpenAI announced the recruitment of Peter Steinberger, founder of the open-source AI agent OpenClaw, indicating a strategic shift towards collaborative AI ecosystems [4] - Alibaba released a new generation of the Qwen 3.5 model, which competes with Gemini 3 Pro, achieving a significant performance leap and reducing API costs to 0.8 yuan per million tokens [4] Group 3 - The demand for GLM-5 has surged, prompting Zhipu to initiate a "computing power partner" recruitment plan to enhance service capabilities [11] - The storage chip price increase is intensifying, with Kioxia predicting a 50% rise in average selling prices starting in Q1 2026 [11] Group 4 - The Hong Kong property market saw a 7.33% increase in prices during the Year of the Snake, marking the largest rise in nearly eight lunar years [8] - The U.S. stock market is expected to experience a significant capital expenditure increase in AI, projected to reach $740 billion in 2026, which may lead to a shift in investment patterns [16]

Core Viewpoint - The 2026 Spring Festival Gala showcased significant AI marketing efforts from major tech companies, highlighting the integration of AI into entertainment and user interaction, with a focus on enhancing audience engagement through innovative technologies [1][3][10]. Group 1: AI Integration in Spring Festival Gala - The gala featured AI elements prominently, with the "Doubao" application playing a central role in various performances and interactions, demonstrating the capabilities of AI in enhancing live events [1][3]. - Doubao's technology supported multiple aspects of the gala, including stage art creation, intelligent robot interactions, and real-time audience engagement through features like live subtitles [3][5][10]. - The gala's use of AI technologies, such as the Seedance 2.0 model, allowed for high-quality visual presentations and complex artistic expressions, showcasing the potential of generative AI in creative fields [4][5]. Group 2: Major Tech Companies' Marketing Strategies - Major companies like ByteDance, Tencent, Alibaba, Baidu, Meituan, and JD.com engaged in extensive marketing campaigns during the Spring Festival, utilizing AI to enhance user experiences and drive engagement [1][6][10]. - Tencent initiated a significant marketing campaign with a 1 billion yuan red envelope giveaway, aiming to replicate the success of previous promotional strategies [6][10]. - Alibaba's "one sentence to order milk tea" campaign achieved rapid success, reflecting the effectiveness of AI in facilitating consumer transactions during the festive season [7][10]. Group 3: Future of AI Applications - The competition among tech giants in the AI space is expected to accelerate, with a focus on applications that deliver clear business value and enhance user experiences [10][11]. - Companies are exploring long-term value in their marketing strategies, aiming to integrate AI into daily life and consumer habits [10][11]. - The ongoing AI flow battle is seen as a critical first step in establishing a competitive landscape for AI applications leading up to 2026 [11].

Core Viewpoint - The article discusses the intense competition among major internet companies during the Spring Festival, particularly focusing on the rise of AI applications and the strategic battles for user engagement and market share in the AI sector [3][4][37]. Group 1: AI Competition Landscape - The Spring Festival has become a battleground for internet giants to compete for traffic, with significant events like the 2015 payment war and the 2020 short video competition [3][4]. - In 2025, a new player, DeepSeek, emerged, surpassing existing applications in daily active users, indicating a shift in the AI market landscape [4]. - By 2026, the competition intensified, with major companies preparing extensively for the Spring Festival, marking it as a critical moment for AI applications [4][5]. Group 2: Model Updates and Innovations - Major companies like Baidu, Alibaba, and ByteDance have updated their AI models recently, with Baidu's Wenxin 5.0 featuring 2.4 trillion parameters and advanced multi-modal capabilities [6][8]. - Alibaba's Qwen3-Max-Thinking model, with over a trillion parameters and 36 trillion tokens of pre-training data, enhances its tool-calling capabilities [8][10]. - ByteDance launched several models, including Seedance 2.0 and Seedream 5.0 Lite, which significantly improved video and image generation capabilities [10][14][15]. Group 3: AI Super Entry Points - Companies are focusing on creating AI super entry points that integrate their core business models, such as Baidu's AI+search and Alibaba's AI+e-commerce [21][25]. - Alibaba's launch of the Qwen APP aims to enhance the e-commerce experience by integrating various services into a single platform [25][28]. - Tencent's Yuanbao group chat feature incorporates AI to enhance user interaction and engagement, including a cash red envelope feature during the Spring Festival [30][32]. Group 4: Cash Incentives and User Engagement - Major companies are investing heavily in cash incentives to attract users, with Tencent announcing a 1 billion yuan cash giveaway and Baidu offering 500 million yuan in red envelopes [35][37]. - The competition for user attention and brand recognition is driving these cash distribution strategies, as companies aim to establish their AI super entry points [37].

Core Insights - Alibaba launched its new AI model Qwen3.5 on February 16, which operates 8 times faster and is 60% cheaper than its predecessor, enhancing its competitive position in the AI market [1] - The Qwen app achieved 10 million downloads in its first week, indicating strong user adoption and interest [1] - Retail investor sentiment around Alibaba has shifted from neutral to bullish, with a sentiment score of 60.6, reflecting increased discussions on platforms like Reddit [1] Group 1: Product and Market Position - Qwen3.5 outperforms competitors such as GPT-5.2, Claude Opus 4.5, and Gemini 3 Pro in benchmark tests, showcasing its advanced capabilities [1] - The model's enhanced "agentic capabilities" allow it to execute complex tasks independently across various applications, positioning Alibaba as a cost-effective alternative in the AI sector [1] - The Chinese government is directing Nvidia H200 chip orders to Alibaba, indicating state support for its AI initiatives [1] Group 2: Financial Performance and Investor Sentiment - Alibaba's shares fell 4.46% in the week leading up to the Q3 FY2026 earnings report, amidst fluctuating retail investor sentiment [1] - Analysts remain positive, with 14 rating the stock as "Strong Buy" and a 12-month price target of $188.69, representing a 21% upside [1] - The stock has gained over 32% in the past year, significantly outperforming the S&P 500, which has only gained approximately 11% [1]

Quick Read Alibaba (BABA) launched Qwen3.5 on Feb 16. It runs 8x faster and costs 60% less than the prior version. Alibaba’s Qwen app reached 10 million downloads in its first week. The CEO warned Alibaba’s near-term profitability will fluctuate from heavy AI investments. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Over the past week, shares of Alibaba (NYSE:BABA) fell 4.46%, coinciding with a ...

Core Insights - The 2026 Spring Festival marks a pivotal moment for China's AI industry, transitioning from technical experimentation to widespread public adoption [1][5] - Major tech companies like Alibaba and ByteDance have emerged as leaders in this competitive landscape, showcasing differentiated strategies and impressive operational metrics [1][5] Industry Overview - The Spring Festival AI competition has shifted from merely attracting users to cultivating habits and implementing practical applications, with Alibaba and ByteDance leading the way [5][6] - The competition has resulted in a dual development path for China's AI industry: Alibaba focuses on consumer-oriented applications, while ByteDance emphasizes content creation and innovation [6][18] Alibaba's Performance - Alibaba's Qwen 3.5-Plus model was released on New Year's Eve, achieving the status of the world's strongest open-source model, comparable to Gemini 3 Pro [1][8] - During the Spring Festival, over 1.3 billion AI-assisted transactions were completed, with users making 50 billion requests to the Qwen app, demonstrating its widespread adoption [1][5][12] Technological Breakthroughs - The Qwen 3.5-Plus model features a total of 397 billion parameters, with a significant performance improvement over previous models, achieving a 19-fold increase in inference throughput [10][11] - The model's API pricing is significantly lower than competitors, at 0.8 yuan per million tokens, making it more accessible for developers [10][11] Ecosystem Integration - Alibaba's extensive ecosystem, including platforms like Taobao and Alipay, enables seamless integration of AI into everyday tasks, enhancing user experience and driving rapid habit formation [11][15] - The Spring Festival saw a 372-fold increase in AI-assisted movie ticket purchases, highlighting the model's effectiveness in real-world applications [11][12] Competitive Landscape - The emergence of Alibaba and ByteDance as "dual kings" in the AI sector signifies a shift in China's AI industry towards original exploration, moving away from merely following Silicon Valley [18][19] - The competition between these two companies fosters a healthy industry environment, encouraging innovation and diverse development paths [18][19]

作者 | 贝隆行业研究 数据支持 | 勾股 大数 据（www.gogudata.com） 2026 年春节，成为中国 AI 产业从技术实验室走向全民生活的关键分水岭。 阿里、 腾讯、 字节跳动 等科技大厂纷纷祭出红包补贴、 应用推出、 功能上新等招式，在 AI 赛 道展开百花齐放的春节争夺战。而阿里与字节跳动凭借差异化的战略布局、现象级的应用表现和亮 眼的运营数据，在这场竞争中突围而出，站上中国科技春晚的塔尖 。 除夕 当天 下午 ， 阿里巴巴开源全新一代大模型千问 Qwen3.5-Plus ，性能媲美 Gemini 3 Pro ，登顶全球最强开源模型。 初一 凌晨 ， 千问 APP 发布的数据显示，春节活动期间，全国超过 1.3 亿人第一次体验 AI 购 物，说了 50 亿次 " 千问帮我 " ，千问一跃成为国民级 AI 助手。 图片 来源 ： 公开 资料 阿里 AI 由此在这个春节完成双线爆发：模型全球开源最强， APP 在应用战场狂飙前进。 春节 AI 大战百舸争流 01 当 AI 技术从实验室走向大众生活， 2026 年春节成为各大科技企业争夺用户心智的主战场。 腾讯元宝推出 10 亿元现金红包活动， ...

Core Insights - Alibaba has released its new model Qwen 3.5, which is noted for its significant advancements in architecture and performance, establishing itself as a leader in the open-source model space [1][2] - The Qwen 3.5-Plus model has 397 billion parameters, a decrease from the previous flagship model Qwen 3-Max, which had one trillion parameters, yet it achieves performance levels comparable to Gemini 3 Pro with less than 40% of the parameters [2] - The model utilizes only 5% of its computational resources for each response, resulting in a token cost that is 1/18th of that of Gemini 3 Pro, showcasing its efficiency [2] Model Advancements - Qwen 3.5-Plus incorporates a gating technology that has been recognized at a global AI conference, allowing other tech companies to benefit from its advancements [3] - The model has evolved through various architectural changes, including the introduction of a mixed attention mode that enhances its ability to process information selectively [2][3] - Alibaba's Qwen series is now positioned to compete directly with Google across all modalities, having integrated text and visual data learning from the outset [3] Industry Position - Chinese companies, including Alibaba, are leading the open-source model race, effectively surrounding closed-source models and setting the stage for significant advancements in the industry [3] - The rapid development of models like Qwen 3.5 suggests that the gap between domestic models and the strongest state-of-the-art (SOTA) models is narrowing, with potential for surpassing competitors in the near future [3]