自2月6日起，千问推出春节免单活动后，2月14日千问突然宣布免单再加3天，接入大麦、飞猪，邀请全 国人民体验AI买电影票、门票等新功能，激活春节AI新消费。 2月15日，千问C端事业群总裁吴嘉首度回应千问爆火的相关话题。其表示，千问做这件事的初衷，并 不是为了和谁卷，从来没有想过内卷。对于外界流传的"2月7日千问DAU（日活）已接近豆包"的消 息，吴嘉表示"实际上我们内部的数据更高一点"。同时他也表示，由于用户参与超出预期，此次春节千 问活动实际投入已远超30亿。 吴嘉 内部DAU比流传版本更逼近豆包 吴嘉提到，2月6日零点千问活动灰测上线，本来预计零点到早上6点发5万张免单卡，但用户太热情了， 领卡速度非常快，8分钟就发完了5万张。这种爆火程度始料未及，"凌晨1点多、2点的时候，还有很多 用户在下订单。我们几乎忙了一个通宵，第二天早上9点开始上班的时候，就彻底火了"。 2月14日，千问突然宣布免单再加3天，接入大麦、飞猪，邀请全国人民体验AI买电影票、门票等新功 能。吴嘉透露，第二波免单用户热情依然很高，但和第一波已经完全不同。 "第一波是能力验证，验证AI能不能在真实生活场景里跑通"理解—决策—下单—支付 ...

Core Insights - The launch of the "Spring Festival Free Order" by Qianwen App, a subsidiary of Alibaba, resulted in over 15 million orders on February 6, far exceeding the initial expectation of 1 million orders, marking a 1500% increase in user engagement [1][2][3] Group 1: User Engagement and Performance - The initial free order event saw 5,000 free order cards distributed within 8 minutes, indicating high user enthusiasm [2][3] - The daily active users (DAU) of Qianwen approached that of Doubao, although the company prioritizes user feedback and experience over DAU metrics [4] Group 2: Future Developments and AI Integration - Qianwen is developing new features such as AI ticket purchasing for movies, flights, and hotels, aiming to validate AI service capabilities through real-life scenarios [4] - The company has invested over 3 billion in AI development, emphasizing that AI maturity is achieved through continuous real-world testing and user interaction [4]

（文章来源：第一财经） 吴嘉透露，千问2月6日免单的效果远超预期，第一天的实际订单达到1500万单，是原来预计的15倍。他 还称阿里此次投入远超过30亿。 2月15日，千问C端事业群总裁吴嘉表示，千问春节活动的初衷，并不是为了和谁卷，而是让AI融进老 百姓的日常生活场景中。他坚信这一波的AI应用，中国一定会走在世界的最前列。 ...

Core Viewpoint - The Milan-Cortina 2026 Winter Olympics highlights the rise of Chinese technology companies, with Alibaba and TCL among the top sponsors, marking a shift away from Japanese corporate presence in this space [2][4]. Group 1: Sponsorship and Financial Aspects - Alibaba and TCL are among three Chinese companies that have secured top sponsorship roles for the Winter Olympics, with the total revenue from top sponsors expected to reach $3 billion from 2021 to 2024 [2]. - Each top sponsor is estimated to bear a cost of approximately 8 billion Japanese yen annually [2]. Group 2: Technological Contributions - Alibaba provides AI technology for event operations and broadcasting, including a global chat service and an AI assistant for staff, utilizing its AI model "Qwen" [8]. - The Winter Olympics will feature advanced imaging technology allowing for 360-degree replays in 17 sports, with AI capable of reconstructing footage in seconds [8]. - TCL has equipped the athletes' village with smart appliances and provided technical support for broadcasting, including televisions and monitors [8]. Group 3: Comparison with Japanese Companies - The article contrasts the rise of Chinese tech firms with the decline of Japanese companies, noting that Intel and Panasonic, which supported the Tokyo 2020 Olympics, have faced challenges and are exiting sponsorship roles after the Paris 2024 Olympics [5][8]. - The shift in sponsorship dynamics reflects a broader trend of diminishing influence of Japanese technology firms in the global market, particularly in the television industry [8].

新浪科技讯 2月15日下午消息，千问C端事业群总裁吴嘉今天回应千问爆火时表示，千问做这件事的初 衷，并不是为了和谁卷，而是让AI融进老百姓的日常生活场景中，"这是未来一定会发生的事情。" 2月6日，阿里旗下的千问App推出春节大免单后，千问迅速出圈，一夜爆火，9小时的订单超过1000万 单，系统一度限流以致用户无法下单。2月14日千问启动第二波免单活动，将AI大战推向高潮。 吴嘉表示， 第一波活动是能力验证，验证AI能不能在真实生活场景里跑通"理解—决策—下单—支 付"这条完整链路。第二波则真正把阿里巴巴全生态放进来了，飞猪的机酒、火车票、门票，大麦的电 影票，以及即将接入的高德团购、打车等，都在千问里。"AI正在从一个聊天工具，变成一个能办事的 助理。" 责任编辑：尉旖涵 2月6日，阿里旗下的千问App推出春节大免单后，千问迅速出圈，一夜爆火，9小时的订单超过1000万 单，系统一度限流以致用户无法下单。2月14日千问启动第二波免单活动，将AI大战推向高潮。 吴嘉表示， 第一波活动是能力验证，验证AI能不能在真实生活场景里跑通"理解—决策—下单—支 付"这条完整链路。第二波则真正把阿里巴巴全生态放进来了，飞 ...

Group 1 - Major tech companies were interviewed by the market regulatory authority to eliminate "involution-style" competition and ensure compliance with various laws [3] - Baidu's Wenxin Assistant saw a fourfold increase in monthly active users, with significant growth in AI-generated content features [4][6] - Insta360's annual meeting featured extravagant prizes, including five apartments and luxury cars, highlighting the company's focus on employee recognition and long-term value [7][8] Group 2 - DeepSeek's recent update led to user dissatisfaction due to perceived loss of personality in interactions, prompting calls for a rollback to previous versions [9][10] - Alphabet raised $31.51 billion through a large-scale bond issuance, reflecting strong demand for cloud service providers despite concerns over investor protection [11] - Disney accused ByteDance of copyright infringement related to its AI video generation model Seedance, marking a significant legal challenge for the company [12][13] Group 3 - Douyin launched a new app "Dou Sheng Sheng" to enhance its local life group buying business, aiming to compete in a less saturated market [18] - Elon Musk proposed building a factory on the moon to produce AI satellites, emphasizing the need for advanced computational resources [19] - A Stanford graduate developed an AI dating app called Date Drop, which has gained popularity among students, indicating a growing trend in tech-driven social solutions [20][21] Group 4 - Zhizhu announced a price increase for its GLM Coding Plan subscriptions, reflecting the rising costs associated with AI model development [16][17] - The URKL robot fighting league was launched to accelerate advancements in humanoid robotics, drawing parallels to F1 and NBA in terms of industry impact [21][22] - OpenAI released the GPT-5.3-Codex-Spark model, designed for real-time programming, showcasing advancements in AI-assisted software development [22][23]

2月14日，据市场监督管理总局通报，其已于2月13日集中约谈阿里巴巴、抖音、百度、腾讯、京 东、美团、淘宝闪购等平台企业，要求平台规范促销推广行为，杜绝各种形式的"内卷式"竞争。 就在集中约谈平台企业的同一天，市场监督管理总局发布了《互联网平台反垄断合规指引》（下称 《指引》），重点规定了垄断协议、滥用市场支配地位、经营者集中和滥用行政权力排除、限制竞 争等4类垄断风险。 有业内人士指出，平台发红包本身不是问题，但若演变成低于 成本的恶性补贴，或利用红包诱导商户二选一、实施价格歧 视，就可能触碰监管红线。 作者：钱玉娟 封图：图虫创意 一家被约谈平台的内部人士认为，多平台被约谈是《指引》落地后的配套动作。 此次约谈的7家企业中，阿里巴巴、抖音、京东、美团等均是头部综合型零售电商平台企业，同类 型的拼多多、快手未在约谈名单，而百度、腾讯却罕见地被卷入到风波当中。阿里巴巴及其旗下淘 宝闪购还被同时点名。 有业内人士指出，平台发红包本身不是问题，但若演变成低于成本的恶性补贴，或利用红包诱导商 户二选一、实施价格歧视，就可能触碰监管红线。 中国数字治理研究会秘书长杨煜东分析，当前的流量之争已经从共享经济、电商等领域延 ...

Core Viewpoint - The article discusses the trends and highlights of the 2026 Spring Festival gift boxes from various major companies, emphasizing practicality, interactivity, and a sense of adventure in their designs [4][5]. Group 1: Alibaba - Alibaba's gift box features a classic red design with a "Joy" theme, including traditional items like couplets, window decorations, and six types of red envelopes, each representing different forms of joy [9][11]. - The inclusion of a multifunctional blanket and a calendar adds practicality and companionship to the gift box [11][13]. Group 2: Tencent - Tencent's gift box adopts a minimalist approach with a simple red design, containing traditional items such as red envelopes and couplets that align with the Year of the Horse theme [15][17]. - The highlight is the blind box concept, which adds an interactive element, making the gift box more engaging [17][18]. Group 3: JD.com - JD.com's gift box includes traditional items like red envelopes and snacks, with a notable hanging painting that can be directly hung on the wall, enhancing the festive atmosphere [21][23]. Group 4: Meituan - Meituan's gift box revolves around the theme of "bringing home blessings," featuring practical items like a snack gift pack and a warm blanket [23][26]. - The gift box also supports a charitable initiative by donating to a children's playground, linking the gift to a social cause [26]. Group 5: Kuaishou - Kuaishou's collaboration with Wangwang results in a gift box designed as a red suitcase, filled with popular snacks and playful items like a plush pillow shaped like Wangwang snacks [30][32]. - The creative doorbell that plays a "Wangwang" sound adds a unique touch to the gift box [36]. Group 6: Zhihu - Zhihu's gift box stands out with a blue theme and includes a "Good Question 2026" calendar, encouraging daily reflection and thought [38][40]. Group 7: Ctrip - Ctrip's gift box emphasizes cultural elements with a design inspired by traditional Chinese art, featuring items like a ceramic gourd and a plate, enhancing the festive atmosphere [44][46]. Group 8: Cai Niao - Cai Niao's gift box is designed as a retro television, featuring interactive elements and a variety of snacks, blending nostalgia with practicality [51][57]. Group 9: Beisi - Beisi's gift box focuses on the theme of "dreams without limits," featuring tech gadgets and interactive designs that invite users to engage with the products [59][61]. Group 10: Giant Network - Giant Network's gift box includes traditional items and a gold coin, symbolizing prosperity and aligning with the theme of "immediate wealth" [67][71]. Group 11: Youse - Youse's gift box features a large backpack and practical items, emphasizing a balance between festive elements and everyday utility [74][78]. Group 12: Style3D - Style3D's gift box is uniquely designed in a cylindrical shape, filled with health products and fun items, catering to the needs of young consumers [80][82]. Group 13: Xiaohongshu - Xiaohongshu's gift box centers around travel, featuring a custom suitcase and travel accessories, promoting a sense of adventure for the new year [86][90]. Group 14: Xpeng - Xpeng's gift box includes a functional suitcase and travel-related items, emphasizing practicality for short trips and weekend getaways [92][94]. Group 15: Canban - Canban's gift box is designed as a giant gold bar, filled with oral care products, symbolizing wealth and prosperity for the new year [97][101]. Group 16: 360 Group - 360's gift box focuses on coffee-making equipment, combining traditional festive elements with a modern twist, enhancing the experience of transitioning from holiday to work mode [103][105]. Group 17: Aqara - Aqara's gift box features a minimalist design with traditional elements and a set of scented cards, promoting a calming atmosphere for the new year [107][109]. Group 18: Quwan Group - Quwan Group's gift box combines technology, practicality, and creativity, featuring a small electric cooker and a versatile bag that can transform into a vest [114][118]. Group 19: iFlytek - iFlytek's gift box is rich in variety, including snacks and collectible items, with a unique packaging style that reflects traditional Chinese aesthetics [121][125]. Group 20: Miko World - Miko World's gift box features a simple design with a focus on high-quality tableware, emphasizing everyday elegance and practicality [127][131]. Group 21: Mixue Ice City - Mixue Ice City's gift box is large and filled with playful items, embodying the themes of sweetness and prosperity for the new year [135][138].

Core Insights - Anthropic, an AI large model company, completed a $30 billion Series G funding round, achieving a post-money valuation of $380 billion, nearly matching Alibaba's market capitalization on the same day [1] - The rapid increase in Anthropic's valuation from $183 billion to $380 billion in just five months highlights the intense investor interest in AI, with annual revenue reaching $14 billion and a surge in enterprise clients [2][3] - The contrasting profiles of Anthropic and Alibaba illustrate a shift in market sentiment, where investors favor the high-growth potential of AI startups over the stable but slowing growth of established internet giants [2][3] Company Summary - Anthropic is the company behind the Claude large model, and it has become the second-largest AI unicorn globally, following OpenAI, after this funding round [2] - The funding round attracted significant investments from top-tier global capital, including Microsoft, NVIDIA, Sequoia, and GIC, indicating strong confidence in the AI sector [2][3] Industry Trends - The funding landscape in the AI sector is increasingly characterized by a "Matthew effect," where resources, computing power, and talent are concentrating among leading players [2][3] - The market is showing a clear preference for future potential represented by AI companies, as opposed to the established but slower-growing business models of traditional internet companies [2]

Holiday Arrangements - Major companies have announced their holiday schedules for the upcoming Spring Festival, with most adhering to the national statutory holiday of 9 days [3][4] - Tencent will have a holiday from February 14 to February 23, totaling 10 days, while 58.com has the longest holiday of 17 days from February 7 to February 23 [4] - Other companies like Alibaba, ByteDance, Baidu, Meituan, Didi, Pinduoduo, Kuaishou, JD, and Xiaomi will follow the statutory holiday from February 15 to February 23, each with 9 days off [4] Employee Sentiment - There is a general satisfaction among employees regarding the holiday duration, with many expressing hope that future holidays will not be less than 9 days [3]