春节红包战升级！有巨头豪掷30亿，竞逐AI应用市场

21世纪经济报道02-02

又一巨头加入春节红包大战。　　2月2日，21快讯记者获悉，2月2日，千问App宣布投入30亿启动春节攻势，全面接入淘宝闪购、大麦、飞猪、盒马等阿里生态业务，该计划将于2月6日上线。阿里巴巴消息人士指出，此次春节布局，“我们还是围绕AI帮大家办事这个方向。” 　　不仅是阿里巴巴，腾讯、百度和字节跳动均已加入这场春节AI营销大战。　　1月25日，腾讯宣布，2月1日开启新春活动，用户上元宝App分...

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Some giants spend 3 billion to compete for the AI application market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TCEHY":1.9,"00700":1.9,"HTCD.SI":0.6,"BIDU":1.86,"BABA":1.92,"09888":1.86,"09988":1.92},"content_text":"又一巨头加入春节红包大战。\n　　2月2日，21快讯记者获悉，2月2日，千问App宣布投入30亿启动春节攻势，全面接入淘宝闪购、大麦、飞猪、盒马等阿里生态业务，该计划将于2月6日上线。阿里巴巴消息人士指出，此次春节布局，“我们还是围绕AI帮大家办事这个方向。”\n　　不仅是阿里巴巴，腾讯、百度和字节跳动均已加入这场春节AI营销大战。\n　　1月25日，腾讯宣布，2月1日开启新春活动，用户上元宝App分10亿现金红包，单个红包金额可达万元。腾讯董事会主席马化腾直言，“希望重现当年微信红包的盛况”。在苹果应用商店免费App排行榜上，元宝已迅速超越字节跳动旗下豆包升至第一。\n　　或因活动过于红火，2月2日一度有消息传“元宝崩了”。对此，21快讯记者向腾讯方面求证，公司回应称“元宝崩了”原因是瞬间流量激增，部分服务出现短暂不稳定，“很快就恢复了”。\n\n　　1月25日，百度也宣布，1月26日至3月12日，用户在百度App使用文心助手，有机会瓜分5亿元现金红包，最高可获得1万元奖励。此外，百度App将作为首席AI合作伙伴，与2026北京广播电视台春晚联动，上线集卡、AI春联、写真等近百种春节玩法。\n　　字节跳动则锁定央视春晚，旗下火山引擎成为2026年春晚独家AI云合作伙伴，旗下智能助手豆包也将配合上线多种互动玩法。\n　　从支付平台到短视频平台，过去十年，几乎每一轮互联网流量重构都伴随春节红包大战。而针对此轮的AI营销大战，业界普遍认为，这已超越简单的“撒钱换流量”营销游戏，而是一场以AI为核心引擎、争夺下一代流量超级入口的战略卡位战。而谁能抢占AI时代的流量入口，谁就能掌握数据话语权，将AI能力转化为可持续的盈利引擎与行业定价权。 \n　　中信建投证券认为，未来AI助手、通用型Agent的性能更强、功能更丰富，有望聚合更多垂类应用平台，而每个用户可能只需要少数几个AI助手、通用型Agent就能满足所有线上需求，互联网时代的流量入口格局有可能会被打破，抢占AI时代流量入口是保持或强化自身在AI时代市场地位的关键一步。\n　　高盛在研报中指出，2026年将是中国互联网巨头的关键战略转折点。因为面向消费者（To-C）领域的AI投资将逐步增加，打造AI超级入口的竞争将更加激烈，主要参与者将更加团结地捍卫其核心领先地位。\n　　（声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。）\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：江钰涵","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608883199","isCrawlerRequest":true}