美团收购叮咚买菜；阿里巴巴大模型品牌统一为“千问”｜未来商业早参

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| 2026年2月6日星期五 |NO.1小红书禁言“基金实时估值博主”2月5日消息，小红书对部分“基金实时估值博主”实施了禁言处理。日前，监管发布机构通报强调，基金销售机构及第三方网络平台要加强自查自纠，按期下架“基金实时估值”“加仓榜”“实盘榜”等可能对投资者存在误导的功能。此外，平台中一些售卖基金实时估值软件的链接也已下架。点评：小红书对“基金实时估值博主”的禁言处理，是平台响应监管合规...

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|NO.1小红书禁言“基金实时估值博主”2月5日消息，小红书对部分“基金实时估值博主”实施了禁言处理。日前，监管发布机构通报强调，基金销售机构及第三方网络平台要加强自查自纠，按期下架“基金实时估值”“加仓榜”“实盘榜”等可能对投资者存在误导的功能。此外，平台中一些售卖基金实时估值软件的链接也已下架。点评：小红书对“基金实时估值博主”的禁言处理，是平台响应监管合规要求、整顿财经内容生态的具体举措，本质上反映了监管层对基金投资者保护的进一步强化。NO.2美团收购叮咚买菜2月5日，美团于港交所发布公告，将以约7.17亿美元的初始对价，完成对叮咚买菜中国业务100%股权的收购。公告显示，叮咚买菜海外业务不在本次交易范围内，将在交割前完成剥离。交易过渡期内，叮咚买菜将按照交易前的模式继续经营。叮咚买菜创立于2017年，是国内领先的生鲜即时零售平台，主打“最快29分钟送达”。公司于2021年登陆纽交所。2025年三季度，叮咚买菜实现营收66.6亿元人民币，创历史季度最高；净利润0.8亿元人民币，连续7个季度实现GAAP（通用会计准则）标准下盈利。点评：本次收购是即时零售行业格局整合的重要标志性事件，对双方及行业均具有深远影响，且本质上是市场竞争与企业发展需求共同作用的结果。此外，此次收购或意味着即时零售行业进入了巨头整合、精细化竞争的新阶段。NO.3阿里巴巴大模型品牌统一为“千问”2月5日消息，阿里巴巴集团内部将AI（人工智能）的总称和核心品牌统一为“千问”，千问大模型（Qwen）涵盖基础大模型和专业领域模型。此举是为了避免之前千问、通义千问、Qwen等多个名称导致的混淆问题。统一名称之后，阿里巴巴大模型品牌中文为千问大模型，英文为Qwen；通义实验室为阿里巴巴集团旗下通义实验室的组织名称。点评：客观来看，此次品牌统一并非简单的“改名”，而是阿里巴巴AI战略的一次深度梳理，彰显了其发力大模型商业化、抢占行业话语权的决心。当前，国内大模型行业竞争日趋激烈，技术差距逐渐缩小，品牌影响力、生态完善度成为核心竞争力，阿里巴巴通过统一品牌，可进一步整合内部资源，聚焦基础大模型与专业领域模型的研发和应用，降低市场推广成本，提升在C端、B端及全球开发者市场的竞争力。免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。","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":"corporation,merge","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 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