AI大战的双重剧本：美国在革新工具效率，中国在重塑生活范式_老虎社区_美港股上老虎

AI大战的双重剧本：美国在革新工具效率，中国在重塑生活范式

21世纪经济报道02-06

“千问，帮我点一杯奶茶。”在腾讯的元宝红包挤满群聊和朋友圈后，阿里千问的30亿元免单计划也正式上线了，第一波福利就瞄准了奶茶这个“引流爆品”。2月6日一早，消费者向千问发送“帮我点一杯奶茶”后，就获得一张25元免单卡，可在蜜雪冰城、瑞幸咖啡、霸王茶姬等全国30多万家奶茶店使用。与往年互联网公司直接发放现金红包不同，千问这次将红包嵌入进一次完整的AI消费闭环中，策略更为巧妙。最新的消息是，截至下午4...

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星宿小小仙
·02-07
别酸，中国民企的环境，决定他们做创新不仅更要急迫考量变现的出路，还要考量变现路径是否能够守住（包含黑白紫三个层面）否则就是一个死。
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Sacred Rabbit
·02-06
‌[笑哭] ‌
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Store免费榜第一，排序形成“千元豆”格局。以免单形式请全国人民在春节期间吃喝玩乐，背后是阿里的整个生态。淘宝闪购、飞猪、大麦、盒马、天猫超市、支付宝等阿里生态业务也将加入千问春节攻势。据悉，此次的30亿元，在阿里历史上的春节活动中投入最大，可见其抢占AI入口的决心。通过一个个最日常、最高频的消费场景，阿里试图让用户在真实交易中开始习惯“有事找AI”。30亿请全国人民吃喝玩乐阿里千问的春节战役第一枪，选择了看起来最“轻盈”的切入点。千问将首批30亿元预算中的相当一部分投入了吃喝玩乐的实际消费场景，首波主打全国30多万家奶茶店的免单活动。据千问APP官微，第一波免单活动时间为2月6日-2月12日，更新千问APP到最新版，人人都能获得1张25元免单卡，体验AI一句话免单点奶茶。活动页面显示，春节30亿大免单的第二波将从2月13日开始，用户可领取现金红包，最高可得2888元。奶茶这个品类极具战略性：它具有高频、低客单价、情感连接强的特点，尤其适合培养年轻用户的日常使用习惯。在这次阿里的战略里，红包只是甜点，办事能力才是正餐。在点单的过程中，用户需要完成一个完整的闭环操作：打开千问APP语音或文字输入需求选择具体商品完成支付实际消费。完成后，千问“能办事”的用处也就体现出来了。而这背后，是绑定了阿里庞大的生态。早在1月15日，千问APP就已宣布接入淘宝闪购、支付宝、淘宝、飞猪、高德等阿里生态场景，实现了点外卖、购物、订机票酒店等AI全流程办事服务，一次性上线超400项AI办事功能，串起了需求表达、任务执行到支付履约的闭环。在当时的发布会上，阿里巴巴集团副总裁、千问C端事业群总裁吴嘉通过一句“帮我订40杯霸王茶姬伯牙绝弦送到发布会现场”，在不到三分钟内完成了从选品、下单到支付的整个过程，展现了千问处理真实世界复杂任务的能力。从PC时代的用户主动搜索找商品，到移动时代的“猜你喜欢”推荐购物，再到AI时代的一句话AI自动下单“帮我买”，千问APP正在开创全球AI购物的新时代。千问APP内部人士透露：“半个月前的发布，其实就是在为春节攻势做准备。市面上大部分AI助手还停留在聊天阶段，而千问希望在今年春节期间，融入到人们真实的生活消费之中。”根据交通运输部预测，2026年春运期间全国跨区域人员流动量将达到95亿人次。在这一过程中，人们的消费需求呈现出高度集中和多样化的特点，购票、订房、购物、娱乐、出行，每一个环节都是AI切入的绝佳场景。有分析认为，这种策略意在通过实质投入，培养用户形成向AI助手直接表达消费需求的新习惯。春节期间，用户可能因为一次免单体验尝试用千问购买奶茶、电影票；节后，当这一习惯被保留下来，千问便有可能成为其日常消费的优先选择。这种从工具到入口的转变，正是互联网产品价值跃迁的关键一步。这场仗，阿里有哪些优势2025年，DeepSeek凭借其突破性的深度思考能力，成为AI技术进化的标志性符号，引发了广泛讨论。而2026年，AI技术的焦点正从“能聊天”转向“能办事”。业内普遍预期，未来通用型AI Agent能够聚合更多垂类应用，每个用户或许只需要少数几个AI Agent就能满足所有线上需求。这意味着，互联网时代的流量入口格局或将被打破，抢占AI时代的流量入口就是掌握未来十年数字流量的分发权。这也是各大互联网公司纷纷加码春节AI竞争的原因所在。阿里之外，腾讯元宝投入10亿主打社交裂变，试图重现2015年微信红包普及的辉煌；百度文心在百度App内嵌AI功能，以5亿红包吸引用户体验；字节跳动则拿下央视春晚独家AI云合作伙伴席位，借助豆包深度嵌入晚会互动。花旗预计，在一系列新春推广活动后，中国AI助手应用采用将快速推进。中航证券指出，大模型进入智能体执行时代，AI应用落地与政策支持共振加速，国内外大模型能力从“内容生成”跃迁至“流程代理”，技术范式跃迁与商业价值转化正同步加速。AI超Agent时代正在加速到来，在中国AI三强热闹的春节大战之外，美国AI圈也上演着相似的剧情。近期，Anthropic推出Claude Cowork，引起美股SaaS公司如Salesforce、Adobe、SAP等软件公司股价大幅下跌；AI智能体项目OpenClaw一夜之间风靡全球爆火出圈，AI真正进入人们的日常生活，主动为人类提供从生产到生活的全面服务，正在成为全球趋势。中国的AI一方面在基础大模型与美国你追我赶，另一个方面也在引领着AI生活应用场景上的落地。不过，多方撒钱补贴之下，要打赢这场“习惯迁移”之战并不简单。相比竞争对手，阿里具备几个优势：足够的投入、足够厚的生态、足够深的技术。投入规模本身即是战略信号。30亿元是阿里历年来春节活动的最大投入。用巨额资本加速市场教育的打法，在互联网商业史上屡试不爽，而阿里此次将其用在了AI竞争关键的隘口。从生态上看，淘宝、支付宝、高德、飞猪等业务构成了完整的线上线下消费服务网络。千问作为AI入口，能将用户需求精准匹配至适合的服务提供方，完成从“对话”到“履约”的全过程。从技术上看，千问已在AI能力上构建起坚实基础。1月27日，阿里发布千问旗舰推理模型Qwen3-Max-Thinking，创下多项权威评测全球新纪录。该模型大幅增强了自主调用工具的原生Agent能力，正是“AI办事”背后的技术支撑。而这个强大“大脑”的运转，依赖着一套从底层芯片到上层云服务的全栈自研体系。近期，由“通义实验室”（大模型）、“阿里云”（云计算）和“平头哥”（芯片）构成的“通云哥”三位一体战略愈发清晰，从最底层的计算指令、到云上的资源调度、再到模型本身的架构设计，可以实现深度协同，标志着其作为全栈玩家的竞争力。千问的春节投入，更像是一次对阿里集团整体AI化转型成果的集中展示，也将考验整个阿里商业操作系统在AI驱动下的协同效率与用户体验。底层则是与其他竞争对手在生态、技术、资本与战略耐力上的一场综合竞赛。长远的考验在补贴潮水退去后。2026年春节或许不会立即决定AI竞争的最终格局，但我们正站在一个时代的分水岭上。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":530062115296224,"gmtCreate":1770430671815,"gmtModify":1770430674819,"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3474342316200448","authorIdStr":"3474342316200448"},"htmlText":"别酸，中国民企的环境，决定他们做创新不仅更要急迫考量变现的出路，还要考量变现路径是否能够守住（包含黑白紫三个层面）否则就是一个死。","listText":"别酸，中国民企的环境，决定他们做创新不仅更要急迫考量变现的出路，还要考量变现路径是否能够守住（包含黑白紫三个层面）否则就是一个死。","text":"别酸，中国民企的环境，决定他们做创新不仅更要急迫考量变现的出路，还要考量变现路径是否能够守住（包含黑白紫三个层面）否则就是一个死。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530062115296224","repostId":2609461591,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":529893122597960,"gmtCreate":1770389325895,"gmtModify":1770389327953,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred 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