别酸，中国民企的环境_老虎社区_美港股上老虎

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。

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

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。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。这也是各大互联网公司纷纷加码春节AI竞争的原因所在。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。

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

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":530062115296224,"tweetId":"530062115296224","gmtCreate":1770430671815,"gmtModify":1770430674819,"author":{"id":3474342316200448,"idStr":"3474342316200448","authorId":3474342316200448,"authorIdStr":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>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。</p></body></html>","htmlText":"<html><head></head><body><p>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。</p></body></html>","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。","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/530062115296224","repostId":2609461591,"repostType":2,"repost":{"id":"2609461591","kind":"news","pubTimestamp":1770386361,"share":"https://www.laohu8.com/m/news/2609461591?lang=zh_CN&edition=full","pubTime":"2026-02-06 21:59","market":"us","language":"zh","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2609461591","media":"21世纪经济报道","summary":"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。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。这也是各大互联网公司纷纷加码春节AI竞争的原因所在。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。","content":"<div>\n<p>“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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206220503a484fe85&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-06 21:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206220503a484fe85&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206220503a484fe85&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4581":"高盛持仓","09988":"阿里巴巴-W","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4543":"AI","BK4531":"中概回港概念","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BABA":"阿里巴巴","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK4534":"瑞士信贷持仓","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4539":"次新股","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4535":"淡马锡持仓","BK4538":"云计算","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4548":"巴美列捷福持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4023":"应用软件","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4554":"元宇宙及AR概念","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","BABO":"BABA期权收益策略ETF-YieldMax","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","BABW":"Roundhill BABA WeeklyPay ETF","BK4585":"ETF&股票定投概念","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0918141887.USD":"安联亚洲实际收益股票基金","BABX":"2倍做多BABA ETF-GraniteShares","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4558":"双十一","BK4587":"ChatGPT概念","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1046421795.USD":"富达环球科技A-ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4588":"碎股","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4565":"NFT概念","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4551":"寇图资本持仓","BBYY":"GraniteShares YieldBOOST BABA ETF","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","AI":"C3.ai, Inc.","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","BK4503":"景林资产持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4502":"阿里概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4528":"SaaS概念","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","BK4505":"高瓴资本持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4504":"桥水持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4608":"AI应用概念股","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","KBAB":"2倍做多BABA ETF-KraneShares","BK4607":"DeepSeek概念股","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BK4220":"综合零售","BK4524":"宅经济概念","BK4527":"明星科技股","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4526":"热门中概股","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","BK4122":"互联网与直销零售","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4575":"芯片概念","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","BK4613":"AI应用软件","BK4614":"Manus概念股","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","BK4579":"人工智能","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206220503a484fe85&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2609461591","content_text":"“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点，千问APP生成的AI订单突破1000万单，彻底引爆AI购物。 此前千问下载量已经超越元宝和豆包，火速登顶苹果App 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。","news_type":1,"symbols_score_info":{"89988":0.9,"ALBmain":0.6,"BABW":0.6,"KBAB":0.6,"AI":1.81,"BABX":0.6,"BBYY":0.6,"BABA":1.95,"09988":1.95,"BABO":0.6}},"isVote":1,"tweetType":1,"viewCount":104,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":124,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}