烧钱80亿是流量虚火还是真金,摩根士丹利在最新研报深度复盘2026年春节AI应用大混战, 据硬AI,2026年春节中国消费级AI赛道迎来了史上第一场大规模补贴驱动的用户争夺战。阿里巴巴(通义千问/Qwen)、字节跳动(豆包/Doubao)、腾讯(元宝/Yuanbao)、百度(文心/Ernie)四大巨头集体下场,以现金红包、消费券、春晚冠名等方式砸钱抢用户。摩根士丹利估算,各平台合计促销支出很可能...
Source Link烧钱80亿是流量虚火还是真金,摩根士丹利在最新研报深度复盘2026年春节AI应用大混战, 据硬AI,2026年春节中国消费级AI赛道迎来了史上第一场大规模补贴驱动的用户争夺战。阿里巴巴(通义千问/Qwen)、字节跳动(豆包/Doubao)、腾讯(元宝/Yuanbao)、百度(文心/Ernie)四大巨头集体下场,以现金红包、消费券、春晚冠名等方式砸钱抢用户。摩根士丹利估算,各平台合计促销支出很可能...
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