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Qwen's 3 Billion Yuan Freebie Initiative Launched: Alibaba Pushes AI to Forefront of Spring Festival Consumption

At the beginning of 2025, the emergence of DeepSeek R1 plunged global developers into sleepless nights of technological anxiety; one year later, during the 2026 Spring Festival, this competition is...

Qwen's 3 Billion Yuan Freebie Initiative Launched: Alibaba Pushes AI to Forefront of Spring Festival Consumption

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·02-02 21:44
ok can buy now boss?
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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":528334026789392,"tweetId":"528334026789392","gmtCreate":1770009960243,"gmtModify":1770009964122,"author":{"id":3575960528012254,"idStr":"3575960528012254","authorId":3575960528012254,"authorIdStr":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":31,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Good</p></body></html>","htmlText":"<html><head></head><body><p>Good</p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/528334026789392","repostId":1175005797,"repostType":2,"repost":{"id":"1175005797","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1770006606,"share":"https://ttm.financial/m/news/1175005797?lang=en_US&edition=fundamental","pubTime":"2026-02-02 12:30","market":"fut","language":"en","title":"Qwen's 3 Billion Yuan Freebie Initiative Launched: Alibaba Pushes AI to Forefront of Spring Festival Consumption","url":"https://stock-news.laohu8.com/highlight/detail?id=1175005797","media":"Deep News","summary":"At the beginning of 2025, the emergence of DeepSeek R1 plunged global developers into sleepless nights of technological anxiety; one year later, during the 2026 Spring Festival, this competition is...","content":"<p>At the beginning of 2025, the emergence of DeepSeek R1 plunged global developers into sleepless nights of technological anxiety; one year later, during the 2026 Spring Festival, this competition is set to reignite in a more down-to-earth manner, playing out across the social interactions and shopping carts of 1.4 billion people.\nOn February 2, Alibaba's native AI application, the Qwen APP, announced an investment of 3 billion yuan to launch its \"Spring Festival Treat Plan,\" integrating with Alibaba's entire ecosystem including Hema, Fliggy, Damai, Taobao Flash Sales, and Tmall Supermarket to invite the nation to \"eat, drink, and have fun\" during the holiday through freebies and substantial red envelopes.\nThis initiative represents not only the largest-ever Spring Festival campaign investment in Alibaba's history but also sets a new record for the upper limit of AI red envelope battle spending among major tech firms this year.\nOn the surface, this appears to be another traditional game of \"buying traffic with money.\" However, industry insiders view this massive 3 billion yuan expenditure not merely as marketing but as a survival game fundamentally concerning control over access points in the AI era.\nAlibaba is testing an ambitious path: through a \"saturation attack\" on high-frequency life scenarios, it aims to诱导 users to shift decision-making authority from finger taps to AI commands, thereby achieving a historic migration from \"traffic entry points\" to \"system-level entry points.\"\nFor a long time, the moats of internet giants were built upon walls of numerous standalone apps. Users opened Taobao for shopping, switched to Fliggy for booking tickets, and jumped to Taopiaopiao for movie tickets. This \"siloed\" consumption path once formed the cornerstone of platform economy distribution efficiency.\nYet, the rise of AI Agents is dismantling these walls.\nOn January 15, Qwen APP announced it had integrated with Alibaba ecosystem scenarios like Taobao Flash Sales, Alipay, Taobao, Fliggy, and Amap to test AI shopping functionalities.\nAn insider from the Qwen APP revealed: \"The release half a month ago was essentially preparation for the Spring Festival offensive. While most AI assistants on the market remain at the chatting stage, Qwen aims to integrate into people's real-life consumption during this Spring Festival.\"\nThis \"capable of getting things done\" logic serves as the core pivot of Qwen's current Spring Festival offensive.\nSome netizens have noticed that when inquiring about movie tickets, they can already purchase them directly from the main chat interface of the Qwen APP. It has been learned that the AI movie ticket purchasing function is undergoing limited testing and will soon be fully launched.\nSo, is this 3 billion yuan investment worthwhile for Alibaba?\nFrom a financial statement perspective, 3 billion yuan undoubtedly represents significant capital expenditure. However, in the latter half of the AI large model race, the definition of customer acquisition cost is being rewritten.\nLast Spring Festival, the explosive popularity of DeepSeek made the market realize that pure technological superiority could yield explosive word-of-mouth. But as the AI competition enters its later stages, the generational gap in model capabilities is narrowing, making \"DeepSeek-style\" technological dividends difficult to replicate. Enhancing \"task execution capability\" and swiftly capturing user mindshare are clearly central to Alibaba's strategy to seize the super entry point of the AI era.\nNevertheless, how to retain users and create a commercial闭环 for AI remains the Sword of Damocles hanging over all major tech firms.\nThrough the universally relatable method of \"treating,\" Alibaba attempts to conduct a nationwide AI mindset启蒙 within a mere half month.\nIf 3 billion yuan can habituate hundreds of millions of users to \"asking AI for help,\" then Alibaba will have captured the most expensive commercial real estate of the AI era—the first point of contact for user intent. Once this migration path to a \"system-level entry point\" is proven viable, Qwen will transcend being a mere tool app, evolving into an AI operating system covering all scenarios.\nAt that point, traditional search advertising and feed recommendations would transform towards AI-powered distribution, the commercial value behind which far exceeds a mere 3 billion yuan.\nFurthermore, during the Spring Festival traffic peak, this campaign serves as an ultimate stress test for Alibaba's ecosystem synergy capabilities. Mobilizing almost all of Alibaba's \"spearhead units\" like Taobao, Alipay, and Amap, this seamless cross-business integration will face its most rigorous examination on the Spring Festival battlefield.\nYet, this Spring Festival battle is destined to be fiercely contested.\nBy the 2026 Spring Festival, the AI rivalry among major firms had reached a fever pitch. Tencent's Yuanbao fired the first shot with a 1 billion yuan cash red envelope campaign, Baidu's Ernie launched a 500 million yuan Spring Festival red envelope activity, while ByteDance's Doubao secured the exclusive interactive partnership slot for the CCTV Spring Festival Gala.\nAmid this traditional \"red envelope shower\" strategy, Alibaba has chosen a more arduous path. It is not content with merely giving away money; it aims to use the powerful lure of \"freebies\" to exchange for users' \"first experience\" of the AI consumption chain.\nAccording to the Qwen APP's official Weibo, the \"Qwen Spring Festival Treat Plan\" will officially launch on February 6, emphasizing \"non-stop freebies for吃喝玩乐\" alongside large cash red envelopes. However, regarding specific freebie rules, Alibaba stated that details will follow in subsequent announcements.\nLast year was the moment for \"deep thinking,\" while this year belongs to \"AI Agents.\" Behind this shift lies the collective anxiety of internet giants facing growth plateaus. As the growth红利 of apps are exhausted, whoever can first define the consumption paradigm of the AI era will hold the discourse power for the next decade.\nQwen's 3 billion yuan offensive acts like a depth charge dropped into calm waters. Whether it can truly ignite the first year of AI shopping and popularize the AI-era lifestyle, however, remains to be seen.</p>","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>Qwen's 3 Billion Yuan Freebie Initiative Launched: Alibaba Pushes AI to Forefront of Spring Festival Consumption</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\">\nQwen's 3 Billion Yuan Freebie Initiative Launched: Alibaba Pushes AI to Forefront of Spring Festival Consumption\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-02-02 12:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>At the beginning of 2025, the emergence of DeepSeek R1 plunged global developers into sleepless nights of technological anxiety; one year later, during the 2026 Spring Festival, this competition is set to reignite in a more down-to-earth manner, playing out across the social interactions and shopping carts of 1.4 billion people.\nOn February 2, Alibaba's native AI application, the Qwen APP, announced an investment of 3 billion yuan to launch its \"Spring Festival Treat Plan,\" integrating with Alibaba's entire ecosystem including Hema, Fliggy, Damai, Taobao Flash Sales, and Tmall Supermarket to invite the nation to \"eat, drink, and have fun\" during the holiday through freebies and substantial red envelopes.\nThis initiative represents not only the largest-ever Spring Festival campaign investment in Alibaba's history but also sets a new record for the upper limit of AI red envelope battle spending among major tech firms this year.\nOn the surface, this appears to be another traditional game of \"buying traffic with money.\" However, industry insiders view this massive 3 billion yuan expenditure not merely as marketing but as a survival game fundamentally concerning control over access points in the AI era.\nAlibaba is testing an ambitious path: through a \"saturation attack\" on high-frequency life scenarios, it aims to诱导 users to shift decision-making authority from finger taps to AI commands, thereby achieving a historic migration from \"traffic entry points\" to \"system-level entry points.\"\nFor a long time, the moats of internet giants were built upon walls of numerous standalone apps. Users opened Taobao for shopping, switched to Fliggy for booking tickets, and jumped to Taopiaopiao for movie tickets. This \"siloed\" consumption path once formed the cornerstone of platform economy distribution efficiency.\nYet, the rise of AI Agents is dismantling these walls.\nOn January 15, Qwen APP announced it had integrated with Alibaba ecosystem scenarios like Taobao Flash Sales, Alipay, Taobao, Fliggy, and Amap to test AI shopping functionalities.\nAn insider from the Qwen APP revealed: \"The release half a month ago was essentially preparation for the Spring Festival offensive. While most AI assistants on the market remain at the chatting stage, Qwen aims to integrate into people's real-life consumption during this Spring Festival.\"\nThis \"capable of getting things done\" logic serves as the core pivot of Qwen's current Spring Festival offensive.\nSome netizens have noticed that when inquiring about movie tickets, they can already purchase them directly from the main chat interface of the Qwen APP. It has been learned that the AI movie ticket purchasing function is undergoing limited testing and will soon be fully launched.\nSo, is this 3 billion yuan investment worthwhile for Alibaba?\nFrom a financial statement perspective, 3 billion yuan undoubtedly represents significant capital expenditure. However, in the latter half of the AI large model race, the definition of customer acquisition cost is being rewritten.\nLast Spring Festival, the explosive popularity of DeepSeek made the market realize that pure technological superiority could yield explosive word-of-mouth. But as the AI competition enters its later stages, the generational gap in model capabilities is narrowing, making \"DeepSeek-style\" technological dividends difficult to replicate. Enhancing \"task execution capability\" and swiftly capturing user mindshare are clearly central to Alibaba's strategy to seize the super entry point of the AI era.\nNevertheless, how to retain users and create a commercial闭环 for AI remains the Sword of Damocles hanging over all major tech firms.\nThrough the universally relatable method of \"treating,\" Alibaba attempts to conduct a nationwide AI mindset启蒙 within a mere half month.\nIf 3 billion yuan can habituate hundreds of millions of users to \"asking AI for help,\" then Alibaba will have captured the most expensive commercial real estate of the AI era—the first point of contact for user intent. Once this migration path to a \"system-level entry point\" is proven viable, Qwen will transcend being a mere tool app, evolving into an AI operating system covering all scenarios.\nAt that point, traditional search advertising and feed recommendations would transform towards AI-powered distribution, the commercial value behind which far exceeds a mere 3 billion yuan.\nFurthermore, during the Spring Festival traffic peak, this campaign serves as an ultimate stress test for Alibaba's ecosystem synergy capabilities. Mobilizing almost all of Alibaba's \"spearhead units\" like Taobao, Alipay, and Amap, this seamless cross-business integration will face its most rigorous examination on the Spring Festival battlefield.\nYet, this Spring Festival battle is destined to be fiercely contested.\nBy the 2026 Spring Festival, the AI rivalry among major firms had reached a fever pitch. Tencent's Yuanbao fired the first shot with a 1 billion yuan cash red envelope campaign, Baidu's Ernie launched a 500 million yuan Spring Festival red envelope activity, while ByteDance's Doubao secured the exclusive interactive partnership slot for the CCTV Spring Festival Gala.\nAmid this traditional \"red envelope shower\" strategy, Alibaba has chosen a more arduous path. It is not content with merely giving away money; it aims to use the powerful lure of \"freebies\" to exchange for users' \"first experience\" of the AI consumption chain.\nAccording to the Qwen APP's official Weibo, the \"Qwen Spring Festival Treat Plan\" will officially launch on February 6, emphasizing \"non-stop freebies for吃喝玩乐\" alongside large cash red envelopes. However, regarding specific freebie rules, Alibaba stated that details will follow in subsequent announcements.\nLast year was the moment for \"deep thinking,\" while this year belongs to \"AI Agents.\" Behind this shift lies the collective anxiety of internet giants facing growth plateaus. As the growth红利 of apps are exhausted, whoever can first define the consumption paradigm of the AI era will hold the discourse power for the next decade.\nQwen's 3 billion yuan offensive acts like a depth charge dropped into calm waters. Whether it can truly ignite the first year of AI shopping and popularize the AI-era lifestyle, however, remains to be seen.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0918141887.USD":"安联亚洲实际收益股票基金","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4585":"ETF&股票定投概念","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4587":"ChatGPT概念","LU1046421795.USD":"富达环球科技A-ACC","BK4558":"双十一","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BABA":"阿里巴巴","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","BK4588":"碎股","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","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4565":"NFT概念","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","09988":"阿里巴巴-W","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","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4503":"景林资产持仓","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","BK4502":"阿里概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4505":"高瓴资本持仓","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4504":"桥水持仓","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4607":"DeepSeek概念股","BK4220":"综合零售","BK4524":"宅经济概念","BK4527":"明星科技股","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4526":"热门中概股","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4122":"互联网与直销零售","BK4575":"芯片概念","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","BK4579":"人工智能","BK4614":"Manus概念股","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","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4581":"高盛持仓","BK4543":"AI","BK4531":"中概回港概念","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4535":"淡马锡持仓","BK4538":"云计算","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4554":"元宇宙及AR概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175005797","content_text":"At the beginning of 2025, the emergence of DeepSeek R1 plunged global developers into sleepless nights of technological anxiety; one year later, during the 2026 Spring Festival, this competition is set to reignite in a more down-to-earth manner, playing out across the social interactions and shopping carts of 1.4 billion people.\nOn February 2, Alibaba's native AI application, the Qwen APP, announced an investment of 3 billion yuan to launch its \"Spring Festival Treat Plan,\" integrating with Alibaba's entire ecosystem including Hema, Fliggy, Damai, Taobao Flash Sales, and Tmall Supermarket to invite the nation to \"eat, drink, and have fun\" during the holiday through freebies and substantial red envelopes.\nThis initiative represents not only the largest-ever Spring Festival campaign investment in Alibaba's history but also sets a new record for the upper limit of AI red envelope battle spending among major tech firms this year.\nOn the surface, this appears to be another traditional game of \"buying traffic with money.\" However, industry insiders view this massive 3 billion yuan expenditure not merely as marketing but as a survival game fundamentally concerning control over access points in the AI era.\nAlibaba is testing an ambitious path: through a \"saturation attack\" on high-frequency life scenarios, it aims to诱导 users to shift decision-making authority from finger taps to AI commands, thereby achieving a historic migration from \"traffic entry points\" to \"system-level entry points.\"\nFor a long time, the moats of internet giants were built upon walls of numerous standalone apps. Users opened Taobao for shopping, switched to Fliggy for booking tickets, and jumped to Taopiaopiao for movie tickets. This \"siloed\" consumption path once formed the cornerstone of platform economy distribution efficiency.\nYet, the rise of AI Agents is dismantling these walls.\nOn January 15, Qwen APP announced it had integrated with Alibaba ecosystem scenarios like Taobao Flash Sales, Alipay, Taobao, Fliggy, and Amap to test AI shopping functionalities.\nAn insider from the Qwen APP revealed: \"The release half a month ago was essentially preparation for the Spring Festival offensive. While most AI assistants on the market remain at the chatting stage, Qwen aims to integrate into people's real-life consumption during this Spring Festival.\"\nThis \"capable of getting things done\" logic serves as the core pivot of Qwen's current Spring Festival offensive.\nSome netizens have noticed that when inquiring about movie tickets, they can already purchase them directly from the main chat interface of the Qwen APP. It has been learned that the AI movie ticket purchasing function is undergoing limited testing and will soon be fully launched.\nSo, is this 3 billion yuan investment worthwhile for Alibaba?\nFrom a financial statement perspective, 3 billion yuan undoubtedly represents significant capital expenditure. However, in the latter half of the AI large model race, the definition of customer acquisition cost is being rewritten.\nLast Spring Festival, the explosive popularity of DeepSeek made the market realize that pure technological superiority could yield explosive word-of-mouth. But as the AI competition enters its later stages, the generational gap in model capabilities is narrowing, making \"DeepSeek-style\" technological dividends difficult to replicate. Enhancing \"task execution capability\" and swiftly capturing user mindshare are clearly central to Alibaba's strategy to seize the super entry point of the AI era.\nNevertheless, how to retain users and create a commercial闭环 for AI remains the Sword of Damocles hanging over all major tech firms.\nThrough the universally relatable method of \"treating,\" Alibaba attempts to conduct a nationwide AI mindset启蒙 within a mere half month.\nIf 3 billion yuan can habituate hundreds of millions of users to \"asking AI for help,\" then Alibaba will have captured the most expensive commercial real estate of the AI era—the first point of contact for user intent. Once this migration path to a \"system-level entry point\" is proven viable, Qwen will transcend being a mere tool app, evolving into an AI operating system covering all scenarios.\nAt that point, traditional search advertising and feed recommendations would transform towards AI-powered distribution, the commercial value behind which far exceeds a mere 3 billion yuan.\nFurthermore, during the Spring Festival traffic peak, this campaign serves as an ultimate stress test for Alibaba's ecosystem synergy capabilities. Mobilizing almost all of Alibaba's \"spearhead units\" like Taobao, Alipay, and Amap, this seamless cross-business integration will face its most rigorous examination on the Spring Festival battlefield.\nYet, this Spring Festival battle is destined to be fiercely contested.\nBy the 2026 Spring Festival, the AI rivalry among major firms had reached a fever pitch. Tencent's Yuanbao fired the first shot with a 1 billion yuan cash red envelope campaign, Baidu's Ernie launched a 500 million yuan Spring Festival red envelope activity, while ByteDance's Doubao secured the exclusive interactive partnership slot for the CCTV Spring Festival Gala.\nAmid this traditional \"red envelope shower\" strategy, Alibaba has chosen a more arduous path. It is not content with merely giving away money; it aims to use the powerful lure of \"freebies\" to exchange for users' \"first experience\" of the AI consumption chain.\nAccording to the Qwen APP's official Weibo, the \"Qwen Spring Festival Treat Plan\" will officially launch on February 6, emphasizing \"non-stop freebies for吃喝玩乐\" alongside large cash red envelopes. However, regarding specific freebie rules, Alibaba stated that details will follow in subsequent announcements.\nLast year was the moment for \"deep thinking,\" while this year belongs to \"AI Agents.\" Behind this shift lies the collective anxiety of internet giants facing growth plateaus. As the growth红利 of apps are exhausted, whoever can first define the consumption paradigm of the AI era will hold the discourse power for the next decade.\nQwen's 3 billion yuan offensive acts like a depth charge dropped into calm waters. Whether it can truly ignite the first year of AI shopping and popularize the AI-era lifestyle, however, remains to be seen.","news_type":1,"symbols_score_info":{"09988":1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":27,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":528456928286248,"commentId":"528456928286248","gmtCreate":1770039876162,"gmtModify":1770039881453,"authorId":4212455884503732,"author":{"id":4212455884503732,"idStr":"4212455884503732","authorId":4212455884503732,"name":"KK6969","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":528334026789392,"objectIdStr":"528334026789392","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"ok can buy now boss?","text":"ok can buy now boss?","html":"ok can buy now boss?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}