9:00 am, 1 Kr. Qianwen responds to the crashing of the "3 billion RMB exemption during Spring Festival" page. It is reported that NVIDIA may not launch any new gaming graphics cards this year. Aier Eye Hospital issues a statement after its chairman is suspected to be the actual controller of a mental hospital involved in "insurance fraud".
Today's Hotspot Guide
- Sunwoda Reaches Settlement with Geely Group
- MiHoYo Releases Anti - Fraud Notice Involving Genshin Impact
- The Sales of Semaglutide Diabetes Drug Decline in China for the First Time
- NVIDIA Reportedly Won't Launch Any New Gaming Graphics Cards This Year
- Following Tencent Yuanbao and Baidu Wenxin Assistant, the Sharing Link of Alibaba Qianwen Red Envelope Is Blocked by WeChat
Top 3 Big News
Qianwen Responds to the Crash of the "3 Billion Yuan Freebies during Spring Festival" Page: Urgently Adding Resources to Ensure Smooth Operation
On February 6, after the launch of the "3 Billion Yuan Freebies during Spring Festival" event on the Qianwen APP, some users reported server lag issues. The pages shared by some users showed the message "The event is too popular. Please try again later." Subsequently, Qianwen posted a response on social media, stating that the free - tea - giving event was extremely popular, and they were urgently adding resources to ensure smooth operation.
Earlier that day, the Qianwen APP launched the "3 Billion Yuan Freebies during Spring Festival" event, inviting people across the country to order milk tea for free with just one sentence using AI. The event page of the Qianwen APP showed that the first wave of the free -bie event would run from February 6 to February 12. After updating the Qianwen APP, users could get a 25 - yuan free -bie card without any spending threshold. Besides getting free milk tea, users could also use the card to buy New Year goods on Taobao Flash Sale or order takeout.
In addition, for each new friend invited to download the Qianwen APP, both the inviter and the invitee would get a 25 - yuan free -bie card, with a maximum of 21 cards per person. Those who successfully invited 3 new friends on the same day would have a chance to draw a Qianwen AI Lifestyle Card worth 10,000 yuan. The event page showed that the second wave of the 3 - billion - yuan free -bie event during the Spring Festival would start on February 13, and users could receive cash red envelopes, with a maximum of 2,888 yuan. (Jiemian News)
The Cyberspace Administration has imposed penalties on the Kuaishou platform in accordance with the law
In response to the recent issue of a large number of live broadcasts featuring pornographic and vulgar content on the Kuaishou platform, under the guidance of the Cyberspace Administration of China, the Cyberspace Administration of Beijing Municipality has launched a case - investigation into the suspected illegal acts of Beijing Kuaishou Technology Co., Ltd. in accordance with the law. After investigation, it was found that the Kuaishou platform failed to fulfill its obligations for network security protection, failed to promptly handle security risks such as system vulnerabilities, and failed to immediately take measures such as stopping the transmission and elimination of illegal information posted by users. The circumstances are serious and have a bad influence. On February 6, the Cyberspace Administration of Beijing Municipality, in accordance with laws and regulations such as the Cybersecurity Law of the People's Republic of China and the Administrative Penalty Law of the People's Republic of China, imposed a warning and a fine of 119.1 million yuan on Beijing Kuaishou Technology Co., Ltd. At the same time, it ordered the company to make corrections within a time limit, handle accounts in accordance with laws and agreements, and severely punish the responsible persons.
On February 6, 2026, Beijing Kuaishou Technology Co., Ltd. issued an apology statement. It said that it deeply blamed itself and expressed sincere apologies. After the incident, the company conducted a comprehensive review of the problems in areas such as risk awareness, security infrastructure, emergency response, and internal management, and actively took various measures to address the shortcomings. (CCTV News)
Alcon Eye Hospital Chairman Suspected of Being the Actual Controller of a "Insurance Fraud" Psychiatric Hospital, Official Statement Responds
On the evening of February 5th, there were reports that Chen Bang, the chairman of Alcon Eye Hospital (300015.SZ), was suspected to be the actual controller of Xiangyang Hengtaikang Hospital, a psychiatric hospital involved in "insurance fraud". Affected by this news, in the morning of February 6th, the stock price of Alcon Eye Hospital dropped by more than 3% after the opening. In the morning of February 6th, Alcon Eye Hospital issued a clarification statement. Alcon Eye Hospital stated that Xiangyang Hengtaikang Hospital Co., Ltd. is not an affiliated enterprise of Alcon Eye Hospital. The company is a fourth - level subsidiary jointly established by Alcon Medical Investment Group Co., Ltd. and other institutions, and it is not within the scope of the consolidated financial statements of Alcon Eye Hospital's listed company. As one of the investors, Chen Bang does not directly participate in the operation and management of Hengtaikang. (Yicai Global)
Big Companies/Big Events
Weibo Reaches Cooperation with the Chinese Olympic Committee
36Kr has learned that on February 5th, Weibo and the Chinese Olympic Committee jointly announced that they have officially reached a cooperation. Weibo will become the sponsor and social media cooperation platform of the Chinese Olympic Committee for the new Olympic cycle. The cooperation period spans from 2026 to 2029, covering more than ten international events including the upcoming 2026 Milan - Cortina d'Ampezzo Winter Olympics, the 2028 Los Angeles Olympics, the 2026 Aichi - Nagoya Asian Games, and the 2026 Dakar Youth Olympics.
Tesla's Tao Lin: Will actively participate in work related to assisted driving in the Chinese market
Tao Lin, the vice president of Tesla, said on February 6 that Tesla will actively participate in a series of work related to assisted driving in the Chinese market, but it is currently unable to provide a clear implementation time. Elon Musk previously said that Tesla's FSD will be deployed in Europe in February this year, and the Chinese market will follow up later. (Sina Finance)
"Trump Pharmacy" Officially Launched
On February 5th, Trump delivered a national televised speech, stating that a new website called "TrumpRx" would be launched. The aim is to allow the American public to purchase prescription drugs directly from pharmaceutical manufacturers at a significant discount. The White House issued a statement saying that the core of TrumpRx is to bypass the middlemen and the traditional insurance system, and directly purchase specific drugs from pharmaceutical manufacturers at the government - negotiated discounted prices, thus reducing the prices of prescription drugs for the public. (Yicai Global)
Sunwoda Reaches Settlement with Geely Group, Expected to See Net Profit Drop by Over 500 Million in 2025
On February 6, Sunwoda released an announcement stating that Sunwoda Power Technology Co., Ltd., a subsidiary of Sunwoda, reached a settlement with Weirui Electric Vehicle Technology (Ningbo) Co., Ltd., a company under the Geely Group, at the first - instance stage. The latter will withdraw the lawsuit after the "Settlement Agreement" comes into effect. The two parties agreed to recognize the costs related to the replacement of the power battery pack based on the actual cost. The actual amount incurred will be confirmed after verification by both parties. The two parties agreed to share the actual amount incurred in proportion. Meanwhile, all the relevant battery packs after the incident are to be owned by Sunwoda. Sunwoda expects that this incident will have an impact of 500 million to 800 million yuan on the net profit attributable to the parent company of the listed company in 2025. (Yicai Global)
First Decline in Sales of Semaglutide Diabetes Drug in China
On February 5th, the closing price of Novo Nordisk's U.S. stocks dropped by 8.14%. The sales of the company's blockbuster therapy, the semaglutide diabetes drug "Ozempic", declined in China for the first time. According to Novo Nordisk's financial data, the sales of Ozempic in the Chinese market, including Hong Kong and Taiwan, decreased by 7% in 2025, falling to approximately 5.4 billion Danish kroner (equivalent to about $853 million). (Yicai Global)
Xiaomi's new all - electric SUV model is named Xiaomi YU7 GT
It is learned from the detailed publicity of the enterprise's declared models disclosed on the official website of the Ministry of Industry and Information Technology that Xiaomi's new all - electric SUV model is named Xiaomi YU7 GT. (Cailian Press)
MiHoYo Releases Anti-Fraud Report
On February 6th, MiHoYo released an anti-fraud report stating that MiHoYo always maintains a "zero tolerance" attitude towards fraudulent acts such as commercial bribery and embezzlement of public funds. The company has established and improved a system that includes the Employee Handbook, the Gift Reporting System, the Conflict of Interest Management System, the Whistleblower Protection and Reward System, etc. It has also built efficient and smooth reporting channels and established a full - process working mechanism covering report acceptance, lead investigation, and closed - loop disposal to continuously prevent, detect, and combat various types of fraudulent acts, aiming to maintain a fair, honest, and transparent business environment.
Once an employee is found and verified to be involved in fraudulent acts such as commercial bribery and embezzlement of public funds, the company will dismiss the employee and will never re - hire them. External partners involved in commercial bribery and interest transfer will be included in the "Blacklist of Fraud - related Suppliers" and will never be cooperated with again. If the relevant acts are suspected of violating laws and committing crimes, MiHoYo will strictly comply with national laws and regulations, cooperate with the judicial authorities in the investigation, and hold the involved personnel legally accountable. (Beijing News)
NVIDIA is reported to likely not launch any new gaming graphics cards this year
On February 6th, it was reported that NVIDIA is very likely to plan not to launch any new gaming graphics cards in 2026. NVIDIA has currently completed the design of the RTX 50 Super series graphics cards, but the current shortage of memory chips has forced the company to lower the production priority of this product. The company is currently giving priority to ensuring the memory supply for its AI chips. (Jiemian News)
Some Moutai dealers have sold out their first batch of Feitian Moutai quotas for March, and the second batch has been applied for
It was learned from channel insiders that the first batch of Feitian Moutai quotas for March voluntarily applied by some Moutai dealers have been sold out. The goods in this batch are mainly in the 1×4 specification (four bottles per case), and the application for the second batch of additional quotas has been submitted. Previously, boosted by the consumption demand during the Spring Festival peak season, the supply of Moutai in many regions was tight, and some Moutai dealers started selling the Feitian Moutai quotas for March. (Cailian Press)
WeRide and Uber Announce Upgrade of Strategic Cooperation
36Kr learned that WeRide and Uber announced an upgrade of their strategic cooperation: The two parties plan to deploy at least 1,200 Robotaxis in the Middle East by 2027, covering the three major markets of Abu Dhabi, Dubai, and Riyadh. According to the plan, all these 1,200 Robotaxis will be connected to the Uber App to provide transportation services to the public.
Cainiao Becomes the Official Logistics Partner of a Leading Cross - border E - commerce Platform in the US
36Kr learned that according to the news, at the annual conference of the official warehouse service providers of a leading cross - border e - commerce platform in the United States, Cainiao won multiple awards, including the "Best Service Provider of the Year on the West Coast". Cainiao's Los Angeles warehouse and Houston warehouse won the championship of the second - level warehouse and the runner - up of the first - level warehouse respectively in the evaluation of promotional support. This means that Cainiao has become the official logistics partner of this e - commerce platform in the United States.
Tepco Says It Will Restart Reactor of Unit 6 at Kashiwazaki-Kariwa Nuclear Power Plant
Tokyo Electric Power Company (Tepco) announced on the 6th that it would restart the reactor of Unit 6 at the Kashiwazaki-Kariwa Nuclear Power Plant in Niigata Prefecture on the 9th. The unit was forced to shut down shortly after it was restarted on January 21 due to an alarm failure of the control rods. However, Tepco judged that the problem had been resolved. The commercial operation originally scheduled to start on the 26th of this month will be postponed to March 18. (CCTV News)
Following Tencent Yuanbao and Baidu Wenxin Assistant, the sharing link of Alibaba Qianwen's red envelopes has been blocked by WeChat
On February 6th, Alibaba Qianwen officially launched the "3 billion yuan free orders during the Spring Festival" activity and distributed free milk tea cards. Reporters found that after WeChat blocked its own Tencent Yuanbao and Baidu Wenxin Assistant, the sharing link of Qianwen's red envelopes has also been blocked by WeChat. The page shows that the webpage contains content that induces or misleads users to download/redirect, and users need to redirect to a third - party browser to access it. Meanwhile, when some users click to share the event to WeChat friends in the Qianwen APP, it has automatically changed to the form of copying a password. (Yicai Global)
Pony.ai Reaches Strategic Cooperation with Moore Threads
36Kr learned that on February 6, Pony.ai and Moore Threads officially announced a strategic cooperation. The two parties will focus on the implementation and large - scale application of L4 - level autonomous driving technology. Based on Moore Threads' MTT S5000 integrated training and inference intelligent computing card and Kua'e intelligent computing cluster, the two sides will jointly promote the training adaptation and verification of Pony.ai's world model and in - vehicle models. By jointly building an autonomous driving computing power ecosystem, they will achieve full - link collaboration of "algorithm - data - computing power - application" to accelerate the maturity of L4 - level autonomous driving technology and optimize costs.
Amazon Says It Will Spend $200 Billion on AI Development This Year, Far Exceeding Analysts' Expectations
Amazon said that the company plans to spend $200 billion this year on data centers, chips, and other equipment. This large - scale bet on artificial intelligence has worried investors, as the company's profits will be squeezed before the relevant investments start to yield returns. The company reported that it will spend approximately $130 billion on fixed assets and equipment in 2025. Analysts expect that this year's spending will reach about $150 billion. (Sina Finance)
Apple Reportedly Scales Back Development of Virtual Health Coaches, Project "Mulberry" Disassembled
On February 6th, it was reported that Apple is strategically scaling back its development plan for virtual health coaching services to reevaluate its layout in the large health service market. The project codenamed "Mulberry" has been recently halted. Apple plans to split some of the originally planned functions of this AI service and gradually integrate them into its existing health apps in the future. (Jiemian News)
Elon Musk is reported to complete SpaceX's acquisition of xAI through a two-step merger process
People familiar with the matter said that Elon Musk will use a two-step merger process to complete SpaceX's acquisition of xAI. According to the merger structure, SpaceX will not assume xAI's debts. xAI will operate as a subsidiary of SpaceX, which can enable SpaceX to avoid legal liability. (Cailian Press)
National standards for pre - prepared dishes are open for public comments. Pre - prepared dishes shall not use preservatives, and the shelf - life shall not exceed one year
The National Health Commission released the "National Food Safety Standard for Pre - prepared Dishes" (Draft for Comment) (hereinafter referred to as the "standard") on February 6, and solicited public comments. The food safety standard for pre - prepared dishes aims to safeguard consumers' dietary health and regulate the high - quality development of the pre - prepared dish industry. It mainly makes provisions for pre - prepared dish products in terms of food safety and nutritional health. It reasonably defines the definition and management scope of pre - prepared dishes. Based on the concept of food safety risk analysis and combined with the interpretation of relevant pre - prepared dish policies in the "Notice" jointly issued by six departments, the standard further refines and clarifies the concept of pre - prepared dishes, specifying that pre - prepared dishes do not include: staple food products, fresh - cut vegetables, ready - to - eat foods, and dishes made in central kitchens. There are other corresponding national food safety standards to manage the above - mentioned foods. (CCTV News)
Going public
Muyuan Foods Co., Ltd.
36Kr learned that Muyuan Foods Co., Ltd. announced that its H-shares will be listed on the Hong Kong Stock Exchange on February 6, 2026. The base offering is 2.74 billion shares at an issue price of HK$39. After the listing, the total share capital will be 5.737 billion shares, with A-shares accounting for 95.22% and H-shares accounting for 4.78%.
The Cutting-Edge of AI
Qualitative Change Technology Releases the Industry's First Multimodal Memory Platform, MemoryLake
36Kr learned that Qualitative Change Technology has officially launched the multimodal memory platform, MemoryLake, which has ultra-large-scale practical capabilities. For the first time, this platform integrates the full-stack capabilities of "in-depth understanding of multimodal content, multimodal memory storage, and memory computing and management". It consists of the MemoryLake-D1 large model, the MemoryLake memory engine, and the multimodal storage and computing platform (Relyt Multi-modal Data Cloud).
Tencent Cloud's Desktop Agent Tool WorkBuddy Launches Internal Testing
36Kr learned that on February 6th, the official account of "Tencent Cloud Code Assistant CodeBuddy" announced the launch of internal testing for the desktop agent tool "WorkBuddy". The product is positioned as an all-scenario workplace AI intelligent desktop workbench, marking Tencent's official entry into the competition in the desktop agent tool market.
Financial Reports of Large Companies
Under Armour's net revenue in the third quarter was $1.33 billion
On February 6th, Under Armour's net revenue in the third quarter was $1.33 billion, with an estimate of $1.31 billion; the adjusted earnings per share in the third quarter were $0.090; the inventory in the third quarter was $1.07 billion, with an estimate of $1.18 billion. Under Armour expects the adjusted earnings per share for the whole year to be between $0.10 and $0.11. (Jiemian News)
Toyota Motor's net profit in the third fiscal quarter was 1.26 trillion yen
Toyota Motor released its third - quarter results on February 6, showing that the net sales were 13.46 trillion yen, a year - on - year increase of 8.6%; the net profit was 1.26 trillion yen, a year - on - year decrease of 43%. Toyota Motor expects the full - year net sales to be 50.00 trillion yen, compared with the previous forecast of 49.00 trillion yen; it expects the net profit to be 3.57 trillion yen, compared with the previous forecast of 2.93 trillion yen. (Jiemian News)
Investment and financing
“Zhuoyide Robotics” Completes Nearly 100 Million Yuan in Pre - A+ Round Financing
36Kr learned that recently, “Zhuoyide Robotics”, an innovative enterprise in the field of domestic embodied intelligence and highly biomimetic robots, announced the completion of nearly 100 million yuan in Pre - A+ round financing. This round of financing was jointly led by Shanghai Pudong Leading Area Investment Center and Shanghai Zhangjiang Science and Technology Venture Capital Co., Ltd., followed by institutions such as Henan Provincial Science and Technology Investment Industry Development Investment Fund. It also introduced group members of Qingdao Zhenghe Industry Co., Ltd. and Xiamen Songlin Technology Co., Ltd. as strategic industrial investors. The funds raised this time will focus on deepening core technologies, iterating and upgrading products, mass - producing and delivering products, improving the supply chain system, as well as promoting ecological co - construction and market penetration.
"Xinsheng Semiconductor" Completes Nearly 100 Million Yuan in Financing
36Kr learned that "Xinsheng Semiconductor" recently completed its angel round of financing, raising nearly 100 million yuan. This round was led by Zhongguancun Qihang, with follow - on investments from Lushi Investment, Hegao Capital, Lingyi Venture Capital, Zhongke Guangrong, Yuanqi Capital, Guokai Kechuang, Gaochuang Zhixing, and Sanxian Technology.
PallasAI Completes Tens of Millions of RMB in Financing
36Kr learned that recently, the AI Agent platform PallasAI announced the completion of tens of millions of RMB in financing, which was exclusively invested by Youzan, a listed company in Hong Kong. This is the second investment the company has received within three months. Previously, it received incubation investment from the early-stage community fund jointly launched by Bianliang Capital under GeekPark and Founder Park. With this financing, the company will focus on technology upgrades, the implementation of vertical industry solutions, and the recruitment of more outstanding talents.
Cool Products
XPeng GX Launches Open Testing for L4-Level Autonomous Driving
The upcoming XPeng GX, the brand's first large six-seater SUV, will be equipped with four Turing chips, with a local effective computing power of 3000 TOPS, and has the ability for L4-level autonomous driving. Currently, technical verification is underway. Today, a camouflaged XPeng vehicle with signs reading "L4 Autonomous Driving Test" and "Please Give Way" on its body was tested on an open road in Guangzhou. (Caixin)
Insta360 "Pocket" to be released in the first half of 2026, confirmed to have telephoto function
Multiple sources with knowledge of the matter have confirmed that Insta360's handheld gimbal camera will be released in the first half of the year and will be available in multiple color versions, competing with the DJI Pocket. It is understood that Insta360's handheld gimbal camera may adopt a modular and dual-camera design, which means that the industry will welcome the first handheld gimbal camera with telephoto function. (Jiemian News)
Compiled | Chenxi