Large red envelopes "ignite" institutional optimism about investment opportunities in the direction of AI applications.

On January 25th, Tencent and Baidu both announced their plans for distributing red envelopes during the Spring Festival, with a total of 1.5 billion yuan in cash red envelopes to be distributed. The news quickly drew attention from all sides. As we enter into 2026, leading companies in the industry are further exerting efforts, becoming important catalysts for institutional investors to continue to see opportunities in AI application directions. From the market performance perspective, the AI application sector has basically stabilized in the near term after entering a period of rapid adjustment. In the view of industry insiders, whether from the perspective of computing power ROI demands, or from the perspective of internet, software, and end-side companies developing products, AI applications in 2026 have become a "required course." Subsequent domestic user growth and commercialization may accelerate, and it is recommended to focus on valuable AI application directions for layout, such as AI advertising, AI e-commerce, AI office, AI education, AI healthcare, and other various niche fields.