Feng Huang Wang
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马化腾于腾讯年会谈AI战略 点评豆包手机与阿里千问
Feng Huang Wang· 2026-01-26 09:23
凤凰网科技讯 1月26日,据电厂信息,在腾讯公司年会上,董事会主席兼首席执行官马化腾发表讲话, 阐述了腾讯在AI领域的战略思考与投入,并对字节跳动的"豆包手机"及阿里巴巴的"通义千问"进行了点 评,对豆包手机的安全性提出质疑。 马化腾在讲话中回顾了腾讯自2022年以来的"降本增效"阶段,并指出公司投入在2025年因人工智能投资 而恢复增长。他坦言,"我们整个动作其实是慢了,一直到2024年底,我们的AI产品元宝和混元大模型 才转到CSIG,他们才开始正式做这个产品。"为此,腾讯在过去一年里对AI研发团队进行了重构,新设 立了AI基础设施等部门,并引入相关人才以加强长期竞争力。 第一,聚焦基础设施与人才建设。他指出,腾讯的人工智能战略首先是推动各个部门自身的AI化,并 以TEG和CSIG为核心。过去一年,公司在TEG的混元大模型上进行了诸多调整,也发现了问题,"这些 问题的根源可能在于基础设施Infra不足"。马化腾强调,"要应对长期竞争,迭代频次和平台不能比别人 差"。为此,腾讯重构了整个AI研发团队,引进了包括姚顺雨在内的专业人才,并新设立了AI Infra部、 AI Data部以及数据计算平台部。 第二, ...
对话保时捷中国CEO潘励驰:首度详解如何“赢回中国”
Feng Huang Wang· 2026-01-26 08:26
Core Insights - Porsche's global sales declined by 10% in 2025, with a 26% drop in deliveries in China, which remains the company's second-largest market [1][2] - The company emphasizes a "quality over quantity" approach, focusing on maintaining brand value rather than chasing sales numbers [1][2] Sales Performance - Porsche delivered approximately 42,000 vehicles in China in 2025, despite the overall luxury car market contraction [1][2] - The Cayenne and other key models have gained market share in their segments, showcasing resilience despite the sales decline [2] Brand Strategy - Porsche's CEO likens brand management to a marathon, emphasizing long-term goals over short-term gains [2][6] - The company has seen a 12% growth in its used car business, indicating a successful strategy to attract new customers and maintain market share [2] Financial Services - Over 50% of Porsche's sales are completed through its financial services, which help strengthen customer relationships [2] - The company highlights the importance of vehicle residual values in maintaining brand prestige, with Porsche leading in this area among luxury brands [2] Market Adjustments - Porsche plans to introduce a new SUV model positioned above the Cayenne, responding to consumer demand for larger vehicles in China and the U.S. [3][4] - The company is optimizing its dealer network, planning to reduce the number of dealerships from approximately 114 to around 80 by the end of 2026 [4] R&D and Localization - Porsche has established its first comprehensive R&D center outside Germany in China, focusing on local market insights and needs [5] - The company is collaborating with local suppliers, such as Botai, to enhance product development and ensure seamless integration of new technologies [5][9] Long-term Vision - Porsche's long-term strategy emphasizes brand community engagement, with over 73,000 participants in brand community activities in China, a 150% increase year-on-year [7] - The company is actively working to promote its classic car business in China, aiming to enhance brand heritage and consumer connection [8] Challenges and Future Outlook - Porsche acknowledges the challenges posed by changing consumer preferences, market competition, and macroeconomic factors as reasons for the sales decline [10][12] - The company aims to enhance cost efficiency while maintaining a focus on local R&D and product development to better meet consumer demands [11][12]
商汤官宣旗下AI Agent“咔皮记账”免费 未来将推“AI Pro”模式
Feng Huang Wang· 2026-01-26 08:16
Core Insights - SenseTime's AI Agent application "Kapi Accounting" has announced that its core accounting features will be permanently free, including 30 previously paid functionalities such as automatic bookkeeping, shared ledgers, budget planning, and multi-account management [1] Company Developments - The application leverages SenseTime's "Riri Xin" large model for multimodal understanding, enabling users to automatically recognize consumption information and categorize bookkeeping through methods like photographing receipts, voice input, or tapping on the phone [1] - Future plans include the launch of an "AI Pro" mode, which will provide users with personalized life planning and recommendations in addition to basic financial management [1] - Following this adjustment, users can access the application's bookkeeping features without any barriers [1]
李想召开临时全员会:不谈业务谈AI,押注人形机器人
Feng Huang Wang· 2026-01-26 07:46
凤凰网科技讯1月26日,理想汽车创始人李想临时召开了一场近两小时的线上全员会议,核心议题并非 汽车业务,而是公司对人工智能(AI)的战略布局。 李想强调了接下来几个和AI相关的重要时间节点: 李想强调,理想汽车的目标是成为全球为数不多的、能同时布局基座模型、芯片、操作系统和具身智能 业务的公司,并将进一步强化"具身智能"的品牌定位。此外,他首次明确表示,理想汽车在汽车业务之 外"一定会做人形机器人",并将尽快推动产品落地亮相。 为应对新的竞争,李想提及公司将启动新一轮研发组织变革,计划将研发团队按基座模型、软件本体、 硬件本体等重新划分,汽车与机器人业务均被归入硬件本体团队。 2026年是所有想要成为AI头部公司上车的最后一年; 最晚2028年,L4一定能落地; ...
商务部:将扩大市场准入和开放领域 有序扩大电信、医疗、教育等领域自主开放
Feng Huang Wang· 2026-01-26 07:44
商务部外国投资管理司负责人王亚在国新办新闻发布会上表示,2026年,将以服务业为重点,扩大市场 准入和开放领域,有序扩大电信、医疗、教育等领域自主开放,推动试点项目尽早落地,支持服务业外 资企业延伸价值链,实现专业化、融合化、数字化发展,促进服务业扩容提质。 今年将大力发展服务贸易 出台扩大入境消费政策措施 一视同仁支持外企参与提振消费、政府采购、招投标等 商务部外国投资管理司负责人王亚1月26日在国新办新闻发布会上表示,今年将以服务业为重点,扩大 市场准入和开放领域,有序扩大电信、医疗、教育等领域自主开放,推动试点项目尽早落地,支持服务 业外资企业延伸价值链,实现专业化、融合化、数字化发展。同时,将进一步优化外商投资支持政策。 落实好境外投资者已在华取得的利润直接投资税收抵免、鼓励外商投资产业目录等政策措施,一视同仁 支持外资企业参与提振消费、政府采购、招投标等活动,助力外资企业在华长期生根发展。 商务部对外贸易司司长王志华在国新办新闻发布会上表示,今年将大力发展服务贸易,完善跨境服务贸 易负面清单管理制度,有序推进服务市场开放。建设国家服务贸易创新发展示范区,扩大优势生产型服 务出口,促进知识产权、人力资 ...
马化腾内部员工大会安利“元宝派”:希望重现微信红包时刻
Feng Huang Wang· 2026-01-26 07:37
去年1月,腾讯AI助手"元宝"团队从TEG(技术工程事业部)转入CSIG,从"技术试验"转向"AI应用"。 此后元宝持续优化用户体验,上线初期以日均更新一个版本的高频迭代,用户规模快速升至国内 AI 应 用前三。 马化腾透露,元宝即将推出命名为"元宝派"的AI社交新玩法,旨在探索AI技术在多人社交场景下的深度 融合。"再预告一下,因为我自己也在内测,我们的元宝也会引入一个新的和我们特点结合的社交功 能。元宝派未来可能还会再设计一些通信的功能,我们先结合自己的优势,社交通信以及我们的关系链 营造一个好的氛围。"马化腾在大会现场为元宝"拉票",安利大家下载体验,同时也对元宝派的社交探 索给予了期望。 同时,元宝还针对春节推出了10亿现金红包激励活动,用户去手机应用市场更新元宝APP到2.55.0版本 及以上,即可参与分10亿现金红包。马化腾表示,希望此举能够重现11年前的微信红包的时刻。 凤凰网科技讯 1月26日,"每个企业的基因不同、体质不同,腾讯的风格就是稳扎稳打。"腾讯2026年员 工大会上,面对外界AI焦虑,腾讯董事会主席兼首席执行官马化腾一开场,就给全员吃下"定心丸",强 调保持定力,专注自家节奏。 过 ...
卢伟冰:“内存涨价”逼迫各品牌或涨价或降配 动摇终端机“性价比”根基
Feng Huang Wang· 2026-01-26 07:31
Group 1 - The core message of the article highlights the upcoming launch of Xiaomi's new product, Turbo 5 Max, scheduled for January 29 at 19:00 [1] - Xiaomi's President, Lu Weibing, indicates that the K series will be upgraded in 2025, with the Turbo series taking over the 2000-3000 price range [1] - The industry is facing challenges, particularly due to rising memory prices, which may force brands to either increase prices or reduce specifications, threatening the value proposition of mid-range devices [1] Group 2 - Despite industry challenges, the Turbo series aims to maintain a strong presence in the mid-range market, ensuring competitive offerings in the 2.5K price segment [1] - The Turbo 5 Max will feature the Dimensity 9500s processor with a benchmark score of 3.61 million, a 9000mAh battery, and high-end features such as dual speakers and full waterproofing [1]
300万 送一个普通人“上天”
Feng Huang Wang· 2026-01-26 06:47
Core Viewpoint - The commercial space industry in China is experiencing a significant transformation, with private companies gaining momentum and preparing for IPOs, marking a new era of opportunities and challenges in the sector [5][24]. Group 1: Industry Developments - The successful launch of the reusable Zhuque-3 rocket by Blue Arrow Aerospace has garnered widespread attention, marking a milestone in China's commercial space endeavors [1]. - Numerous commercial space companies are actively preparing for their maiden flights, indicating a surge in industry activity [3]. - The commercial space sector is becoming more accessible to the public, with companies like Chuanqiu offering paid space tourism experiences [3]. Group 2: IPO Landscape - At least ten commercial space companies have initiated the IPO process, with five leading firms, including Blue Arrow Aerospace and Star Glory, particularly noteworthy [6][8]. - Blue Arrow Aerospace is ahead in the IPO race, having submitted its application to the Shanghai Stock Exchange, aiming to raise up to 7.5 billion yuan for technology and capacity enhancements [6][12]. - Other companies, such as Zhongke Aerospace and Star Glory, are also in various stages of the IPO process, focusing on reusable rocket technologies [8][9]. Group 3: Historical Context - The journey of leading companies in the commercial space sector has been challenging, with initial skepticism about their viability and funding difficulties [12][13]. - Significant investments from industry players like Goldwind Technology have played a crucial role in supporting these companies during their formative years [15]. - The turning point for the industry came with technological breakthroughs and favorable policies, allowing companies to pursue public listings [17][24]. Group 4: Challenges Ahead - The transition from successful testing to large-scale commercial services presents significant challenges, including cost control and the maturity of reusable technology [18][21]. - A robust industrial ecosystem and financial support system are essential to address these challenges and facilitate growth [19][22]. - The industry must innovate its business models to ensure profitability and market penetration, moving beyond traditional launch services [23][24].
保时捷中国CEO表态:正考察多家中国智驾供应商 持开放合作态度
Feng Huang Wang· 2026-01-26 06:45
凤凰网科技讯 1月26日,据智通财经报道,保时捷中国总裁及首席执行官潘励驰(Alexander Pollich)在 回应关于采用中国智能驾驶方案的可能性时明确表示,保时捷目前正针对多家中国智能驾驶供应商开展 考察工作,并同步推进相关调研,对与中国智驾企业的合作持开放态度。 ...
阶跃星辰完成超50亿人民币B+轮融资 印奇出任董事长
Feng Huang Wang· 2026-01-26 06:20
Core Insights - Qianli Technology's chairman, Yin Qi, has been appointed as the chairman of AI startup Jumpspace, indicating a strategic leadership role in both a major model company and an AI-focused automotive enterprise [1] - Jumpspace has recently completed a B+ round of financing, with the amount reported to be in the tens of billions of RMB, highlighting significant investor confidence [1] - Since its establishment in 2023, Jumpspace has emerged as a key player in China's AGI sector, attracting top talents from major tech companies and earning the title of "multi-modal king" in the industry [1] Company Developments - Jumpspace has made notable advancements in its model capabilities, with its native speech reasoning model, Step-Audio-R1.1, ranking first in the Artificial Analysis Speech Reasoning evaluation, surpassing leading models like Grok and Gemini [2] - In December 2025, Jumpspace open-sourced its Step-GUI series models, contributing to the broader AI community and enhancing its visibility in the market [2]