APPSO 马化腾回应 AI 焦♫ 安利元宝新玩法 他还现场号召员工参与元宝 2.55 版本的内测，「一起 Debug」。 「每个企业的基因不同」，腾讯有自己的节奏。马化腾强调，腾讯的 AI 核心是产品的长期竞争力与用户体验。腾讯已在内部完成了 AI 人才结构的优 化，通过吸纳业界原生 AI 人才及团队年轻化，重构了研发力量。 马化腾指出，腾讯将把大模型和 AI 产品以一体化的方式来考虑，未来采用交叉、派驻和 Co-design 的逻辑进行产品和组织的设计。 在备受瞩目的微信生态 AI 智能化问题上，马化腾明确表示，AI 全家桶未必是大家都喜欢的，未来将继续坚持去中心化，以兼顾用户需求和隐私安全的方式 来思考规划微信的智能生态。 在业务板块复盘中，马化腾特别提到了腾讯 AI 助手「元宝」。昨天，元宝已官宣将在春节期间发放 10 亿元现金红包。马化腾对此解读称，这是将节省下 来的营销费用直接回馈给用户，重温「抢红包」的快乐。 并且，在提及春节分 10 亿元现金活动时，马化腾也表示希望重现当年微信红包的盛况。 目前，元宝正在内测元宝派功能，尝试将 AI 助手引入群聊场景。马化腾透露，部分灵感源自腾讯会议，目的是结 ...

Core Viewpoint - Tencent is strategically positioning its AI assistant, Yuanbao, to integrate AI into social interactions rather than replacing human communication, focusing on enhancing user engagement through social features and cash incentives [2][10]. Group 1: AI Integration and Features - Yuanbao has launched a social AI feature called "Yuanbao Pai," allowing users to create or join groups where they can interact with the AI for summarizing conversations and organizing activities [4][5]. - The platform will soon introduce features like "watch together" and "listen together," leveraging Tencent Meeting's capabilities for shared experiences [5]. - Yuanbao's integration with WeChat and QQ allows users to invite friends and share links, enhancing its social connectivity [5]. Group 2: Cash Incentives and User Engagement - Tencent announced a 1 billion yuan cash giveaway to promote Yuanbao, with individual red envelopes reaching up to 10,000 yuan [7][8]. - The cash distribution strategy is reminiscent of Tencent's previous successful campaigns, aiming to boost user engagement and retention [8]. - Users can earn additional chances to win through tasks, encouraging daily interaction with the app [7]. Group 3: Competitive Landscape - Other companies, such as Baidu, are also exploring AI group chat functionalities, but Tencent's approach emphasizes light interactions based on real social relationships [6]. - The competitive landscape shows that various players are integrating AI into their platforms, with each company adopting different strategies to capture market share [11]. Group 4: Organizational Adjustments and Strategic Direction - Tencent has made organizational changes to enhance its AI capabilities, including the establishment of new departments focused on AI infrastructure and data [11]. - The company is committed to a steady and thoughtful approach to AI development, prioritizing long-term product competitiveness and user experience [10].

关于字节跳动的估值，向来众说纷纭，最近比较公允的一个数值是4800亿美金，风投女王徐新是按照这个估值从字节早期投资方手上买下了部分股权的。 这意味着在资本的眼中，字节跳动（ByteDance）彻底超越了阿里巴巴，同时在各个赛道上对阿里和腾讯造成冲击。 为了理解这个体量的恐怖，我们需要一把旧BAT时代的标尺：百度。 考虑到一定波动性，今天，按市值计算，一个字节跳动，接近于10个百度。 新BAT十年战争 的本质，是互联网核心稀缺资源的转移：从2016年争夺用户注意力的流量战争，到2020年争夺用户钱包份额的交易战争，再到2024年随 着生成式AI爆发而升级的智能战争。 我们试图复盘这十年的硝烟与变革，剖析巨头们如何在抢时间、抢钱包与抢"大脑"的战役中攻守易形。 流量战争 (2016-2019) 2016年是中文互联网的分水岭。 智能手机出货量见顶，人口红利逐渐减退，移动互联网看起来进入存量博弈时代。 此时的腾讯凭借微信和QQ坐拥10亿级用户，看似高枕无忧；阿里巴巴在电商领域一骑绝尘；而百度则在移动端转型的迟缓而显露疲态。 就在巨头们以为格局已定时，字节跳动（当时更多被称为今日头条）正在酝酿一场颠覆性的风暴。 张一 ...

马化腾官宣战略转向：退出京东美团投资，告别外卖大战，加大投入AI 面对激烈的市场竞争和高昂的资金消耗，腾讯选择了战略转向。马化腾在员工大会上强调，稳扎稳打仍 是腾讯的核心战略之一，目前唯一值得持续投入的领域便是人工智能。这意味着腾讯将逐步剥离非核心 投资业务，集中资源深耕科技赛道。 尽管腾讯选择退出，但外卖及即时零售赛道的竞争并未降温。美团与京东方面虽暂未明确表态未来战略 布局，但阿里巴巴已展现出持续攻坚的决心。 2026年1月初，阿里集团公布淘宝闪购2026年投入战略，将市场份额增长列为首要目标，明确表示将坚 定加大投入，力争拿下行业绝对第一的位置。同时，阿里还计划在未来几个季度重点提升高客单价用户 占比、拓展非餐零售品类，通过多维度布局扩大用户规模、增强用户粘性。 据快科技报道，1月26日，腾讯公司董事会主席兼首席执行官马化腾在2025年度员工大会上透露，腾讯 已正式退出对京东和美团的投资，腾讯高管刘炽平也同步退出了相关公司的董事会。这一决策被业内解 读为腾讯在激烈的外卖及社区团购赛道竞争中选择战略收缩，转而聚焦人工智能核心领域。 2025年，即时零售赛道上演了一场由京东率先发起的激烈外卖大战，美团迅速响 ...

"每个企业的基因不同、体质不同"，在近日召开的腾讯2026年员工大会上，腾讯董事会主席兼CEO马化 腾一开场就直面差异。这场大会前，腾讯旗下AI助手元宝官宣春节10亿元现金活动，大会当天又内测 社交功能"元宝派"，把AI战局拉进自身最擅长的社交战场，这是一场典型的以慢打快、最"腾讯"的打 法。 眼下，字节依托短视频生态快速普及豆包，以轻量化、娱乐化交互抢占大众用户市场；阿里将千问植入 电商等场景，强化实用服务属性，腾讯选择暂避参数竞赛与流量轰炸，从十亿级社交关系链中寻找AI 落地的新切口——不是让AI替代人，而是让它融入人的日常对话与群体互动之中。 把AI放进群聊里 什么是AI时代的社交？腾讯正在尝试。 根据网络流出的内测截图，元宝已开启社交AI玩法"元宝派"，用户可以选择创建一个"派"，或者加入一 个已有的"派"。用户可以在派内@元宝 或引用元宝的话，让元宝AI总结派内聊天内容，创建健身、阅 读等兴趣打卡活动，由元宝AI担任"监督员"。不止文字聊天，用户还可以在派内进行"图片二创"，将一 张普通的照片变成"梗图"或表情包。 据悉，"元宝派"后续公测还将开放"一起看""一起听"玩法，该玩法接入了腾讯会议的音视 ...

Core Viewpoint - The article discusses the competitive landscape of AI applications during the Chinese New Year, highlighting Tencent's strategic approach to leverage its social ecosystem for AI integration, particularly through the "元宝派" project and cash incentives to enhance user engagement and retention [5][9][12]. Group 1: Tencent's Strategy - Tencent is utilizing its social networks (WeChat and QQ) to drive the adoption of its AI product "元宝" by offering 10 billion yuan in cash incentives, aiming to replicate the success of its previous WeChat red envelope model [5][9]. - The company is focusing on high-frequency social scenarios to promote low-frequency AI usage, effectively transforming AI from a low-frequency tool into a high-frequency companion in daily social interactions [6][10]. - Tencent's approach is characterized as stable and strategic, avoiding the panic seen in other companies that aggressively push into AI without a clear advantage [9][10]. Group 2: Competitive Landscape - ByteDance's strategy contrasts with Tencent's, focusing on a defensive approach while maintaining a strong user base through its AI application "豆包," which currently leads in daily active users [10][11]. - The competition is framed as a "desktop elimination race," where the ability to secure a spot on users' home screens during the holiday period will determine long-term success in the AI sector [12][16]. - Other players like Baidu and Alibaba are noted for their more cautious strategies, with Baidu's "文心一言" facing challenges in both traffic and technology, while Alibaba's "千问" opts for a strategic retreat in the consumer market [13][15]. Group 3: User Engagement and Retention - The success of AI applications will ultimately be measured by user retention rates after the holiday period, rather than initial download numbers, indicating the importance of sustained engagement [16][17]. - The article suggests that the effectiveness of cash incentives, such as red envelopes, will play a crucial role in determining whether users continue to engage with AI applications post-holiday [12][16]. - The potential for user habits to shift towards using AI within social platforms like WeChat poses a significant risk for competitors like Douyin, which may lose their core user engagement if users prefer AI solutions integrated into their existing social interactions [10][11].

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 30.81 亿元 | -1.01 亿元 | | 中芯国际(00981) | 19.73 亿元 | -3957.24 万元 | | 腾讯控股(00700) | 18.66 亿元 | +1.67 亿元 | | 中国海洋石油(00883) | 18.60 亿元 | -2.47 亿元 | | 长飞光纤光缆(06869) | 13.52 亿元 | +2.98 亿元 | | 紫金矿业(02899) | 13.17 亿元 | +10.13 亿元 | | 泡泡玛特(09992) | 10.25 亿元 | +2.45 亿元 | | 小米集团-W(01810) | 8.56 亿元 | -5105.41 万元 | | 华虹半导体(01347) | 7.52 亿元 | +4528.36 万元 | | 金山云(03896) | 6.63 亿元 | +1.65 亿元 | | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 50.18 亿元 | -8 ...

证券简称成交金额净买入额收盘价涨跌幅腾讯控股 0070049.15亿港元12.09亿港元621.00港元23.10%泡泡玛特 0999229.14亿港元7.34亿港元231.40港元70.30%长飞光纤光缆 0686913.52亿港元2.98亿港元75.20港元154.30%中国海洋石油 0088353.86亿港元2.86亿港元24.66港元48.50%金山云 038966.63亿港元1.65亿港元7.81港元34.40%云知声 0967819.62亿港元0.74亿港元382.00港元737.90%华虹半导体 013477.52亿港元0.45亿港元122.70港元74.40%小米集团－Ｗ 0181027.27亿港元-0.59亿港元36.32港元21.40%中芯国际 0098158.16亿港元-3.79亿港元79.30港元35.20%中国移动 0094132.78亿港元-7.48亿港元80.90港元30.60%紫金矿业 0289944.92亿港元-8.54亿港元44.76港元31.30%阿里巴巴－Ｗ 0998880.99亿港元-9.45亿港元173.50港元21.20%盈富基金 0280031.73亿港元-23 ...

Group 1 - The competition among cloud service providers is intensifying as they set ambitious targets for AI-related revenue growth, with Baidu aiming for a 200% increase and Alibaba targeting 80% of the new AI cloud market in China by 2026 [1] - ByteDance's Volcano Engine has secured a significant partnership, referred to as the "last piece of the old world of cloud services," by collaborating with the Spring Festival Gala [1] Group 2 - Tencent Cloud is adopting a different approach, emphasizing the importance of endurance and application scenarios over rapid growth in AI, as stated by its Vice President Yang Chen [2] - Yang Chen highlighted that the focus should be on creating healthy business models based on application scenarios rather than merely on token consumption, which lacks customer stickiness [2] - The emergence of AI is driving the intelligent transformation of enterprises and significantly expanding the public cloud market, with a shift from resource-based services to intelligent solutions [3] Group 3 - Tencent Cloud plans to focus on the integration of AI and SaaS products to differentiate itself in the market, moving away from resource sales to solving real business problems with AI [3] - Recent achievements include collaboration with over 11,000 partners, maintaining double-digit revenue growth in public cloud, and a doubling of orders related to AI and SaaS products [4] - The AI large model products have seen a growth of over 50 times in two years, indicating a significant increase in both revenue scale and quality [4] Group 4 - Tencent Cloud is enhancing its intelligent agent development platform, emphasizing the importance of platform capabilities and ecosystem collaboration as core competitive advantages for AI implementation [6]

1月27日，由腾讯研究院主办的"腾讯科技向善创新节（2026）"在深圳举行。本届创新节以"正在发生"为主题，汇聚来自全球科技、人文、艺术、教育等领 域的53位专家学者、行业领袖及产业实践者，共同探讨AI快速演进背景下，个体生活、产业形态与社会结构正在发生的深层变化。 除了主题演讲之外，在腾讯科技向善创新节的圆桌讨论中，还围绕教育、养老、内容产业与治理等议题，展开多场深度对话。在"智能社会生存法则：AI原 生教育新实践"圆桌讨论中，腾讯集团副总裁、腾讯研究院总顾问杨健与明湾学校校长郑腾飞等嘉宾，深入探讨了在AI重塑智力结构的当下，教育应如何从 知识灌输转向能力培养，以及如何帮助"AI原生一代"建立正确的科技观。 腾讯集团高级副总裁、腾讯研究院理事长郭凯天表示，AI不是短期竞争的工具，而是一场需要持续投入、与用户和社会共创的"马拉松"；其价值不在于替代 人，而在于放大人、帮助更多普通人获得能力与机会。 腾讯集团副总裁、腾讯研究院院长司晓在大会上发表了题为《让人放心，把人放大》的主旨演讲，并发布了"AI& Society 创造营"计划。司晓表示，"让人放 心"，意味着在系统稳定性、数据安全、算法透明与责任边界上建立 ...