AI前沿每周关键词Top50 （0126-0130） 推 荐 阅 读 腾讯研究院： 《中国公众对生成式AI的看法与使用行为｜年度调研》 点个 "在看" 分享洞见 | 应用 | LingBot-VLA | 蚂蚁灵波 | | --- | --- | --- | | 应用 | Music 2.5 | MiniMax | | 应用 | SkyReels-V3 | Skywork AI | | 应用 | LingBot-World | 蚂蚁灵波 | | 应用 | K2.5 Agent | Kimi | | 应用 | AlphaGenome | 谷歌DeepMind | | 科技 | 星际航行学院 | 中国科学院 | | 科技 | Helix 02 | Figure | | 科技 | Optimus生产推进 | 特斯拉 | | 事件 | 创业方向官宣 | LeCun | | 观点 | Cowork教学 | Claude Code | | 观点 | AI辅助开发分化 | 谷歌 | | 观点 | 科技巨头金句 | 达沃斯论坛 | | 观点 | 架构核心价值 | Toco AI | | 观点 | 2026攻坚方向 | 阶跃星辰 ...

继 QQ 和微信之后，腾讯又开始基于其AI助手"元宝"探索新一代社交模式。这项新功能名为"元宝派"，目前正处于内测阶段，仅对部分受邀用户开放。 目前，在苹 果的 App Store 中，腾讯 元宝 的下载量已经飙升到国内 免费 App排行榜 第二 的位置，仅次于字节的豆包。 那么这个全新的社交功能怎么使用呢？ 在获得测试资格后，打开腾讯元宝 App，将其更新到最新的 2.55.0 版本，会在首页下方的导航栏中看到一个新的"派"入口。 腾讯为了推广元宝，不惜狂撒 10 亿元现金红包。近日，腾讯宣布将于2月1日在元宝App上线春节红包活动，用户可参与分享10亿元现金，单个红包金额最高可 达万元，且上述红包金额可以从元宝直接提现到微信。 马化腾在内部明确表示，希望重现当年微信红包盛况。腾讯此举似乎是要将"元宝"打造成继微信之后的又一款国民级社交应用。 创建元宝派 Q | 加入元宝派 Q C 元宝: C _ 进入"派"之后，可以体验到完全不同于传统群聊的 AI 互动模式。用户可以点击页面右上角的"+"号，选择"创建派"。 如果你有朋友已经创建了"派"，也可以通过派号或专属邀请链接直接加入已有的"派"。 当然，自己创建 ...

建设强基工程，牢固树立和践行正确政绩观，锻造忠诚干净担当的高素质专业化干部队伍，营造风清气 正的政治生态和干事创业的良好氛围，为"十五五"开好局、起好步提供坚强保障。 市领导边立明、胡浩参加有关活动。 相关附件 在三滘村项目改造现场，冯忠华、孙志洋听取海珠区城中村改造工作情况汇报，实地察看项目进展情 况，强调要加强新中轴线南段整体规划，优化空间结构、功能布局、风貌设计，高质量推进康鹭等重点 片区城中村改造，强化生活空间区域统筹，建设安全舒适绿色智慧的"好房子"，导入高端资源要素，统 筹做好产业转型升级、基础设施完善和公共服务配套，打造高品质生产生活新空间。来到抖音华南创新 基地，详细了解企业在穗发展和项目规划建设情况，要求市、区相关部门及时高效解决项目建设中遇到 的问题，共同谋划做好业务导入，发挥好头部企业带动作用，推动广州数字经济高质量发展。走进琶洲 模方，仔细询问在孵项目技术创新、商业化应用等情况，强调要加快推动人工智能全方位赋能千行百 业，充分利用高校资源招才引智，强化资金、场景、算力、算法、数据等全要素保障，帮助企业找需 求、拓市场，培育更多创新型企业。在三一集团华南总部，详细了解企业发展历程、业务布 ...

追踪新商业、好公司，提供一手情报与领先认知。 作者：MD 出品：明亮公司 1月26日，腾讯集团内部员工大会上，马化腾在讲话中关于"元宝派"的细节进一步"出圈"——此前， 腾讯元宝 宣布，春节期间 将派送10亿元现金红包，并低调启动了AI社交功能"元宝派"的内测。 据多家媒体公开信息，马化腾表示，元宝希望把节省下来的营销费用，转成给用户分享的红包，也希 望能够重演2015年时微信红包在春节爆发的情景，"让用户重温过去抢红包的快乐"。"元宝派"的灵 感来自于腾讯会议的群聊， 在已有的AI助手中+群来探索新的社交玩法，这也是基于腾讯特点的新 尝试。 以下文章来源于明亮公司 ，作者主编24小时在线 明亮公司 . 目前，元宝派入口仍在元宝APP中。元宝派形态像"微信群"，但目前人数上限为100人，目前申请"创 建元宝派"功能仍处在内测阶段。 而加入元宝派需要"派号"，派号和腾讯会议的会议号均为9位数 字。 在元宝派的"群"中，内嵌了腾讯会议和元宝AI，可通过"@元宝"方式调用，元宝派也支持共享屏 幕、上传文件和图片等功能。 「明亮公司」认为，作为腾讯围绕AI+社交的新尝试，元宝派未来可能进一步提升元宝APP的活跃 度。 ...

Core Insights - The article highlights the appointment of Pang Tianyu, a former senior research scientist at Sea AI Lab in Singapore, to Tencent as the Chief Research Scientist for Tencent's Mix Yuan and the head of multimodal reinforcement learning technology [1][5]. Group 1: Appointment and Role - Pang Tianyu officially joined Tencent on February 4, focusing on research in multimodal models for reinforcement learning, including generative and understanding models [1]. - Pang has an impressive academic background, having graduated from Tsinghua University with a bachelor's degree in 2017 and a PhD in 2022, and has published over 70 papers in top conferences and journals [3]. Group 2: Achievements and Contributions - During his time at Sea AI Lab, Pang's team won first place in several adversarial attack and defense competitions, including NIPS 2017 and GeekPwn 2018 [5]. - Pang has served as a reviewer for prestigious international conferences and journals such as ICML, NeurIPS, and CVPR, and has received multiple academic awards [5]. Group 3: Tencent's AI Strategy - At Tencent's annual meeting on January 26, CEO Ma Huateng mentioned that the Mix Yuan model underwent a "deep reconstruction" over the past year, emphasizing the company's efforts to attract talent and restructure its R&D team [6]. - Tencent Mix Yuan announced the open-source release of the Mix Yuan Image 3.0 model, which utilizes a mixture of experts (MoE) architecture with a total parameter count of 80 billion, of which approximately 13 billion are active parameters [6]. - As of now, Tencent Mix Yuan has developed a total of 3,000 image and video derivative models, with over 5 million downloads for video models and over 3 million downloads for the Mix Yuan 3D series models [6].

智通财经APP获悉，周五，美股三大指数齐跌。恒生指数ADR下跌，按比例计算，收报27158.76点，较香港收市跌228.35点或0.83%。 | ල | .HSIADR 恒生指数ADR | | | | --- | --- | --- | --- | | 27 158.7６↓ -228.35 -0.83% | 些分同 ● | | | | 最高价 27426.11 开盘价 27309.70 成交量 4676.89万 | 最低价 27082.20 昨收价 27387.11 | 平均价 27254.15 | | | 52周最高 27964.68 上 涨 -- | 中 船 -- | 52周最低 19335.70 下 跌 -- | 振 幅 1.26% | | N | | | | | 序号 | 名称 | 港股代码 | 最新价 | 涨跌额 | 涨跌幅 | ADR代码 | ADR换算价(HKD) | 较港股升跌 较滑 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | @ 00700 | 606.000 | -16.000 | -2.57 ...

前几天，腾讯旗下AI助手元宝低调开启全新社交AI玩法"元宝派"内测。今天，据知情人士透露，"元宝派"已进入公测倒计时，疑似打通腾讯内容生态，支 持免费享用会员内容。 在此前内测版支持@元宝AI聊天、P图二创与协作娱乐的基础上，从今天泄露的公测版截图揭示了更多玩法更新：新增"一起听音乐"与"一起看视频"功 能，疑似打通QQ音乐与腾讯视频内容库。用户可直接在元宝派里，听QQ音乐会员歌曲、看腾讯视频会员电影。这是腾讯在AI社交领域的又一次深度尝 试，目前官方尚未公布具体公测上线日期。 ...

Core Viewpoint - Tencent has transitioned from a state of "FOMO" (Fear of Missing Out) to a more relaxed and confident approach in the gaming industry, as evidenced by recent developments and leadership changes within the company [2][5]. Group 1: Company Developments - The Tencent IEG employee conference featured key executives, including the CEO of Kuro Game, Li Songlun, who discussed the success of the game "Ming Chao" and its rise to the top of the iOS sales charts [2]. - "Ming Chao" reached the first position on the iOS game sales chart and the second position on the overall iOS sales chart as of January 15, 2026, following a successful update [2]. - The game also achieved a significant milestone by ranking tenth on the Steam global sales chart, showcasing its broad appeal and market success [2]. Group 2: Strategic Insights - Li Songlun attributed the success of "Ming Chao" to the talent acquired from Tencent during a previous strategic contraction phase, which allowed Kuro Game to benefit from experienced personnel [3]. - The atmosphere during the conference was notably positive, with Li Songlun encouraging Tencent IEG employees to join Kuro Game, highlighting a shift in company culture towards openness and collaboration [4]. - The internal culture at Tencent's Tianmei J3 studio has evolved, with a focus on self-reflection and constructive criticism being replaced by a more confident stance, reflecting the company's strong performance in recent years [5].

Core Insights - The 2026 Spring Festival marketing campaign by major internet companies is characterized by a significant increase in cash red envelope distribution, integrating AI products and applications into their strategies [1][2][5] Group 1: Marketing Strategies - Ant Group's Alipay will launch the "Collect Blessings" event on February 3, 2026, featuring a new "Health Blessing" card from its AI product "Ant Aifu" [1][2] - Tencent's AI assistant Yuanbao will start its Spring Festival campaign on February 1, distributing a total of 1 billion yuan in cash red envelopes [2] - Baidu announced a cash red envelope distribution of 500 million yuan from January 26 to March 12, 2026, through its app using the Wenxin assistant [3] Group 2: Changes in Red Envelope Marketing - The red envelope marketing strategy has shifted from "universal cash distribution" to "targeted, layered, and task-oriented" approaches [3] - Red envelopes are now used as tools to validate new business growth points and assess their applicability in high-frequency usage scenarios [3] - Retention and user activity have become the new primary goals of these marketing campaigns [3] Group 3: AI Integration and User Engagement - Major internet companies are leveraging the high engagement of the Spring Festival to build long-term user habits and platform ecosystem stickiness through AI interactions and cultural IPs [4][5] - The red envelope campaigns are evolving from simple promotional tools to platforms for showcasing new products, services, and scenarios [5] - The significance of red envelopes lies in reducing the learning and psychological costs for users trying new features, especially during the emotionally charged Spring Festival period [5] Group 4: Payment Technology and Ecosystem Expansion - The effectiveness of red envelope marketing is directly influenced by the payment technologies and retention capabilities of the platforms [6] - Cash red envelope marketing can connect with more external partners in the B2B sector and help acquire new customers while retaining existing ones in the B2C sector [6]

作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，腾讯科技（深圳）有限公司取得一项名为"一种位置确定方法及相关设备"的 专利，授权公告号CN111343715B，申请日期为2020年2月。 天眼查资料显示，腾讯科技（深圳）有限公司，成立于2000年，位于深圳市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本200万美元。通过天眼查大数据分析，腾讯科技（深圳）有限公 司共对外投资了15家企业，参与招投标项目280次，财产线索方面有商标信息5000条，专利信息5000 条，此外企业还拥有行政许可574个。 ...