Core Viewpoint - The article highlights the overwhelming popularity of OpenClaw, an AI assistant application, which has attracted significant attention and participation from various sectors, indicating a growing interest in AI technologies across industries [1][5][9]. Group 1: Event Overview - On March 6, a large number of developers and AI enthusiasts gathered at Tencent's headquarters to install OpenClaw, with over 500 participants successfully completing the installation during the event [3][9]. - The event exceeded expectations in terms of attendance, with participants from diverse backgrounds, including cultural industries and cross-border e-commerce [9][16]. Group 2: OpenClaw Features - OpenClaw is distinguished from other AI applications by its ability to perform tasks actively, functioning as a "working" AI agent rather than just generating content [5][14]. - The application supports private deployment and has capabilities for proactive execution and plugin extensions, which contributed to its rapid rise in popularity, surpassing Linux on GitHub in just 100 days [11][14]. Group 3: User Experience and Accessibility - Users reported a steep learning curve associated with the installation and operation of OpenClaw, particularly for those unfamiliar with technical terms and processes [22][26]. - Despite the challenges, the user base for OpenClaw has grown rapidly, with over 100,000 users engaging with the application on Tencent's cloud platform [28]. Group 4: Security Concerns - There are concerns regarding the security of deploying OpenClaw on local machines, as it has high operational permissions that could lead to privacy risks or data loss [29][31]. - The article suggests that using cloud deployment may offer a safer alternative, isolating operations from local files and reducing the risk of unauthorized access or accidental deletions [31].

2026.03. 06 本文字数：2168，阅读时长大约4分钟 作者 | 第一财 经 郑栩彤 3月6日的腾讯大厦楼下，近千名开发者和AI爱好者排起了长队。从上午10点开始，一个小时内，数 百个预约号码就发放完毕。这些开发者和AI爱好者是为了完成OpenClaw的云端安装。 OpenClaw，一款能安装在个人电脑上的AI智能体，从今年初开始火爆全球。在代码托管平台 GitHub上，OpenClaw的star数（收藏数）超过Linux，成为GitHub最受欢迎的基础软件项目，该AI 助手还曾让可部署的硬件Mac mini台式机受到关注。由于OpenClaw需要调用大模型的能力，大模 型、云厂商也积极进行配套工作，吸引用户调用。 腾讯楼下排长队 OpenClaw支持私有化部署，具备主动执行与插件扩展能力，但其本地部署环境配置复杂。在小红书 上输入"上门安装OpenClaw"搜索，记者看到不少帖子，标明上门安装地点是深圳、广州、杭州、重 庆等地，写明一次安装费用300元~1000元。闲鱼上，也有不少配置教程、一键安装产品售卖，收费 更便宜，多数在8元~50元之间，一些远程协助部署的服务价格则近200元。 使用Open ...

Core Viewpoint - The article discusses the rapid rise of the AI project OpenClaw, which has become the most popular open-source project on GitHub, surpassing Linux, and highlights the competitive landscape among major tech companies like Xiaomi and Tencent in the AI agent space [6][22]. Group 1: OpenClaw's Popularity and Features - OpenClaw has achieved over 248,000 stars on GitHub within four months, marking a significant milestone in the practical application of AI agents [6]. - Unlike traditional AI products like ChatGPT, OpenClaw can autonomously execute tasks 24/7, such as reading files, searching for information, writing code, and sending emails, making it akin to a digital employee [6]. - The project has sparked a trend among programmers, leading to a surge in installation tutorials and even paid installation services on platforms like Xiaohongshu and Douyin [7]. Group 2: Xiaomi's Xiaomi miclaw - Xiaomi has launched a similar product called Xiaomi miclaw, which is currently in a limited testing phase, aiming to transition from conversational capabilities to system-level execution [11]. - The Xiaomi miclaw operates on four levels: system capabilities, personal context understanding, ecological interconnectivity, and self-evolution, allowing it to manage IoT devices once authorized by the user [12]. - The product features an open protocol (MCP) for third-party integration, enabling a dynamic interaction where applications can inform the AI of their capabilities [13]. Group 3: Tencent's Engagement - Tencent has organized a large-scale event for developers to install OpenClaw, attracting nearly a thousand participants, indicating a strong interest in AI among various demographics [14][17]. - The installation process has been simplified to a "zero-code" experience, allowing users to deploy OpenClaw in just a few minutes, significantly lowering the barrier to entry [18]. - Tencent's cloud service, Lighthouse, has seen a surge in developer engagement, with over 100,000 users adopting OpenClaw, showcasing the growing popularity of the AI agent [18]. Group 4: Competitive Landscape and Security Concerns - The competition for AI entry points has intensified, with major players like Xiaomi and Tencent rapidly developing their versions of OpenClaw [22]. - Despite the excitement, security concerns have emerged, as OpenClaw requires high system permissions to function, raising risks of data breaches and misuse [23]. - Companies are responding to these security challenges by implementing protective measures, such as Xiaomi's local data storage and Tencent's AI security sandbox feature [24][25].

全球关税乱战、中东冲突升级有如一轮轮冲击波，反复搅动世界商业格局之际，美国政府高层又悄然重启一个看似"小众"的议题：是否允许腾 讯保留其在多家国际游戏公司中的重大股权。 美国外国投资委员会（CFIUS）早在几年前就已经盯上腾讯的全球游戏版图。此次或将重启调查的消息，释放于美国总统特朗普即将访问中国 之际，被外界视为美方在高层互动前给自己增加的一个重要筹码。 据海外媒体报道，白宫高层本来定于周二召集会议，评估腾讯在美国与海外游戏公司的投资结构，并研究令其出售股份等多种监管方案。但会 议已因"日程安排"被推迟，说明决策过程仍在内部博弈之中。 此次审查以"数据与国家安全"的名义展开，与过去多年美国对一众中国技术企业——从中兴、华为到TikTok——的审查逻辑既有一脉相承之 处，但也呈现一些新的特点。 腾讯的游戏投资版图相当庞大，在多家全球头部公司中持股。 这或将令腾讯成为TikTok之后，中美科技与投资博弈的最新一环。 图片来源：视觉中国 但腾讯与TikTok 在业务模式、资本结构上的不同，让腾讯无法被轻易"拿捏"。TikTok是一家非上市公司（字节跳动）旗下的高估值平台，其一 国业务更容易被整体打包剥离。而作为香 ...

序言 腾讯服饰行业营销白皮书 2026 版 1 重塑增长新范式：拥抱全域经营的"质"与"量" 在流量红利趋稳、行业竞争加剧的当下，服饰品牌如何在存量市场中挖掘增量，如何在效率至上中回归品牌价值，成为所有经营者共 同思考的命题。微信生态，凭借其独有的社交基因与全域连接能力，正通过"视频号+小店+私域"的深度融合，为服饰行业给出了一 份全新的答案。 2025年，我们见证了服饰行业在微信小店的爆发式成长。数据显示，2025年微信小店品牌GMV增速快于大盘4.3倍，视频号平台创作者 规模同比激增158%。这些数字背后，折射出视频号已从单纯的内容入口，进化为连接公私域、驱动生意高增长的核心引擎。在这里， 内容不再仅仅是注意力的捕手，更是交易转化的催化剂；公域流量不再是转瞬即逝的过客，而是可以沉淀为品牌私域资产的源头活水。 新的机遇呼唤新的经营范式。从单一的投流获客，走向"公私域双轮驱动"；从粗放的流量收割，转向精细化的"人货场"匹配与全 周期用户运营，微信生态正在重新定义服饰行业的生意逻辑。 本《腾讯服饰行业营销白皮书（2026版）》通过腾讯营销洞察（TMI）的数据洞察与腾讯广告服饰行业积累，旨在从宏观趋势、人群洞 察 ...

Market Overview - The Hang Seng Index increased by 1.72%, closing at 25,757.29 points, with a total market turnover of 292.766 billion HKD [1] Southbound Trading Data - Tencent Holdings, Meituan-W, and药捷安康-B received net purchases of 2.262 billion HKD, 799 million HKD, and 8 million HKD respectively [1][2] - Alibaba-W, SMIC, and BYD Company experienced net sales of 630 million HKD, 598 million HKD, and 520 million HKD respectively [1][2] Individual Stock Performance - Tencent Holdings had a closing price of 519.00 HKD, with a price increase of 3.39% [2] - Meituan-W closed at 76.85 HKD, rising by 3.15% [2] -药捷安康-B saw a significant increase of 43.53%, closing at 92.00 HKD [2] - BYD Company closed at 94.70 HKD, with a decrease of 2.27% [2] - Alibaba-W closed at 130.70 HKD, with a price increase of 3.48% [2]

腾讯混元团队 投稿 量子位 | 公众号 QbitAI 学了新的，忘了旧的——大模型微调的"灾难性遗忘"难题，终于有了新解。 腾讯混元团队最新提出的 HY-WU 范式，彻底打破了静态权重的束缚。它的核心洞察是：适配新任务，不一定要改写原有参数。 在基座模型持续进化的征途中，如何平衡"通用性"与"适配性"始终是一项技术挑战。传统的微调 （Fine-tuning） 或PEFT （如LoRA） 虽然 解决了模型"学新知识"的问题，但本质上仍是在静态权重空间内的"存量博弈"——每适配一个新任务，都可能对旧有能力造成不可逆的挤压。 3月6日，腾讯混元发布了一篇名为"HY-WU (Part I): An Extensible Functional Neural Memory Framework and An Instantiation in Text-Guided Image Editing "的技术报告。提出了一种崭新的功能性记忆 （functional neural memory） 范式 （weight unleashing） ， 在模型推理时实时生成个性化参数，由此对不同任务/分布/样本进行个性化适应。 腾讯混元团队 ...

Group 1 - Tencent announced the launch of its 2026 internship recruitment program, offering over 10,000 internship opportunities globally, targeting students graduating between September 2026 and December 2027 [1] - The recruitment positions are categorized into five main areas: technology, product, design, marketing, and functional roles [1] Group 2 - In the technology category, Tencent is expanding recruitment by 36%, with significant increases in software development and AI application development roles, particularly in areas like multimodal, natural language processing, recommendation algorithms, and AI infrastructure [4] - The product category sees a 39% increase in recruitment, with a strong demand for AI product roles, game planning, and game operation positions [4] - The design category continues to see high demand for visual design, game GUI visual design, and product experience design roles [4] - The marketing category includes ongoing recruitment for Tencent advertising marketing management trainees, CSIG technical product business trainees, and investment analysts [4] - The functional category is actively recruiting human resources trainees in various directions, finance trainees, and secretarial roles [4] Group 3 - ByteDance has also launched its ByteIntern internship recruitment program, which is the largest in the company's history, aiming to recruit over 7,000 interns globally for the 2027 graduating class, with all positions offering conversion opportunities and an overall conversion rate exceeding 50% [6] - The recruitment is heavily focused on research and development, product, and AI fields, with over 4,800 offers in the R&D category, accounting for more than 60% of the total [6]

Group 1 - The three major indices in China closed in the green, with the Shanghai Composite Index rising by 0.38%, the Shenzhen Component Index by 0.59%, and the ChiNext Index by 0.38% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.2 trillion yuan, a decrease of 189.9 billion yuan compared to the previous trading day, with over 4,200 stocks rising [2] - The chemical sector saw a collective surge, with over ten constituent stocks hitting the daily limit, and the electric grid equipment concept was also active, with Shun Sodium and Han Cable achieving three consecutive limit-ups [2][16] Group 2 - The Hang Seng Index showed a strong performance, rising nearly 2%, while the Hang Seng Technology Index increased by nearly 3% [3][5] - Major technology stocks such as Xiaomi, Tencent, Alibaba, and Meituan all experienced significant gains, with Xiaomi up 4%, Tencent up 3%, Alibaba up 3.4%, and Meituan up 4.5% [10] - Xiaomi plans to invest 200 billion yuan over the next five years to drive core technology innovation, focusing on high-end manufacturing and new energy vehicles [14] Group 3 - The electric grid sector experienced a resurgence, with significant investments planned, including a total of 4 trillion yuan for the State Grid during the 14th Five-Year Plan, which is a 40% increase from the previous plan [18] - The Southern Power Grid is expected to invest around 1 trillion yuan during the same period, leading to a total investment of nearly 5 trillion yuan from both major grids [18] - The government emphasizes the need for infrastructure upgrades to support new energy systems, with a focus on integrating renewable energy sources [18] Group 4 - The agricultural chemical sector saw a notable increase, with the sector rising approximately 4%, and several stocks, including Chitianhua and Jinzhengda, hitting the daily limit [20] - The price of granular urea in the Middle East has risen by about $130 per ton since last Friday, currently reported at $575 to $650 [23] - The rotation logic of bulk commodities continues, with historical patterns indicating a sequence of movements among different commodities [24]

Core Viewpoint - The article emphasizes the importance of value investing as a long-term strategy that aligns with personal growth and life experiences, advocating for a focus on quality companies and emotional resilience in investment decisions [7][50]. Group 1: Investment Strategy - Value investing is presented as a method that allows for long-term asset accumulation without sacrificing current life enjoyment [7]. - The article suggests that during market downturns, investors should focus on their own decision-making rather than blaming external factors, highlighting that many companies will eventually recover [10]. - It is recommended that investors maintain a portion of their portfolio in broad market indices to simplify investment decisions and reduce emotional stress during market fluctuations [10][50]. Group 2: Behavioral Insights - Many investors fail to make profits due to emotional reactions, such as buying high during market excitement and selling low during downturns, which is attributed to a tendency for simple reasoning [12][13]. - The article discusses the dangers of oversimplifying investment decisions, which can lead to poor outcomes, emphasizing the need for deeper analysis and understanding of market dynamics [24][30]. - It highlights that successful investing requires emotional control, the ability to withstand market volatility, and a clear judgment of a company's future prospects [50][78]. Group 3: Risk Management - The article stresses the importance of avoiding significant losses, as even a few bad outcomes can jeopardize long-term investment success [33][36]. - It references the Blackstone Group's investment philosophy, which prioritizes risk avoidance and survival during market downturns as a key to their sustained success [35][46]. - Investors are encouraged to focus on risk management and ensure they are not overly exposed to any single investment, as this can lead to substantial losses [47][48].