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招商证券国际:语音AI驱动商业增长 渗透汽车、快餐及内地市场
智通财经网· 2025-09-24 06:09
语音AI加速渗透汽车、快餐及内地市场。快餐行业语音AI高速扩张,年复合增长率达29%,目标2034年 北美市场规模达120亿美元;SoundHound已部署超过1.3万个门店,提高订单精准度、速度和劳动力效 率。内地市场语音电商强劲增长,科大讯飞以44.2%市场份额领先,凭借深厚语音技术实力,在百度集 团-SW(09888)和苹果竞争下持续发力,广泛应用于汽车、智能家居及金融等领域。推荐具备细分领域专 长的AI语音。 当前及未来市场将继续由中美大型科技企业主导,而小型专精公司则通过垂直领域深耕,提供定制化和 增值服务。小型专精公司包括SoundHound AI、Cerence和科大讯飞。该行的行业首推股有Meta、 Google、腾讯控股(00700)和阿里巴巴- W(09988),也参与并受益于语音AI的发展。 智通财经APP获悉,招商证券国际发布研报称,语音输入速度比打字快近3倍,加上AI和机器学习技术 显著提升了识别准确度和响应速度,语音AI的采用速度不断加快。这些因素推动了语音AI的广泛应 用,使智能自主AI能够在各行业实现免提、实时且具上下文感知的交互。 语音电商正以25-29%的年复合增长率快速发 ...
“三班班长被投100万票”究竟是何事,腾讯应尽快说明
Xin Lang Cai Jing· 2025-09-24 05:24
登录新浪财经APP 搜索【信披】查看更多考评等级 陈良飞 9月24日一早,一则有关"三班班长"投票的传闻传遍整个舆论场尤其是微信生态。 网络投票截图。 与相关网络投票截图一起传播的,还有一张所谓"给予李姓同学校内处分"的微信群聊截图与这则"三班班长"投票传闻本身"携手"传播。 一种是:真的有这么一个班级举行班长投票,但是候选人或者其他人把投票链接转发了出来,引发全民参与投票; 一种是:这件事从头到尾就是一次网络炒作,由特定网友发起投票并运作成了一起传播甚广的"网络狂欢"事件。 从目前所有披露的信息来看,这则传闻更像是一起由特定网友发起的"网络狂欢"事件。不管是哪一种情况,腾讯首先应该对事实本身进行调查并 对外公布调查结果。 网传所谓"给予李姓同学校内处分"的群聊截图。 令人警惕的是,不少主流媒体已经把这则传闻当成正式新闻进行报道了。 但从目前披露的信息看,这则传闻完全属于"三无新闻",没有时间、没有地点、人物存疑。在更多信息披露前,其真实性起码应该高度存疑。 这则传闻无非就两种情况: 任由这一传闻继续"病毒式"传播,一旦最终证实为假,等于网络舆论场上又多了一起"秦朗巴黎丢作业"事件的翻版。 但是,种种迹象显示 ...
捷顺科技与腾讯云强强联合,共创智慧园区智慧社区新生态
Sou Hu Cai Jing· 2025-09-24 05:08
Core Insights - Tencent Cloud and Jieshun Technology have entered into a strategic partnership to enhance smart city development through advanced cloud computing, audio-video technology, and AI capabilities [1][7] Group 1: Strategic Cooperation Focus - The collaboration will focus on three main areas: upgrading cloud service infrastructure, integrating real-time audio-video capabilities with access control systems, and innovating AI and edge computing solutions [3][5] - Jieshun Technology will fully integrate with Tencent Cloud's high-performance PaaS platform to ensure stable and efficient operation of its smart access control and parking systems [3] Group 2: Technological Innovations - The partnership will enable seamless integration of access control devices with WeChat, allowing users to communicate via video calls for identity verification and access management [5] - Both companies will explore joint solutions for intelligent vehicle management and anomaly detection, aiming to create a safer and smarter "people-vehicle access" management model [5] Group 3: Commitment to Sustainable Development - Jieshun Technology's Vice President emphasized that this collaboration marks a significant step in technological innovation and service expansion, aiming to break traditional boundaries in parking and community management [7] - Tencent Cloud's Vice President stated that the partnership will leverage advanced infrastructure and AI capabilities to integrate innovative cloud technologies into real-world applications, promoting a win-win scenario for technology and user value [7]
小团队如何撬动大市场?先高效开完一场会!
创业邦· 2025-09-24 04:08
Core Viewpoint - The article emphasizes the importance of efficient communication and collaboration in meetings, particularly for startups, and highlights how Tencent Meeting's new AI features can enhance meeting effectiveness and streamline post-meeting execution [2][26]. Group 1: Meeting Evolution and Challenges - Meetings have evolved from in-person to remote and now to digital formats, aiming to simplify processes and accelerate information dissemination [2]. - Startups face challenges such as information overload and reduced communication efficiency due to frequent meetings, which can hinder decision-making and organizational vitality [2][5]. - Traditional video conferencing tools often lead to inefficiencies, as team members struggle to manage multiple roles and tasks, resulting in wasted time and potential errors in information transfer [5][26]. Group 2: AI Features and Solutions - Tencent Meeting introduced AI features like AI Minutes and AI Hosting to address the challenges faced by startups, creating a comprehensive solution that enhances meeting collaboration [7][12]. - The AI Minutes feature generates content snapshots every two minutes, capturing key decisions and emotional cues during discussions, which helps maintain focus and clarity [12][15]. - AI Hosting acts as a virtual assistant, allowing users to delegate meeting attendance and seamlessly integrate missed information upon return [15][17]. Group 3: Integration with Business Processes - The integration of Tencent Meeting with Yuanbao allows for a seamless transition of meeting outcomes into actionable business tasks, transforming discussions into valuable business assets [16][17]. - This integration enables automatic organization of meeting notes and facilitates deeper analysis based on meeting content, enhancing the overall value of meetings [17][26]. - The AI capabilities also support knowledge retention and training for new employees, converting unstructured discussions into clear, retrievable knowledge assets [23][24]. Group 4: Globalization and Market Expansion - Tencent Meeting's AI translation capabilities support startups in overcoming language barriers, enabling efficient communication across different regions and facilitating international market expansion [24]. - By providing low-cost and high-efficiency translation services, Tencent Meeting empowers Chinese startups to share their innovations globally [24][26]. Group 5: Future of AI Collaboration - The emergence of an "AI collaborative office" era is highlighted, where AI features create a complete collaboration loop from meeting discussions to post-meeting execution and knowledge retention [27][28]. - Companies that leverage AI collaboration capabilities are expected to experience significant efficiency gains and business growth, transforming meetings from isolated events into integral parts of business processes [28].
腾讯控股(00700) - 腾讯控股有限公司 - 根据30,000,000,000美元之全球中期票据...

2025-09-24 04:00
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性 亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致 的任何損失承擔任何責任。 本公告及上市文件(定義見下文)僅供參考,並不構成收購、購買或認購證券的邀請或要約。 本公告及上市文件乃根據上市規則(定義見下文)規定刊發為僅供參考之用,且並不構成出售任何證券的 要約或招攬購買任何證券的要約。本公告或其提及的任何內容(包括上市文件)並不構成任何合約或承諾的 根據。為免存疑,刊發本公告及上市文件不應被視為就香港法例第32章公司(清盤及雜項條文)條例而言 根據本公司(定義見下文)或其代表刊發的招股章程提出的證券要約,亦概不構成就香港法例第571章證 券及期貨條例而言的廣告、邀請或文件,其中載有邀請公眾人士訂立或要約訂立有關收購、出售、認購 或包銷證券的協議。 本公告及上市文件不會直接或間接在或向美國境內(包括其領土和屬地、美國的任何州以及哥倫比 亞特區)發放。本公告不構成或作為在美國或任何其他司法權區(而在該等司法權區,要約、招攬或 出售證券在根據該司法權區的證券法律進行登記或獲得資格前屬違 ...
港股恒生科技指数涨超2%!半导体股走强,中芯国际、华虹半导体涨超7%,上海复旦涨超4%,阿里巴巴涨超6%,腾讯涨超1%
Ge Long Hui· 2025-09-24 03:46
【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com | 恒生指数 | 26382.28 | +223.16 | +0.85% | | --- | --- | --- | --- | | 800000 | | | | | 国企指数 | 9391.06 | +100.72 | +1.08% | | 800100 | | | | | 恒生科技指数 | 6292.07 | +125.01 | +2.03% | | 800700 | | | | (责任编辑:宋政 HN002) 格隆汇9月24日|恒生科技指数涨幅扩大至超2%。半导体股走强,中芯国际、华虹半导体涨超7%,上 海复旦涨超4%。阿里巴巴涨超6%,美团、京东涨超2%,腾讯涨超1%。 ...
大行评级 | 招商证券国际:看好语音AI助力商业增长 首选Meta、谷歌、腾讯和阿里
Ge Long Hui· 2025-09-24 03:19
Core Insights - Voice AI input speed is nearly three times faster than typing and touchscreen operations, enabling hands-free, real-time interaction in industries such as automotive, dining, tourism, and hospitality, which supports business growth [1] - The market size for voice AI is projected to reach $186 billion by 2030 [1] - The current and future market will continue to be dominated by large tech companies from China and the United States, while smaller specialized companies will focus on vertical markets to provide customized and value-added services [1] Company Insights - Smaller specialized companies in the voice AI sector include SoundHound AI, Cerence, and iFlytek [1] - The top stock picks in the internet sector are Meta, Google, Tencent, and Alibaba [1]
日本d支付、Merpay的加盟店已支持微信支付
日经中文网· 2025-09-24 02:58
Core Viewpoint - The article discusses the integration of WeChat Pay into the merchant networks of Japan's d Payment and Merpay, highlighting the growing trend of digital payment solutions in Japan and the collaboration between Chinese and Japanese payment systems [2]. Group 1: Company Developments - Japan's d Payment and Merpay have expanded their merchant support to include WeChat Pay, indicating a significant step towards enhancing payment options for consumers [2]. - This integration allows users of WeChat Pay to make purchases at participating merchants in Japan, reflecting a broader trend of cross-border payment solutions [2]. Group 2: Industry Trends - The collaboration between Japanese payment platforms and Chinese payment systems signifies a shift in the digital payment landscape, aiming to cater to the increasing number of Chinese tourists in Japan [2]. - The move is expected to boost the adoption of digital payments in Japan, aligning with global trends towards cashless transactions [2].
“拴Q”被台风吹走了?最新消息
Qi Lu Wan Bao· 2025-09-24 02:54
Group 1 - Tencent reinforced the Q sculpture in front of the Shenzhen Binhai Building due to the impact of Typhoon Haikui, using ropes to secure it and prevent it from toppling over and causing injury [1] - There was widespread attention on social media regarding claims that the sculpture had been blown away by the typhoon, which Tencent refuted by stating that the image was fake and the sculpture was securely fastened [2] - A separate incident involved a photo of a bull sculpture in front of the Shenzhen Stock Exchange being tied to a pillar, which was found to be misleading as there was no pillar present in that location, suggesting the image may have been generated by AI [4] Group 2 - The dissemination of images and rumors regarding the sculptures highlights the importance of verifying information in the digital space, emphasizing the need to avoid spreading false information [8]
外卖平台服务管理基本要求征求意见,线上消费ETF基金(159793)涨超0.3%
Xin Lang Cai Jing· 2025-09-24 02:14
Group 1 - The State Administration for Market Regulation has drafted the "Basic Requirements for Delivery Platform Service Management (Draft for Comments)" to solicit public opinions, focusing on platform fees and promotional activities to help delivery platforms standardize service management and improve service quality [1] - Following this announcement, stocks of Meituan and Alibaba rose, indicating positive market sentiment towards the regulatory changes [1] - As of September 24, 2025, the CSI Hong Kong-Shanghai-Shenzhen Online Consumption Theme Index (931481) increased by 0.65%, with notable gains from stocks such as Dongfang Mingzhu (6.09%) and Keda Xunfei (4.65%) [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI Hong Kong-Shanghai-Shenzhen Online Consumption Theme Index accounted for 51.84% of the index, with Tencent Holdings, Alibaba, and Kuaishou being the top three [2] - The weightings of the top stocks include Tencent Holdings at 9.65%, Alibaba at 9.25%, and Meituan at 8.37%, reflecting their significant influence on the index [3]