"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。 过去一年，腾讯混元大模型经历了"深度重构"。"姚顺雨(腾讯首席AI科学家)加入之后，公司加快吸引人才 的力度，重构研发团队，以及在内部加快了 Co-design 设计，强化混元大模型和元宝的协同。"马化腾透 露，腾讯混元去年在人才吸引、组织结构等方面"做了很大的改变"，吸引了更多的原生AI人才。 2025 年 12 月 17 日，腾讯宣布升级大模型研发架构，新成立 AI Infra 部、AI Data 部、数据计算平台 部，任命前 OpenAI 高级研究员姚顺雨为"CEO / 总裁办公室"首席 AI 科学家，（向刘炽平汇报），同时 兼任 AI Infra 部、大语言模型部负责人（向卢山汇报）；此举也被定义为腾讯AI战略加速的明确信号，而 姚顺雨成为腾讯混元大模型研发的核心负责人。 " 今年春节，元宝将有一场硬仗要打。 " 作者丨 胡敏 编辑丨 包永刚 // 近期热门文章 独家丨腾讯云2025 年走出亏损，实现盈利 ...

Core Insights - Tencent's AI assistant, Yuanbao, has launched a new social AI feature called "Yuanbao Club" for internal testing, allowing users to create or join groups for collaborative activities [3][7] - The feature aims to integrate AI technology into multi-user social scenarios, enhancing group interaction and entertainment [3][5] - Tencent is shifting its AI application focus from individual efficiency tools to enhancing social connections and group interactions [3][5] Group 1: Features and Functionality - Users can interact with Yuanbao AI to summarize group chats and create activities like fitness and reading challenges, with Yuanbao acting as a "supervisor" [3][7] - The platform will also support features like "watch together" and "listen together," enabling users to enjoy media synchronously [3][7] - Yuanbao Club is integrated with WeChat and QQ, allowing seamless sharing of group invitations [4][8] Group 2: Strategic Implications - Tencent's investment of 1 billion cash red envelopes in the Yuanbao app reflects its commitment to accelerating its presence in the AI sector [4][8] - The initiative addresses the challenge of user engagement and aims to provide a richer environment for AI evolution by fostering real social relationships [5][9] - The focus on group communication highlights Tencent's ambition to refine AI capabilities in complex social contexts, enhancing the overall online social experience [5][9]

Core Insights - Tencent's CEO Ma Huateng shared the company's business summary and strategic outlook for 2026 during the 2025 annual employee meeting, emphasizing a focus on AI and user experience [1][5] AI Strategy - Tencent's AI strategy is characterized by a steady and cautious approach, focusing on long-term product competitiveness and user experience, with significant investments in AI infrastructure and talent optimization [6][1] - The company aims to integrate large models and AI products through a co-design approach, with TEG and CSIG leading the AI initiatives [2][6] Business Segments - In the Cloud and Smart Industries Group (CSIG), Tencent has integrated AI-related products more closely, achieving a milestone in scalable profitability for its cloud business in 2025 [3][8] - The WeChat Group (WXG) is seen as a cornerstone of Tencent, with ongoing developments in video accounts and e-commerce, emphasizing the need for patience and time to enhance technology [3][8] - The Interactive Entertainment Group (IEG) continues to innovate and expand, focusing on long-lasting games and overseas opportunities, while the Platform and Content Group (PCG) is exploring AI integration capabilities [9][10] Advertising and Financial Services - Tencent's advertising revenue is growing rapidly with AI support, although it remains lower than the industry average, indicating significant future commercialization potential [5][10] - The Financial Technology (FiT) division prioritizes safety over speed in its operations [10]

Core Insights - On January 26, 2026, Alibaba-W (09988), Tencent Holdings (00700), and Zijin Mining (02899) were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 3.744 billion, 2.564 billion, and 2.349 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Tencent Holdings (00700), and China National Offshore Oil Corporation (00883) also ranked as the top three, with trading amounts of 1.878 billion, 1.743 billion, and 1.608 billion respectively [1] Southbound Stock Connect - Top Active Companies - Alibaba-W (09988) had a trading amount of 3.744 billion with a net buy of -128 million [2] - Tencent Holdings (00700) recorded a trading amount of 2.564 billion with a net buy of 472 million [2] - Zijin Mining (02899) had a trading amount of 2.349 billion with a net buy of -1.605 billion [2] - Xiaomi Group-W (01810) achieved a trading amount of 2.025 billion with a net buy of 527 million [2] - JunDa Co., Ltd. (02865) had a trading amount of 2.009 billion with a net buy of 222 million [2] - China Mobile (00941) recorded a trading amount of 1.996 billion with a net buy of -1.177 billion [2] - SMIC (00981) had a trading amount of 1.975 billion with a net buy of 188 million [2] - China National Offshore Oil Corporation (00883) achieved a trading amount of 1.785 billion with a net buy of -35.021 million [2] - Pop Mart (09992) had a trading amount of 1.419 billion with a net buy of 613 million [2] - Yangtze Optical Fibre and Cable (06869) recorded a trading amount of 1.371 billion with a net buy of -6.072 million [2] Shenzhen-Hong Kong Stock Connect - Top Active Companies - Alibaba-W (09988) had a trading amount of 1.878 billion with a net buy of -107 million [2] - Tencent Holdings (00700) recorded a trading amount of 1.743 billion with a net buy of 543 million [2] - China National Offshore Oil Corporation (00883) achieved a trading amount of 1.608 billion with a net buy of 142 million [2] - SMIC (00981) had a trading amount of 1.269 billion with a net buy of -266 million [2] - Xiaomi Group-W (01810) recorded a trading amount of 1.064 billion with a net buy of 295 million [2] - Yingfu Fund (02800) had a trading amount of 1.042 billion with a net buy of -1.036 billion [2] - Zijin Mining (02899) achieved a trading amount of 1.017 billion with a net buy of 528 million [2] - Laopu Gold (06181) had a trading amount of 0.928 billion with a net buy of -78.823 million [2] - JunDa Co., Ltd. (02865) recorded a trading amount of 0.812 billion with a net buy of -74.468 million [2] - China Life (02628) had a trading amount of 0.707 billion with a net buy of -107 million [2]

IT之家 1 月 26 日消息，据《科创板日报》报道，今日腾讯公司召开年度员工大会，腾讯公司董事会主席兼首席执行官马化腾在会上分享了腾讯在人工智能 （AI）领域的发展战略。 马化腾指出，除各业务平台的 AI 探索，TEG （技术工程事业群）和 CSIG（云与智慧产业事业群）是腾讯 AI 化智能化的主力军，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。 IT之家从报道获悉，在备受外界关注的微信生态 AI 智能化方面，马化腾表示，马化腾认为 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，让大家都能放心使用。 马化腾还表示，ChatGPT 和 DeepSeek 改变了 AI 发展的进程，但每个企业穿越周期的节奏不一样，过往业务的长青保证了腾讯在 AI 上可以长期投入。 ...

2026年春节红包大战战火再燃，但战场已从移动支付转向AI入口争夺。 腾讯元宝App发放10亿元现金红包 ， 百度App发放5亿元现金红包 ，均支持直接提 现。你下载好APP、准备好拼手速了吗？ 元宝春节红包页面 记者体验"抢红包"玩法 腾讯元宝的红包活动将于2月1日正式开启，用户可提前完成预约锁定福利，但需将元宝App更新至2.55.0及以上版本，旧版本无预约入口。打开更新后的 元宝App，首页将展示"春节分10亿"预约卡片，点击卡片即可进入预约页面。 1月26日，记者下载元宝APP，页面跳出预约卡片，点击进入后看到"抢10亿现金红包"，点预约后页面提示"预约成功"、"2月1日活动开启当天，额外获得 10次抽奖次数"。据腾讯介绍，红包金额可以从元宝直接提现到微信。 元宝页面 百度页面 而百度的红包活动周期则从1月26日持续至3月12日，同时联动北京广播电视台春晚。其主要有三种核心玩法。一是看视频领钱：用户在百度APP搜索"春 节红包"进入"奇幻人生"主题会场，可体验近200款AI特效玩法；部分AI特效内置互动剧情，用户点击不同剧情选项，可解锁故事分支，并同步获得现金红 包。 百度页面 二是前1000名集齐稀 ...

wumiancaijing.com 最热的泛财经新闻，都在这儿了。 重要提醒！！！为防失联，请"星标"我们！进入无冕财经公众号，点击右上角"..."，再""，以便您及时接收每篇推送~ 本文由无冕财经（wumiancaijing）整理发布 资讯整理：海棠葉 编辑：程程 设计：岚昇 腾讯元宝豪撒10亿，马化腾发声 百度也发5亿，春节红包大战再起 时隔十年，腾讯再次在春节期间大手笔发放现金红包。 1月25日，腾讯旗下AI助手"元宝"宣布，将在2月1日开启新春活动，发放总额10亿元的现金红包。用户可通过元宝App体验AI新玩法、抢红包，最高可得 万元。目前，元宝App已开启预约，完成预约的用户将在2月1日获得额外10次抽奖机会。 ▲腾讯元宝宣布开启春节发红包活动，图源网络 1月26日，腾讯董事会主席马化腾在公司年会上定调2025年为"AI大年"。这标志着腾讯已将AI产品的用户获取与活跃度提升至集团战略级的优先地位。 另外， 马化腾明确表示，希望通过此次高额补贴，重现当年微信红包"摇一摇"绑定数亿用户的盛况。 2015年，彼时微信支付上线仅一年多，移动支付市场超八成的份额被支付宝占据。为打破格局，腾讯联手央视春晚推出" ...

据介绍，2015年春晚，腾讯通过微信"摇一摇"形式向全民发放5亿现金红包，完成微信支付的"诺曼底登陆"， 10年后腾讯再罕见"撒币"10亿现金，能否再次通过春节这一超级社交场景，实现腾讯AI提速值得关注。 2025年以来，从"模型军备竞赛"到DeepSeek的横空出世，国内AI应用层出不穷，互联网大厂之间更是掀起一 场AI应用大战，试图抢占这一AI时代的新流量入口。在这一场大战中，DeepSeek、头条系的豆包、腾讯系的 元宝以及阿里系的千问、蚂蚁阿福各凭本事，竞相比拼。 在腾讯的各季财报中，AI更是出现频率最高的词汇，AI也已渗透进腾讯业务的各个环节，极大提升了相关业 务的效率。但在C端的应用上，相比起豆包和DeepSeek，市场对腾讯旗下的元宝关注量相对较少，在 QuestMobile最新公布的AI原生App的周活跃用户数中，元宝虽然排名行业前三，但与豆包和DeepSeek仍有较 大差距。 甚至有行业人士都在疑惑，相比其他巨头，腾讯的AI发展似乎"慢了半拍"。 对此，在1月26日召开的腾讯2026年员工大会上，证券时报记者了解到，面对外界AI焦虑，腾讯董事会主席兼 首席执行官马化腾在发言一开场，就给全员吃 ...

Core Insights - Tencent held its 2025 annual employee meeting where CEO Ma Huateng summarized the company's business performance and strategies for the year [1][2] - The company emphasized tighter integration of AI-related products within its CSIG (Cloud and Smart Industries Group), including QQ Browser, Tencent Meeting, and Yuanbao [1][2] - Notably, Tencent's cloud business achieved milestone profitability in 2025, marking a significant breakthrough beyond consumer-facing (C-end) operations [1][2] Business Developments - Yuanbao announced a 1 billion yuan red envelope initiative for the Spring Festival, aiming to convert saved marketing expenses into user-shared red envelopes, allowing users to relive the joy of past red envelope experiences [1][2] - The Yuanbao initiative drew inspiration from group chats in Tencent Meeting, exploring new social interaction methods through existing AI assistants, showcasing Tencent's unique approach [1][2] - Ma Huateng encouraged employees to experience and provide feedback on the new Yuanbao version 2.55, promoting a collaborative debugging process [1][2]

Core Insights - Tencent's CEO Ma Huateng emphasized the importance of WeChat as the company's backbone, highlighting the growth potential of features like video accounts and WeChat e-commerce, and the need for patience and time to integrate new technologies [1][3] WXG (WeChat Group) - WeChat is viewed as a crucial pillar for Tencent, with expectations for growth in video accounts and e-commerce [1][3] - The focus is on leveraging unique characteristics to enhance technology and innovation [1] IEG (Interactive and Entertainment Group) - The IEG is experiencing growth through innovation and learning, with a shift towards "evergreen" games that prioritize continuous content development rather than solely creating new games [1][3] - Tencent is empowering overseas investment companies to enhance their skills during international expansion [1] PCG (Platform and Content Group) - The PCG is actively exploring AI integration, with QQ focusing on user feedback and reintroducing popular features like QQ Show and QQ Farm [2][4] - AI capabilities are being utilized to enhance user experience, such as allowing users to upload materials for image generation [2][4] - Tencent News is committed to high-quality content and is exploring AI to improve information browsing efficiency [2][4] - Application Treasure has developed new scenarios for seamless operation of Android apps on Windows, receiving positive feedback from Microsoft [2][4] - Tencent Video is leveraging AI to promote the adaptation of proprietary content into films through collaboration with other companies [2][4] Advertising and Financial Services - Under AI support, Tencent's advertising revenue is growing rapidly, although its revenue share remains low compared to industry averages, indicating significant future commercialization potential [2][4] - The Financial Technology (FiT) division prioritizes safety over speed in its operations [2][4] Employee Motivation - Ma Huateng encouraged employees to continue evolving and developing new skills, expressing optimism for the future [5]