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]

根据活动规则，此次元宝的春节活动设计可谓环环相扣，旨在最大化用户参与和社交传播。App内点击 预约卡片可进入春节会场，提前预约的用户将在2月1日活动开启当天，额外获得10次抽奖机会。 瑞财经 吴文婷1月26日，据媒体报道，在今天召开的腾讯年会上，腾讯董事会主席马化腾提及AI应用元 宝即将展开的春节分10亿元现金活动，表示希望重现当年微信红包的盛况。 他还提到，元宝要做社交类产品元宝派，并称这本来是绝密的项目。 昨日，腾讯元宝发布《关于春节分10亿现金的通知》。通知显示，为回馈广大用户，元宝将在2月1日开 启新春活动，分10亿元现金红包，单个红包金额可达万元。 值得关注的是"分享红包"功能，支持用户将红包直接转发至微信或QQ好友及社群，利用腾讯天然的社 交关系链实现"好友拆红包，元宝来付钱"的裂变式传播。 实际上，除了腾讯之外，百度文心助手也入局春节AI大战。 同一天，百度发布文心助手关于春节现金红包活动的通知。自1月26日至3月12日，用户在百度APP使用 文心助手，有机会瓜分5亿现金红包，最高可获得1万元奖励。此外，百度AI还将作为首席AI合作伙 伴，登上《2026北京广播电视台春节联欢晚会》。 瓜分5亿现 ...

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。 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。 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，就给全员吃下"定心丸"，强调保持定力，专注自家节 奏。他表示："每个企业的基因不同、体质不同，腾讯的风格就是稳扎稳打。" 就在昨日（1月25日），元宝还针对春节推出了10亿现金红包激励活动，用户去手机应用市场更新 元宝APP到2.55.0版本及以上，即可参与分10亿现金红包。马化腾表示， ...

瑞财经 吴文婷2026年春节红包战火再燃，但战场已从移动支付转向AI入口。 1月25日，百度发布文心助手关于春节现金红包活动的通知。自1月26日至3月12日，用户在百度APP使 用文心助手，有机会瓜分5亿现金红包，最高可获得1万元奖励。 此外，百度AI还将作为首席AI合作伙伴，登上《2026北京广播电视台春节联欢晚会》。 同一日，腾讯元宝发布《关于春节分10亿现金的通知》。通知显示，为回馈广大用户，元宝将在2月1日 开启新春活动，分10亿元现金红包，单个红包金额可达万元。 根据活动规则，此次元宝的春节活动设计可谓环环相扣，旨在最大化用户参与和社交传播。App内点击 预约卡片可进入春节会场，提前预约的用户将在2月1日活动开启当天，额外获得10次抽奖机会。 ...

马化腾透露，元宝即将推出命名为"元宝派"AI社交新玩法，旨在探索AI技术在多人社交场景下的深度融合，脱胎于腾讯会议里的AI探索和尝试，致力于 打造一个能让AI与用户群体共同娱乐、协作的"社交空间"，同时腾讯将向元宝用户开放QQ音乐、腾讯视频等海量内容，用户可以在元宝建立自己 的"派"，实现和好友一起看、一起听，还可以和元宝实时互动聊天、开启全新的AI社交体验。 "再预告一下，因为我自己也在内测，我们的元宝也会引入一个新的和我们特点结合的社交功能。元宝派未来可能还会再设计一些通信的功能，我们先结 合自己的优势，社交通信以及我们的关系链营造一个好的氛围。"马化腾在大会现场为元宝"拉票"，安利大家下载体验，同时也对元宝派的社交探索给予 了期望。 同时，元宝还针对春节推出了10亿现金红包激励活动，用户去手机应用市场更新元宝APP到2.55.0版本及以上，即可参与分10亿现金红包。马化腾表示， 希望此举能够重现11年前的微信红包的时刻。 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 ...

Core Viewpoint - Tencent's CEO Ma Huateng emphasized that AI developments, particularly ChatGPT and DeepSeek, are transforming the industry, but each company has its own pace in navigating these changes. Tencent's historical business stability allows for long-term investment in AI [1] Group 1: AI Strategy - Tencent's approach to AI is characterized by a steady and methodical style, focusing on long-term product competitiveness and user experience [1] - The company is actively considering new skills across various business segments and platforms [1] Group 2: Financial Performance - Tencent's advertising revenue is experiencing rapid growth due to AI, yet it remains low compared to the industry average, indicating significant future commercialization potential [1] - In the financial technology sector, Tencent prioritizes safety over speed in its operations [1] Group 3: User Engagement - Tencent's subsidiary, Yuanbao, announced a 1 billion yuan red envelope for the Spring Festival, aiming to convert saved marketing costs into user rewards, enhancing user engagement through nostalgic experiences [1]

新浪科技讯 1月26日晚间消息，今日下午，腾讯召开2025年度员工大会，腾讯公司董事会主席兼首席执 行官马化腾分享了公司在过去一年的业务总结和战略思考，以及对2026年工作的全新展望。 在现场，马化腾首先回顾过去几年腾讯触底反弹的过程：2021年到2023年疫情期间，行业进入寒冬期， 腾讯提出"聚焦主业、降本增效、减脂增肌"，在随后几年中很快恢复增长，并且在AI的投入上持续加大 力度。 在他看来，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。"每个企业的基因不同、体质不同，腾讯的风格就是稳扎稳 打。"他表示，在AI战略上，腾讯有自己的考虑和节奏，核心是产品的长期竞争力和用户的体验，现在 正在各个业务板块和平台上仔细思考，持续点亮新的技能。 新浪科技讯 1月26日晚间消息，今日下午，腾讯召开2025年度员工大会，腾讯公司董事会主席兼首席执 行官马化腾分享了公司在过去一年的业务总结和战略思考，以及对2026年工作的全新展望。 在现场，马化腾首先回顾过去几年腾讯触底反弹的过程：2021年到2023年疫情期间，行业进入寒冬期， 腾 ...

南向资金今日净卖出8.26亿港元，中国移动、紫金矿业、盈富基金分别遭净卖出11.77亿港元、10.77亿 港元、10.36亿港元。净买入方面，腾讯控股、小米集团-W、泡泡玛特净买入额位列前三，分别获净买 入10.15亿港元、8.22亿港元、6.13亿港元。 (本文来自第一财经) ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net selling from northbound capital, totaling HKD 8.26 billion on January 26, with notable net selling in major stocks like China Mobile and Zijin Mining, while Tencent and Xiaomi saw net buying. Group 1: Northbound Capital Flow - Northbound capital had a net selling of HKD 8.26 billion, with HKD 1.87 billion from Shanghai Stock Connect and HKD 6.38 billion from Shenzhen Stock Connect [1] - The stocks with the highest net buying included Tencent (00700), Xiaomi Group-W (01810), and Pop Mart (09992) [1] - The stocks with the highest net selling included China Mobile (00941), Zijin Mining (02899), and the Yingfu Fund (02800) [1] Group 2: Individual Stock Performance - Alibaba-W had a buy amount of HKD 18.08 billion and a sell amount of HKD 19.36 billion, resulting in a net outflow of HKD 1.28 billion [2] - Tencent Holdings had a buy amount of HKD 15.18 billion and a sell amount of HKD 10.46 billion, resulting in a net inflow of HKD 4.72 billion [2] - Xiaomi Group-W had a buy amount of HKD 12.76 billion and a sell amount of HKD 7.49 billion, resulting in a net inflow of HKD 5.27 billion [2] Group 3: Market Reactions and News - Tencent received a net buying of HKD 10.15 billion, with Chairman Ma Huateng announcing 2025 as the "AI Year" and launching a cash activity worth HKD 1 billion for its AI application [4] - Pop Mart received a net buying of HKD 6.13 billion, with Citigroup expecting growth driven by IP diversification and product innovation [5] - Zijin Mining faced a net selling of HKD 10.76 billion, with reports of significant sell orders in the A-share market [7]

Group 1 - Southbound funds recorded a net sell of HKD 826 million in Hong Kong stocks for the second consecutive day [1] - Notable net purchases included Tencent Holdings at HKD 1.015 billion, Xiaomi Group at HKD 822 million, and Pop Mart at HKD 613 million [1] - Significant net sales were observed in China Mobile at HKD 1.177 billion, Zijin Mining at HKD 1.077 billion, and Alibaba at HKD 235 million [1] Group 2 - Southbound funds have consistently net bought Xiaomi for 7 days, totaling HKD 3.89621 billion [1] - Continuous net buying for China National Offshore Oil Corporation (CNOOC) for 4 days, amounting to HKD 1.09627 billion [1] - Pop Mart has seen net buying for 3 consecutive days, totaling HKD 1.73397 billion [1] - China Mobile has faced net selling for 16 days, accumulating to HKD 12.89303 billion [1]