Core Insights - Tencent Cloud emphasizes its commitment to AI and international expansion as key growth areas, showcasing significant achievements in its ecosystem development [1] - The company has partnered with over 11,000 partners, achieving double-digit growth in public cloud revenue and a 30% increase in international business [1][5] - Tencent Cloud's AI products, particularly large models, have seen revenue growth of over 50 times in two years, indicating a strong market demand for AI solutions [1][5] Group 1: Revenue Growth and Market Position - Public cloud revenue from partners has maintained double-digit growth, with mid-tier and larger clients also experiencing similar growth [5] - AI and SaaS products have significantly outpaced IaaS revenue growth, with AI and international business becoming crucial growth drivers [5] - Tencent's large model products have supported over 900 internal business scenarios, with over 30 new models released in the past year [5][6] Group 2: AI Development and Applications - Tencent Cloud's Intelligent Agent Development Platform (ADP) continues to evolve, leading in core capabilities such as multi-modal understanding and knowledge graphs [6] - The company has launched an industrial energy ADP ecosystem plan, providing partners with dedicated technical support and training [6] Group 3: Strategic Initiatives and Partner Support - Tencent Cloud has introduced the "Running Plan" to assist partners in transforming their capabilities and co-creating AI applications [8] - The company encourages partners to adopt the AI for SaaS strategy, facilitating a shift from resource-based sales to value-based sales [8] - Tencent Cloud has opened AI scenarios for direct sales clients, enhancing the full process capability from research to delivery [9] Group 4: Industry-Specific Solutions and Global Expansion - Tencent collaborates with partners to define AI application scenarios in various industries, including finance and legal technology, creating replicable industry models [9][10] - The company supports partners in international expansion by sharing infrastructure and providing localized market insights, significantly reducing trial and error costs [10] - CloudNo's international business has grown over 50%, with international revenue now accounting for over 60% of its total, highlighting the effectiveness of Tencent's support [10]

1月22日，据腾讯消息，腾讯电竞与亚洲奥林匹克理事会（OCA） 将开启十年的战略合作。据介绍，腾 讯电竞将成为亚奥理事会"官方电竞技术合作伙伴"。 1月22日，据腾讯消息，腾讯电竞与亚洲奥林匹克理事会（OCA） 将开启十年的战略合作。据介绍，腾 讯电竞将成为亚奥理事会"官方电竞技术合作伙伴"。 ...

Core Viewpoint - The Asian Olympic Council (OCA) has announced a ten-year strategic partnership with Tencent Esports, designating Tencent as the "official esports technology partner" to participate in the development of the Asian esports event system and operational mechanisms [1] Group 1 - The partnership aims to enhance the structure and management of esports events in Asia [1] - Tencent Esports will play a crucial role in the integration of esports within the broader framework of Asian sports [1] - This collaboration signifies a growing recognition of esports as a legitimate and integral part of the sports ecosystem in Asia [1]

Core Insights - The Chinese mobile gaming industry is experiencing significant growth in research and development (R&D) investments, with the top 20 companies projected to invest over 99 billion yuan in 2024, marking an 8.8% year-on-year increase [1] - The domestic revenue from self-developed games is expected to exceed 260 billion yuan in 2024, reflecting a 1.7% increase compared to the previous year [4] - The overseas revenue from self-developed games is anticipated to surpass 18.5 billion USD in 2024, showing a 13.39% year-on-year growth [6] R&D Investments - The total R&D investment by the top 20 mobile gaming companies in China is projected to reach 99.02 billion yuan in 2024, with a continuous increase from 2017 to 2024 [1] - The number of R&D personnel in these companies has shown a declining trend, with a total of 15,721 employees in 2024, down by 1.66% year-on-year [3] - The median percentage of R&D personnel in the top 20 companies is 47.24% in 2024, which is a decrease of 5.97 percentage points from the previous year [3] Domestic Revenue - The actual sales revenue from self-developed games in the domestic market is projected to be 260.736 billion yuan in 2024, reflecting a 1.7% increase year-on-year [4] - The growth in domestic revenue is attributed to the expanding and maturing domestic gaming market, with companies focusing on self-developed games to capture market opportunities [4] Overseas Revenue - The overseas revenue from self-developed games is expected to reach 18.557 billion USD in 2024, marking a 13.39% increase compared to the previous year [6] - The overseas revenue has consistently exceeded 100 billion yuan for five consecutive years, driven by advancements in cloud gaming and AI technologies [6] - The primary markets for overseas revenue are the United States, Japan, and South Korea, contributing 31.06%, 17.32%, and 8.89% respectively to the total overseas income [8]

Core Viewpoint - Tencent's NextGen AI Archaeology initiative aims to integrate advanced digital technologies with cultural heritage preservation, inviting global tech teams to address specific archaeological challenges and enhance cultural transmission [2][38]. Group 1: Specific Propositions - The initiative has launched four specific propositions for technology teams to tackle, focusing on the restoration and preservation of ancient artifacts using AI [2][30]. - The first proposition involves the AI restoration of the Ming Dynasty's blue-and-white porcelain, which has been fragmented into 15,000 pieces, emphasizing the need for automated, non-contact 3D restoration platforms [4][11]. - The second proposition targets the high-throughput matching and virtual restoration of over 18,000 pieces of Shang Dynasty pottery from the Daxinzhuang site, aiming to develop AI algorithms for efficient classification and matching [12][18]. - The third proposition focuses on constructing a fine-grained dataset for the Kizil Caves' diamond-pattern murals, addressing challenges in data annotation and integration for enhanced research and restoration [19][22]. - The fourth proposition seeks to develop a multi-modal AI restoration engine for the underwater inscriptions at Baiheliang, which are located 40 meters deep in the Yangtze River, to facilitate their preservation and public display [23][28]. Group 2: Open Propositions - The initiative continues to accept open propositions for AI applications in archaeology, encouraging submissions from cultural institutions and tech teams to explore innovative solutions [30]. - Potential project directions include AI-driven virtual restoration of various artifacts, the creation of integrated archaeological databases, and the application of AI in ancient script recognition and analysis [30]. Group 3: Benefits of Participation - Participants in the NextGen AI Archaeology initiative can receive funding of up to one million yuan for technology development and project implementation [31]. - The initiative offers access to significant cultural resources, including 15,000 porcelain fragments and 18,000 pottery images, along with expert support in archaeology and restoration [31]. - Successful projects can achieve industry standards and contribute to the advancement of smart archaeology and digital heritage display, enhancing both academic and commercial value [31]. Group 4: Mission and Objectives - The overarching mission of the initiative is to leverage technology for the preservation and active transmission of cultural heritage, ensuring that ancient civilizations are maintained in the digital age [32][38].

Group 1 - The core viewpoint of the article is that Tencent Holdings (00700) is expected to maintain steady revenue growth of 13% year-on-year in the fourth quarter, despite facing macroeconomic headwinds and advertising expenditure taxes [1] - The report highlights that Tencent will benefit from inventory release and AI empowerment [1] - Key catalysts for Tencent in the near to medium term include the launch of multiple flagship new games in 2026, continuous improvement in AI-driven advertising efficiency, and the rollout of AI-driven mini-program code development tools on WeChat [1] Group 2 - The brokerage maintains a "Buy" rating for Tencent and keeps the target price unchanged at HKD 800 [1]

Group 1 - The core viewpoint of the report is that Tencent Holdings (00700) is expected to maintain robust revenue growth of 13% year-on-year in the fourth quarter, despite facing macroeconomic headwinds and advertising expenditure taxes [1] - Key catalysts for Tencent in the near to medium term include the launch of multiple flagship new games in 2026, continuous improvement in AI-driven advertising efficiency, and the rollout of AI-driven mini-program code development tools on WeChat [1] - The rating remains "Buy" with a target price unchanged at HKD 800 [1]

Core Insights - The Asian Olympic Council and Tencent Esports have announced a ten-year strategic partnership, marking a shift from event collaboration to systematic co-construction in esports [1] - Tencent Esports' director, Zhang Yati, has been appointed as the esports coordinator for the Asian Olympic Council, indicating a deeper integration of esports within the council's framework [1] - The partnership aims to set a standard for the healthy and sustainable development of esports in Asia, as stated by the Secretary General of the Asian Olympic Council, Hussein Al-Mussallam [1] Group 1 - The collaboration signifies a new phase for Asian esports, transitioning from "project participation" to "systematic co-construction" [1] - Tencent Esports will act as a "technical engine" to support the Asian Olympic Council in meeting the needs of its member regions [1] - The Tencent Esports Competition System (ECS) has been upgraded to provide comprehensive technical support for esports events during the Hangzhou Asian Games [1] Group 2 - Tencent Esports is an independent brand under the Interactive Entertainment Group (IEG), established in December 2016, with a focus on making esports a mainstream sport [2] - The company has top-tier esports IPs such as League of Legends and Honor of Kings, and its business encompasses events, education, technology, and ecosystem development [2]

Core Insights - The focus of AI discussions has shifted from model capabilities to the ability of companies to integrate AI into their core business processes as AI becomes more accessible [1][11] - The true competitive edge lies in the systematic integration of models, data, business processes, and industry knowledge [1][11] Group 1: Systematic Integration Capability - Companies must identify high-frequency, high-value business scenarios to effectively embed AI capabilities into their workflows [3][13] - Long-term competitiveness is derived from the accumulation of data and industry know-how, emphasizing the importance of data governance [3][13] - The cost-effectiveness and engineering capabilities of AI deployment are crucial for its sustainability in business systems [3][13] Group 2: Challenges in AI Implementation - Many companies face challenges in realizing the benefits of AI due to misalignment between business goals and technical capabilities [4][15] - Data quality and governance are often underestimated, leading to ineffective AI projects [4][15] - The lack of interdisciplinary talent and inadequate organizational structures hinder the successful integration of AI into daily operations [4][16] Group 3: Strategic Approaches - Companies should adopt a "small steps, quick wins" strategy, focusing on validating small core scenarios while prioritizing data governance [6][16] - A long-term, pragmatic approach is necessary for embracing AI, avoiding the pitfalls of overestimating short-term progress [6][16] Group 4: Dual Strategy of Self-Development and Open Source - The company will maintain a dual strategy of self-developed and open-source models, which is seen as essential for the future AI ecosystem [7][17] - The coexistence of multiple models and scenarios is anticipated, with cloud providers offering a stable technical foundation for flexible combinations [7][17] Group 5: Globalization and Compliance - Compliance has become a prerequisite for market entry and building trust, shifting from a backend legal concern to a strategic asset [9][19] - Sustainable globalization requires deep localization and ecosystem co-construction, moving beyond a one-size-fits-all product approach [9][19] - The company has seen significant growth in its international cloud business, doubling its global customer base over the past year [10][20]

这一话题引发网友讨论，部分网友质疑表示，像导出个人聊天记录、清理微信缓存这类基础功能工具， 本该是提升用户体验的标配，可微信不仅自己不提供，还不允许用户自主优化使用体验。这是否说明用 户对微信数据没有自主权。 对此，腾讯方面回应新浪科技称，部分读取微信聊天记录的开源项目，是通过对微信客户端进行逆向工 程等手段，破解本地数据库的密钥，以绕过微信客户端的加密措施，威胁用户本人及第三方数据隐私与 客户端安全，且极易被黑灰产利用。腾讯依据相关法规向开源平台提出请求，并获得了平台支持，大部 分项目也在平台沟通后选择主动移除违规内容。 责任编辑：何俊熹 责任编辑：何俊熹 新浪科技讯 1月22日下午消息，近日在小红书等社交媒体上，有用户发帖表示，腾讯要求全球最大代码 托管与协作平台GitHub全面下架一批微信开源项目，相关项目主要涉及"允许用户导出或分析自己微信 聊天记录"。 新浪科技讯 1月22日下午消息，近日在小红书等社交媒体上，有用户发帖表示，腾讯要求全球最大代码 托管与协作平台GitHub全面下架一批微信开源项目，相关项目主要涉及"允许用户导出或分析自己微信 聊天记录"。 这一话题引发网友讨论，部分网友质疑表示，像 ...