来源：滚动播报 港股午后持续走低，恒指跌1%，恒生科技指数跌0.48%，此前一度涨2%，芯片股涨幅回落，科网股部 分走低，腾讯控股跌2.6%，哔哩哔哩、小米集团跌2%。 ...

本报（chinatimes.net.cn）记者卢晓 北京报道 进入AI时代，云计算厂商普遍被打了一剂强心针。不过它们还想获得更多增长。 9月16日，腾讯云宣布正式发布智能体战略全景图，全面开放AI能力、C端和B端优势场景。"向智能化 要产业效率，向全球化要收入规模，已经成为企业增长的两大核心动力，也是影响未来行业格局的关 键。"9月16日，腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生在腾讯全球数字生态大会上 这样说。 不过所有云计算厂商显然都不想错过这场由AI和出海共同带来的集体普涨，B端市场的竞争已经越发激 烈。 To B营收双位数增长背后 9月16日，腾讯云发布了多项AI技术产品与最新升级，其中腾讯云智能体开发平台（ADP）面向全球发 布3.0版。据悉，面对产业实战中的智能体需求，ADP在3个月内完成了近600项需求的开发，持续迭代 了LLM+RAG、Workflow、Multi-Agent等多种智能体开发框架。 不过吴运声同时也表示，AI智能体真正落地时面临的是一系列系统性问题，需要逐步解决，"智能体及 智能体开发平台不是半年、一年就能做好的短期项目，而是需要三五年甚至十年持续投入的长期事 业 ...

Core Viewpoint - Goldman Sachs reports that Tencent's management emphasized efficiency improvements driven by AI and scale expansion through globalization as the two main growth engines for Tencent Cloud and its ecosystem partners [1] Group 1: Business Growth Drivers - Tencent has released over 30 mixed models in the past year, with expectations that AI applications in gaming, marketing services, native applications, and internal productivity enhancements will drive geometric business growth [1] - Tencent Cloud plans to strengthen its expansion in overseas markets, with an average annual compound growth rate of high double digits in overseas market revenue over the past three years [1] Group 2: Market Position and Outlook - The number of international customers has doubled year-on-year, indicating strong demand and market penetration [1] - Goldman Sachs expresses increased confidence in Tencent's prospects, suggesting that the company, through investments, is deepening its competitive moat and is well-positioned to benefit from AI application developments in the Chinese internet industry [1] - A "buy" rating is given with a target price of 701 HKD [1]

机器之心报道 机器之心编辑部 Agent 今年这么火，AI 圈几乎人人都在讨论。但抛开那些花哨的概念，一个好用的 Agent 究竟应该是什么样的？ 咱们不妨接地气一点，从每天都刷一刷的「公众号」聊起。 不知道读者们有没有过这样的困扰：关注的公众号每天推送的文章堆积如山，一不留神，真正感兴趣的、有价值的内容就被淹没在了信息的海洋里。想找某个特 定领域的动态？难道真的要一篇篇手动翻阅，跟大海捞针一样吗？ 以腾讯元器平台上的「公众号智能体」为例，它提供了一种可能的解决方案。 它最大的特点，是经过公众号创作者授权后，可自动读取该公众号发布的文章，并实时更新为知识库。对于我们前面提到的困惑，这个功能简直是打瞌睡送来了 枕头。 | 文档名称 | 文档标签 | 文档大小 | 到期时间 | 状态 | 启用状态 | 更新时间 | | --- | --- | --- | --- | --- | --- | --- | | 突破单链思考上限,清华团队提出原生 [并行思考] scale范式.h 0 | | | | | | 2025-09-17 | | tml | | 23.9KB | 永久有效 | ● 导入完成 | 0 | 08:0 ...

Core Viewpoint - The article discusses the rapid development and competitive landscape of AI in China, highlighting key leaders and their contributions to the advancement of AI technologies and applications in various industries [2][37]. Group 1: Key Leaders and Their Contributions - Liang Wenfeng, founder of DeepSeek, demonstrated the potential of Chinese AI startups by achieving 30 million daily active users within 20 days of product launch, showcasing rapid development and market impact [4][5]. - Lin Junyang, head of Tongyi Qianwen at Alibaba Cloud, led the team to adapt AI models for over 100,000 enterprise clients across 20 industries, emphasizing the importance of industry-specific applications [9][10]. - Wu Yonghui, head of ByteDance's Seed team, focused on user-centric AI applications, achieving over 10 million daily active users by addressing everyday needs in various scenarios [12][14]. - Bo Liefeng, core leader of Tencent's Mixyuan model, successfully integrated AI capabilities into over 200,000 enterprise clients, enhancing efficiency in sectors like finance and manufacturing [16][17]. - Xu Li, chairman of SenseTime, developed the SenseCore AI infrastructure, enabling the deployment of the Riri New Model across multiple sectors, serving over 1,000 large enterprises globally [21][23]. - Yan Junjie, founder of Minimax, introduced the first commercial trillion-parameter MoE architecture model, rapidly iterating to meet diverse enterprise needs and achieving significant user engagement [25][27]. - Yang Zhilin, founder of Moonshot AI, focused on long-context processing capabilities, leading to the successful launch of Kimi Chat, which gained millions of users in specialized fields [29][32]. - Wang Haifeng, CTO of Baidu, established the PaddlePaddle deep learning platform and led the development of the Wenxin model, solidifying Baidu's leadership in the Chinese AI landscape [33][35]. Group 2: Industry Impact - The success of these leaders and their companies illustrates the growing strength of China's AI sector, pushing the boundaries of technology and application across various industries [2][37]. - The advancements in AI technology are not only enhancing operational efficiencies but also driving digital transformation in traditional sectors, thereby increasing the competitiveness of Chinese enterprises on a global scale [10][23]. - The collaborative efforts among these companies are fostering a robust AI ecosystem, promoting innovation and practical applications that address real-world challenges [21][27].

Core Insights - The integration of AI large model technology into industrial energy enterprises is crucial for achieving high-quality development through digital transformation [1][4] - The successful implementation of AI requires deep integration with specific business scenarios rather than merely optimizing existing processes [4][6] - AI should be viewed as a proactive enabler for systemic innovation, rather than just a tool for efficiency improvement [4][6] Industry Trends - The industrial energy sector is at a critical stage of digital transformation, necessitating a shift from single technology solutions to comprehensive AI applications [4][6] - Companies like Anhui Heli Co., Ltd. are leveraging cloud platforms to enhance efficiency in material handling, with plans to scale their connected vehicle systems from 50,000 to 1 million units [6][7] - The charging and swapping operations are being optimized through tailored digital solutions that enhance operational stability and efficiency [9] AI Applications - AI is being utilized to improve operational efficiency in various scenarios, such as material handling and charging operations, by providing real-time data analysis and risk management [6][9] - The collaboration between SalesEase and Tencent Cloud has resulted in an "AI + CRM solution" that integrates various Tencent products to streamline business processes from marketing to after-sales service [12] Challenges and Solutions - Key challenges in AI implementation include talent shortages and long cost recovery cycles, which can be addressed through internal team development and strategic hiring [18] - Companies are encouraged to adopt a phased approach to AI integration, starting with smaller scenarios to demonstrate value and build employee buy-in [18][19] - The importance of ecosystem collaboration and differentiated strategies for AI deployment is emphasized to overcome implementation hurdles [19][20]

瑞财经 赵盼盼9月15日，腾讯控股（00700.HK）发布公告称，更新其一项总额高达300亿美元的全球中 期票据计划，该计划于9月16日正式生效，有效期持续12个月。 腾讯表示，拟运用发行所得款项净额作为一般企业用途。同时，腾讯已委任多家银行安排发行以离岸人 民币计价的点心债，期限包括5年期、10年期及30年期。 据悉，腾讯最早于2014年4月10日设立该计划，最初其总累计最高限额仅有50亿美元，在后续数年过程 中，该计划不断膨胀，其最高限额已达到300亿美元。 据统计，这是其连续三个季度营收增幅超过10%。 截至2025年6月30日，腾讯大股东Prosus通过MIHInternet Holdings持股为23.05%，腾讯CEO马化腾通过 Advance Data Services持股为8.78%。 截至9月16日收盘，腾讯股价为661.5港元，涨至4年新高，总市值重回6万亿港元。以此计算，马化腾身 价高达5321亿港元。 | 腾讯控股(HK:00700) 遇股通 可融资 DISCRE | | | | | | --- | --- | --- | --- | --- | | HK$661.5 +16.5 +2 ...

同时，腾讯云近期已发布混元3D3.0模型，该行认为，结合AI能力，目前腾讯云已在核心游戏中推出新 的AI游戏体验。除游戏领域外，在支持智能制造及内容产业亦可创造价值。 招银国际发布研报称，在2025年腾讯全球数字生态大会中，腾讯控股(00700)旗下腾讯云明确打造智能 化及全球化两大引擎战略方向。展望中长期，该行看好AI产品需求及海外业务需求成为腾讯云收入增 长的重要驱动力。故维持"买入"评级和目标价705港元。 在智能化方面，腾讯云将聚焦加速AI应用的场景落地及其智能体布局;全球化则将加强全球化业务布 局，其中将在基础设施层面、技术层面及服务层面进行国际化战略的升级。 ...

Core Viewpoint - Tencent Holdings (00700) is focusing on two strategic directions: intelligence and globalization for Tencent Cloud, which are expected to drive revenue growth through AI product demand and overseas business needs [1] Group 1: Strategic Directions - Tencent Cloud aims to accelerate the implementation of AI applications and enhance its intelligent agent layout in the intelligence sector [1] - In terms of globalization, Tencent Cloud plans to upgrade its international strategy across infrastructure, technology, and services [1] Group 2: Product Development - Tencent Cloud has recently launched the Mixed Yuan 3D 3.0 model, which integrates AI capabilities to provide new gaming experiences in core gaming sectors [1] - Beyond gaming, Tencent Cloud is also positioned to create value in supporting smart manufacturing and the content industry [1] Group 3: Market Outlook - The report maintains a "Buy" rating for Tencent Holdings with a target price of 705 HKD, reflecting confidence in the company's growth potential [1]

Group 1 - The core viewpoint of the report is that the company maintains its revenue and profit forecasts for Tencent Holdings for 2025 and 2026, with a target price of HKD 700, indicating an 8.5% upside potential from the current stock price [1] - Tencent's recent advancements in AI technology were highlighted during the Tencent Global Digital Ecosystem Conference, showcasing the company's commitment to accelerating the implementation of practical AI solutions [1][2] - The report emphasizes Tencent's continuous evolution of foundational models, with the launch of the mixed Yuan 3D 3.0 model, which improves modeling accuracy by three times and supports ultra-high-definition modeling [2] Group 2 - Tencent is adapting its AI capabilities to domestic chips, which will enhance its AI computing power services and support various applications in gaming, animation, and industrial design [2] - The company is expanding its B2C and B2B application ecosystems, with notable growth in user engagement for its AI products, such as the Tencent Yuanbao and AI programming tool CodeBuddy [2] - Tencent Cloud's AI Agent development platform has been upgraded to version 3.0, which supports multiple intelligent agent development frameworks, reinforcing its ecosystem partnerships [2]