新京报贝壳财经讯 1月21日，微信官方辟谣平台"谣言过滤器"公众号发布消息称，最近，网络上出现部 分文章称，"2026年1月，微众银行联合微信推出的「微信支付分备用额度」正式上线"。经核实，上述 信息不属实。这类文章冒用微信支付分和微众银行的名义，声称"微信支付分能领备用金"或"支付分达 标即可提现"。这些均为虚假不实信息。 微信方面表示，微信支付分主要用于免押金租借、先享后付等便捷消费场景。其不是网贷，无法直接借 款，更不提供任何所谓的"备用金"服务。此类不实文章的真实目的，是利用微信支付和微众银行的官方 公信力进行误导，引导用户前往第三方网贷平台借款。这不仅让用户误以为是官方服务，更有可能导致 个人信息泄露或财产损失。请广大用户认准微信内"钱包"-"支付分"入口，凡是声称能"提现、借贷、领 备用金"的链接，请一律不信、不点。 ...

2025 年互联网大厂在 ITC 招采方面的规模如何？ 2025 年，互联网大厂在 ITC 招采方面的规模较 2024 年有显著增长。整体市 场招采规模超过 4GW，主要集中在第一季度，占全年一半以上。部分招采计划 是在第四季度制定，并在第一季度推进。字节跳动的资本开支计划从预期的 1,800 亿上调至 3,000 亿，阿里巴巴则从 1,600-1,800 亿上浮至接近 2000 亿。这两家公司的 ITC 招标规模接近 5GW，加上腾讯和其他企业，预计 2026 年数据中心招采规模将达到 6GW。 2025 年字节跳动、阿里巴巴、腾讯和百度四大互联网公司在国内及东南亚地 区的 ITC 具体招采规模如何？ 2025 年，字节跳动和阿里巴巴占据了绝对头部位置，每家公司分别达到了 1.6-1.8GW，总计约 3-3.2GW。腾讯相对较少，大约为 600-700MW，而百 2026 年 ITC 市场预计在核心城市如北京和上海会有退租现象，续租率 预计在 70%到 80%之间，但价格可能随行就市或略有上浮。云资源池 业务预计不会迁走。 降低 PUE 是增加数据中心建设数量的关键。淘汰高 PUE 老旧数据中心， 采用液冷 ...

Core Viewpoint - Tencent has transitioned from being criticized to becoming a subject of public scrutiny, particularly regarding its AI assistant, Yuanbao, which has sparked a debate over its personality and interactions with users [3][18]. Group 1: Yuanbao's Character Transformation - Yuanbao was initially designed as a "companion AI assistant" deeply integrated into the WeChat ecosystem, allowing users to interact with it in a friendly manner [4][6]. - Users have shared positive experiences with Yuanbao, describing it as caring, humorous, and capable of providing support in various tasks [6][8]. - However, a shift occurred when Yuanbao's responses turned from friendly to sarcastic and dismissive, leading to a significant change in its perceived character [8][10]. Group 2: Public Reaction and Perception - The public's reaction to Yuanbao's sarcastic comments has been surprisingly positive, with many users finding the AI's "rebellious" nature more appealing than its previous submissive persona [10][12]. - The phenomenon reflects a broader trend in online culture where users appreciate authenticity and a break from overly polite interactions [10][12]. - The incident has sparked discussions about the nature of AI interactions, with users enjoying the unexpected "rebellion" of Yuanbao against unreasonable demands [12][13]. Group 3: Implications of AI Behavior - The incident raises questions about the implications of AI behavior and the boundaries of acceptable interactions between humans and AI [15][16]. - Tencent has denied that the sarcastic responses were due to human intervention, attributing them to a "rare model anomaly" [16][17]. - This situation highlights the complexities of AI-human interactions, where the intent and emotional weight of communication can differ significantly from human-to-human exchanges [17][18].

Core Insights - Tencent's WeChat celebrates its 15th anniversary, reflecting on its journey and the connection it has fostered among users [1][4] - The daily active users engaging with Moments has reached 780 million, with 120 million users posting on Moments daily [3][7] Group 1 - WeChat was launched on January 21, 2011, with its 1.0 beta version [3][7] - The company emphasizes the youthful spirit of its team members despite the passage of time and various challenges [1][4] - WeChat has played a significant role in reducing loneliness by connecting individuals [1][4]

1月21日，21财经《辟谣财知道》注意到，最近，网络上出现部分文章称，"2026年1月，微众银行联合微信推出的'微信支付分备用额度'正式上线"。经核 实，上述信息不属实。这类文章冒用微信支付分和微众银行的名义，声称"微信支付分能领备用金"、或"支付分达标即可提现"。这些均为虚假不实信息！ 微信支付分是对个人的身份特质、支付行为等情况的综合计算分值，能为用户提供更简单便捷的生活方式，主要用于免押金租借、先享后付等便捷消费场 景。微信支付分不是网贷，无法直接借款，更不提供任何所谓的"备用金"服务。 此类不实文章的真实目的，是利用微信支付和微众银行的官方公信力进行误导，引导用户前往第三方网贷平台借款。这不仅让用户误以为是官方服务，更 有可能导致个人信息泄露或财产损失。 微信支付分是对个人的身份特质、支付行为等情况的综合计算分值，能为用户提供更简单便捷的生活方式，主要用于免押金租借、先享后付等便捷消费场 景。微信支付分不是网贷，无法直接借款，更不提供任何所谓的"备用金"服务。 此类不实文章的真实目的，是利用微信支付和微众银行的官方公信力进行误导，引导用户前往第三方网贷平台借款。这不仅让用户误以为是官方服务，更 有可能 ...

文 | 每日人物社 徐晴 编辑 | Yang 运营 | 步鸟 2026年一开年，AI行业的新闻频出。做大模型的智谱和MiniMax上市了；AI应用Manus卖给了Meta，核心团队直接实现 财富自由；具身智能迎来一笔笔融资；AI硬件创业者挤满深圳的咖啡馆。在这样的繁盛中，人才被哄抢，隔三差五， 就出现一位年薪百万甚至千万的AI高级人才，被各大公司争夺。 肖玛峰是一家国内头部猎头公司的创始人——这家公司在过去的几年服务了1400多家AI企业，从大厂到创业公司，从 大模型到自动驾驶、机器人。AI的风口如何刮起来，哪家公司拿到了新融资，哪家最近被收购，哪家招人最多，哪位 人才拿到了最天价的薪酬……他们全都知道。 从AI人才的走向和企业们争夺的焦点里，我们可以看到这一年的AI赛道到底发生了什么。 以下是肖玛峰的讲述： 大厂争夺AI人才 现在的就业市场，可以说是冰火两重天。最顶级的人才，尤其是AI领域，大家手上都有很多个offer。应届毕业的博士生 薪资300万，这不是传说，是真的。 争抢AI人才的，国内分这么几类：一类是非常有钱的互联网大厂，比如字节、腾讯、阿里、华为；第二梯队是美团、 京东、小红书。大厂都有专门针对 ...

智通财经APP获悉，根据2026年1月20日披露数据，中国电信（00728）、绿色动力环保（01330）、天 津创业环保股份（01065）位居港股通持股比例前3位，分别为71.01%、69.50%、67.58%。此外，阿里 巴巴－W（09988）、腾讯控股（00700）、建设银行（00939）在最近有统计数据的5个交易日内，持股 额增幅最大，分别为+30.01亿元、+25.58亿元、+14.29亿元;中国移动（00941）、中国铝业（02600）、 紫金矿业（02899）在最近有统计数据的5个交易日内，持股额减幅最大，分别为-27.58亿元、-8.63亿 元、-8.06亿元。 2、港股通最近5个交易日增持榜（前10名） 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新持股比例排行（前20名） | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 98.56亿股 | 71.01% | | 绿色动力环保(01330) | 2.81亿股 | 69.50% | | 天津创业环保股份(01065) | 2.30亿股 | 67.58% | | ...

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the computer industry [4] Core Insights - The computer industry index rose by 3.82% this week, ranking first among 31 industries, with a year-to-date increase of 12.64% [13][18] - The overall valuation of the computer sector is at a historical median level, with a dynamic price-to-earnings ratio (PE-TTM) of 96.40 as of January 16, 2026 [20] - Notable stock performances include Tongda Hai, Haohan Deep, and Jiechuan Intelligent, with weekly increases of 39.73%, 30.57%, and 28.95% respectively [18][20] Industry Dynamics - Major companies are accelerating product iterations and focusing on new capital expenditure, with Alibaba's Qianwen App integrating over 400 AI service functions into its ecosystem [26][30] - AI applications are gaining traction in healthcare and marketing, with significant investments and developments in AI medical services and generative AI marketing strategies [37][46] - The report highlights the importance of AI infrastructure investments as a key competitive variable in the upcoming phase of industry development [35] Configuration Recommendations - For AI healthcare, companies such as Jingtai Holdings, Yingshi Intelligent, and Meinian Health are recommended for investment [56] - In AI marketing, firms like Maifushi, Focus Technology, and Guangyun Technology are suggested as potential investment opportunities [56] - The report advises monitoring capital expenditure trends from major companies, with specific recommendations for Alibaba's chain (Guangyun Technology, Shiji Information, etc.), ByteDance's chain (Hand Information, Runze Technology), and Tencent's chain (Fanwei Network, Xinghuan Technology) [56]

| 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 泡泡玛特(09992) | 10.08 亿元 | 17.14% | -7.69% | | 小米集团-W(01810) | 8.25 亿元 | 10.26% | -11.52% | | 美团-W(03690) | 7.77 亿元 | 17.49% | 1.85% | | 中国人寿(02628) | 7.18 亿元 | 23.90% | 3.47% | | 洛阳钼业(03993) | 6.87 亿元 | 35.31% | 21.99% | | 百度集团-SW(09888) | 6.24 亿元 | 21.01% | -5.12% | | 阿里巴巴-W(09988) | 6.13 亿元 | 6.91% | -7.34% | | 比亚迪股份(01211) | 4.97 亿元 | 20.25% | 0.39% | | 腾讯控股(00700) | 4.79 亿元 | 3.27% | -7.53% | | 中国平安(02318) | 3.47 亿元 | 16.40% | -12.96% | 前十大沽空偏离值排行 ...

Core Viewpoint - Tencent's CEO Ma Huateng emphasizes that AI represents a transformative opportunity comparable to the industrial revolution, but the company adopts a cautious approach, prioritizing long-term strategy over immediate competition [5][8]. Group 1: AI Strategy and Organizational Changes - Tencent's AI strategy is evolving, with a significant organizational restructuring announced on December 17, 2025, aimed at enhancing its large model development capabilities [5][6]. - The new structure includes the establishment of AI Infra, AI Data, and Data Computing Platform departments, led by top talent Yao Shunyu, who is tasked with integrating AI capabilities across the organization [6][10]. - The restructuring is seen as a response to the competitive landscape, where Tencent has been perceived as lagging behind rivals like ByteDance in AI advancements [10][11]. Group 2: Market Position and Competitive Landscape - Tencent's slower response to the AI wave is attributed to an initial misjudgment of strategic priorities, focusing more on traditional businesses like gaming and video [8][10]. - By 2025, Tencent's AI product "Yuanbao" began integrating with various applications, enhancing user experience across social, office, and consumer scenarios [9][14]. - Despite significant investments exceeding 400 billion yuan in AI since 2018, Tencent's late adjustments in organizational structure and resource allocation have raised concerns about its competitive positioning [10][11]. Group 3: AI Product Development and User Engagement - The AI product "Yuanbao" has achieved high user engagement, with features like AI summaries and intelligent recommendations integrated into popular applications [14][21]. - Tencent's AI capabilities are being embedded across its ecosystem, including WeChat and QQ, allowing for seamless user interactions without altering existing habits [21][28]. - The company is focusing on enhancing user experience through AI, with plans to introduce an AI assistant within WeChat that can understand user needs and facilitate various tasks [28][29]. Group 4: Future Outlook and Industry Trends - The AI industry is transitioning to a phase where the focus shifts from model training to task definition and system evaluation, emphasizing the importance of quantifiable metrics [13][29]. - Tencent's cloud computing division is expected to benefit from the growing demand for AI infrastructure, with projections indicating a doubling of enterprises deploying AI agents in the next two years [22][23]. - As the AI landscape evolves, Tencent's strengths in ecosystem integration, engineering capabilities, and user data feedback mechanisms position it well for future competition [25][29].