略大参考 . 新消费 · 新科技 · 新生活 以下文章来源于略大参考 ，作者杨知潮 来源丨略大参考（ID： hyzibenlu ） 作者丨 杨知潮 图源丨Midjourney 王晶曾说，过去的香港，每个拍电影的都是有"背景"的。因此演员和导演往往身不由己，电影生意的 竞争也往往是背景的竞争。 AI生意越来越有这个意思。 大家都带着背景和资源，这里是谷歌、微软、Meta、字节、腾讯、阿里交锋的修罗场。每一天，抖 音用自己浩如烟海的流量铺天盖地推举豆包。谷歌用全公司的资源，在一系列APP里狂推自己的 Gemini。 这种巨头之力，哪怕优秀如Manus、OpenAI也难以对抗。 2025年11月起，原本落后的谷歌迅速在性能和用户上追赶上了ChatGPT，尤其是在多模态领域，已 经反超OpenAI在各种评测中位居第一。奥特曼直言，谷歌的崛起给OpenAI带来很大的压力。 曾经火遍全球的通用智能体Manus，也放弃了单打独斗，互联网巨头Meta选择将收购Manus。 Kimi、DeepSeek这些红极一时的"当红炸子鸡"早已被豆包、元宝铺天盖地的流量压了下去。 在这个拼爹的世界里，似乎只有超级巨头才有上桌的资格。 以小 ...

以下文章来源于新皮层NewNewThing ，作者陆彦君、吴洋洋 新皮层NewNewThing . 关注AI，提供洞察。 2026.01. 12 本文字数：7212，阅读时长大约12分钟 作者 | 新皮层NewNewThing 陆彦君 吴洋洋 2025年11月下旬，大学毕业生林枫在深圳参加了腾讯青云计划闭门会。活动采取定向邀请制，为期 两天，会议内容除了邮轮观光、参观腾讯总部，还有一个环节是部门见面会——姚顺雨在现场。 这次见面会两个小时左右，姚顺雨是开场发言者，他讲了大概只有20分钟，但富有雄心。 「他说混元的目标是对标全球最顶尖的一批大模型。」 林枫对第一财经「新皮层」说。 「腾讯只看来自DeepSeek、月之暗面、字节和阿里这4家基座模型团队的候选人，其他公司是不看 的。」接近腾讯招聘的人士 陈立峰对「新皮层」说。 他对「新皮层」称，2025年年中，字节跳动曾通过发放「豆包虚拟股」激励员工，相当于为其大模 型团队涨薪。但正是在这轮股权激励期间，部分字节豆包员工乘势转身加入了腾讯混元，原本年薪总 包约为250万至300万元的字节跳动员工，加入混元后能拿到年薪300万以上的Offer。 林枫对姚顺雨印象深刻 ...

Group 1 - The core viewpoint of the news is the strong performance of the online consumption sector, highlighted by the significant rise in the China Securities Hong Kong-Shenzhen Online Consumption Theme Index, which increased by 4.79% [1] - The online consumption ETF fund also showed positive momentum, rising by 4.28% and achieving a price of 1.17 yuan, marking its third consecutive increase [1] - The National Business Work Conference held on January 10-11, 2026, emphasized boosting consumption as a top priority, with initiatives aimed at enhancing service consumption and creating a favorable international consumption environment [1] Group 2 - The China Securities Hong Kong-Shenzhen Online Consumption Theme Index includes 50 companies involved in online shopping, digital entertainment, online education, and telemedicine, reflecting the overall performance of the online consumption sector [2] - As of December 31, 2025, the top ten weighted stocks in the index accounted for 55.63% of the total index weight, with major players including Meituan-W, Tencent Holdings, and Alibaba-W [2] - The index's top stocks showed varying performance, with notable increases such as 20.00% for Yidian Tianxia and 16.70% for Kunlun Wanwei, indicating strong market interest in these companies [3]

腾讯控股回购数量103.90万股，回购金额6.36亿港元，回购最高价为616.000港元，最低价为610.500港 元，年内累计回购金额38.14亿港元；小米集团-W回购数量400.00万股，回购金额1.51亿港元，回购最 高价为37.920港元，最低价为37.740港元，年内累计回购金额7.90亿港元；舜宇光学科技回购数量84.00 万股，回购金额5398.94万港元，回购最高价为64.750港元，最低价为63.650港元，年内累计回购金额 1.08亿港元。 | 02598 | 连连数字 | 13.00 | 90.18 | 6.980 | 6.780 | 364.90 | | --- | --- | --- | --- | --- | --- | --- | | 01600 | 天伦燃气 | 20.00 | 61.12 | 3.060 | 3.030 | 591.56 | | 02416 | 易点云 | 26.05 | 59.97 | 2.330 | 2.270 | 353.80 | | 06831 | 绿茶集团 | 7.24 | 48.61 | 6.800 | 6.610 | 500.24 | | 006 ...

Core Insights - The global mobile game revenue rankings for December 2025 show significant performance variations among top titles, with "LastWar" leading the chart with a revenue of over $141 million, marking its fifth month surpassing this threshold [1] - "Roblox" follows in second place with approximately $119 million in revenue, experiencing a slight increase compared to the previous year but failing to replicate the summer's peak performance [1] - "Monopoly Go" from Scopely saw a revenue drop to about $109 million, maintaining stability compared to the previous year but below its usual monthly average [2] - "Candy Crush" achieved stable revenue of nearly $83 million, showing slight declines year-over-year [2] - "Honor of Kings" experienced a revenue decline to just under $79 million, continuing a trend of annual revenue drops [3] - "Gossip Harbor" and "Kingshot" reported record revenues of over $72 million and $70 million respectively, indicating strong growth [4] - "PUBG Mobile" faced a significant revenue drop to approximately $53 million, reflecting a broader trend of reduced monetization efforts ahead of promotional events [4] - The rankings also highlighted notable movements, with "Last Z: Survival Shooter" rising three places, and "MapleStory: Idle RPG" climbing twelve spots [5] Revenue Performance - "LastWar" topped the revenue chart with $141 million, primarily driven by the U.S. market [1] - "Roblox" generated $119 million, showing an increase of $8 million year-over-year [1] - "Monopoly Go" reported $109 million, consistent with the previous year's performance [2] - "Whiteout Survival" and "Royal Match" maintained revenues of $106 million and $100 million respectively, both showing year-over-year declines [2] - "Candy Crush" earned nearly $83 million, slightly down from the previous year [2] - "Honor of Kings" saw revenues drop to just under $79 million, significantly lower than its peak [3] - "Gossip Harbor" achieved record revenue of over $72 million, while "Kingshot" also reached new highs with over $70 million [4] - "PUBG Mobile" reported $53 million, reflecting a significant decline from previous months [4] - "Pokémon TCG Pocket" earned approximately $36 million, down from over $117 million in the previous year [6] Rankings and Trends - The top 20 mobile games in December included "LastWar," "Roblox," and "Monopoly Go," with notable entries like "Gossip Harbor" and "Kingshot" showing strong upward trends [1][4] - "Last Z: Survival Shooter" and "MapleStory: Idle RPG" experienced significant ranking improvements, indicating growing popularity [5] - "Clash of Clans" fell 15 places in the rankings, achieving a low revenue of about $18.5 million [6]

智通财经APP获悉，石四药集团(02005)、方正控股(00418)、天福(06868)、永升服务(01995)、VITASOY INT'L(00345)、天润云(02167)、绿城服务(02869)、亲亲食品(01583)、信利国际(00732)、天安卓健 (00383)、舜宇光学科技(02382)、吉利汽车(00175)、同方友友(01868)、心玮医疗-B(06609)、捷利交易宝 (08017)、威高股份(01066)、津上机床中国(01651)、碧桂园服务(06098)、宝胜国际(03813)、腾讯控股 (00700)、易点云(02416)、天伦燃气(01600)、名创优品(09896)、枫叶教育(01317)、小米集团- W(01810)、美丽田园医疗健康(02373)、绿茶集团(06831)、HYPEBEAST(00150)、美亨实业(01897)、多 点数智(02586)、巨子生物(02367)、思派健康(00314)、九毛九(09922)、KEEP(03650)、手回集团 (02621)、连连数字(02598)、汇通达网络(09878)、迈富时(02556)、叮当健康(09886)、家乡互动 ...

以下文章来源于伯乐在线 ，作者伯小乐 伯乐在线 . 伯乐在线分享IT互联网职场和精选干货文章（原域名已不再维护）。组织维护10万+star的开源技术资源 库，包括：Python, Java, C/C++, Go, JS, CSS, Node.js, PHP, .NET 等 谈到热门的自主学习技术，他透露 2025 年就有团队在尝试用实时数据训练，但效果一般。核心问题不是技术 不行，而是 "自主学习的瓶颈是想象力缺失" ，大家不知道它落地后该做什么具体事，得先明确比如盈利交易 系统、科学难题工具这类目标才行。 对于产业落地，姚顺雨建议大公司要靠自己的场景拿真实数据，别再依赖外部标注。同时强调，" 现在人与人 的差距，关键在会不会用 AI 工具 "，中国得好好普及这方面教育。他还预测，To B 领域的 Agent 技术会快速 增长，要是能实现全球企业部署，可能让 GDP 多涨 5%-10%。 最后他提到，中国 AI 团队有望全球领先，但得突破算力、To B 市场成熟度和创新文化这三个关键点。 （参考：网易新闻、 21 世经，本文经由 AI 大模型优化） 2026 年 1 月 10 日，前 OpenAI 核心研究员 ...

Group 1 - Anta Sports-R (82020), Tencent Holdings-R (80700), and Geely Automobile-R (80175) have the highest short-selling ratios at 100.00%, 90.92%, and 80.03% respectively [1][2] - Meituan-W (03690), Alibaba-W (09988), and Tencent Holdings (00700) lead in short-selling amounts, with 1.554 billion, 1.440 billion, and 1.253 billion respectively [1][2] - Tencent Holdings-R (80700), China Wangwang (00151), and Country Garden (02007) have the highest deviation values at 45.18%, 36.17%, and 33.66% respectively [1][2] Group 2 - The top short-selling amounts are led by Meituan-W (03690) at 1.554 billion, followed by Alibaba-W (09988) at 1.440 billion, and Tencent Holdings (00700) at 1.253 billion [2] - The top short-selling ratios include Anta Sports-R (82020) at 100.00%, Tencent Holdings-R (80700) at 90.92%, and Geely Automobile-R (80175) at 80.03% [2] - The highest short-selling deviation values are observed in Tencent Holdings-R (80700) at 45.18%, China Wangwang (00151) at 36.17%, and Country Garden (02007) at 33.66% [2][3]

Core Viewpoint - Tencent is undergoing a significant transformation in its AI strategy, appointing 27-year-old Yao Shunyu, a former core researcher at OpenAI, to lead its AI initiatives, signaling a serious commitment to revitalizing its struggling AI business [2][4]. Group 1: AI Business Challenges - Tencent's AI division has been characterized by inefficiencies, with each business unit independently investing over 2 billion yuan annually in R&D without effective collaboration, leading to resource wastage [4][5]. - The company has faced difficulties in monetizing its AI products, with the AI product "Yuanbao" struggling to retain users, as it primarily showcases technical capabilities rather than solving real problems [7][14]. - Despite having a large user base and numerous business scenarios, Tencent's AI efforts have been hindered by internal coordination issues and a lack of unified standards for AI agents [9][10]. Group 2: Strategic Changes and Innovations - Yao Shunyu's appointment is seen as a strategic move to break down departmental silos and establish a cohesive AI framework, creating new departments to enhance collaboration and efficiency [5][16]. - The new AI model architecture led by Yao has shown early signs of success, with the "Hunyuan" model being integrated into over 900 business scenarios, significantly improving operational efficiency [5][8]. - Tencent's focus has shifted from merely achieving high rankings in AI benchmarks to developing commercially viable solutions, as evidenced by improvements in product design and user engagement metrics [8][15]. Group 3: Financial Performance and Investment - Tencent's third-quarter financial report indicates a strong emphasis on AI, with R&D expenditures rising to approximately 22.82 billion yuan, reflecting a 27.57% year-over-year increase [15]. - The company's revenue from marketing services grew by 21% year-over-year, highlighting the potential for AI to contribute to revenue growth despite current challenges [13]. - By the end of 2025, Tencent aims to increase the revenue share from its AI-related businesses from 3% to 5%, transitioning from a cost center to a revenue-generating engine [8][14].

前10大资金净流入榜 | 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 腾讯控股(00700) | 19.53 亿 | 14.71% | 624.500（-1.26%） | | 小米集团-W(01810) | 16.34 亿 | 22.31% | 38.160（-1.55%） | | 盈富基金(02800) | 15.68 亿 | 11.46% | 26.660（-0.82%） | | 南方恒生科技(03033) | 9.38 亿 | 12.52% | 5.625（-1.32%） | | 恒生中国企业(02828) | 8.57 亿 | 8.28% | 93.700（-1.01%） | | 比亚迪股份(01211) | 4.93 亿 | 13.30% | 95.300（-3.93%） | | 美团-W(03690) | 4.02 亿 | 8.80% | 104.500（-1.51%） | | 中国人寿(02628) | 3.82 亿 | 11.86% | 31.820（+2.32%） | | 石药集团(01093) | 3.81 亿 | 2 ...