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腾讯首席科学家张正友:走向“身智融合”,突破具身智能的割裂时代
Cai Jing Wang· 2025-12-20 08:04
由北京市通州区人民政府指导,《财经》杂志、财经网、《财经智库》主办的"《财经》年会2026:预 测与战略 · 年度对话暨2025全球财富管理论坛"于12月18日至20日在北京举行,主题为"变局中的中国定 力"。 12月19日,腾讯首席科学家、Robotics X实验室主任、福田实验室主任张正友在论坛上表示,我们要从 目前的身和智割裂的拼接,强行把没有世界认知的AI塞进机器人的状态,过渡到身智融合,机器人在 与环境持续闭环交互中"身"与"智"要能动态、协同地进化,无缝地适应多变的环境,不断提升自己的能 力,涌现出真正的具身智能。 腾讯首席科学家、Robotics X实验室主任、福田实验室主任 张正友 在演讲中,张正友首先厘清了具身智能的核心概念。他指出,具身智能是相对于"离身智能"(如 ChatGPT等无身体的AI)而言,指拥有物理身体(如机器人、无人机)或虚拟身体(如数字人)的智能 体。其关键特征在于能通过主动感知、规划和控制来改变真实物理世界,并基于反馈调整策略。 张正友分析了具身智能近年来兴起的原因。具身智能是涉及多个学科的融合,包括传统机器人领域的机 械工程、自动化、嵌入式系统控制优化,还有计算机领域下 ...
腾讯任命OpenAI前科学家姚顺雨为首席AI科学家,升级大模型研发架构
Zhong Guo Jing Ying Bao· 2025-12-20 07:53
【腾讯AI提速】12月17日,腾讯邀请到了曾任OpenAI科学家的Vincesyao(姚顺雨)出任"CEO/总裁办 公室"首席AI科学家,直接向腾讯总裁刘炽平汇报。这一重磅人事变动迅速引发行业关注。 与此同时,腾讯进行了大模型研发架构的升级调整,新成立AI Infra部、AI Data部和数据计算平台部。 姚顺雨同时兼任AI Infra部和大语言模型部负责人,向技术工程事业群总裁卢山汇报。 值得注意的是,就在一个月前的腾讯2025年第三季度财报电话会议上,已有市场声音质疑腾讯在大模型 领域的资本支出不够积极,可能影响其模型竞争力。当时刘炽平回应称:"实际上,我们对已经取得的 进展感到满意。" 然而,面对字节跳动豆包月活破亿、阿里通义千问在B端市场强势扩张的竞争压力,腾讯此次的架构调 整和人才引进,透露出其在AI赛道上的紧迫感。中经记者 李静 北京报道 接近腾讯的消息人士向《中国经营报》记者表示,这一系列调整旨在全面强化腾讯大模型的研发体系与 核心能力,标志着腾讯AI发展进入加速阶段。 ...
腾讯AI提速
Zhong Guo Jing Ying Bao· 2025-12-20 06:17
Core Insights - Tencent has appointed former OpenAI scientist Vincesyao as the Chief AI Scientist, indicating a strategic shift towards enhancing its AI capabilities and addressing competitive pressures in the AI landscape [1][3] - The restructuring includes the establishment of new departments focused on AI infrastructure and data, aiming to strengthen Tencent's model development system and core competencies [2][4] Group 1: Organizational Changes - The newly formed AI Infra department will focus on building technical capabilities for large model training and inference, emphasizing breakthroughs in distributed training and high-performance inference services [2] - AI Data and Data Computing Platform departments will handle data and evaluation system construction, as well as the integration of big data and machine learning [2] - Vincesyao will oversee both AI infrastructure and large language model development, reflecting a unified approach to AI research and engineering [3] Group 2: Competitive Landscape - Tencent's restructuring is a response to increasing competition from ByteDance and Alibaba, which have made significant strides in the AI sector [1][4] - The urgency of this strategic shift is underscored by market concerns regarding Tencent's previous capital expenditures in the large model domain [1][5] - Analysts suggest that Tencent's existing engineering capabilities in distributed training and optimization need to be complemented by research-driven advancements to remain competitive [2][3] Group 3: Model Development Progress - Tencent's mixed Yuan model has released over 30 new models in the past year, with significant achievements in various evaluations, including a top ranking in the LMarena image generation assessment [4] - Despite these advancements, the overall performance of Tencent's AI offerings has not met market expectations, particularly in user engagement metrics [4][5] - The mixed Yuan model's adoption has been hindered by a lack of sustained growth in active user numbers and limited functionality compared to competitors [4][5] Group 4: Future Aspirations - Tencent aims to transition its AI strategy from application-level to system-level, potentially developing its own AI operating system to capture future smart device markets [7] - The company seeks to integrate application and system layers to establish a dominant position in the AI era, leveraging its existing user base from platforms like WeChat [7][8] - Challenges remain in achieving developer trust in the next-generation mixed Yuan model and standardizing interfaces across various applications [8][9]
段永平到底有多少钱?他是不是中国的隐形首富?
Sou Hu Cai Jing· 2025-12-20 06:05
段永平是实打实的实力,他的财富主要是来自于投资的获利,而且他的投资包括了股市跟实体产业,这是其他富豪都没有的财富布局。那我们就来算算段永 平到底有多少财富? 段永平这几年最让人关注的就是他中国巴菲特的名头。这绝对不是浪得虚名。当年他光是在网易身上获利就超过了50倍,另外这几年买苹果也赚得是盆满钵 满。根据最新的持仓数据显示,他们目前持有3483万股苹果公司的股票,总市值大约是700亿人民币。另外他还有338万股伯克希尔哈撒韦的股票,总市值在 200亿人民币左右。 这两笔投资是他目前最核心的资产,也占了他在美股持仓的百分之77%左右。除此之外,他还有拼多多、西方石油、阿里巴巴、谷歌等多家公司的股票。总 市值估计在1200亿人民币左右。 段永平到底有多少钱?他是不是中国的隐形首富?段永平接受王石夫妻的专访之后,大家发现王石这个地产大佬在段永平面前显得像个生瓜蛋子,段永平全 程松弛感满满,王石则是相当拘谨。 这种差别实际上就是来自于财富的碾压。王石虽然曾经是万科的创始人跟董事长,但是他当时在万科的股份很少,主要收入是来自于年薪,再加上如今万科 又是风雨飘摇,等于他最值钱的招牌没有了。这就导致他跟段永平在财富段位上有 ...
索尼与腾讯达成和解,游戏官司画上句号
猿大侠· 2025-12-20 04:11
12 月 18 日,加州北区联邦法院的一纸文书,为今年游戏界最受关注的跨国纠纷画上了句号。 信息显示, 索尼已正式撤回对腾讯旗下游戏《荒野起源》的侵权起诉 。目前索尼与腾讯已达成保 密和解,双方将不再就此事发表公开评论,并在一份联合表态中称,期待未来继续携手共进。 从 7 月剑拔弩张的法律指控,到 12 月握手言和,这出大戏在短短五个月内完成了从法庭对垒到商 业利益重构的转场。 在复杂的商业语境下,这种变化,也折射出全球游戏巨头之间深刻的竞合逻辑。 剑拔弩张的法庭对垒 这场纠纷的源头可追溯至 2024 年 3 月 —— 腾讯旗下北极光工作室群已立项开发《荒野起源》 (当时名为《代号:新生》),旧金山游戏开发者大会(GDC)期间,腾讯高管向索尼提交《扩展 地平线》提案,希望获得《地平线》IP 授权开发手游;4 月,索尼拒绝该授权请求。 《荒野起源》 2025 年 7 月,索尼旗下索尼互动娱乐(SIE)正式提起诉讼,指控《荒野起源》对《地平线》系 列 IP 构成"实质性抄袭",认为该游戏从世界观、角色形象到音乐风格都复刻了其核心创意,痛斥 其为"拙劣的仿制品",并提出每部作品 15 万美元的法定赔偿及永久禁令。 ...
腾讯重组大模型研发,成立AI Infra部,OpenAI前研究员姚顺雨加入
Sou Hu Cai Jing· 2025-12-20 03:15
图片由AI生成 架构升级后的AI Data部、数据计算平台部,将分别负责大模型数据及评测体系建设、大数据和机器学习的数据智能融合平台建设工作。 王迪继续担任大语言模型部副总经理,向姚顺雨汇报。刘煜宏担任AI Data部负责人、陈鹏担任数据计算平台部负责人,均向公司副总裁蒋杰汇报。 AI大模型研究与工程技术紧密相关。在过往混元大模型训练以及海量业务场景的深度实践中,腾讯已经积累了系统化的工程能力;此次大模型研发架构升 级,在进一步强化腾讯工程化优势同时,旨在提升AI大模型研究能力,聚焦公司AI战略布局,提升AI大模型的研发效率。 过去一年,混元大模型发布超过30个新模型。12月5日发布的混元2.0,显著改进了预训练数据和强化学习策略,在复杂推理与文本生成场景表现国内领先。 混元3D模型甚至保持着全球领先的水准,开源社区下载量超过300万。 姚顺雨出生于1998年,本科毕业于清华大学姚班,普林斯顿大学计算机科学博士,是OpenAI前研究员,于2024年8月加入OpenAI。 在学术上,姚顺雨主要研究智能体,在OpenAI研究用于数字自动化(WebShop、SWE-bench、tau-bench)的语言代理(ReA ...
腾讯研究院AI每周关键词Top50
腾讯研究院· 2025-12-20 02:33
Group 1: Core Insights - The article presents a weekly roundup of the top 50 keywords in the AI sector, highlighting significant developments and trends in the industry [2]. - Key players mentioned include Google, Apple, ByteDance, NVIDIA, and OpenAI, indicating a competitive landscape in AI technology and applications [3][4]. Group 2: Chip Developments - Google is advancing its AI chip technology with the introduction of TorchTPU [3]. - Apple is focusing on AI server chips, which may enhance its capabilities in AI applications [3]. Group 3: Model Innovations - Google has launched the Gemini 3 Flash model, while ByteDance introduced Seed1.8, showcasing ongoing innovation in AI models [3]. - Other notable models include MiMo-V2-Flash from Xiaomi and Nemotron 3 from NVIDIA, indicating a diverse range of AI model developments [3]. Group 4: Application Trends - OpenAI is expanding its ecosystem with the ChatGPT application store and various applications like ChatGPT Images and SAM Audio [3][4]. - Companies like Tencent and xAI are also developing unique applications, such as the writing mode and Grok Voice, respectively [3][4]. Group 5: Technological Insights - The article discusses various technological insights, including AI memory systems and recursive self-improvement, which are critical for future AI advancements [4]. - The AI adult content market and AGI predictions are also highlighted, reflecting the broader implications of AI technology [4].
“凭什么! ” 27 岁的前 OpenAI 大牛入职鹅厂,让前 X 里员工“破防”了…
程序员的那些事· 2025-12-20 02:10
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 一个前 X 里员工的"破防"吐槽 18 号刷到一个帖子,有位疑似带认证的"前X里员工"在网上吐槽:"姚才 27 岁,博士毕业只工作一年 多,下面一大堆 30+/40 + 的员工向他汇报,别人工作 10 多年了,难道还比不上他工作一年?!太不公 平了,凭什么!" 你以为只有腾讯这么不按套路出牌? 今年 Meta 更狠:挖了个 28 岁的亚历山大·王,直接给了超高职级,连图灵奖得主杨立昆(前 Meta AI 首席科学家)都得向他汇报。 PS:当然了,杨立昆在 11 月份宣布辞职创业了。这又是另外一码事了。 这话一出来,不少人跟着共情:职场不都讲"论资排辈"吗?十年经验咋还比不过一年新人? 这位前 X 里员工说的【姚】, 就是指姚顺雨,是最近腾讯刚官宣入职的"狠人":清华姚班出身,普林斯 顿博士,还参与过 OpenAI 的核心项目 。 简单说,姚 ...
全球知名科技分析师Dan Ives:AI派对才刚开始,2026是“变现之年”,真正的消费者AI革命将由苹果开启|Alpha峰会
Hua Er Jie Jian Wen· 2025-12-20 01:27
精彩观点: 12月19日周五,Wedbush Securities董事总经理、资深科技分析师Dan Ives做客由华尔街见闻和中欧国际工商学院联合主办的「Alpha峰会」,就全 球AI产业趋势、中美科技竞合以及2026年的投资机遇做出了深度前瞻。 作为华尔街最具影响力的科技股分析师之一,Dan Ives拥有超过25年的从业经验。他以对苹果(Apple)、特斯拉(Tesla)以及微软(Microsoft) 等科技巨头的精准追踪而闻名,被誉为华尔街最坚定的"科技多头"。 当市场在质疑AI估值是否过高时,Dan Ives始终站在前线,用严密的底层逻辑拆解这场"第四次工业革命"。他提出的"AI派对"论和"1995时刻"论, 已成为科技投资者的重要参考指南。 以下是华尔街见闻整理的精华内容: 谈AI现状:这是一场持续到凌晨4点的派对 1. AI派对刚过半: 如果这场AI派对从晚上9点开始,持续到凌晨4点,那么现在才10点半。空头正隔着窗户观望,而多头还在舞池 中。 2. 并非泡沫的"1996时刻": 我认为现在更像是1996年(互联网爆发前期),而非1999年(泡沫破裂前夕)。当时的初创公司靠PPT 融资,而现在的AI ...
iPhone存储空间用完就坏?苹果回应;阿里钉钉启动“D计划”项目,或剑指AI硬件新形态;茉酸奶关店已超500家丨邦早报
创业邦· 2025-12-20 01:09
Group 1 - Apple responds to concerns about iPhone storage issues, stating that users should maintain at least 1GB of free space for optimal performance [3][4] - ByteDance is advancing partnerships with hardware manufacturers like Vivo and Lenovo to develop AI phones, aiming to pre-install AIGC plugins [4] - Alibaba's DingTalk has initiated a secret project called "D Plan," potentially targeting AI hardware, with speculation about launching a product similar to "Doubao phone" [4] Group 2 - Over 500 stores of Mooson Milk have closed, with the founder Zhao Bohua completely exiting the company [6] - SF Express has confirmed its exit from the Douyin e-commerce return service, stating that the contract naturally expired [6] - XREAL won a lawsuit against VITURE for patent infringement, leading to a ban on VITURE products in nine European countries [6] Group 3 - Li Auto has restructured its supply chain department, merging the "Parts Cluster" into the "Manufacturing" department, with nearly 1,000 employees affected [7] - Xiaomi has obtained an L3 level road testing license for its autonomous vehicles in Beijing [7] - Neta Auto is undergoing bankruptcy restructuring, with a management trustee selected to oversee the process [7] Group 4 - Apple's first foldable phone, iPhone Fold, is delayed in mass production until the second half of 2026, with potential supply shortages expected [9] - SoftBank is racing to fulfill its $22.5 billion funding commitment to OpenAI by the end of the year [9] - Elon Musk predicts the gradual extinction of traditional fuel vehicles, emphasizing the future competitiveness of smart vehicles [9] Group 5 - Ford is recalling over 270,000 electric and hybrid vehicles in the U.S. due to parking function issues that could lead to rollaway risks [9] - Geely's autonomous driving unit is undergoing personnel changes, with key scientists leaving the company [9] - ChatGPT mobile app user spending has surpassed $3 billion, with projections for significant growth in the coming years [9] Group 6 - Meta's former chief AI scientist Yann LeCun plans to raise €500 million for his new AI startup, aiming for a valuation of around €3 billion [12] - OpenAI is reportedly planning to raise up to $100 billion, potentially reaching a valuation of $830 billion [12] - Galaxy Z TriFold, Samsung's new foldable phone, has launched in China, starting at ¥19,999 [18]