Workflow
TENCENT(00700)
icon
Search documents
腾讯投资拓竹,3D打印市场卷疯了:大疆才是幕后超级赢家?
3 6 Ke· 2025-11-26 03:45
成立仅五年时间,最近三年蝉联全球桌面级 3D 打印设备销量冠军,被誉为国内成长速度最快的 2020 世代企业之一——这家公司名为拓竹科技(Bambu Lab),其创始团队陶冶和高修峰、刘怀宇、陈子涵、吴伟,均出自大疆创新。 据硬氪报道,拓竹接近完成新一轮融资,腾讯参投,公司估值或达 100 亿美元。媒体就上述信息和拓竹、腾讯方面求证,双方均表示消息不实。 2024 年,拓竹营收约 60 亿人民币,出货量约 120 万台,全球消费级 3D 打印机市场占有率约 29%。 拓竹 A1(来源:拓竹) 腾讯与大疆锚定了3D打印赛道 作为目前的行业领头羊,拓竹此前就与腾讯展开合作。今年 7 月,拓竹与腾讯云达成全面合作,旗下 3D 模型平台 MakerWorld 全面接入腾讯混元 3D 生 成模型。 生成式 AI 带来的用户 3D 建模门槛降低,被认为是 3D 打印机市场开始爆发的关键推手。 MakerWorld(来源:拓竹) 值得一提的是,腾讯也是 3D 打印机企业创想三维的股东之一。创想三维,正在冲击港股 IPO,意欲成为「消费级 3D 打印第一股」。 Precedence Research 报告显示,全球 3D 打 ...
腾讯混元3D上线国际站
Mei Ri Jing Ji Xin Wen· 2025-11-26 03:21
每经AI快讯,11月26日,腾讯混元3D创作引擎正式推出国际站,面向国际用户开放。用户可以直接输 入文字描述、图片、草图等,构建高质量3D作品。同时,混元3D模型API在腾讯云国际站上线,开发 者和企业用户可以通过该接口接入模型能力。 ...
多项榜单斩获SOTA!腾讯混元OCR模型宣布开源,云计算ETF天弘(517390)跟踪指数大涨近3%,机构:AI之光指明算力主线
Sou Hu Cai Jing· 2025-11-26 03:09
Core Insights - The cloud computing ETF Tianhong (517390) has seen a significant increase in trading volume and performance, with a 2.77% rise in the underlying index and notable gains in constituent stocks like Shiji Information (10.00%) and Zhongji Xuchuang (9.40%) [1] - The Sci-Tech Innovation Index ETF Tianhong (589860) also performed well, with a 0.81% increase in the underlying index and substantial gains in stocks such as Mingwei Electronics (20.01%) and Jindike (20.00%) [1] - The cloud computing ETF has experienced a growth of 76.64 million yuan in scale over the past six months, indicating strong investor interest [1] Product Highlights - The cloud computing ETF closely tracks the CSI Hong Kong-Shenzhen Cloud Computing Industry Index, covering major markets and including significant players like Alibaba and Tencent, thus capturing development opportunities in the cloud computing sector [2] - The Sci-Tech Innovation Index ETF covers 97% of the market capitalization of the Sci-Tech Innovation Board, with a balanced allocation in sectors like semiconductors, artificial intelligence, and biomedicine, representing over 80% of strategic emerging industries [2] Recent Events - Tencent's Hunyuan released a lightweight open-source OCR model that has achieved state-of-the-art performance in various industry applications, indicating advancements in OCR technology and its potential for broader applications in sectors like government and finance [5] - Ant Group's AI assistant "Lingguang" has rapidly gained popularity, surpassing 2 million downloads within six days, reflecting strong market demand for general AI applications [6] Institutional Perspectives - Tianfeng Securities expresses optimism about investment opportunities in the AI computing industry chain, highlighting ongoing developments in both China and the U.S. and suggesting a focus on AI applications and related sectors [7]
智通港股回购统计|11月26日
Zhi Tong Cai Jing· 2025-11-26 02:14
智通财经APP获悉,摩比发展(00947)、方正控股(00418)、石四药集团(02005)、网龙(00777)、蒙牛乳业 (02319)、陆氏集团(越南)(00366)、津上机床中国(01651)、富智康集团(02038)、康臣药业(01681)、威高 股份(01066)、天福(06868)、明源云(00909)、中国石油化工股份(00386)、昊海生物科技(06826)、中国飞 鹤(06186)、瑞声科技(02018)、绿城服务(02869)、移卡(09923)、滨海投资(02886)、腾讯控股(00700)、首 佳科技(00103)、联易融科技-W(09959)、中远海控(01919)、固生堂(02273)、燕之屋(01497)、()、小米集 团-W(01810)、名创优品(09896)、博雅互动(00434)、中集集团(02039)、德康农牧(02419)、易点云 (02416)、太平洋航运(02343)、MONGOL MINING(00975)、畅捷通(01588)、碧桂园服务(06098)、叮当 健康(09886)、希玛眼科(03309)、粉笔(02469)、荃信生物-B(02509)、微泰医疗- ...
腾讯Level Infinite与SHIFT UP达成新游《Project Spirits》发行协议
Ge Long Hui A P P· 2025-11-26 02:09
格隆汇11月26日|腾讯旗下国际游戏业务品牌Level Infinite今日宣布,已与韩国游戏开发商SHIFT UP签 订跨平台游戏《Project Spirits》的发行协议。《Project Spirits》是由SHIFT UP与腾讯旗下关联公司永星 互动共同开发,基于虚幻引擎5开发的面向PC、主机与移动端的跨平台游戏。Level Infinite也是SHIFT UP手游《胜利女神:妮姬》的全球发行商。 ...
新加坡AISG计划放弃Meta转向阿里千问,港股科技ETF(159751)涨超1.1%
Sou Hu Cai Jing· 2025-11-26 02:03
Group 1 - The core viewpoint of the news highlights a positive market sentiment driven by favorable factors such as the Federal Reserve's dovish stance and a call between the US and Chinese leaders, leading to a collective rise in major indices [1] - The AI industry chain is a focal point, with hardware sectors like Google's OCS concept and Meta's potential multi-billion dollar procurement of Google's TPU driving significant gains in related stocks [1] - The application side sees a shift in sentiment with Singapore's AISG moving away from Meta towards Alibaba's Qianwen, further boosting AI applications and leading to new highs in core stocks, which also positively impacts gaming stocks [1] Group 2 - Dongwu Securities notes a reduction in short-term risk factors for the Hong Kong stock market, suggesting that the current position is attractive for medium to long-term investment [2] - The expectation of a potential interest rate cut by the Federal Reserve in December could support a rebound in the Hong Kong market [2] - The upcoming Central Economic Work Conference in December may refocus market attention on policy, which has not yet been fully priced in [3] - The narrative around the AI technology bubble in the US has weakened, leading to a significant pullback in Hong Kong tech stocks, which now present an attractive investment opportunity [4] Group 3 - The Hong Kong Technology ETF closely tracks the CSI Hong Kong Stock Connect Technology Index, which selects 50 large-cap, high R&D investment, and high revenue growth tech companies to reflect the overall performance of tech leaders in the Hong Kong Stock Connect [5] - As of October 31, 2025, the top ten weighted stocks in the CSI Hong Kong Stock Connect Technology Index account for 66.81% of the index, including major players like Alibaba, Tencent, and BYD [5]
“免密支付”:如何平衡安全与便捷
Jin Rong Shi Bao· 2025-11-26 00:56
我在哪些平台开通了"免密支付"?怎么关掉它?如何防范免密支付风险? 此外,淘宝、京东、拼多多等购物平台以及各类视频、外卖、出行App中,也常有类似的授权服 务,建议定期进入"支付设置"中检查,及时查看"免密支付"授权。 对于我们普通人来讲,如何防范"免密支付"风险?要记住这三招,守好"钱袋子":一是定期清理授 权,非必要不开通。养成定期检查"免密支付"和自动续费服务的习惯,对不常用、不信任的服务及时关 闭相关服务。如果不是高频使用场景,可以选择不开启"免密支付",尤其是老年人、未成年人使用的账 户。 二是强化手机设备和账号安全防护。通过设置复杂密码并定期更换,开启双重验证等方式提高安全 防护水平。同时,要提高风险识别能力,警惕营销陷阱,避免在公共设备留存支付信息。 ——网友"薯条儿" 坐公交"嘀"一声购票、便利店随手一刷买单、视频会员自动续费不中断……你有没有发现,现在花 钱越来越"无感"了。随着移动支付的普及,"免密支付"因其高度便捷性,成为不少人的支付首选。 轻轻一点,无须输密码,交易瞬间完成,确实省时又省心,但方便的背后,也藏着不少"坑"。有网 友吐槽,家里老人误触开通"免密支付",月底对账时才发现"悄 ...
智通港股通持股解析|11月26日
智通财经网· 2025-11-26 00:32
智通财经APP获悉,根据2025年11月25日披露数据,中国电信(00728)、大眾公用(01635)、绿色动 力环保(01330)位居港股通持股比例前3位,分别为72.65%、70.66%、69.50%。此外,阿里巴巴-W (09988)、小米集团-W(01810)、腾讯控股(00700)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+44.12亿元、+31.53亿元、+17.52亿元;药明生物(02269)、晶泰控股(02228)、赣锋 鋰业(01772)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-5.47亿元、-5.03亿 元、-3.00亿元。 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) | 100.83亿股 | 72.65% | | 大眾公用(01635) | 3.77亿股 | 70.66% | | 绿色动力环保(01330) | 2.81亿股 | 69.50% | | 昊天国际建投(01341) | 74.74亿股 | ...
智通港股沽空统计|11月26日
智通财经网· 2025-11-26 00:26
智通财经APP获悉,长城汽车-R(82333)、京东集团-SWR(89618)、中银香港-R(82388)上一交易日沽空比 率位于前三位,分别为100.00%、94.41%、93.33%。阿里巴巴-SW(09988)、小米集团-W(01810)、腾讯 控股(00700)的沽空金额位居前三,分别为46.33 亿元、14.48 亿元、10.11 亿元。中银香港-R(82388)、中 国平安-R(82318)、中国海洋石油-R(80883)的偏离值位居前三,分别为56.68%、51.38%、48.09%。 | 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 阿里巴巴-SW(09988) | 46.33 亿元 | 19.96% | 3.93% | | 小米集团-W(01810) | 14.48 亿元 | 11.32% | -5.60% | | 腾讯控股(00700) | 10.11 亿元 | 10.84% | -5.18% | | 快手-W(01024) | 6.95 亿元 | 19.47% | -3.19% | | 小鹏汽车-W(09868) | 5. ...
贾跃亭IP公司开店铺,一件夹克799;理想汽车将发布AI眼镜;贝壳找房被爆大裁员;马斯克正推进用Grok替代员工丨邦早报
创业邦· 2025-11-26 00:08
Group 1 - Beike's large-scale layoffs involve a 30% reduction in overall staff, with a 50%-60% cut in management levels P8 and above, reflecting survival anxiety after a Q3 report showing a 36.1% drop in net profit to 747 million yuan [2] - Alibaba's Q2 revenue reached 247.8 billion yuan, slightly above estimates, but adjusted net profit fell to 10.35 billion yuan, significantly below expectations [4] - ByteDance plans to launch a new PICO product in 2026, featuring a self-developed chip for real-time processing of high-definition video, with a pixel density nearly nine times that of the iPhone 17 Pro Max [4] Group 2 - NIO's founder expressed confidence in achieving profitability in Q4 2025, driven by strong orders for high-margin models like the new ES8 [13] - Novartis China plans to adjust its county-level business operations starting January 2026, while maintaining its commitment to the county healthcare market [13] - The "Fu Gui Niao" brand is now under new management, which claims that its operations are healthy and normal despite previous bankruptcy reports of its former entity [14] Group 3 - Huawei launched the Mate X7 foldable phone, starting at 12,999 yuan, featuring the Harmony OS 6 and multiple memory configurations [19] - The global smart ring market is expected to see shipments exceed 4 million units in 2025, with Oura holding a 74% market share in the first half of that year [22] - Amazon is pushing its in-house AI programming tool Kiro, advising engineers to avoid third-party tools [15]