劲爆的东西来了。 2026年开年，腾讯正式进军AI社交赛道。 元宝直接一个大更新，开启了一个前所未有的玩法内测。 名字叫做，元宝派。 还有很多朋友跟我说，想玩，立刻想进，急急急急急急急急。 不过呢，没玩到的朋友也不用急，加入元宝派的方式其实非常简单。 先把元宝更新到最新版本，如果你被灰度到了，就能看到底部多出来一个功能栏，左边第二个，就是元宝派。 点进这个派，就可以通过右上角的加号来创建元宝派、邀请朋友进群了。 没被灰度到也没关系，找你被灰度到的好基友给你发邀请链接，你就可以直接加入你朋友的派。 现在你不仅可以和朋友们在元宝里水群。 跟群友一起，花式艾特元宝。 甚至可以，装成别的大模型和元宝对话。 说实话我真的没想到，大家进了元宝派的第一件事就是把自己的名字和头像改成各种大模型，导致我这个派的封面都变成了AI巨头开会。。。 果然出门在外，身份都是自己给的。。。 上面这几个派都是我建的，昨天拿到内测之后，太激动了，直接原地建了4个派。 当场在各个群里发邀请链接，几乎就是十几分钟就全部干到100人上限，大家也是库库水群，派里的群消息一会不看，就能直接就干到了99+。。。 太吓人了，比微信群还活跃。 这里为了让你们 ...

Core Viewpoint - The article discusses the upcoming changes in the domestic AI industry in 2026, highlighting significant investments in technology, increased competition among major players, and market segmentation [3][40]. Group 1: Major Players and Their Strategies - Tencent announced a cash giveaway of 1 billion yuan for the Spring Festival, aiming to replicate the success of its previous marketing campaigns [4][12]. - Baidu is also participating by offering 500 million yuan in cash for the Spring Festival and collaborating with Beijing TV for the event [12]. - ByteDance has secured a partnership with CCTV for the Spring Festival, focusing on its AI cloud service platform, Volcano Engine, although the exact sponsorship amount remains undisclosed [12][21]. - Alibaba is integrating its applications to create a super app, Qianwen, which will serve as a comprehensive platform for various services, including food delivery and navigation [12][29]. Group 2: Investment Trends - ByteDance's capital expenditure for 2025 is projected to be around 160 billion yuan, with plans to increase it to 300 billion yuan for 2026 [21]. - Alibaba announced a three-year investment plan of 380 billion yuan for AI development, which may be conservative according to their estimates [22]. - Tencent's AI capital expenditure for 2025 is expected to approach 100 billion yuan, focusing primarily on AI investments [22]. Group 3: Competitive Landscape - The current competitive landscape is likened to the Warring States period, with major players like ByteDance, Alibaba, Tencent, and Baidu each having distinct strengths [23][28]. - The article identifies a structure of "3+1" for the leading companies, with ByteDance, Alibaba, Tencent, and Baidu as the primary players, while other smaller firms are categorized under "5" and "N" for niche markets [24][25]. - The competition is shifting from pure model capabilities to application and entry point competition, indicating a broader strategic focus among the giants [13]. Group 4: Future Outlook - The year 2026 is anticipated to be a pivotal year for AI, characterized by significant technological investments, competitive differentiation, and market segmentation [40]. - The article suggests that while the current competition is intense, the ultimate winners remain uncertain, with potential for various companies to emerge as leaders [39][40]. - The need for a sustainable business model is emphasized, as many companies are currently relying on subsidies and user acquisition strategies that may not be viable long-term [39].

以下文章来源于黄青春频道 ，作者黄青春Youth 黄青春频道 . 看清流量迁徙的切面 热闹是 AI 的，微信闷声发 财 出品｜虎嗅黄青春频道 作者｜商业消费主笔 黄青春 题图｜视觉中国 1 月 15 日，"2026 微信公开课 PRO"在广州广交会展馆如期举行。尽管微信团队主动降噪去 PR 化、网上 信息寥寥，但笔者乘车前往会场时，司机都带着口音说，"琴日大把多人去咗边"。 抵达现场，果然挤得如同春运。上午 9-12 点，短剧、视频号、小程序等专场座无虚席，后面还站着两圈预 约的观众；下午 1-5 点，小游戏、小店、跨境专场，提前预约的观众仍然要提前半小时才能抢到座位—— 满满当当一天下来，讲师们神采昂扬，高密度信息扑面砸且一分钟不掉， 现场一口气甩出 30 个计划上线 或在筹备的新功能、新场景 ——显然，热闹是 AI 的，马上搞钱的路子总在闷声发财。 腾讯张军也在当晚写下一段文字感慨："今年的微信公开课已是第 12 届，今年主创团队来了不少 90 后甚至 00 后。从最初的线上直播到现在的线下聚会，它愈发回归创始初心——建立一个能够真正的交流平台。去 掉所有的包装，去掉所有的喧嚣。" 他还提及一个特别的分论 ...

百草味坚果礼盒重958克，实际坚果仅33克，因命名涉及误导遭网友投诉，客服称将向上级反馈 。 整理 ｜徐子欣 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 航班管家数据显示，截至1月26日，2026年2月已有49条航线取消全部航班，比一月进一步增加。2026年1月，中国大陆赴日本航班取消率达47.2%，较 2025年12月增长7.8个百分点。1月26日下午，国航、东航、南航陆续发布通知称，1月26日前出票，航班起飞日期在2026年3月29日（含）至2026年10月 24日（含）的日本进出港或经停航班，可免费退改签。在此之前，免费退改签政策执行到3月28日。（第一财经） 肯德基回应外送产品涨价，堂食价格保持不变 1月26日起，肯德基对旗下外送产品价格进行小幅调整，平均调整金额为0.8元，堂食价格维持不变，"疯狂星期四""周末疯狂拼""OK餐三件套"等热门优惠 套餐也保持原价稳定，此举引发市场对快餐行业外送定价策略的关注。 理想汽车内部会曝光：重启人形机器人 腾讯元宝春节派10亿现金，马化腾希望重现当年微信红包盛况 邵氏兄弟拟45亿收购正午阳光 保时捷中国首席执行 ...

Group 1 - Tencent plans to distribute 1 billion red envelopes during the Spring Festival, emphasizing user rewards over marketing expenses, according to CEO Ma Huateng [5][3] - Tencent's AI strategy focuses on long-term product competitiveness and user experience, with a decentralized approach to the WeChat ecosystem [5] - The company reported significant milestones in its cloud business, achieving scalable profitability [5] Group 2 - StepFun, a large model startup, secured over 5 billion RMB in financing, marking the highest single financing record in the large model sector in the past 12 months [8] - The funding will primarily support foundational model research and accelerate the "AI + terminal" strategy [8] - The company has established deep collaborations with major smartphone brands, achieving a model installation volume of over 42 million units [10] Group 3 - The global laptop shipment is projected to decline by 14.8% in Q1 2026 due to rising prices of key components like CPUs and memory [37] - The report indicates that the cost of laptop components, including DRAM and SSD, is expected to increase significantly, impacting overall production and shipment schedules [37][38] - The overall laptop shipment forecast for the year has been revised down from a 5.4% decline to a 9.4% decline [37] Group 4 - The UK has experienced the highest net job losses due to AI, with an 8% reduction in jobs over the past year, which is double the international average [42] - Despite a 11.5% increase in productivity due to AI, UK companies have reduced jobs, contrasting with job growth in the US [42] - The report highlights that the UK labor market is under pressure from rising wage costs and economic uncertainties, leading to the fastest layoff rates since 2020 [42][43] Group 5 - Porsche plans to reduce its dealer network in China from 114 to approximately 80, focusing on cost reduction and network optimization [32] - The company aims to enhance its competitiveness in the Chinese market by prioritizing quality over quantity in its sales strategy [32] - Porsche's sales in China have faced significant declines, with a 26% drop in deliveries in 2025 compared to the previous year [32]

完整早报音频，请点击标题下方小耳机收听 【马化腾质疑豆包手机安全性，豆包手机疑回应】 在 1 月 26 日 召开的腾讯公司年会上，腾讯公司 董事局主席马化腾首先发表讲话。马化腾提到，腾讯面对人工智能的机遇，首先思考的还是平台部门 如何跟新的人工智能的投资机会结合。"我们整个动作其实是慢了，一直到 2024 年底，我们的 AI 产 品元宝和混元大模型才转到 CSIG ，他们才开始正式做这个产品。"马化腾还提到了微信生态的 Agent 化。马化腾首先提到了字节和中兴手机联合推出的豆包手机，以及阿里千问接入宣布全面接入 淘宝、支付宝、淘宝闪购、飞猪、高德等阿里生态业务，打通 400 多项功能，他强调，腾讯一贯旗 帜鲜明的反对用黑产外挂的方式把用户的手机和电脑屏幕录屏传到云端，因为这是极其不安全、不负 责任的。 同日晚间， @ 豆包手机助手 发文称："我们理解外界对于手机助手安全与隐私的关注。豆包手机助 手严格遵循用户授权与合规的原则，仅在用户明确授权的前提下调用必要能力。此外，豆包手机助手 在云端处理用户手机屏幕内容时，严格遵循'不存储、不训练'的原则，数据传输过程加密，使用过程 有严格的保护措施，确保用户隐私安全 ...

Group 1 - The core viewpoint of the article discusses advancements in AI technology, particularly in applications such as restaurant reservations, language models for virtual assistants, image processing, and medical diagnostics [2][2][2][2] Group 2 - Qianwen responded to claims that its AI phone call feature for restaurant reservations was operated by humans, emphasizing the AI's ability to recognize over 50 complex emotions in real-time and its design considerations for restaurant operating hours [2] - Apple was in talks with AI startup Anthropic for a multi-year collaboration to enhance Siri with a new language model, but negotiations stalled due to financial disagreements, leading Apple to choose Google's Gemini model instead [2] - Tencent launched the Hunyuan Image 3.0 model, which supports image editing and multi-image fusion, featuring 8 billion total parameters and utilizing a mixed expert architecture for improved user input understanding [2] - Fudan University Zhongshan Hospital collaborated with Alibaba's Damo Academy to develop an AI model, DeepENE, for detecting lymph node metastasis, which outperforms human experts in diagnostic accuracy [2]

华润啤酒-R(80291)、安踏体育-R(82020)、李宁-R(82331)上一交易日沽空比率位于前三位，分别为 100.00%、100.00%、100.00%。泡泡玛特(09992)、小米集团-W(01810)、阿里巴巴-W(09988)的沽空金额 位居前三，分别为12.09 亿元、10.75 亿元、9.74 亿元。中国中车(01766)、李宁-R(82331)、中国平安- R(82318)的偏离值位居前三，分别为42.51%、38.82%、30.07%。 前十大沽空比率排行 | 股票名称 | 沽空金额 | 沽空比率↓ | 偏离值 | | --- | --- | --- | --- | | 华润啤酒-R(80291) | 19.28 万元 | 100.00% | 25.37% | | 安踏体育-R(82020) | 9.50 万元 | 100.00% | 12.50% | | 李宁-R(82331) | 10.09 万元 | 100.00% | 38.82% | | 联想集团-R(80992) | 456.22 万元 | 82.43% | 2.97% | | 中国平安-R(82318) | 397.47 ...

Economic Information - Tencent's chairman Ma Huateng expressed concerns about the "Doubao" phone, stating that using a plug-in to record screens from phones and computers to the cloud is "extremely unsafe and irresponsible" [2] - The price of lithium carbonate futures opened high but fell by 6.65% to 165,680 yuan/ton, with a reduction in open interest by 22,000 contracts to 416,700 contracts, indicating market divergence and reduced purchasing enthusiasm from downstream buyers [2] - Global production of lithium iron phosphate is expected to reach 70,000 tons by 2026, up from 28,500 tons last year, driven by applications in electric vehicles and digital consumption [3] Company Warnings - Dongfang Risen anticipates a net loss of 2.3 billion to 2.9 billion yuan in 2025, with no direct supply of photovoltaic products to commercial aerospace satellite companies [3] - 20CM's revenue from the aerospace sector is expected to account for less than 1% in 2025 [3] - Multiple companies, including Kai Pu Testing and Shengda Bio, are planning to reduce their shareholdings by up to 3% [3][4] Overseas Market Highlights - Gold and silver prices experienced significant corrections after reaching historical highs, with silver peaking at $117/oz before dropping to approximately $103.7/oz, and gold reaching $5,110/oz before falling back to around $5,010/oz [5] - The Nasdaq Golden Dragon China Index fell by 0.62%, with notable declines in stocks such as Baidu and Xpeng Motors [6] - U.S. natural gas prices surged due to severe cold weather, with futures exceeding $7/million BTU before retreating to about $6.5/million BTU [6] Industry Forecasts - The global laptop shipment is projected to decrease by 14.8% in the first quarter of 2026 due to rising prices of CPUs and memory chips, along with increased costs of components like PCBs and batteries [7]

21世纪经济报道 吴立洋 2026年的第一个月即将来到尾声，来看本周有哪些值得关注的游戏行业资讯。 行业动态方面，Sensor Tower发布《2026年亚太游戏广告投放趋势洞察》，报告数据显示，2025年全球 游戏行业数字广告支出全线增长。 国内公司方面，腾讯发布年度"反舞弊通报"，2025年腾讯内部查处了触犯"腾讯高压线"案件七十余起， 九十余人因触犯"腾讯高压线"被解聘；三七互娱前明星制作人陈夏璘宣布回归；海信2026影游旗舰E8S 新品联动《影之刃零》；中国儒意豪掷近亿投资爱诗科技。 合规监管及海外方面，意大利监管机构启动对动视暴雪独立调查，认为《暗黑破坏神：不朽》与《使命 召唤手游》存在诱导消费情况；育碧启动战略重组，将公司运营划分为五个"创意坊"；另一方面，前 《刺客信条》负责人向育碧索赔650万元，核心指控是育碧存在"推定解雇"。 电竞方面，沐瞳MLBB世界总决赛M7收官，来自菲律宾的Aurora PH战队夺冠，同时沐瞳宣布下一届 MLBB世界总决赛（M8）将于2027年在土耳其举办，这是该全球移动电竞赛事首度进入欧洲。 《2026年亚太游戏广告投放趋势洞察》发布 腾讯发布年度"反舞弊通报" 近 ...