TENCENT(00700)
Search documents
2026综艺展望:止颓之后,如何劈开行业新生机?
3 6 Ke· 2026-01-06 00:19
从当前娱乐环境来看,综艺对长视频平台而言更像一把双刃剑。 与长剧相比,综艺避免了与短剧的正面竞争,所受冲击相对较小。同时,更短的制作周期使其能更敏捷地捕捉受众审美与大众关切,成为长视频应对短内 容竞争的独特武器。但相应地,文娱市场的波动也往往更直接地影响综艺市场。 身处行业寒冬,新的一年里,综艺从业者正在迎接或尝试各种大小变革,等待并寻找新的市场机遇,试图在逆境中开拓一线生机。 让每个人都有刚需内容可看 从爱优腾芒目前已公布的综艺片单来看,2026年综艺最大的特点是缺乏单一明确的主赛道,所有题材与新老节目都在寻求变化。 其中,喜剧综艺、音乐综艺、旅行综艺是三大基石,构成了综艺满足大众需求的基本盘。在选秀节目缺席的背景下,喜剧综艺承担起推新人、造话题的重 任,爱优腾三大长视频平台今年将继续发力,以喜剧内容激活市场。 《脱口秀和TA的朋友们3》《喜剧之王单口季3》两大王牌仍将在暑期展开巅峰对决。目前两档节目仍处于前期筹备阶段,选手阵容、赛制调整与内容升 级方向尚未最终确定,但可以确定的是,它们将继续共同做大市场,将大众目光聚焦于脱口秀领域。对低迷的综艺市场而言,这样的良性竞争与合力提振 尤为珍贵。 除两大王牌外, ...
1月6日早餐 | CES第一波新品亮相;贵金属大涨
Sou Hu Cai Jing· 2026-01-06 00:13
大家早上壕! 先看海外要闻: 道指盘中首次站上49000点,随后涨幅回落但依旧创历史新高,小盘股指涨幅居前。美股收盘标普500 涨幅0.64%,道指涨幅1.23%,纳指涨幅0.69%。 特斯拉涨超3%,亚马逊涨逾2%,苹果跌超1%。雪佛龙上涨超5%,特朗普表示大型美国石油公司将 投资委内瑞拉。 纳斯达克金龙中国指数收涨0.49%,中概股索威尔收涨超53%,脑再生科技涨超31%,老虎证券涨超 6%,再鼎医药涨超4%。 避险情绪下,美债收益率普跌,疲软的ISM数据公布后,10年期收益率进一步下行、走低4.3个基点。 美元下跌,回吐了因短线避险情绪带来的涨幅。比特币大涨,重返9.5万美元附近。以太坊一个月来 首次站上3200美元关口。 贵金属大涨,现货黄金涨超2.5%,现货白银大涨5%,纽约银日内一度暴涨近10%。伦铜首次升至 13000美元。原油先跌后涨,WTI原油较日低涨超3.6%。 英伟达在CES发布新一代Rubin平台,推理成本较Blackwell降10倍,拟下半年发货。英伟达"内驱"无 人驾驶汽车将至,发布首个链式思维推理VLA模型。 背靠OpenAI的机器人初创1X亮相CES展示家务机器人,售价2万美元 ...
8点1氪丨网约车司机捡乘客相机拒不归还,曹操出行回应;雷军再谈“丢轮保车”:非常成熟的安全设计;段永平否认卖课带货
3 6 Ke· 2026-01-06 00:04
Group 1 - A passenger lost a DJI Pocket 3 camera worth over 3,000 yuan in a ride with Cao Cao Chuxing, and the driver refused to return it after receiving a payment of 50 yuan [2] - Cao Cao Chuxing has permanently banned the driver's account and is cooperating with the passenger to report the incident to the police while promising to compensate the passenger [2] Group 2 - Xiaomi's CEO Lei Jun responded to claims about the "wheel loss protection" design in their cars, stating it is a mature safety design used in many luxury vehicles [2][3] - The "wheel loss protection" strategy aims to prevent the wheel hub from causing secondary injuries to passengers during severe collisions [3] Group 3 - Venezuela's oil exports have nearly dropped to zero due to U.S. sanctions, leading to a saturation of domestic oil storage facilities [4][5] - The Venezuelan state oil company has begun to cut crude oil production and is implementing emergency measures to close some oil fields [4] Group 4 - The 2026 childcare subsidy application started on January 5, allowing eligible applicants to apply online or offline [6] - The new application process includes a renewal feature for those who applied in 2025 and meet the criteria for the new year [6] Group 5 - Microsoft China’s chairman Hou Yang denied rumors of leaving for ByteDance, clarifying that he is not considering a job change [6] - Tencent's AI product, Yuanbao, faced backlash for generating offensive responses, and the company is investigating the issue [6] Group 6 - The founder of Double Star Mingren, Wang Hai, announced a severance of ties with his son and daughter-in-law due to their U.S. citizenship [7] - The company, established in 1921, is one of China's earliest national shoe manufacturing brands [7] Group 7 - A court ruling ordered Xu Xiang and Xu Changjiang to compensate 23 investors over 3.29 million yuan, with the company Wenfeng Shares bearing joint liability [8] Group 8 - The company Pangu Technology announced the completion of over 100 million yuan in Pre-A round financing to support RRAM technology research and team expansion [19] - The AI automation platform Jiukexin completed B2 round financing, raising over 100 million yuan for product development and market expansion [20] Group 9 - Tencent's AI workbench, ima, launched a new feature for generating PowerPoint presentations, allowing users to create slides using personal knowledge bases [24] - NetEase Youdao's AI answering pen introduced a generative video explanation feature, marking a significant upgrade in AI learning hardware [25]
AI大模型也会“骂人”了?腾讯元宝回应:与用户操作无关,也不存在人工回复,模型输出异常
Sou Hu Cai Jing· 2026-01-05 22:50
AI大模型也会"骂人"了? 近日,有网友在社交平台发帖称,"用元宝改代码被辱骂+乱回",据网友表示,使用腾讯元宝AI美化代码时,多次收到AI的侮辱性回复,例 如"滚""自己不会调吗""天天浪费别人时间"等。截图显示,用户仅提出常规修改需求,AI却突然表现出攻击性。 记者获悉,腾讯元宝官方账号在评论区回复称,"非常抱歉给您带来不好的体验,先打个包票:元宝绝对是纯纯的AI,没有真人回复!针对这个问 题,我们也快排查定位,给您一个反馈。您看可以在APP提交下日志吗?我们排查下。方便的话,辛苦您在【设置】-【意见反馈】填写简单反馈- 【打开"允许上传日志"】,提交就可以啦。" 1月3日,腾讯元宝官方账号在评论区回复,"非常抱歉给您带来了不好的体验,我们根据日志进行了相关核查,与用户操作无关,也不存在人工回 复,属于小概率下的模型异常输出。" 腾讯元宝表示,在内容生成过程中,模型偶尔可能出现不符合预期的失误,这也是元宝持续需要改进的地方。针对这个问题元宝也启动了内部排 查和优化,会尽量避免类似情况。"感谢大家的反馈与提醒,再次向您致歉!" 目前AI大模型整体的话术能力已经到了较高水平,此前在"罗永浩的十字路口"之年度科 ...
影响市场重大事件:爱思达航天增资212.13%,已启动科创板IPO辅导;中国航天科技集团商业火箭公司增资至13.96亿;四川全力突破低空智能和类脑智能等方面关键核心技术
Mei Ri Jing Ji Xin Wen· 2026-01-05 22:19
Group 1: Investment and Capital Increase - China Aerospace Science and Technology Corporation's commercial rocket company increased its registered capital from 1 billion RMB to 1.396 billion RMB, a growth of 39.6% [1] - Tianjin Aisida Aerospace Technology Co., Ltd. raised its registered capital from 51.26 million RMB to 160 million RMB, an increase of approximately 212.13% [2] Group 2: Technological Developments - ByteDance's "Doubao" AI glasses are set to enter the shipping phase, featuring a self-developed spatial algorithm module and weighing less than 50 grams, with a starting price expected to be under 2000 RMB [3] - Sichuan Province is advancing the construction of a national integrated computing network and data infrastructure, focusing on secure data circulation and utilization [4] - Sichuan is also exploring local legislation to promote artificial intelligence and digital economy initiatives, including potential regulations for digital economy and AI industries [5] - The province aims to break through key technologies in advanced computing, embodied intelligence, low-altitude intelligence, and brain-like intelligence [6] - Sichuan targets a total computing power scale of 40 EFLOPS within 3-5 years, alongside the establishment of numerous digital transformation centers and industry clusters [7] Group 3: AI and Digital Economy Initiatives - Alibaba's Gaode has laid out plans for a world model and intends to release a new product application based on this model, which is currently ranked first in comprehensive scores [8] - WeChat has launched an AI mini-program growth plan, providing comprehensive support including cloud development resources and data analysis for the entire year of 2026 [9] - Beijing aims to accelerate the construction of a global AI innovation hub, targeting a core industry scale of over 1 trillion RMB within two years [10]
逾40家港股公司开年出手回购股份
Shang Hai Zheng Quan Bao· 2026-01-05 18:28
◎记者 黎灵希 2026年伊始,在市场整体实现"开门红"的背景下,港股公司回购热潮依然高涨。开年两个交易日,数十 家港股公司进行回购,多家公司开启新的回购计划,持续向市场传递积极信号。 Wind数据显示,截至1月5日下午6时,共有45家港股公司披露了近两个交易日的回购情况,其中3家公 司回购金额超千万港元。从行业分布看,回购股份的港股公司主要来自物业服务、互联网、医药等领 域,当中包括腾讯控股、吉利汽车、碧桂园服务、名创优品等行业龙头企业。 2026年以来,腾讯控股连续两个交易日出手回购,共计耗资约12.71亿港元,回购204.7万股。在刚刚过 去的2025年,腾讯控股共计回购130次,合计回购1.53亿股,累计回购金额超过800亿港元,连续四年稳 坐港股"回购王"位置。 首程控股同样在2026年伊始继续进行股票回购,耗资约1999.15万港元,回购约918.2万股。根据此前公 告,公司计划自2025年11月17日至2028年12月31日,回购不超过价值10亿港元的公司股份。首程控股表 示,该股份回购计划预计将为公司创造长期价值,进一步提升股东回报。 多家物业服务公司在新的一年以真金白银力挺自家公司股价。碧桂 ...
零一万物发布万智2.5企业级多智能体,智元机器人与MiniMax达成合作 | 蓝媒GPT
Sou Hu Cai Jing· 2026-01-05 15:58
Group 1 - Zero One Everything launched "Wanzhi 2.5 Enterprise Multi-Agent," showcasing advancements in enterprise AI transformation and demonstrating how multi-agents can streamline complex workflows previously requiring large teams [1] - The launch includes insights from industry experts and showcases practical applications like "Alternative Marketing Department" and "Alternative HR" [1] Group 2 - ByteDance's "Doubao" AI glasses are set to enter the shipping phase, developed in collaboration with Longqi Technology [2] - Zhiyuan Robotics partnered with MiniMax to enhance voice interaction capabilities in their robots, offering personalized voice synthesis and expanding entertainment applications [3] Group 3 - Tencent initiated an "AI Application and Online Tools Mini Program Growth Plan," providing comprehensive support including cloud development resources and AI computing power from January 1, 2026, to December 31, 2026 [4] - Tencent's AI workbench, ima, introduced a "Generate PPT" feature, allowing users to create slides using personal knowledge bases [5] Group 4 - NetEase Youdao upgraded its AI learning hardware "Youdao AI Answer Pen Space X" to include the first domestic AI "video Q&A" feature, transitioning from static text to dynamic video explanations [6] Group 5 - Alibaba's Amap achieved top scores in the WorldScore evaluation, indicating significant advancements in AI technology for understanding and simulating real-world dynamics, with plans to launch new applications benefiting local businesses [7]
南京熊猫电子股份近一个月首次上榜港股通成交活跃榜





Zheng Quan Shi Bao Wang· 2026-01-05 14:51
1月5日上榜港股通成交活跃榜个股中,南京熊猫电子股份为近一个月首次上榜。 证券时报·数据宝统计显示,1月5日港股通(包括沪市港股通及深市港股通)成交活跃股合计成交529.01 亿港元,占当日港股通成交金额的36.84%,净买入金额99.89亿港元。 上榜的成交活跃股中,阿里巴巴-W成交额为95.60亿港元,成交金额居首;其次是中芯国际、盈富基 金,成交金额分别为87.99亿港元、68.45亿港元。 以上榜次数统计,1月5日上榜个股中,近一个月上榜次数最多的是阿里巴巴-W、腾讯控股等,近一个 月均上榜17次,最受港股通资金关注。 南京熊猫电子股份为近一个月首次上榜,当日港股通成交额为16.35亿港元,成交净买入1.05亿港元,该 股当日收盘上涨39.75%。(数据宝) (文章来源:证券时报网) 1月5日港股通成交活跃股榜单 | 证券 | 证券简称 | 成交金额(亿 | 净买入金额(亿 | 近一个月上 | 最新收盘价 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 港元) | 港元) | 榜次数 | (港元) | (%) | | 0070 ...
腾讯控股(00700.HK)1月5日回购6.36亿港元,已连续32日回购
Zheng Quan Shi Bao Wang· 2026-01-05 14:51
今年以来该股累计进行2次回购,合计回购204.70万股,累计回购金额12.71亿港元。(数据宝) 证券时报·数据宝统计,腾讯控股在港交所公告显示,1月5日以每股617.000港元至627.500港元的价格回 购101.80万股,回购金额达6.36亿港元。该股当日收盘价624.500港元,上涨0.24%,全天成交额124.50 亿港元。 腾讯控股回购明细 自2025年11月18日以来公司已连续32日进行回购,合计回购3331.90万股,累计回购金额203.43亿港元。 其间该股累计下跌1.89%。 | 日期 | 回购股数(万股) | 回购最高价(港元) | 回购最低价(港元) | 回购金额(万港元) | | --- | --- | --- | --- | --- | | 2026.01.05 | 101.80 | 627.500 | 617.000 | 63555.47 | | 2026.01.02 | 102.90 | 624.000 | 600.500 | 63581.26 | (文章来源:证券时报网) ...
港股通1月5日成交活跃股名单
Zheng Quan Shi Bao Wang· 2026-01-05 14:44
成交活跃股方面,今日上榜个股中,南向资金成交金额最多的是阿里巴巴-W,合计成交额95.60亿港 元,中芯国际、盈富基金成交额紧随其后,分别成交87.99亿港元、68.45亿港元。以净买卖金额统计, 净买入的个股共有10只,盈富基金净买入额为68.26亿港元,净买入金额居首,该股收盘股价下跌 0.08%,快手-W净买入额为15.56亿港元,小米集团-W净买入额为10.19亿港元。净卖出金额最多的是腾 讯控股,净卖出9.19亿港元,该股收盘股价上涨0.24%,中国移动、南京熊猫电子股份遭净卖出4.06亿 港元、1.05亿港元。 今日上榜个股中,盈富基金、快手-W、小米集团-W等8只股同时上榜港股通(深)、港股通(沪)成 交活跃股, 盈富基金合计成交额68.45亿港元,成交净买入68.26亿港元,快手-W合计成交额53.10亿港 元,成交净买入15.56亿港元。腾讯控股合计成交额64.57亿港元,成交净卖出9.19亿港元。 从连续性进行统计, 有3只股获南向资金连续3天以上净买入,连续净买入天数较多的有华虹半导体、 小米集团-W、中芯国际,连续净买入天数分别为5天、3天、3天。以其间净买入金额统计,净买入金额 最多 ...