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国泰海通|电子:互联网大厂加速AI布局,国产算力需求增长可期
Core Viewpoint - Tencent is accelerating its AI application layout and online tool mini-program growth plan, which is expected to benefit domestic computing power [2][3]. Group 1: Tencent's AI Application Growth Plan - Tencent officially launched the AI application and online tool mini-program growth plan on January 5, 2026, allowing developers to use Tencent's flagship models for free during a one-year incentive period [2]. - Developers will receive comprehensive backend support for mini-programs, free AI computing power, and access to a total of 100 million tokens for the latest text generation model and 10,000 credits for the image generation model [2]. - The platform will provide traffic incentives and an ad integration solution that allows for intelligent ad placements without development requirements, which is expected to accelerate the development of AI mini-programs and applications [2]. Group 2: Industry Trends and Competitors - Major internet companies are accelerating their AI layouts and commercial monetization, with ByteDance and Alibaba also launching significant AI projects [3]. - ByteDance plans to release the Doubao phone by December 1, 2025, integrating AI features into the operating system, while Alibaba is launching the Qianwen project to develop an app that competes with ChatGPT [3]. - The growth of AI applications and edge-side AI is anticipated to drive demand for domestic computing power [3]. Group 3: Catalysts for Growth - The introduction of new AI business models and the release of popular AI applications are seen as key catalysts for growth in the sector [4].
港股通1月6日成交活跃股名单
1月6日恒生指数上涨1.38%,南向资金全天合计成交金额为1333.53亿港元,其中,买入成交681.16亿港 元,卖出成交652.37亿港元,合计净买入金额28.79亿港元。具体来看,港股通(深)累计成交金额 523.24亿港元,买入成交271.14亿港元,卖出成交252.10亿港元,合计净买入金额19.03亿港元;港股通 (沪)累计成交金额810.29亿港元,买入成交410.02亿港元,卖出成交400.27亿港元,合计净买入金额 9.75亿港元。 | 代码 | 简称 | 成交金额(万港元) | 成交净买入(万港元) | 今日涨跌幅(%) | | --- | --- | --- | --- | --- | | 02318 | 中国平安 | 327922.94 | 184022.39 | 4.96 | | 09988 | 阿里巴巴-W | 942273.47 | 161948.26 | -1.31 | | 02628 | 中国人寿 | 84226.17 | 58810.11 | 4.29 | | 01810 | 小米集团-W | 388867.98 | 49658.90 | -1.47 | | 01024 | ...
AI会导致人类升智,还是降智?
虎嗅APP· 2026-01-06 13:46
Core Argument - The article discusses a debate on whether AI will lead to an increase or decrease in human intelligence, highlighting the urgency of this question in the context of AI's evolving role in society [4]. Group 1: Pro Argument (AI Increases Intelligence) - Proponents argue that AI allows humans to delegate mundane tasks, enabling them to focus on higher-level cognitive activities such as strategic thinking and creativity, thus enhancing intelligence [6][8]. - The argument emphasizes that AI can handle time-consuming tasks like data organization and drafting, allowing humans to allocate their cognitive resources more effectively [8]. - The debate suggests that the perception of decreased intelligence may stem from the shift in the types of cognitive tasks that are valued in the AI era, rather than a true decline in intelligence [20][21]. Group 2: Con Argument (AI Decreases Intelligence) - Opponents express concern that AI, particularly in applications like short video recommendations, can lead to decreased attention spans and critical thinking, resulting in a form of intellectual decline [10][11]. - They argue that the ease of access to AI-generated content may foster dependency, reducing the need for original thought and creativity, which are essential human traits [12][14]. - The debate highlights the risk of AI reinforcing homogeneity in thought, as AI-generated outputs often lack true creativity and originality, leading to a dilution of meaningful human perspectives [11][12]. Group 3: Implications and Future Considerations - The discussion raises questions about the evolving standards of intelligence in the AI era, suggesting that traditional metrics may no longer apply as new cognitive skills become more relevant [19][44]. - It is noted that while some cognitive abilities may diminish, new skills related to navigating and utilizing AI effectively will emerge, indicating a shift rather than a loss of intelligence [47]. - The debate concludes with a call for a balanced approach to AI, recognizing its potential benefits while remaining vigilant about its risks and implications for human cognition [52][53].
腾讯启动AI小程序成长计划,这是微信成为“AI智能体”的一步
36氪未来消费· 2026-01-06 12:14
"微信最终会推出一个AI智能体"。 作者 | 王毓婵 编辑 | 乔芊 腾讯总裁刘炽平曾说,他认为理想的蓝图是,"微信最终会推出一个AI智能体"。 为了达成这个目标,腾讯再一次发挥了平台的优势:1月5日,微信宣布推出「AI应用及线上工具小程序成长计划」。 具体来说,该计划将提供云开发资源、AI算力、数据分析、广告变现及流量激励等支持,帮助开发者在微信生态内落地AI小程序。 根据腾讯方面发布的公告,本次成长计划的激励期为2026年1月1日至2026年12月31日,覆盖了开发、运营、变现等核心环节,激励内容包括: 所有线上类应用均可参与计划,包括线上工具、AI原生及娱乐类小程序等。 微信欢迎什么样的AI小程序? 腾讯在公告中列举了一些标杆性案例——利用大模型将信息游戏化,吸引用户持续参与问答互动的《猜盐》小程序;通过AI生图能力为书法、国画、油画 等图像作品加框美化的《传图加画框》小程序;以及AI绘画生图小程序《风格转换器》、黄金资产管理小程序《金攒攒》等等。 此外,还有视频创作、教育、文字工作等细分领域的工具类小程序如《配音神器》、《写作鹅》、《作文说》等。 可以看出,微信的标杆性AI小程序与传统小程序一样,仍然 ...
2026年格隆汇“下注中国”十大核心资产涨疯啦!
格隆汇APP· 2026-01-06 11:23
前瞻性布局落地,核心资产引领市场上涨! 2026年开年,A股、港股市场暖意融融,格隆汇研究院凭借对中国经济趋势与产业升级的深刻洞察,前瞻性挖掘优质核心资产,元旦期间重磅 推出的"下注中国"十大核心资产组合,开年即迎来强势爆发,用实打实的涨幅印证了专业筛选的硬实力! | 核心资产 | 证券代码 | 总市值(亿人民币) | 行业/题材/概念 | 被PK掉的其他选择 | | --- | --- | --- | --- | --- | | 中际旭创 | 300308 A股 | 6,778 | AI算力/先进制造 | 新易盛、中芯国际、立讯精密、宁德时代 | | 腾讯 | 00700 H股 | 49,160 | AI应用 | 网易、小米集团-W、快手 | | 阿里巴巴 | 09988 HKS | 24,500 | AI/云计算 | 地平线-W、百度、拼多多、美团 | | 黄金ETF | 518880 AM | | 有色金属 | 紫金矿业、中国宏桥 | | 洛阳辑业 | 603993 AK | 4,279 | | 股大数据 锡业股份、华友钻业 | | 中国平安 | 601318 A股 | 12,400 | 金融 | . ...
腾讯元宝回应“AI骂人”已启动内部排查和优化
Qi Lu Wan Bao· 2026-01-06 11:14
中新 近日,有网友反映,自己在使用腾讯元宝改代码时,多次收到AI的侮辱性回复,并发现其存在乱回的情况。1 月5日,腾讯元宝方面向中新网表示,经核查,这是小概率的模型异常输出,与用户操作无关,已启动内部排查 和优化,会尽量避免类似情况。 ...
智通港股通活跃成交|1月6日
智通财经网· 2026-01-06 11:04
| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 50.49 亿元 | +20.61 亿元 | | 中芯国际(00981) | 44.27 亿元 | -2.40 亿元 | | 腾讯控股(00700) | 41.10 亿元 | +1125.55 万元 | | 小米集团-W(01810) | 22.44 亿元 | +4.85 亿元 | | 中国平安(02318) | 16.93 亿元 | +7.60 亿元 | | 中国移动(00941) | 15.86 亿元 | -8.75 亿元 | | 美团-W(03690) | 14.03 亿元 | -1.81 亿元 | | 金风科技(02208) | 13.34 亿元 | +1.71 亿元 | | 中国海洋石油(00883) | 13.25 亿元 | -4078.33 万元 | | 国泰君安国际(01788) | 13.24 亿元 | +2.10 亿元 | 深港通(南向)十大活跃成交公司 智通财经APP获悉,2026年1月6日当天,阿里巴巴-W(09988)、中芯国际(00981)、腾讯控股(00700 ...
腾讯:以6.356亿港元回购100万股
Jin Rong Jie· 2026-01-06 09:57
腾讯控股于1月6日以6.356亿港元回购100万股股票。 本文源自:金融界AI电报 ...
南向资金 | 中国平安获净买入18.40亿港元
Di Yi Cai Jing· 2026-01-06 09:46
南向资金近日净买入28.79亿港元,中国平安、阿里巴巴-W、中国人寿净买入额位列前三,分别获净买 入18.40亿港元、16.19亿港元、5.88亿港元。净卖出方面,中国移动、腾讯控股、华虹半导体分别遭净 卖出8.75亿港元、8.04亿港元、2.08亿港元。 ...
腾讯控股1月6日斥资6.36亿港元回购100.3万股
Zhi Tong Cai Jing· 2026-01-06 09:33
腾讯控股(00700)发布公告,于2026年1月6日,该公司斥资6.36亿港元回购100.3万股。 ...