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AI人才稀缺,腾讯提前“抢人”?
证券时报· 2026-01-30 10:57
1月30日,腾讯"青云奖学金"颁奖典礼在深圳举行。作为腾讯支持青年人才和科学研究的项目,"青云奖学金"首期评选出15位获 奖者,并为每位获奖者提供总价值50万元的激励,包括20万元现金和价值30万元的云异构算力资源。 "我们希望青年研究者敢于探索未知、富有创新精神,追逐那些大胆的、前沿的、具有长远影响力的科研方向,共同探索更广阔的科技前沿。"腾讯集团高 级副总裁、首席人才官奚丹说。 "确实会有一些同学会选择腾讯实习,或者说未来能够在腾讯就业,这也是我们欢迎的。它相当于是一个自由选择的过程,后续一旦这些同学选择来腾 讯,我们也会为他去匹配,他能够去发挥作用的战场,同时能够去为他提供各种各样的支持,这也是腾讯过往的一贯的做法。"罗海波说。 罗海波认为,在发掘一批优秀学者并为他们提供更多支持的同时,他也对AI领域未来的发展更有信心。"这只是一个开始,我觉得就像一个测试,我们知 道这样的路径是行得通的,未来我们会持续把这件事做下去。而且通过这样的测试,我们未来会有更多方式和方法挖掘更多优秀的年轻人才。" 证券时报记者在现场发现,前不久刚公布加入腾讯的腾讯首席AI科学家姚顺雨在本次颁奖典礼上现身,并为获奖者颁奖。不过, ...
雷军身家304亿美元超马云,张一鸣693亿美元身家登顶内地富豪榜
Xin Lang Cai Jing· 2026-01-30 10:26
比亚迪的王传福(228亿美元)、顺丰王卫(166亿美元)、泡泡玛特王宁(159亿美元)、长城汽车魏 建军(115亿美元)和DeepSeek梁文峰(115亿美元)分别排名第15名、23名、26名、42名和43名。 | 排名 | 姓名 | 财富来源 | 财富 亿美元 | 排名 | 性名 | 財富来源 | 財富 亿美元) | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 张一鸣 | 字节院动 | 693 | | 26 王宁 | 泡泡田特 | 128 | | 2 | 钟联顾 | 农夫山景/ 万秦生物 | 680 | 27 | ■仁贤 | 阳光电源 | 155 | | 3 | 马化腾 | 腾讯 | 627 | 28 | 正文平 | 恒立液压 | 154 | | 4 | 曾镀锌 | 宁德时代 | 562 | 29 | 朱义 | 自利大包 | 147 | | 5 | 丁晶 | 内方 | 440 | 30 | 装据表 | 宁德时代 | 147 | | 6 | 12 (4) | 拼多多 | 424 | 31 | 王伟修 | 中际儿创 | 143 | | 7 | ...
图解丨南下资金净买入石药集团、小米,净卖出紫金矿业、中国移动
Ge Long Hui· 2026-01-30 10:17
格隆汇1月30日|南下资金今日净买入港股32.22亿港元。其中: 净买入石药集团9.34亿、小米集团-W 9.14亿、盈富基金5.89亿、阿里巴巴-W 3.29亿、长飞光纤光缆2.41亿; 净卖出紫金矿业6.35亿、中国移 动5.41亿、中国海洋石油5.25亿、腾讯控股2.13亿、山东黄金2.06亿。 据统计,南下资金已连续20日净 卖出中国移动,共计159.752亿港元;连续5日净卖出紫金矿业,共计37.8638亿港元;连续5日净卖出中 芯国际,共计12.2751亿港元。(格隆汇) ...
北水动向|北水成交净买入32.22亿 石药集团(01093)宣布重磅BD交易 北水抢筹超9亿港元
智通财经网· 2026-01-30 10:05
智通财经APP获悉,1月30日港股市场,北水成交净买入32.22亿港元,其中港股通(沪)成交净买入20.39亿港元,港股通(深) 成交净买入11.83亿港元。 北水净买入最多的个股是石药集团(01093)、小米集团-W(01810)、盈富基金(02800)。北水净卖出最多的个股是紫金矿业 (02899)、中国移动(00941)、中海油(00883)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 19.71亿 | 14.47 乙 | 34.18亿 | | HK 09988 | | | +5.24 乙 | | 三洪察圖母 | 9.59亿 | 18.80亿 | 28.39亿 | | HK 00883 | | | -9.21 乙 | | 腾讯控股 | 9.62亿 | 13.83 Z | 23.45 乙 | | HK 00700 | | | -4.211Z | | 中国移动 | 8.72亿 | 14.14 Z | 22.86亿 | | HK 00941 | | | -5.411Z | | 中芯国际 | 11 ...
腾讯云实现规模化盈利,AI下半场继续发力AI与SaaS产品融合
Cai Jing Wang· 2026-01-30 09:58
不同于其他云厂商的竞争,腾讯云的竞争策略则是生态的健康可持续。杨晨表示:"腾讯云业务理念, 秉持的第一个原则,就是"生态大于生意"。腾讯云始终认为,好的生态会带来好的生意,所以对生态伙 伴的扶持是不遗余力的,此外,从公有云的角度来讲,腾讯云有一个简单的一句话描述,就是健康可持 续。腾讯云大幅度地剔除不健康的生意,专注于平台产品,专注于政策稳定、健康可持续。" 在与生态伙伴的合作上,腾讯云主要以能力输出为主。杨晨表示:"腾讯是作为平台厂商,我们底层有 算力资源、有模型能力,同时我们在前端有很多的应用入口,包括应用场景的东西。但对伙伴来说还是 输出我们的能力,希望伙伴各行各业能够搭出他们自己的"最后一公里"。" 过去一年,腾讯云已经实现了规模化盈利。 1月26日,腾讯董事会主席兼首席执行官马化腾在2025年度员工大会上表示,TEG(技术工程事业群)和 CSIG(云与智慧产业事业群)是腾讯AI化智能化的主力军。过去一年,CSIG AI相关产品进行了更紧密的 整合,包括QQ浏览器、腾讯会议、元宝等。除了C端业务,2025年云业务整体规模化盈利。 过去一年,腾讯云携手超11000家合作伙伴,持续深耕产业智能化,合作伙伴 ...
腾讯发放“青云奖学金”,姚顺雨为主审人
Xin Jing Bao· 2026-01-30 09:37
新京报贝壳财经讯 1月30日,腾讯"青云奖学金"颁奖典礼在深圳举行。作为腾讯支持青年人才和科学研 究的项目,"青云奖学金"首期评选出15位获奖者,并为每位获奖者提供总价值50万的激励,包括20万现 金和价值30万的云异构算力资源。 值得注意的是,根据此前腾讯在旗下官方公号发布的文章,腾讯公司首席AI科学家姚顺雨位列"青云奖 学金主审人"。姚顺雨表示,"科研不应止步于论文,更需要在产业一线建立现实世界中的强化学习反馈 闭环。" ...
黑镜律师观察 | 保护“吹哨人”就是保护民营经济
Jing Ji Guan Cha Wang· 2026-01-30 09:23
杨洋/文 2025年末,中国证监会联合财政部颁布《证券期货违法行为"吹哨人"奖励工作规定》,将举报奖励的上限显著提高至一百万元人民币。这一以"百万重奖"为 标志的新规,迅速成为资本市场关注的焦点。 近期,南方周末发布的《百万元重奖"吹哨人",能让更多内部人站出来?》一文,进一步对我国"吹哨人"制度进行了深入探讨,引发了广泛的社会思考。 然而,放眼全球的反舞弊实践,一个根本性问题随之凸显:单纯的经济激励,即便是百万元的封顶奖励,是否足以抵消内部知情者因举报行为所面临的职业 生涯中断、人身安全威胁乃至法律追诉的巨大风险? 近年来,腾讯、字节跳动等头部企业频频通过公告形式自曝内部舞弊事件,将涉案员工移送司法机关,其背后线索的来源,往往正是那些承受着巨大压力的 内部"吹哨人"。 因此,构建一套激励有效、保护周全的"吹哨人"制度,已超越了单纯的企业管理范畴,成为关乎民营经济能否在法治轨道上实现高质量发展、市场公平竞争 秩序能否得到有效维护的系统性工程。 从"激励金额"到"保护实效" 证监会新规首次明确"百万重奖",其积极意义应当肯定。奖励比例从罚没款的百分之一提升至百分之三,奖金上限从原有的三十万元或六十万元统一大幅提 ...
腾讯取得业务流量控制专利
Jin Rong Jie· 2026-01-30 09:20
国家知识产权局信息显示,腾讯科技(深圳)有限公司取得一项名为"业务流量控制方法、装置、电子 设备及可读存储介质"的专利,授权公告号CN115604191B,申请日期为2021年6月。 天眼查资料显示,腾讯科技(深圳)有限公司,成立于2000年,位于深圳市,是一家以从事软件和信息 技术服务业为主的企业。企业注册资本200万美元。通过天眼查大数据分析,腾讯科技(深圳)有限公 司共对外投资了15家企业,参与招投标项目280次,财产线索方面有商标信息5000条,专利信息5000 条,此外企业还拥有行政许可574个。 本文源自:市场资讯 作者:情报员 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 ...
观察 | 春晚15亿红包背后,腾讯阿里字节的AI死战,太惨烈了
Core Viewpoint - The article discusses the intense competition among major Chinese tech companies in the AI space, particularly during the 2026 Spring Festival, highlighting their strategies and potential outcomes in the AI market [1]. Group 1: AI Competition Overview - ByteDance is the first to act, leveraging its products to create a "traffic-content-commerce" closed loop, with Doubao achieving nearly 170 million monthly active users and a daily model call volume exceeding 50 trillion, ten times that of the previous year [3]. - Alibaba adopts a different approach by integrating its AI capabilities across its ecosystem, launching over 400 AI service functions in the Qianwen app, which can handle tasks like food delivery and travel bookings [4]. - Tencent emphasizes long-term product competitiveness and user experience, launching a 10 billion cash red envelope campaign and integrating the DeepSeek-R1 model to enhance its AI capabilities [5]. - Baidu appears anxious, using a 5 billion red envelope strategy to encourage user engagement with its Wenxin assistant, reflecting its struggles in the search market [6]. Group 2: Strategic Analysis - ByteDance employs a dual strategy of direct engagement through Doubao and backend support via the Volcano Engine, aiming to dominate both consumer and business markets [10]. - Alibaba focuses on building foundational infrastructure for AI, integrating Qianwen with high-frequency services like Taobao and Alipay, aiming to redefine the "super app" concept [11]. - Tencent's strategy is characterized by a cautious approach, leveraging its strong user base on WeChat and the mini-program ecosystem, with a focus on gradual integration of AI capabilities [13]. Group 3: Future Predictions - All three companies are currently on a similar technological level, but the real competition will be about who can make AI a daily habit for users [16]. - ByteDance's strengths lie in rapid product iteration and early user habit formation, while its weaknesses include a lack of strong monetization scenarios [17]. - Alibaba has a comprehensive ecosystem and clear monetization paths but faces challenges with weak traffic entry points and high internal coordination costs [18]. - Tencent benefits from a strong traffic entry point and unique social DNA but risks falling behind due to slower decision-making and limited AI productization experience [19]. Group 4: The Nature of the AI Battle - The essence of the AI competition is framed as a cognitive battle, with ByteDance envisioning AI as ubiquitous, Alibaba treating it as essential infrastructure, and Tencent advocating for a more restrained approach [21]. - The article concludes that while aggressive strategies from ByteDance and Alibaba may yield short-term results, Tencent's long-term perspective may ultimately prove more beneficial [22].
2026春节红包大战:大厂们从“流量争夺”迈入“AI生态比拼”
Sou Hu Cai Jing· 2026-01-30 09:05
Core Insights - The annual Chinese New Year "red envelope war" has evolved from simple cash giveaways to a competition focused on user engagement and product ecosystem penetration, with AI technology now at the forefront [2][3][8] - Major companies like Tencent and Baidu are investing heavily in cash red envelopes, with Tencent announcing a distribution of 1 billion yuan and Baidu 500 million yuan, both integrating AI features into their campaigns [3][4][5] Group 1: Company Strategies - Tencent's strategy includes a 1 billion yuan cash giveaway through its Yuanbao app, with individual red envelopes reaching up to 10,000 yuan, and features like "share red envelopes" to enhance user engagement [3][4] - Baidu's approach involves a 500 million yuan red envelope campaign linked to its Wenxin assistant, offering various interactive AI experiences to users [4][5] - Alibaba is focusing on younger demographics by integrating AI content creation into its New Year's Eve events, while ByteDance is leveraging national-level events like the Spring Festival Gala to promote its AI technologies [5][6] Group 2: AI Integration - The integration of AI technology is a key highlight of this year's red envelope war, with companies aiming to popularize AI applications among the general public during the festive season [5][8] - The use of AI in red envelope campaigns is designed to lower the barriers for user interaction with AI, making it more accessible and familiar to everyday users [8][9] - The competition is not just about cash incentives but also about embedding AI into user experiences, transforming how users interact with technology [9][10] Group 3: Market Implications - The red envelope war represents a strategic move by companies to secure future digital traffic distribution rights, as traditional user acquisition methods become increasingly costly [9][10] - The shift towards AI-driven interactions is expected to redefine user engagement, allowing for personalized services through voice and text commands, thus changing the dynamics of information access [9][10] - The ongoing integration of AI into festive activities is anticipated to solidify AI's role as a central element in future industry competition, moving beyond mere tools to becoming essential components of user experience [10]