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。 ...

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].

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]

新浪科技讯 1月30日下午消息，据知情人士透露，"元宝派"已进入公测倒计时，疑似打通腾讯内容生 态，支持免费享用会员内容。 在此前内测版支持@元宝AI聊天、P图二创与协作娱乐的基础上，从今天泄露的公测版截图揭示了更多 玩法更新：新增"一起听音乐"与"一起看视频"功能，疑似打通QQ音乐与腾讯视频内容库。用户可直接 在元宝派里，听QQ音乐会员歌曲、看腾讯视频会员电影。这是腾讯在AI社交领域的又一次深度尝试， 目前官方尚未公布具体公测上线日期。 责任编辑：郭栩彤 新浪科技讯 1月30日下午消息，据知情人士透露，"元宝派"已进入公测倒计时，疑似打通腾讯内容生 态，支持免费享用会员内容。 在此前内测版支持@元宝AI聊天、P图二创与协作娱乐的基础上，从今天泄露的公测版截图揭示了更多 玩法更新：新增"一起听音乐"与"一起看视频"功能，疑似打通QQ音乐与腾讯视频内容库。用户可直接 在元宝派里，听QQ音乐会员歌曲、看腾讯视频会员电影。这是腾讯在AI社交领域的又一次深度尝试， 目前官方尚未公布具体公测上线日期。 责任编辑：郭栩彤 ...

里程碑。 作者/周佳丽 那是今年CES上，来自深圳的3 5 0余家参展企业创下阵容之最，现场投资人忍不住感叹： "明年CES不如直接在深圳办。" 如此，只是缩影。今天（1月3 0日），深圳市统计局发布，2 0 2 5年全市地区生产总值3 8 7 3 1 . 8 0亿元，同比增长5 . 5 %。稍早前新华社 报道，2 0 2 5年南山区成功迈入万亿城区， 成为我国首个GDP过万亿元的地市辖区 ，也是继北京海淀区、上海浦东新区之后，全国 第三个迈入"GDP万亿"行列的城区。 与北京海淀依托高校与央企的深厚根基不同，也与上海浦东以金融开放见长的路径相异，面积最小、建制年轻的南山，走出一条独 属于自己的路——以科技创新企业为绝对主体， "大企业顶天立地、中小企业铺天盖地、创新企业开天辟地"。 这一幕，创投圈感受更为深刻。两个月前，投资界报道《 大疆旁边咖啡馆挤满了投资人 》，记录了最近投资人去深圳抢项目的情景 ——以"大疆系"为代表的深圳创业军团席卷创投圈。随后，5 0 0亿粤港澳大湾区创业投资引导基金落户南山，史上最大创投活水缓缓 铺开。 凡此种种，皆是写照。 「 中国最牛区 」 上市公司密度全国第一 某种程度上， ...

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。 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"内容推荐方法、装置、设备、存 储介质及程序产品"的专利，授权公告号CN117009628B，申请日期为2022年4月。 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。 本文源自：市场资讯 作者：情报员 ...

Group 1 - The core viewpoint of the article highlights that four major AI companies—Tencent, Baidu, ByteDance, and Alibaba—are collectively launching initiatives during the Spring Festival, including red envelope promotions, gala collaborations, and new features, reflecting the competitive landscape of the AI industry by 2025 [1] Group 2 - The article notes that there is a significant differentiation in the user landscape of domestic AI applications by 2025, as revealed by exclusive data from QuestMobile [1] - It raises questions about whether the marketing strategies effective in the mobile internet era will still hold relevance in the AI era [1]

1月30日，腾讯"青云奖学金"颁奖。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20万现金和价值30万的云异构算力资 源。 董冠霆的主要研究方向是智能信息检索和智能体强化学习。他以第一作者或共同第一作者身份在 ICLR、NeurIPS等国际顶会发表论文 10 余篇，谷歌学术引用量超 1 万次。扎实的研究能力和广阔的科 研视野，也让他从全国的申请者中脱颖而出，成为首期"青云奖学金"的获奖者。 "青云奖学金"项目工作人员介绍，项目自去年 10 月启动后，共收到来自全国近 400 名学生的申请，经 过由 40 余名资深专家组成的评审团的严格评审和多轮答辩，最终由多模态智能、大语言模型、AI Infra、AI for Good 等前沿领域的 15 名学生获奖。 来源：北京日报客户端 "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。 "能从全国的申请者中脱颖而出，获得'青云奖学金'，我感到很惊喜。腾讯对青年研究者的支持和鼓 励 ...

法巴发表研报指，仍相信腾讯具备良好条件成为生成式AI发展中的主要赢家，认为其估值具有吸引 力，重申"跑赢大市"评级，目标价上调至825港元。该行强调，生成式AI可为腾讯现有业务注入更强劲 且更持久的增长动力，并在云端业务及应用端存在机遇，相信腾讯有望通过稳健的游戏业务、广告市占 率增长及成本控制，在去年第四季及2026年维持双位数增长，相应该行将其2027年经调整每股盈利预测 上调5%。 ...

消息方面，腾讯旗下AI助手"元宝"在各大应用商店排名飙升，登上华为应用商城飙升榜第一、苹果中国 区APP免费榜第二、vivo应用商城下载榜第二。日前，元宝低调开启新版本内测，并宣布将于2月1日开 启新春活动，向用户派发总额高达10亿元的现金红包。接近腾讯的人士向时代财经表示，"元宝派"开启 内测以来热度飙升，在派里用户让元宝AI参与聊天、调节氛围、执行任务、P图，各种花式玩法。"元 宝派"将于近期公测上线。 今日A股整体上演"V"型走势，AI应用赛道有所分化，创业板软件ETF华夏（159256）持仓股顺网科技 大涨超5%，信息发展、广立微、润泽科技等个股涨幅居前，权重股同花顺、深信服等调整明显。同标 的指数中创业板软件ETF华夏目前成交额突破1.3亿，排名第一。 在AI产业链中，软件行业主要处于中游技术层和下游应用层，扮演着核心技术支撑和应用落地的关键 角色。具体来看，软件行业在中游技术层主要提供AI框架、开发平台和算法模型，这些技术是AI应用 开发的基础。在下游应用层，软件行业通过将AI技术与各行业结合，推动AI应用的落地。 华泰证券 2026 年展望指出，全球 AI 产业正处于"能力跃迁"与"商业化加速" ...