每经热评｜10亿元红包开路，马化腾押注下一个10年 每经热评｜10亿元红包开路，马化腾押注下一 个10年 特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 【#每经热评#｜10亿元红包开路，马化腾押注下一个10年】1月26日，深圳湾体育中心"春茧"体育馆被 腾讯人包围。腾讯总裁刘炽平走上前，亲手为马化腾围上了一条印有经典企鹅标识的红色围巾。随后， 马化腾带领腾讯一众高管为员工献唱《气势如虹》。那条红色围巾以及围巾上那只企鹅，既是腾讯一切 版图的起点，也是马化腾在AI丛林里反复确认的坐标。这已经不是马化腾第一次通过这样的仪式向外 界传递信号。回望过去两年，马化腾的形象正发生微妙的演变。2024年初，他身着大红毛衣用粤语献唱 《祝福你》，那是寒冬初霁时的慰藉；2025年初，他又换上一身笔挺的红西装，唱起《送你一朵小红 花》，那是降本增效、减脂增肌后的自我奖赏。而到了今天，这条企鹅围巾的出现，含义更显深远。它 不仅是一种节庆的装点，更像是一种姿态的宣示——在AI（人工智能）浪潮席卷全球、社交逻辑面临 重构的节点上，马化腾选择重 ...

Group 1 - The core message from Tencent's annual meeting is a pragmatic acknowledgment of past delays and a focus on AI as the sole growth engine worth significant investment [2] - Tencent's leadership is shifting from a cost-cutting approach to a more aggressive stance, indicating a need to compete directly with ByteDance [2] - The current state of Tencent's AI is fragmented, with a disconnect between AI model development and product application, leading to internal chaos [3][4] Group 2 - The experience of OpenAI and Google suggests that the AI era requires integration of research and product development, rather than maintaining separate research institutions [5] - Tencent risks falling behind if it cannot produce competitive native AI applications, similar to the challenges faced by Google against OpenAI [5] - Tencent and Alibaba have struggled to develop truly consumer-oriented products, unlike ByteDance, which has effectively utilized technology and rapid iteration to dominate the market [6]

Core Viewpoint - The major companies are engaged in an early marketing battle for the Chinese New Year, with various promotional activities including cash red envelopes and ticket giveaways, indicating a shift towards more integrated and experiential marketing strategies [1][3][4]. Group 1: Marketing Strategies - Alipay has launched its "Collecting Blessings" campaign for 2026, emphasizing a long-term ecological approach and integrating entertainment elements to enhance user engagement [3][4]. - Tencent is set to distribute 1 billion yuan in cash red envelopes through its Yuanbao app, focusing on AI-driven features and social interactions to attract users [3][6]. - JD.com is targeting the travel needs during the Spring Festival by offering daily draws for free train tickets in collaboration with 12306, enhancing the user experience through payment discounts [3][4]. Group 2: Differentiation in Approaches - Alipay's strategy involves deep partnerships with various entertainment IPs, aiming to create a fun and engaging atmosphere for users [4][6]. - Tencent's approach is more centered on its internal ecosystem, leveraging AI to enhance user experience and engagement through its Yuanbao product [6][8]. - JD.com is embedding its marketing efforts into real-life needs, such as travel, making the promotions more relevant and accessible to users [6][7]. Group 3: Trends in Marketing - The competition is shifting from merely offering large red envelope amounts to focusing on refined operations and understanding user scenarios, indicating a move towards more sustainable marketing practices [6][7]. - The integration of AI in marketing strategies is becoming more prominent, enhancing user experience rather than just showcasing technology [7][8]. - The marketing campaigns are designed to foster long-term user habits and engagement, rather than just short-term financial gains [7][8].

Group 1 - Microsoft has launched its self-developed AI chip Maia 200, which utilizes TSMC's 3nm process, featuring over 140 billion transistors and achieving FP4 performance exceeding 10 PetaFLOPS, three times that of Amazon's third-generation Trainium [1] - The Maia 200 chip is designed specifically for AI inference, equipped with 216GB of HBM3e memory and a bandwidth of 7TB/s, providing a 30% performance improvement per dollar compared to the latest hardware [1] - Maia 200 will support large models such as OpenAI's GPT-5.2 and is already deployed in a data center in the central United States, with a preview version of the SDK available [1] Group 2 - Anthropic has introduced the MCP service for Claude, integrating productivity tools like Figma, GitHub, and Canva, allowing users to directly invoke third-party services within conversations [2] - This upgrade transforms Claude from a passive chatbot into an intelligent platform capable of actively scheduling external resources, enabling users to command workflows across applications using natural language [2] - The MCP protocol is open-sourced, aiming to establish a competitive edge in defining the "operating system" of the AI era, with a focus on deep integration to enhance initial user experience [2] Group 3 - DeepSeek has open-sourced its OCR model DeepSeek-OCR 2, which employs a new decoder that allows the model to read in a structured order rather than mechanically scanning, improving its understanding of complex layouts and tables [3] - The model achieved a score of 91.09% in the OmniDocBench v1.5 test, a 3.73% improvement over its predecessor, with the reading order edit distance reduced from 0.085 to 0.057 [3] - This architecture has the potential to evolve into a unified multimodal encoder capable of processing text, speech, and visual content within the same parameter space [3] Group 4 - The Kimi K2.5 model has been released and open-sourced, recognized as one of the most intelligent and versatile models, supporting both visual and text inputs, as well as thinking and non-thinking modes [4] - K2.5 introduces agent cluster capabilities, allowing it to autonomously create up to 100 avatars to process 1500 steps in parallel, reducing actual runtime by up to 4.5 times [4] - Alongside this, Kimi Code has been launched, supporting terminal execution and integration with mainstream editors, enabling programming assistance through image and video inputs, with the Agent SDK set to be open-sourced [4] Group 5 - Alibaba has launched the flagship reasoning model Qwen3-Max-Thinking, which competes with GPT-5.2-Thinking and Claude-Opus-4.5 across 19 benchmark tests [5] - This model features adaptive tool invocation capabilities, automatically calling search engines and code interpreters as needed, eliminating the need for manual selection by users [5] - It employs an experience accumulation testing strategy that focuses computational resources on smarter reasoning processes rather than stacking parallel paths, achieving more accurate and efficient reasoning outcomes [5] Group 6 - Tencent's Sogou Input Method has announced a comprehensive AI upgrade with its 20th major version, integrating the mixed Yuan model, reaching over 100 million AI users, and averaging nearly 2 billion voice uses daily [6] - The AI voice model has improved fluency by 40% and achieved an accuracy rate of 98%, with dialect recognition enhanced by 30%, maintaining a 97% accuracy rate even in low-volume scenarios below 20 decibels [6] - The AI translation model now supports over 30 languages for instant translation, and the AI typing model's vocabulary has expanded exponentially, with local life vocabulary exceeding 50 million [6] Group 7 - Hyper3D has released Rodin Gen-2 Edit, a 3D generation platform that integrates natural language-based local editing capabilities, marking the first commercial product to combine 3D generation and editing into a complete workflow [7] - Users can select areas and input text commands for local adjustments, with the ability to import any existing models, including those generated by third-party AI, for editing, ensuring seamless integration with the original model [7] - This advancement signifies a shift in 3D generation from a "gacha" model to an iterative workflow era, with the platform now compatible with mainstream workflows like Blender, Maya, and Unity [7] Group 8 - Ant Group has unveiled its embodied research, introducing the high-precision spatial perception model LingBot-Depth, which significantly enhances depth output quality in complex material scenes like transparent and reflective surfaces without hardware changes [8] - The model utilizes a masked depth modeling approach, treating naturally missing depth from sensors as learning signals rather than noise, outperforming top-tier depth cameras in depth accuracy and pixel coverage [8] - In practical tests, the dexterous hand successfully grasped transparent glass cups and reflective stainless steel cups, with the model fully open-sourced and ready for deployment [8] Group 9 - Anthropic's CEO Dario Amodei has published a lengthy article warning that by 2027, humanity may face a "technological coming-of-age," with AI potentially forming a "data center genius nation" with 50 million "citizens" [9] - The article analyzes five major crises: risks of AI autonomy, misuse of biological weapons, authoritarian control, economic disruption, and existential crises, warning that AI could disrupt the balance between "capability" and "motivation" [9] - Anthropic advocates for a "Constitutional AI" approach and reasonable regulation to build defenses, despite being viewed as an outlier in the industry, with its valuation increasing sixfold over the past year, urging humanity to face civilizational tests with courage [9]

2026 年 1 月 27 日，腾讯研究院主办的 腾 讯 科 技向善创新节 202 6 正式举办。 腾讯集团 高级副 总 裁 郭凯天 先生在现场进行了开场致辞。 以下为郭凯天先生的致辞全文： 各位朋友，大家好 ： 很高兴新年伊始，就和大家在线下 再次相聚 。 今年是科技向善大会的第九年。在这些年，我们时时刻 刻对照科技向善这面镜子，跟用户感受对标，跟行业发展秩序对标 ， 和时代和国家的期待 对标 。 一路走来，在科技向善的指引下，我们在乡村振兴、数字支教、公共应急、智慧养老等领域 ， 持续输 出富含社会价值的公共产品 ； 在支持原创科技创新方面， 也 先后发起设立了科学探索奖和 新基石研 究员 计划，助力国家科技进步。 其实这些年里 ， 从我们提出科技向善 开始 ， 就经常有 很多人会问我 ， 腾讯坚持科技向善 ， 把 " 用 户为本，科技向善 " 作为使命 ，到 底得到了什么？这个问题我们 自己也 经常会去思考 、 去对照 。尽 管 得到什么并不重要， 但 我仍然相信我们得到的非常丰富 。 其中最核心的一点，我想是 科技向善让腾讯始终知道自己是谁，应该做什么 、 不应该做什么，腾讯跟 用户的关系 、 跟社会 ...

英国剑桥大学社会人类学教授艾伦·麦克法兰分享了其对AI时代的个人价值、教育、工作形态与社会关 系的长期观察与思考。在他看来，尽管人工智能加剧了对不平等和职业替代的担忧，但从历史经验看， 技术最终往往会走向普及，AI有潜力成为一种"分布式能力"，为普通人参与创造、创业和自我实现提供 新机会。但他也建议称，未来我们会生活在一个更加流动的社会里，人们需要以更通用的能力结构，来 应对多次职业转换，培养灵活性、自信与终身学习能力。 "2026科技向善创新节"现场。新华社发 新华社深圳1月27日电（记者王丰）27日，腾讯研究院主办的"2026科技向善创新节"在深圳举行，来自 全球科技、人文、艺术、教育等领域的53位专家学者共同探讨AI快速演进背景下，个体生活、产业形 态与社会结构正在发生的深层变化。大家普遍认为，必须为人工智能确立清晰、坚定的"向善"价值观， 并确保其发展始终对人负责、对社会负责。 "AI是一项能力普惠的放大器，我们一定要把它用好、用对。" 腾讯集团高级副总裁郭凯天认为，AI的 价值不在于替代人，而在于放大人、帮助更多普通人获得能力与机会。他分享了一个生动案例：去年， 腾讯做过一次AI助手"元宝"下乡活动 ...

今年争相发红包"拉新"的主角变成了AI。1月25日，腾讯旗下AI助手元宝App和百度App先后宣布今年春 节将发放10亿元和5亿元红包。此外，截至目前，字节旗下火山引擎和百度App还分别与央视春晚和北 京春晚进行了合作。 本报（chinatimes.net.cn）记者卢晓 北京报道 春节一直是科技公司花式争夺用户和流量的重要战场。 "群聊"背后的流量争夺 不仅是春节期间，AI助手也尽力在日常生活中提升自己的使用场景和用户粘性。继能办事之后，高频 的社交场景成为AI助手眼下的比拼重点。 不只是春节期间，元宝、文心近日相继开启内测的群聊功能，以及阿里千问此前强调的"能办事"，都在 为原本一用即走的AI助手增添更多使用场景和用户粘性。在这背后，围绕AI时代超级流量入口的争夺 从未停止。 春节争相发红包 今年的春节AI红包大战由腾讯和百度同时掀起。 1月25日，腾讯旗下AI助手元宝宣布，将于2月1日启动新春活动，计划在App中发放总额10亿元的现金 红包。据《华夏时报》记者观察，目前该活动已开放预约。同一日，百度也宣布自1月26日至3月12日， 用户在百度App使用文心助手，就有机会瓜分5亿现金红包。需要提及的是，百 ...

作为2026年A股首单获受理的IPO项目，上海燧原科技股份有限公司（下称"燧原科技"）于1月22日正式向上交所科创板提交上市申请，拟募资60亿元，保 荐机构为中信证券。这笔募集资金将重点投向第五代、第六代AI芯片研发及产业化、先进人工智能软硬件协同创新等项目，为公司核心技术迭代与供应 链安全保障注入动力。 然而，这笔大额募资背后，难掩公司对腾讯的深度依赖——作为"国产GPU四小龙"中最后冲刺资本市场的玩家，燧原科技自成立起便与腾讯形成"资本+订 单"的强绑定关系，关联交易已成为其营收的绝对支柱，独立经营能力缺失、客户结构失衡等隐忧凸显，而这些问题也在其披露的财务数据中暴露无遗， 为此次IPO闯关蒙上阴影。 01 拟募60亿募资背后，与腾讯关联交易主导营收命脉 资料显示，燧原科技成立于2018年3月，在"国产GPU四小龙"中起步最早，但IPO进程却最为滞后。公司创始团队堪称芯片行业"老兵"，具备深厚的技术积 淀与管理经验：创始人、董事长兼CEO赵立东曾任职AMD计算事业部高级总监、紫光集团副总裁，拥有超过20年芯片研发与管理经验，主导过多款核心 芯片的研发落地；另一位创始人、总经理张亚林则专注于产品端，全面负责 ...

搜狗输入法AI语音输入，基于腾讯混元研发的AI语音大模型，语音识别流畅性提升40%，整体准确率提 升至98%，方言识别准确率提升30%。"轻声场景"低于20分贝的环境下，识别准确率保持97%。目前腾 讯搜狗输入法日均语音使用次数近20亿次。同时，新版本推出的"口语转书面语"功能，依托腾讯混元基 础模型，可一键将口语化的、散乱的语音输入内容，智能润色为通顺、简洁的书面文本。此前，腾讯搜 狗输入法推出AI搜索、AI帮写、AI合成表情、图片文字等功能，其中，AI表情混元图搜日请求量数亿 次，AI翻译可实现30多种语言输入即译。 北京商报讯（记者 魏蔚）1月27日，腾讯搜狗输入法宣布全面AI化，发布20.0 AI大版本，基于AI语音、 AI翻译、AI打字大模型升级，AI用户规模破亿，汪仔智能助手月活破千万。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 这已经不是马化腾第一次通过这样的仪式向外界传递信号。回望过去两年，马化腾的形象正发生微妙演 变。 2024年初，他身着大红毛衣用粤语献唱《祝福你》，那是寒冬初霁时的慰藉；2025年初，他又换上一身 笔挺的红西装，唱起《送你一朵小红花》，那是降本增效、减脂增肌后的自我奖赏。 而到了今天，这条企鹅围巾的出现，含义更显深远。它不仅是一种节庆的装点，更像是一种姿态的宣示 ——在AI（人工智能）浪潮席卷全球、社交逻辑面临重构的节点上，马化腾选择重新戴上企鹅的标 志，回归那个最原始的身份：社交场的守门人。 就在这场年会前一天，腾讯旗下AI助手元宝官宣：将于春节期间分发10亿元现金红包。这是腾讯继 2015年春节"摇一摇"红包大战后，时隔11年再次祭出这种规模的"核武级"手段。 11年前，微信支付靠红包一夜突围；11年后，对手不再是单纯的支付工具，而是席卷全球、可能颠覆社 交根基的AI浪潮。 （来源：每日经济新闻） 每经评论员 黄婉银 1月26日，深圳湾体育中心"春茧"体育馆被腾讯人包围。 腾讯总裁刘炽平走上前，为马化腾围上了一条印有经典企鹅标识的红 ...