新浪科技讯 9月12日上午消息，近日，有媒体报道称：前OpenAI研究员姚顺雨上亿薪资加入腾讯。 对此，腾讯官方鹅厂黑板报发布辟谣，表示相关消息系"谣言。"（罗宁） 责任编辑：江钰涵 ...

Key Points - The top three companies with net inflows of southbound funds are Alibaba-W (09988) with 4.234 billion, Ping An of China (02318) with 844 million, and Southern Hang Seng Technology (03033) with 480 million [1] - The top three companies with net outflows of southbound funds are Xiaomi Group-W (01810) with -1.733 billion, Meituan-W (03690) with -852 million, and Kangfang Biologics (09926) with -462 million [1] - In terms of net inflow ratio, Tehai International (09658) leads with 62.75%, followed by Yancoal Australia (03668) with 51.59%, and Yimeng Biologics-B (09606) with 51.01% [1] - The companies with the highest net outflow ratios are GX China (03040) at -100.00%, Kangji Medical (09997) at -60.98%, and China International Marine Containers (02039) at -48.45% [1] Top 10 Net Inflows - Alibaba-W (09988) had a net inflow of 4.234 billion, representing a 16.56% increase in closing price to 141.900 [2] - Ping An of China (02318) saw a net inflow of 844 million, with a 24.06% increase in closing price to 57.200 [2] - Southern Hang Seng Technology (03033) recorded a net inflow of 480 million, with a 6.20% increase in closing price to 5.715 [2] Top 10 Net Outflows - Xiaomi Group-W (01810) experienced a net outflow of -1.733 billion, with a -17.96% decrease in closing price to 56.200 [2] - Meituan-W (03690) had a net outflow of -852 million, with a -5.77% decrease in closing price to 99.650 [2] - Kangfang Biologics (09926) faced a net outflow of -462 million, with a -15.64% decrease in closing price to 140.100 [2] Net Inflow Ratios - Tehai International (09658) had a net inflow ratio of 62.75% with a net inflow of 7.0962 million, closing at 14.980 [3] - Yancoal Australia (03668) recorded a net inflow ratio of 51.59% with a net inflow of 28.6046 million, closing at 27.620 [3] - Yimeng Biologics-B (09606) had a net inflow ratio of 51.01% with a net inflow of 194 million, closing at 406.400 [3] Net Outflow Ratios - GX China (03040) had a net outflow ratio of -100.00% with a net outflow of -11.4 thousand, closing at 38.140 [3] - Kangji Medical (09997) recorded a net outflow ratio of -60.98% with a net outflow of -20.9363 million, closing at 8.850 [3] - China International Marine Containers (02039) had a net outflow ratio of -48.45% with a net outflow of -16.1516 million, closing at 8.020 [3]

来源：都市现场 微信又又又更新了 近日，微信团队发布了安卓微信8.0.63内测版本，这也是继iOS版本后的一次重要更新。 在此前iOS微信8.0.61版本中，上线的"删除聊天可撤销"功能，现在安卓版也跟进了。在微信主页左滑删 除与好友的聊天对话后，底部会立刻弹出"已删除与'×××'的聊天"的提示。若在5秒内点击右侧的"撤 销"按钮，即可恢复该聊天记录。 微信还上线了 另一个更大的"后悔药" 在删除联系人时，新增了"删除联系人同时清除聊天记录"的选项（默认不勾选）。如果未勾选，即使删 除好友也能保留与对方的聊天记录。 删除后对方不会收到通知，你仍然可以给对方发送消息，并且对方能正常接收。如果想重新加回对方， 直接点击顶部的"对方还不是你的朋友"选项，即可悄无声息地添加回来，无需额外验证，且聊天记录完 整存在。 这对于误删好友、吵架后想和好，或单纯想清理列表但保留记录的用户来说，非常实用。 此外，这次更新优化了订阅号页面，增加"最近更新"和"最近关注"两个分类标签，并且已星标的账号会 被置顶显示，方便用户快速找到想看的公众号。 对此，不少网友点赞："简直救了手滑的命！" 无风无晴yu ：左滑这个真的太冤了，不小心 ...

Core Insights - In August, Tencent and Alibaba reported strong financial results, with AI becoming a new growth engine for both companies, leading to significant stock price increases [1][2][3] - Both companies are showcasing their AI investments as a strategic advantage, positioning themselves strongly in the AI landscape [2][4] Tencent's Performance - Tencent's marketing services revenue increased by 20% year-on-year, attributed to AI-driven advertising platform optimization [7] - The gaming sector, a core business for Tencent, has maintained over 20% growth for three consecutive quarters, with AI enhancing game content creation and user engagement [7][15] - Tencent's capital expenditure surged by 119% year-on-year to 19.1 billion RMB, primarily for AI-related business support, while still maintaining a strong cash flow from its core operations [15] Alibaba's Performance - Alibaba's cloud intelligence group reported revenue of 33.398 billion RMB, with a growth rate of 26%, the highest in three years, driven by increased demand for AI-related products [9][12] - AI-related products accounted for over 20% of Alibaba Cloud's external commercial revenue, with continuous triple-digit growth for eight consecutive quarters [9][12] - Despite a net profit decline of 18% to 33.51 billion RMB, Alibaba is heavily investing in AI and instant retail, leading to a significant cash outflow [12][14] Strategic Investments and Challenges - Both companies are heavily investing in AI, with Alibaba's strategy involving a saturation approach in AI and cloud services, impacting cash flow and profit metrics [16][17] - Tencent faces challenges in ensuring high returns on its substantial investments in AI, while also managing supply chain risks related to GPU availability [15] - Alibaba's aggressive investment strategy in AI and cloud services is seen as a long-term play, despite short-term financial pressures [13][16]

来 源： 都市现场 微信又又又更新了 近日，微信团队发布了安卓微信8.0.63内测版本，这也是继iOS版本后的一次重要更 新。 在此前iOS微信8.0.61版本中，上线的"删除聊天可撤销"功能，现在安卓版也跟进了。 在微信主页左滑删除与好友的聊天对话后，底部会立刻弹出"已删除与'×××'的聊天"的 提示。若在5秒内点击右侧的"撤销"按钮，即可恢复该聊天记录。 微信还上线了 另一个更大的"后悔药" 在删除联系人时，新增了"删除联系人同时清除聊天记录"的选项（默认不勾选）。如果 未勾选，即使删除好友也能保留与对方的聊天记录。 删除后对方不会收到通知，你仍然可以给对方发送消息，并且对方能正常接收。如果想 重新加回对方，直接点击顶部的"对方还不是你的朋友"选项，即可悄无声息地添加回 来，无需额外验证，且聊天记录完整存在。 这对于误删好友、吵架后想和好，或单纯想清理列表但保留记录的用户来说，非常实 用。 此外，这次更新优化了订阅号页面，增加"最近更新"和"最近关注"两个分类标签，并且 已星标的账号会被置顶显示，方便用户快速找到想看的公众号。 无风无晴yu ： 左滑这个真的太冤了，不小心删掉了很重要的信息。 18互不相识 ...

智通财经APP获悉，周四，美股三大指数集体上涨，恒生指数ADR上涨，按比例计算，收报26399.49点，较香港收市上涨313.17点或1.20%。 | .HSIADR 恒生指数ADR | | | --- | --- | | 26399.49 ↑ +313.17 +1.20% 收盘价 09/11 16:00 美东 | | | 三月日日 1 | | | 最高价 26401.29 开盘价 26142.83 | 成交量 1.05亿 | | 最低价 26084.55 - 昨收价 26086.32 | 平均价 26242.92 | | 52周最高 26401.29 上 涨 -- | 平 想 -- | | V | | | 800000 恒生指数 26086.32 -113.94 -0.43% | | 大型蓝筹股大多数上涨，汇丰控股收报107.732港元，较香港收市涨2.50%；腾讯控股收报639.212港元，较香港收市涨1.54%。 | 序号 | 名称 | 港股代码 | 涨跌额 | 版跌幅 | ADRICIA | ADR换草价(HKD) | 较港股升跌 | 较港股升跌% | ADR載 | | --- | --- | --- ...

来源：微信派 中国经济网综合网友评论 9月11日，公众号"微信派"发文称，微信上线公众号"智能回复"功能，有了一个公众号"数字分身"。 第一步，开启分身。在公众号 PC 端后台"互动管理"内点击"自动回复"，即可开启"智能回复"。 "智能回复"将自动学习你的历史文章信息、回复语言风格等，完成后就能作为"数字分身"回复后台私 信。你还能通过添加知识库、编写 Prompt 等方式，把"数字分身"变成你想要的模样。 | 调试器 | | 学习你在私信里的表达方式 | | | --- | --- | --- | --- | | 在清试图中可预览器联织重效用 | | Al将读取30天内修手可能到的消息,学习内容和表达方式,使智能回复更贴合约的风格。 | | | 121 | 49 = | 提示词设置 | 障礙 | | 用值观 | 8 | 通过设置提示调可以指定智能配期的效果,查看填写示例 | | | CARTHER PARTICLE | | | | | 微信提醒干燥的 | | ## 封筒与日期设定 | | | 减质量做信官方的小受感 | | | | | 《《十三件事: | | | | | 日 发通知:新动题上班薪 | | ...

Core Viewpoint - Morgan Stanley predicts that Tencent is expected to achieve up to 426 billion yuan in AI-related incremental revenue by 2030, resulting in a profit upside of 10%-56% due to the deep integration of transaction functions with AI agents and consumer insights in WeChat [1][3]. Group 1: AI Monetization Potential - Tencent is positioned at a new starting point for AI monetization, with the deep integration of social, transaction, and generative AI expected to bring in hundreds of billions in incremental revenue and profit potential [3]. - The assessment is based on three levels of value creation models formed by the integration of social, transaction, and generative AI [3][12]. - The first level of value creation involves AI enhancing recommendation relevance, allowing Tencent to become a more efficient lead generation platform, potentially generating 69 billion yuan in incremental revenue by 2030 [7][9]. Group 2: Transactional Foundation of WeChat Ecosystem - WeChat has become the most influential social and transaction platform in China, with an estimated GMV of approximately 3 trillion yuan in 2024, accounting for 6% of China's total retail sales [4]. - Morgan Stanley believes that this scale does not fully reflect the incremental space enabled by AI, as WeChat's mini-programs, payment systems, and high-frequency social interactions create a natural flow and transaction closed loop [4]. Group 3: Revenue Mechanisms - Tencent's revenue growth is primarily driven by three economic levers: increasing revenue share, value-added monetization of transaction channels, and incremental ARPU from AI-enabled push notifications [6]. - The second level of value creation anticipates a 50% increase in GMV, with AI driving category expansion and supply optimization, potentially leading to 114 billion yuan in total revenue by 2030 [9][10]. Group 4: AI's Impact on Flow Distribution - The introduction of AI agents is expected to fundamentally change WeChat's business model by significantly improving conversion rates and average order values through faster inference of user intent [12]. - AI is projected to have the greatest incremental GMV upside in categories with high discovery friction, such as local services and long-tail e-commerce, while its impact on pure transaction payments is relatively limited [12].

Group 1 - The core viewpoint of the article is the introduction of the "Smart Reply" feature on WeChat, which allows users to create a "digital twin" for automatic responses [2] - The "Smart Reply" feature can be activated through the PC backend of the public account by clicking on "Automatic Reply" in the "Interaction Management" section [4] - This feature learns from historical articles and response styles, enabling it to respond to private messages as a "digital twin" [4] - Users can enhance their digital twin by adding a knowledge base and writing prompts to customize its responses [4][5] - The "Smart Reply" feature is now fully available to individual creators, allowing for quick retrieval of past content and 24/7 online interaction [5][7] Group 2 - The article highlights user enthusiasm for the new feature, with comments reflecting a desire for assistance in managing tasks [8] - The implementation of the "Smart Reply" feature signifies a shift towards more automated and efficient communication methods within the WeChat ecosystem [2][8]

生成式AI 一、 估值120亿美元的Thinking Machines，发布首篇研究博客 1. Thinking Machines发布首篇研究博客，解决LLM推理中的非确定性问题，核心是批次不变性； 2. 研究团队通过改进RMSNorm、矩阵乘法和注意力机制，实现完全可复现的推理结果，性能损失可接受； 3. 公司估值达120亿美元，创始团队多来自OpenAI，首款产品命名为Connection Machine。 https://mp.weixin.qq.com/s/2m_8ZPYBBIs3SuKoEJWiIw 二、 ChatGPT终于支持MCP了，一句Prompt即可全自动化 1. OpenAI宣布ChatGPT正式支持MCP(模型上下文协议)，Plus和Pro用户可一句Prompt实现自动化操作； 2. MCP实现了AI模型、工具和数据源的标准化交互，使不同模型能共享上下文，支持即插即用； 3. 用户可通过开启开发人员模式连接第三方服务(如Stripe)，完成复杂任务，但目前无法与其他ChatGPT功能同时使 用。 https://mp.weixin.qq.com/s/09par8_260tRn10VEEg ...