格隆汇12月17日｜南下资金今日净买入港股79.09亿港元。其中： 净卖出中国移动5.14亿、中国海洋石油1.32亿。 据统计，南下资金已连续14日净买入小米，共计138.4687亿港元；连续6日净买入美团，共计55.5796亿 港元；连续5日净卖出中海油，共计18.6618亿港元。(格隆汇) 净买入小米集团-W 10.63亿、美团-W 7.5亿、南方恒生科技7.45亿、阿里巴巴-W 5.43亿、腾讯控股4.57 亿、长飞光纤光缆4.13亿、紫金矿业3.57亿、中国人寿3.13亿、中芯国际2.17亿、快手-W 1.84亿； | | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 深跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 阿里巴巴-W | 1.3% | 1.43 | 30.01亿 | 阿里巴巴-W | 1.3% | 4.01 | 25.57 Z | | 长飞光纤光缆 | 21.2% | 2.03 | 20.20 Z | 腾讯控股 | 1.4% ...

OpenAI大神姚顺雨，突然入职鹅厂，双重身份曝光，任首席AI科学家，同时兼任AI Infra部、大语言模型负责人。 今天，OpenAI科学家、清华校友姚顺雨入职腾讯，出任首席AI科学家！ 个人主页暂未更新 几个月前，全网一则关于姚顺雨去向的爆料，在AI圈掀起涟漪。 如今，这个被反复讨论却始终未被官方正式的消息，终于迎来了大结局。 有媒体报道，腾讯官方宣布，要对内部大模型研发体系，进行一次力度空前的架构升级，其中包括—— 新成立AI Infra部、AI Data部、数据计算平台部，试图从算力、数据到平台能力。 一切行动，就是为了全面夯实大模型「地基」。 与此同时，一直未正式露面的姚顺雨，也首次以官方身份亮相，担任两大职务—— 任CEO/总裁办公室首席AI科学家，向腾讯总裁刘炽平汇报； 兼任AI Infra部、大语言模型部负责人，向技术工程事业群总裁卢山汇报 这位AI天才的加入，将为中国大语言模型领域带来怎样的变革？ 清华姚班毕业，顶级学霸 姚顺雨本科毕业于清华大学，是姚班出身的典型「学霸」，学业生涯一路闪耀。 初中阶段，他就读于合肥45中，后升入合肥市第一中学。 2014年，他斩获「全国信息学奥林匹克竞赛」（ ...

Core Insights - Tencent has upgraded its large model research and development structure by establishing new departments: AI Infra, AI Data, and Data Computing Platform, to enhance its core capabilities in large model development [1] - Vincesyao has been appointed as the Chief AI Scientist of the "CEO/President's Office" and will oversee both the AI Infra and Large Language Model departments, reporting to Tencent's President Liu Chiping [1] - The AI Infra department will focus on building technical capabilities for large model training and inference platforms, emphasizing distributed training and high-performance inference services [1] - The newly structured AI Data and Data Computing Platform departments will be responsible for the construction of large model data and evaluation systems, as well as the integration of big data and machine learning [1] - Wang Di continues as the Deputy General Manager of the Large Language Model department, reporting to Vincesyao, while Liu Yuhong and Chen Peng have been appointed as heads of the AI Data and Data Computing Platform departments, respectively [1]

摘要： 之后他在普林斯顿大学获得计算机博士学位，2024年毕业后加入OpenAI担任Research Scientist，参与了 OpenAI的Computer-Using Agent、Deep Research等多个产品项目。 作为腾讯大模型体系的重要一环，AI Infra部将负责大模型训练和推理平台技术能力建设，聚焦大模型 分布式训练、高性能推理服务等核心技术能力，构建大模型AI Infra核心竞争力，为大模型算法研发和 业务场景落地提供稳定高效的技术支持和服务。 架构升级后的AI Data部、数据计算平台部，将分别负责大模型数据及评测体系建设、大数据和机器学 习的数据智能融合平台建设工作。王迪继续担任大语言模型部副总经理，向Vincesyao汇报。刘煜宏担 任AI Data部负责人、陈鹏担任数据计算平台部负责人，均向公司副总裁蒋杰汇报。 腾讯一直是全球AI人才储备中国阵营的第一梯队，姚顺雨的加入意味着腾讯已为新的AI竞赛准备好弹 药。 12月17日，凤凰网科技获悉，腾讯升级大模型研发架构，新成立AI Infra部、AI Data部、数据计算平台 部，全面强化其大模型的研发体系与核心能力。Vincesya ...

大公司： 爱诗科技与阿里云达成全栈AI合作 36氪获悉，12月17日，爱诗科技与阿里云在北京阿里朝阳科技园正式签署全面合作协议。双方将围绕 AI全栈能力与全球化布局，在模型、算力、产品、生态和商业层面建立深度协同，共同打造AI视频生 成领域的先进实践。 腾讯大模型团队架构调整，前OpenAI研究员姚顺雨任要职 36氪独家获悉，腾讯近期完成了一次组织调整，正式新成立AI Infra部、AI Data部、数据计算平台部。 12月17日下午发布的内部公告中，腾讯表示，Vinces Yao将出任"CEO/总裁办公室"首席 AI 科学家，向 腾讯总裁刘炽平汇报；他同时兼任AI Infra部、大语言模型部负责人，向技术工程事业群总裁卢山汇 报。 据了解，Vinces Yao即为数月前入职腾讯的姚顺雨，曾任OpenAI研究员，是OpenAI首批智能体产 品Operator与Deep Research的核心贡献者。 SpaceX已通知员工进入IPO前的静默期 据报道，SpaceX已通知员工进入IPO前的静默期。 浙江省创新投资集团开启社会招聘 36氪获悉，浙江省创新投资集团开启社会招聘。据了解，本次招聘包括管理岗位和专业技术 ...

Group 1 - The core concern is the potential job displacement due to AI, with a report from MIT indicating that AI could replace nearly 12% of the workforce in the U.S., primarily affecting roles that involve routine tasks like data entry and report writing [1][2] - Major tech companies like Amazon, Microsoft, and Google have initiated unprecedented layoffs, with over 110,000 layoffs reported in the U.S. tech sector by 2025 [1] - In China, the adoption rate of AI tools in the workplace is high, reaching 93%, with Alibaba's Qianwen gaining significant traction, achieving 30 million monthly active users [3][4] Group 2 - Despite the high adoption of AI tools, many workers do not feel an immediate threat of job replacement, as the current capabilities of domestic AI are not advanced enough to take over critical tasks [5][6] - AI tools often require users to invest time in refining instructions and verifying outputs, leading to a situation where the expected efficiency gains are offset by increased cognitive load [12][14] - The tools are effective in handling repetitive tasks but struggle with complex problem-solving and nuanced understanding, which are essential for high-value work [14][32] Group 3 - Companies like Alibaba are aggressively marketing their AI products to establish user habits and dependencies, with Qianwen's market share in mainland China reaching 34% by November 2025 [22][26] - Tencent's strategy appears more conservative, focusing on integrating AI features within its existing ecosystem, particularly through WeChat, rather than pioneering new AI solutions [26][27] - Both companies are competing for user attention and data, with the ultimate goal of embedding their services into users' daily routines, thus transforming user habits into digital assets [21][28] Group 4 - The article emphasizes the importance of using multiple AI tools to maximize efficiency, as different tools excel in different scenarios [29][30] - The current landscape presents an opportunity for users to leverage AI without becoming overly reliant on a single platform, which could limit flexibility and adaptability [30][33] - The true value lies in the ability to utilize AI for problem-solving rather than allowing AI to dictate workflows, highlighting the importance of critical thinking and adaptability in the workforce [34][35]

| 长 七光纤 ... | 6.39亿 | 4.28亿 | IU.6/16 | | --- | --- | --- | --- | | HK 08869 | | | +2.11亿 | | 中芯国际 | 5.87 亿 | 3.38亿 | 9.25 亿 | | HK 00981 | | | +2.49 Z | | 南方恒生 ... | 8.10亿 | 6476.90万 | 8.751Z | | HK 03033 | | | +7.45 Z | | :: 洪烟日 | 4.70亿 | 2.17亿 | 6.88亿 | | HK 00883 | | | +2.53 乙 | | 中国移动 | 6396.44万 | 5.78亿 | 6.421Z | | HK 00941 | | | -5.14 Z | | 快手-W | 3.26亿 | 1.42亿 | 4.69亿 | | HK 01024 | | | +1.84 乙 | 港股通(深)活跃成交股 智通财经APP获悉，12月17日港股市场，北水成交净买入79.09亿港元，其中港股通(沪)成交净买入22.18亿港元，港股通 (深)成交净买入56.91亿港元。 北水净买入最多的个股是 ...

Core Viewpoint - Tencent has announced a significant organizational restructuring in its AI division, with the notable addition of Yao Shunyu, a prominent figure in the AI research community, as the Chief AI Scientist [1][4][11]. Group 1: Yao Shunyu's Background and Role - Yao Shunyu, a former OpenAI researcher and a distinguished academic, has joined Tencent as the Chief AI Scientist in the CEO's office, reporting directly to Tencent's president, Liu Chiping [2][4]. - At only 28 years old, Yao has made substantial contributions to the field of AI, particularly in the area of large models and agent-based research, with notable works including Tree of Thoughts and ReAct [3][19]. - His recent departure from OpenAI and subsequent move to Tencent has garnered significant attention, highlighting his status as a leading talent in the AI sector [3][11]. Group 2: Organizational Changes at Tencent - Tencent has restructured its AI organization, establishing new departments such as AI Infra, AI Data, and Data Computing Platform to enhance its large model development capabilities [6][8]. - The AI Infra department, led by Yao, will focus on building the technical capabilities for large model training and inference, aiming to create a competitive edge in AI infrastructure [8][10]. - The restructuring aims to strengthen Tencent's engineering advantages and improve the efficiency of AI large model research, aligning with the company's strategic goals in AI [8][12]. Group 3: Tencent's AI Product Development - Over the past year, Tencent has launched more than 30 new models under its Mix Yuan series, with Mix Yuan 2.0 showing significant improvements in pre-training data and reinforcement learning strategies [9]. - Tencent's AI product, Yuanbao, has rapidly gained user acceptance, becoming one of the top AI applications in China, and is integrated into major platforms like WeChat and QQ [10]. - The company is undergoing a comprehensive AI-driven efficiency transformation, with over 900 applications utilizing its Mix Yuan models across various internal services [10][12]. Group 4: Strategic Importance of AI for Tencent - Tencent's advancements in AI are closely tied to its extensive resources, including rich scenarios, vast data, and a strategic approach, positioning the company favorably in the AI landscape [14][15]. - The recruitment of top talent like Yao Shunyu signifies Tencent's commitment to accelerating its AI initiatives and enhancing its capabilities in the competitive AI market [11][12].

腾讯控股(00700)发布公告，该公司于2025年12月17日斥资6.36亿港元回购105.7万股股份，每股回购价 格为595-605.5港元。 ...

格隆汇12月17日丨腾讯控股(00700.HK)发布公告，2025年12月17日耗资6.36亿港元回购105.7万股，回购 价格每股595-605.5港元。 ...