在媒体沟通中，百度内部人士表示："我们其实没有考虑过要做一个微信或者取代微信，目前没有考 虑，我相信大家也都感觉这个不现实，我们都是从需求和任务本身去出发的，大家如果真的有特定的任 务，比如说家庭健康的任务、小组作业的任务、旅游规划的任务，或者是一些特别复杂的决策，我们希 望提供一个平台给大家，大家可以尝试在这里面跟你的一些同事朋友去借助 AI 的能力，更好地完成你 们的任务。"（文猛） 1 月 21 日下午消息，新浪科技获悉，文心 App 近期将启动交互界面改版，新增"多人、多 Agent 群 聊"功能，以更加社交化、活人感的方式进行用户交互。目前，文心 App 群聊功能已在内测阶段。 据悉，文心 App 即将上线的群聊功能将支持用户在同一群聊中调动多个 AI 角色，适用职场创意脑暴、 办公协作、家庭成员间生活协同、趣味互动等场景。AI 能理解群聊上下文、识别成员意图，并根据讨 论氛围精准判断介入时机，主动应答。 ...

据悉，文心App即将上线的群聊功能将支持用户在同一群聊中调动多个AI角色，适用职场创意脑暴、办 公协作、家庭成员间生活协同、趣味互动等场景。AI能理解群聊上下文、识别成员意图，并根据讨论 氛围精准判断介入时机，主动应答。 据悉，文心App即将上线的群聊功能将支持用户在同一群聊中调动多个AI角色，适用职场创意脑暴、办 公协作、家庭成员间生活协同、趣味互动等场景。AI能理解群聊上下文、识别成员意图，并根据讨论 氛围精准判断介入时机，主动应答。 在与新浪科技等媒体沟通中，百度内部人士表示："我们其实没有考虑过要做一个微信或者取代微信， 目前没有考虑，我相信大家也都感觉这个不现实，我们都是从需求和任务本身去出发的，大家如果真的 有特定的任务，比如说家庭健康的任务、小组作业的任务、旅游规划的任务，或者是一些特别复杂的决 策，我们希望提供一个平台给大家，大家可以尝试在这里面跟你的一些同事朋友去借助AI的能力，更 好地完成你们的任务。"（文猛） 责任编辑：何俊熹 新浪科技讯 1月21日下午消息，新浪科技获悉，文心App近期将启动交互界面改版，新增"多人、多 Agent群聊"功能，以更加社交化、活人感的方式进行用户交互。目前 ...

据介绍，文心App群聊功能将支持用户在同一群聊中调动多个AI角色，适用职场创意脑暴、办公协作、 家庭成员间生活协同、趣味互动等场景。AI能理解群聊上下文、识别成员意图，并根据讨论氛围精准 判断介入时机，主动应答。 据相关人士透露，预计今年2月，文心App还将新增支持群聊内给自己或别人布置日程提醒，支持自定 义个人的文心助手人设和回复风格，支持图生图能力和特色玩法类Agent。（文猛） 新浪科技讯 1月21日下午消息，新浪科技获悉，文心App近期将启动交互界面改版，新增"多人、多 Agent群聊"功能，以更加社交化、活人感的方式进行用户交互。 目前，文心App群聊功能已开启内测，将很快与用户见面。据百度内部人士透露，这是国内AI应用首次 从"一对一助手"进化为参与人类社交与协作的"智能成员"。 据相关人士透露，预计今年2月，文心App还将新增支持群聊内给自己或别人布置日程提醒，支持自定 义个人的文心助手人设和回复风格，支持图生图能力和特色玩法类Agent。（文猛） 责任编辑：杨赐 责任编辑：杨赐 新浪科技讯 1月21日下午消息，新浪科技获悉，文心App近期将启动交互界面改版，新增"多人、多 Agent群聊"功能 ...

消息面上，据36氪，1月20日，百度旗下文心助手月活用户数已突破2亿，与豆包、千问形成国内三大亿 级AI入口。此前国内报道，文心助手是百度App推出的AI智能助手，依托文心大模型和"百度猎户座"AI 引擎，实现了搜索与AI的深度重构，是集深度思考、多模态交互与全场景服务于一体的全能搭子。 花旗发表报告指出，预计百度将于农历新年后公布2025年第四季度业绩，市场焦点将集中于管理层对昆 仑芯上市进展的评论、股东回报或改善，以及AI相关收入(包括AI云基建、AI应用、自驾的士经营数据) 按年及按季增长趋势等。瑞银则表示，考虑到昆仑芯在内地AI芯片市场拥有性能和收入规模方面的优 势，该行预计潜在上行空间尚未被完全在股价反映。 智通财经APP获悉，百度集团-SW(09888)午后涨超4%，截至发稿，涨3.29%，报153.7港元，成交额 21.46亿港元。 ...

花旗发表报告指出，预计百度将于农历新年后公布2025年第四季度业绩，市场焦点将集中于管理层对昆 仑芯上市进展的评论、股东回报或改善，以及AI相关收入(包括AI云基建、AI应用、自驾的士经营数据) 按年及按季增长趋势等。瑞银则表示，考虑到昆仑芯在内地AI芯片市场拥有性能和收入规模方面的优 势，该行预计潜在上行空间尚未被完全在股价反映。 百度集团-SW(09888)午后涨超4%，截至发稿，涨3.29%，报153.7港元，成交额21.46亿港元。 消息面上，据36氪，1月20日，百度旗下文心助手月活用户数已突破2亿，与豆包、千问形成国内三大亿 级AI入口。此前国内报道，文心助手是百度App推出的AI智能助手，依托文心大模型和"百度猎户座"AI 引擎，实现了搜索与AI的深度重构，是集深度思考、多模态交互与全场景服务于一体的全能搭子。 ...

Group 1 - UBS expects Baidu's last quarter performance to meet expectations, with AI cloud infrastructure remaining a key growth engine [1] - The firm highlights Kunlun chips' advantages in performance and revenue scale in the domestic AI chip market, suggesting potential upside not fully reflected in the stock price [1] - UBS maintains a "Buy" rating for Baidu and sets a target price of $180 [1]

2025 年互联网大厂在 ITC 招采方面的规模如何？ 2025 年，互联网大厂在 ITC 招采方面的规模较 2024 年有显著增长。整体市 场招采规模超过 4GW，主要集中在第一季度，占全年一半以上。部分招采计划 是在第四季度制定，并在第一季度推进。字节跳动的资本开支计划从预期的 1,800 亿上调至 3,000 亿，阿里巴巴则从 1,600-1,800 亿上浮至接近 2000 亿。这两家公司的 ITC 招标规模接近 5GW，加上腾讯和其他企业，预计 2026 年数据中心招采规模将达到 6GW。 2025 年字节跳动、阿里巴巴、腾讯和百度四大互联网公司在国内及东南亚地 区的 ITC 具体招采规模如何？ 2025 年，字节跳动和阿里巴巴占据了绝对头部位置，每家公司分别达到了 1.6-1.8GW，总计约 3-3.2GW。腾讯相对较少，大约为 600-700MW，而百 2026 年 ITC 市场预计在核心城市如北京和上海会有退租现象，续租率 预计在 70%到 80%之间，但价格可能随行就市或略有上浮。云资源池 业务预计不会迁走。 降低 PUE 是增加数据中心建设数量的关键。淘汰高 PUE 老旧数据中心， 采用液冷 ...

Group 1 - The core viewpoint of the report maintains Baidu Group's revenue and non-GAAP profit forecasts for 2025, 2026, and 2027, with an "outperform" rating and a target price of HKD 196, indicating a 33% upside potential compared to the current market valuation [1] - The expected non-GAAP net profit for Baidu in Q4 2025 is projected to be CNY 3 billion, with the core business also contributing CNY 3 billion [1] Group 2 - Baidu AI Cloud is expected to maintain a year-on-year growth rate exceeding 30% in Q4, driven by strong AI demand from enterprise clients and the company's differentiated self-developed infrastructure [2] Group 3 - The "萝卜快跑" (LuoBo Kuaipao) initiative has achieved significant milestones in its global expansion, launching commercial operations in Abu Dhabi and planning to deploy hundreds of vehicles for a large-scale fleet by January 2026 [3] - The company has received full autonomous testing permits in Dubai and is preparing to initiate autonomous driving tests in London in collaboration with Uber and Lyft, adapting to local traffic regulations [3] Group 4 - Multiple models from Baidu's Wenxin have ranked highly, with ERNIE-5.0-0110 and ERNIE-5.0-Preview-1203 achieving notable results in text and visual understanding categories, respectively [4] - The AI application landscape is rapidly evolving, with the "秒哒" (MiaoDa) no-code platform generating over 500,000 commercial applications and experiencing a daily growth rate of over 150%, while its overseas version MeDo topped the Product Hunt global product list [4] - The "慧播星" (HuiBoXing) digital human initiative is expanding into markets like Brazil, Thailand, and Vietnam, while the GenFlow intelligent agent's overseas version Oreate has gained millions of users [4]

Group 1 - The core viewpoint of the report maintains Baidu Group's revenue and non-GAAP profit forecasts for 2025, 2026, and 2027, with a target price of HKD 196, indicating a 33% upside potential compared to the current market valuation [1] - The expected non-GAAP net profit for Baidu in Q4 2025 is projected to be CNY 3 billion, with the core non-GAAP net profit also at CNY 3 billion [1] Group 2 - Baidu AI Cloud is expected to maintain a year-on-year growth rate exceeding 30% in Q4, driven by strong AI demand from enterprise clients and the company's differentiated self-developed infrastructure [2] Group 3 - The "萝卜快跑" (Roborace) has achieved significant milestones in its global expansion, launching fully autonomous commercial operations in Abu Dhabi and planning to deploy hundreds of vehicles by 2026 [3] - The company has received full autonomous testing permits in Dubai and is preparing to initiate autonomous driving tests in London in collaboration with Uber and Lyft [3] Group 4 - Multiple models from Baidu's Wenxin have ranked highly, with ERNIE-5.0-0110 and ERNIE-5.0-Preview-1203 achieving notable results in text and visual understanding categories [4] - The AI application landscape is rapidly evolving, with the "秒哒" no-code platform generating over 500,000 commercial applications and experiencing a daily growth rate of over 150% [4] - The overseas version of the GenFlow intelligent agent has gained millions of users, while the digital human "慧播星" is expanding into markets like Brazil, Thailand, and Vietnam [4]

Key Points - Sony officially announced the spin-off of its television business, forming a joint venture with TCL, where TCL will hold 51% and Sony 49% [4][5] - The new company will manage the entire global operations of television and home audio equipment, with plans to start operations by April 2027, pending regulatory approvals [4][5] - Sony's market share in China has significantly declined, with foreign brands collectively holding less than 5% of the market share in 2024, averaging around 1.25% each [4][5] - The overall shipment of televisions in China is projected to drop by 8.5% in 2025, reaching a new low since 2010, with the top eight brands dominating 94.1% of the market [5] - Xiaomi responded to two vehicle fire incidents, stating that the power batteries were functioning normally at the time of the incidents [10][11] - MiHoYo announced the closure of the Genshin Impact server operated in partnership with Xiaomi, effective January 20, 2025, due to strategic adjustments [12] - New Oriental's founder, Yu Minhong, announced the hiring of Chen Xingjia as a consultant with an annual salary of 1.5 million RMB, amidst controversy over high salaries in the nonprofit sector [7][8] - The mobile phone market in China for 2025 shows Vivo, Xiaomi, and Apple as the top three brands by activation volume, with Xiaomi's growth attributed to the success of its 17 series [21][22] - Hikvision reported a slight increase in revenue for 2025, achieving 92.517 billion RMB, with a net profit of 14.188 billion RMB, reflecting a growth of 18.46% year-on-year [30]