接入DeepSeek的元宝风头正旺，腾讯混元大模型处境尴尬

Core Insights - Tencent's Yuanbao has integrated the "full version" DeepSeek-R1 model, significantly enhancing its capabilities and achieving the second position on the Apple App Store free chart in China, surpassing Doubao and only behind DeepSeek [1] - The integration allows Yuanbao to access exclusive content from WeChat public accounts and video accounts, improving response quality, speed, reasoning logic, and multi-modal output [1] - Tencent's mixed Yuan model, which has evolved into a trillion-parameter hybrid expert model (MoE), excels in complex scenarios and large-scale data analysis [1] Group 1 - The integration of DeepSeek has improved Yuanbao's performance but has also made the positioning of the mixed Yuan model within Tencent's AI strategy less clear [2] - DeepSeek's open-source strategy allows enterprises to deploy it at a low cost and localize adjustments, potentially impacting the mixed Yuan model's market position [2] - Tencent's previous approach to the mixed Yuan model has been relatively low-key, focusing on internal product integration rather than aggressive marketing [2] Group 2 - The strong entry of DeepSeek has disrupted the development rhythm of the mixed Yuan model, creating challenges for differentiation in vertical markets [3] - Future strategies for the mixed Yuan model will need to focus on deepening integration with the WeChat ecosystem and exploring more application scenarios [3]