TENCENT(HK:00700) 3 6 Ke·2025-07-27 05:59Core Insights - Tencent is shifting its focus from large models to multi-modal and embodied intelligence, showcasing its advancements at the World Artificial Intelligence Conference (WAIC) [1][3] - The company has introduced a comprehensive suite of AI products, termed "AI full stack," aimed at enhancing user interaction and application across various sectors [1][7] Group 1: AI Product Development - Tencent has launched the "Tairos" platform, the first modular embodied intelligence software platform in China, designed for the robotics industry [4][3] - The newly released "Hunyuan 3D World Model 1.0" is fully open-sourced and integrates panoramic visual generation with layered 3D reconstruction technology [5][8] - The company plans to open-source several smaller models, including 0.5B, 1.8B, 4B, and 7B mixed reasoning models, to facilitate easier deployment [10] Group 2: Application and Market Strategy - Tencent's AI applications target both B2B and B2C markets, with over 10 agents developed for various life scenarios, including travel planning [7][12] - The company emphasizes practical AI solutions, aiming to make "usable AI" a universal productivity tool [11] - Tencent's AI capabilities have been integrated into multiple applications, enhancing functionalities such as AI search, AI browsing, and AI content creation [12][13] Group 3: Industry Position and Future Goals - Tencent is positioned as a leading player in multi-modal exploration, leveraging its experience in gaming and social content [10] - The company aims to improve the quality of 3D asset generation and enhance interaction models to meet industry demands in gaming, autonomous driving, and entertainment [9][10] - The strategic collaboration between intelligent agents and industry-specific models is expected to amplify the value of large models and address implementation challenges [13]