此次调整也是腾讯在今年紧锣密鼓的AI布局中，颇为重磅的一步。 此前，混元大模型团队虽是腾讯的公司级项目，拉通了各个BG的不同板块，就TEG内部而言，参与到 混元模型研发的就有AI Lab、机器学习平台等等部门。经过调整后，模型团队内部力量会更加统一。 新成立的 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。 【#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，Vince 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。 腾讯并未披露Vince Yao的中文名或过往履历。不过，36氪了解到，Vince Yao即为数月前入职腾讯的姚 顺雨，他毕业于清华和普林斯顿大学，曾任OpenAI研究员，是OpenAI首批智能体产品Operator与Deep Research的核心贡 ...

此次调整也是腾讯在今年紧锣密鼓的AI布局中，颇为重磅的一步。 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。 腾讯并未披露Vinces Yao的中文名或过往履历。不过，36氪了解到，Vinces Yao即为数月前入职腾讯的 姚顺雨，他毕业于清华和普林斯顿大学，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。 此前，混元大模型团队虽是腾讯的公司级项目，拉通了各个BG的不同板块，就TEG内部而言，参与到 混元模型研发的就有大预语言模型部、AI Lab、机器学习平台等等部门。经过调整后，模型团队内部力 量会更加统一。 新成立的 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。 其中，王迪继续担任大语言模型部 ...

腾讯于2002年进驻上海，现已升级为腾讯华东总部，核心布局徐汇滨江华东总部大厦、闵行田林路办公区、杨浦创新创业中心三大核心载体，是腾讯深耕 长三角产业互联网的战略枢纽。以上海为中心，业务全面覆盖腾讯云、优图实验室、阅文集团、影视娱乐等板块，聚焦AI、区块链、智算算力等前沿领 域，落地国内最大GPU算力中心，支撑长三角30+行业数字化转型，服务宝武、上汽、蔚来、小红书等千余家头部企业，成为区域数字经济发展核心引 擎。 华东总部大厦以"万家灯火"为设计理念，获LEED金奖认证，融合科创园区概念与健康建筑标准，内设多层绿色空间及专属健身区，既彰显科技企业质 感，又传递"以人为本"的企业文化。目前区域内汇聚优图实验室（超1600项AI专利）、科恩实验室等顶尖研发力量，深度参与上海浦江数链建设，打造全 国首个城市级区块链运营网络，2024年凭借《繁花》影视IP赋能城市文旅、"新基石计划"助力青少年科学教育等实践，实现商业价值与社会价值双向赋 能。 研学亮点 参访上海优图实验室，近距离观摩计算机视觉、AI多模态交互等核心技术研发过程，体验人脸识别、智能诊断等落地应用，解读1600余项专利背后的创 新机制。 探访国内最大G ...

来源：滚动播报 周二美股三大指数涨跌不一，道指跌0.62%，纳指涨0.23%，标普500指数跌0.24%。大型科技股多数上 涨，特斯拉收涨3.07%，时隔一年再创收盘历史新高。甲骨文、Meta涨超1%，英伟达、亚马逊、苹果、 微软、奈飞、博通、AMD小幅收涨。高通跌超1%，英特尔、谷歌小幅收跌。 ...

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A double digit decline since my last Amazon writeup ( AMZN ) sets the stage for some introspection for AMZN investors. What's going on for the Andy Jassy led company, as the stock postedJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentia ...

Core Insights - The performance of the Magnificent 7 stocks has diverged significantly this year, with Alphabet Inc leading and Amazon.com Inc lagging behind [1][2]. Group 1: Alphabet Inc - Alphabet's stock has increased by 62.26% year-to-date, making it the strongest performer among the Magnificent 7 [2]. - The company's market capitalization is approximately $3.7 trillion, ranking it as the third-largest in the group [4]. - Alphabet's earnings yield is 3.27%, with a PE ratio around 30 and a PEG ratio near 1.6, indicating reasonable valuations for its growth [4]. - The stock has shown recent momentum, rising over 8% in the past month, reflecting a balanced performance [4]. Group 2: Amazon.com Inc - Amazon's stock has only increased by 1.05% year-to-date and has decreased by about 4.4% over the past month, positioning it as the laggard in the group [5]. - The company's price-to-sales ratio is 3.48, the lowest among the Magnificent 7, and its EV-to-EBITDA multiple is around 15.4, also near the bottom of the group [6]. - Amazon's forward PE is near 27, and its earnings yield is above 3%, highlighting a contrast in valuation compared to its peers [6]. Group 3: Market Implications - Alphabet's strong performance, scale, and consistency place it at the forefront of the Magnificent 7, while Amazon's underperformance makes it appear undervalued in a market where other valuations have stretched [7]. - Despite Alphabet's leadership, Amazon may represent a more attractive investment opportunity due to its lower valuation metrics [7].

Core Insights - The performance of the Magnificent 7 stocks has diverged significantly this year, with Alphabet Inc leading and Amazon.com Inc lagging behind [1][2]. Group 1: Alphabet Inc - Alphabet's stock has increased by 62.26% year-to-date, marking it as the strongest performer among the Magnificent 7 [2]. - The company's market capitalization is approximately $3.7 trillion, making it the third-largest in the group [4]. - Alphabet's earnings yield stands at 3.27%, with a PE ratio around 30 and a PEG ratio near 1.6, indicating reasonable valuations for its growth [4]. - The stock has shown recent momentum, rising over 8% in the past month [4]. Group 2: Amazon.com Inc - Amazon's stock has only risen by 1.05% year-to-date and has decreased by about 4.4% over the past month, positioning it as the laggard in the group [5]. - The company trades at a price-to-sales ratio of 3.48, the lowest among the Magnificent 7, and has an EV-to-EBITDA multiple around 15.4, also near the bottom of the group [6]. - Amazon's forward PE is approximately 27, with an earnings yield above 3%, highlighting its contrasting valuation compared to its peers [6]. Group 3: Comparative Analysis - Alphabet is recognized for its performance, scale, and consistency, while Amazon's underperformance makes it appear undervalued in a group where valuations have generally increased [7]. - Despite Alphabet's dominance, Amazon may be perceived as a bargain within the premium segment of the market [7].

Core Viewpoint - The article discusses allegations made by Yu Hong, a former senior vice president of 360 Group, against the company's founder Zhou Hongyi, claiming financial fraud involving billions. 360 Group has strongly denied these allegations and plans to take legal action against Yu Hong for defamation [2][4][6]. Group 1: Allegations and Responses - Yu Hong accused Zhou Hongyi of financial fraud, claiming he has data to support his allegations and threatened to make it public [2]. - 360 Group responded by stating that Yu Hong's claims are extreme and false, emphasizing their commitment to compliance and transparency in financial operations [4][6]. - The company clarified that Yu Hong had never held a core management position during his tenure and that his statements do not reflect the reality of the company's operations [6]. Group 2: Company Background and Financial Performance - 360 Group is a technology-driven internet company and the largest provider of internet security products and services in China [8]. - The company has faced performance pressure over the past five years, with its gaming business showing a declining trend in revenue [9]. - In 2024, 360 Group reported total revenue of 7.948 billion RMB, a year-on-year decrease of 12.23%, with gaming revenue at 0.893 billion RMB, down 7.07% from the previous year [9].

Joining us now, Mark Mahaney, Everore, senior managing director of internet research. Mark, great to see you in person. Um, we mentioned the Google 60%.Most of that move was in the second half of the year. So, it's it's sort of an interesting dynamic here where it's no longer a top pick because of the recent run, but you still think it is firmly in the hold in the buy camp, I should say. >> It's a quality compounder.So, we've had a stock that went from 15 times earnings to almost 30 times earnings in a six- ...