用户可以通过文心一言生成视频和图片、撰写摘要以及执行其他任务。该AI助手的用户可以选择不同 的AI模型。另外，文心一言还与百度地图和百度健康平台相连接。 眼下，字节跳动、阿里巴巴、腾讯等中国科技公司一直在大力投资AI模型和应用。上周，阿里巴巴表 示，正在将其千问聊天机器人接入庞大的消费生态系统，并允许其代用户执行各类任务。阿里巴巴称， 千问应用在去年11月推出后的两个月内月活跃用户已超过1亿。(作者/箫雨) 凤凰网科技讯北京时间1月20日，据《华尔街日报》报道，在AI领域竞争加剧之际，百度文心一言月活 跃用户数已经突破2亿。 目前，百度旗舰搜索引擎应用和PC端都已整合了AI驱动的文心一言。文心一言已与京东、美团、携程 等热门应用关联，从而能够帮助用户订机票、点外卖，以及查询健康和法律等方面的建议。 百度 ...

Financial Forecast - The company is expected to achieve revenue of 195.4 billion yuan in Q4 2025, representing a year-over-year growth of 13% [1] - Value-added services are projected to generate 90.9 billion yuan, with a year-over-year increase of 15% [1] - Within value-added services, the gaming sector is anticipated to reach 59.3 billion yuan, growing by 21% year-over-year, while social networking is expected to generate 31.6 billion yuan, up by 6% [1] - Online advertising revenue is forecasted at 40.5 billion yuan, reflecting a 16% year-over-year growth [1] - Financial technology and enterprise services are expected to generate 61.9 billion yuan, with a year-over-year growth of 10% [1] - The gross margin is projected to be 20%, an increase of 3.0 percentage points year-over-year, resulting in a gross profit of 108.7 billion yuan, up by 20% [1] - Non-IFRS operating profit is expected to be 70 billion yuan, an 18% increase year-over-year, with a non-IFRS net profit of 65.1 billion yuan, also up by 18% [1] Gaming Sector - Revenue from gaming is expected to grow by 21% year-over-year in Q4 2025, with domestic and overseas markets growing by 17% and 28% respectively [1] - Domestic evergreen games are performing steadily, with shooting games showing strong performance, particularly titles like "Delta Force" and "Valorant Mobile" contributing to revenue growth [1] - Several key new games are set to launch in Q1 2026, indicating strong future growth potential in the gaming sector [1] - Overseas, Supercell's "Clash Royale" continues to generate high revenue, and the AAA game "Dying Light: The Beast" is performing strongly, supporting sustained high growth in overseas gaming [1] Marketing Services - Revenue from marketing services is projected to grow by 16% year-over-year in Q4 2025, with the WeChat ecosystem advertising being the main growth driver [2] - The performance of video accounts and search ads remains strong, benefiting from enhanced advertising efficiency and conversion rates due to the synergy of content ecology and AI capabilities [2] Financial Technology and Enterprise Services - Revenue from financial technology and enterprise services is expected to grow by 10% year-over-year in Q4 2025, with stable payment business and double-digit growth in wealth management and micro-loan services [2] - Cloud business is anticipated to exceed 20% year-over-year growth, with WeChat's small store e-commerce technology service fees continuing to contribute to revenue [2] - Recent organizational adjustments in AI business aim to enhance the efficiency of large model development, with WeChat officially launching an AI mini-program developer growth plan [2] Profit Forecast and Investment Rating - The company is adjusting its profit expectations, forecasting revenues of 752.8 billion yuan, 847.5 billion yuan, and 931.5 billion yuan for 2025-2027 [2] - Non-IFRS net profit is projected to be 260 billion yuan, 299.2 billion yuan, and 338.4 billion yuan for the same period, with corresponding Non-IFRS EPS of 29, 33, and 37 yuan [2] - Based on the SOTP valuation method, the target market value for Tencent Holdings' various businesses in 2026 is set at 6.5 trillion yuan, corresponding to a target price of 791 HKD, maintaining a "buy" rating [2]

16 January 2026 China Internet Charlie Peng +81 3 6777 6993 charlie.peng@bernsteinsg.com All's fair in love and AI. One of the more interesting ongoing debates we've had with investors and industry contacts relates to the potential for AI-enabled services to shake up the established order at the top of the Internet funnel. In this note we've outlined some thoughts on the state of play in China, and implications for our coverage. High level, we expect the leading Chinese devs to remain fast followers on mode ...

Accessible version Internet - Asia Pacific Year Ahead 2026: Stable Core, Dynamic Edge; Year of Real AI Adoption Price Objective Change YA2026: Stable fundamentals & reasonable valuations Fundamentals of Asia internet names remain steady going into 2026 given stable competition (barring a few pockets), improving regulatory clarity, focus on balancing revenue growth with profitability and investor concerns on unrestricted cash-burn going down. We remain positive on travel (resilient spends), gaming (AI driven ...

同时，省委网信办持续加大网络安全、数据安全及个人信息保护等领域执法力度，切实维护人民群 众网络空间合法权益。对违反《中华人民共和国网络安全法》《中华人民共和国数据安全法》《中华人 民共和国个人信息保护法》《网络数据安全管理条例》的海南X落网络科技公司、海南×智信息系统有 限公司、海南××智业教育科技有限公司、海南X邦科技有限公司、海南X咖网络科技有限公司依法采取 罚款、警告、责令限期整改等行政处罚。 "2025年，省委网信办全年行政处罚各类网站平台及运营企业8家（次），行政罚款51万元，会同电 信主管部门取消违法网站许可或备案、关闭违法网站4家，处行政警告4次，责令暂停更新2次，各类约 谈47次，核查网民举报问题478个，移交相关主管监管部门问题线索381条，通报并责令限期整改移动应 用程序86款。"省委网信办相关负责人表示。 "我们依法打击网络信息内容违法违规行为，持续深化网络信息内容生态治理。"该负责人介绍，对 违反《中华人民共和国网络安全法》《互联网新闻信息服务管理规定》《网络信息内容生态治理规定》 的中X每日在线新闻（海南）有限公司、海南X盟科技有限公司、海南X客科技有限公司，省委网信办 依法采取罚款 ...

很多朋友也都跑来问，如果真是这样，他们能提前做哪些准备？ 有一位在大厂做程序员的朋友老张，之前联系过一段时间，然后现在他做的这条业务线已经开始不赚钱，说他们 团队被集体裁员了 。 从去年开始，身边这种情况越来越多，互联网上也是呜呼哀哉一片，大批人哭诉降薪、失业、裁员，生活质量难以保障。 真的，不知道哪一天，失业就是一夜间的事。 可能你不相信，其实更多的，是你不愿意相信。2008年的时候，也没人会相信诺基亚会消失。 悲剧在有些人身上重复上演，就是因为他们不愿意相信。 所以劝大家，这个时候一定要给自己提前谋出路，多一手准备。 之所以跑来问，是因为他们的这个情况，几年前走过一遭，而且当时的情况比现在还要难，毕竟现在还有时间。 好在后来找到了解法。所以这几年，其实不论外面怎么变，虽说不是稳如泰山，但起码每次都是有对策的。 有对策，心里就不慌。不慌，事情就会慢慢有起色。 这是那一遭之后，我最大的体会。 那一遭，真的，痛得我这辈子也忘不了，不过也成了我这辈子最大的财富。 你说人生好玩吧。 01 早些年啊，我在阿里，每天工作十几个小时，有时候每周 6 天，各种难题到了我这儿，我都能想办法解决。 玩得好的几个同事都说我"活好 ...

Core Viewpoint - Bill Ackman's investment strategy through Pershing Square Capital shows strong performance in 2025, with potential for continued success in 2026, focusing on building a diversified holding company similar to Berkshire Hathaway [1][2]. Group 1: Alphabet Inc. - Ackman's investment in Alphabet represents 22.6% of his marketable equities, driven by the belief that the market undervalues its AI capabilities and overestimates competition from AI chatbots [3][4]. - Alphabet's Google Cloud revenue grew by 34% year-over-year in Q3, with expanding operating margins and strong adoption of its AI accelerators, TPUs [4][5]. - The company has made significant advancements with its Gemini AI model, leading to a 15% growth in Google Search revenue in Q3 2025, and a partnership with Apple to enhance Siri, expected to generate billions in revenue [5][6]. Group 2: Brookfield Corp. - Brookfield Corp. accounts for 17.7% of Ackman's marketable equities, primarily driven by its subsidiary Brookfield Asset Management, which constitutes about 75% of its value [7][9]. - The company reported $154 million in net carried interest in Q3, a significant increase from $61 million year-over-year, with expectations of $25 billion in net carried interest over the next decade [10][11]. - Brookfield's Wealth Solutions insurance business is projected to double its assets in five years, with a 15% return on equity, leading to strong earnings growth [11]. Group 3: Uber Technologies - Uber Technologies makes up 15.5% of Ackman's marketable equities, facing concerns about competition from autonomous vehicles but positioned as a key partner for self-driving initiatives [12][13]. - The company has seen a 17% increase in monthly active users and a 4% rise in trips per user in Q3, contributing to strong top-line growth and 33% adjusted EBITDA growth [15][16]. - Despite significant investments in future technologies, Uber's stock is valued at around 22 times its trailing adjusted EBITDA, indicating strong growth potential [16].

以上内容由AI大模型生成，仅供参考 "稳就业"关乎"稳经济"的大局。2025年12月，中央经济工作会议在部署2026年经济工作时明确要求，实 施稳岗扩容提质行动，切实稳定高校毕业生、农民工等重点群体就业。开年以来，广东作为"我国经济 第一大省"，率先把稳岗扩容提质的要求落到企业用工与人才机制上，一批粤企在校招、实习、技能岗 位补充等方面持续加力，成为稳就业的重要承接端。 从用工市场信号看，扩招与涨薪正在同步出现。据不完全统计，2025年，比亚迪（002594）新发"AI infra算法工程师"岗位平均月薪上涨超过36%；大疆"工业设计师"岗位平均月薪上涨20%，腾讯"AI 产品 经理"岗位平均月薪上涨5.56%。岗位与薪酬变化背后，指向同一条主线：新技术驱动的岗位需求加速 释放，企业在关键岗位上提升吸引力，同时通过更系统的人才培养与发展通道提高留用率、提升就业质 量。 腾讯滨海总部大厦。 近日，南都湾财社记者采访了腾讯、比亚迪、研祥集团三家企业，发现"稳就业"的落点正在发生迁移： 从"多招人"转向"招对人、育好人、留住人"。腾讯作为平台企业，将扩招重点更多压在AI等新兴业务 上；比亚迪作为制造业龙头，在产业链 ...

Alphabet (GOOG) (GOOGL), the parent company of Google, didn’t just come to the spotlight because of artificial intelligence (AI). In fact, Google has been using AI and machine learning long before AI skyrocketed to mainstream prominence. Although AI has boosted Alphabet’s game, the company is built on exceptionally strong fundamentals. It achieved double-digit revenue growth due to its Search dominance, generated significant free cash flow, and maintained operating margins that surpassed most large-cap pee ...

Market Overview - On January 19, the three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.29% to close at 4114.00 points, while the Shenzhen Component Index increased by 0.09% to 14294.05 points. The ChiNext Index fell by 0.70% to 3337.61 points. The total trading volume was 2.71 trillion yuan, a decrease of 317.9 billion yuan compared to the previous trading day [1][3]. Sector Performance - The electric grid equipment sector experienced a significant surge, while the precious metals sector also showed strength. The tourism sector gained momentum, and there was a partial recovery in the commercial aerospace concept. Other sectors such as Hainan, military industry, chemicals, oil and gas, and robotics also performed well during the trading session [3]. - Conversely, the AI application sector declined, with the internet, cultural media, and AI healthcare sectors experiencing the largest drops. Individual stocks such as Haige Communication faced continuous trading halts, and several stocks including Sanwei Communication and Vision China also hit their daily limits [3]. Notable Stocks - Fenglong Co., Ltd. resumed trading and hit the daily limit for the 14th consecutive trading day, with a cumulative increase of 280% since December 17, 2025 [4]. Market Sentiment - The current stock market environment is described as a test of courage, with notable commentary on the volatility and unpredictability of stock performance. There is a call for caution among retail investors, especially regarding the use of AI models for stock selection, which is viewed as risky [6][17][18].