12月29日，腾讯元宝宣布"任务"功能正式上线。据介绍，用户把元宝App、电脑版更新至最新版本，直接把时间安排、自律习惯、任务计划一句话告诉元 宝，到点就能准时提醒，此外还能提前测试任务、手动管理任务、自定义提醒。 现在、可以一句话给元宝布置循环定时任务 日程安排、行业早报、自律打卡 都能按时主动送上提醒 2 元宝 3 元宝 & Ct (D) t ()) 每周四上午10点提醒我,今天是 疯狂星期四,并记得V我50 疯狂星期四提醒 > 每周四 10:00 さ 好的,已为你修改任务信息。 > 楊酮我今天是疯狂星期四 并记得V我50 疯狂星期四提 又到每周一次,可以犒劳自己的日子了。记得安 排上你的"疯狂星期四",也别忘了那句经典暗 我公主营粮社营助网 甘肃 号。 O & 9 Q) a 0 6 9 4) 0 一句话投启任务 到点击动漫娱 那尔能V我50喷 (掏出电子小账本)检测到今日"疯狂能量"不 足,但本Al的虚拟钱包已上交给服务器保管了。 为您推荐低成本疯狂方案: 1. 用50秒在原地转圈直到头晕 2. 给通讯录第5个人发"我刚学会用脚趾比心" 3. 对着窗外喊一句暗号(比如"菠萝披 岩!") ->) ) 【用 ...

中信建投指出，传媒行业在AI应用领域持续发力，阿里计划加强C端AI应用布局，对标ChatGPT，通义 App已更名为千问App，核心功能包括对话问答、智能写作等，近期排名快速上升。腾讯通过微信Agent 与元宝共同推进AI功能，元宝App月活7329万，全球排名第六。字节旗下豆包与抖音打通，涵盖短视频 搜索、电商和本地生活功能，连续300天稳居iOS免费榜Top3。美图公司凭借AI换装、AI雪景等功能在 海外市场出圈，连续两月登顶多国应用商店榜单。影视院线方面，年末《疯狂动物城2》等引进片有望 推动电影市场回暖，春节档储备丰富，包括《惊蛰无声》《飞驰人生3》等重磅影片。IP衍生业务保持 高景气，阅文集团、上海电影等公司积极布局漫剧和游戏授权，推动收入增长。 影视ETF（516620）跟踪的是中证影视指数（930781），该指数从A股市场中选取涉及内容制作、发行 放映及相关服务等业务的上市公司证券作为指数样本，以反映影视娱乐行业相关上市公司证券的整体表 现。该指数成分股主要分布在深圳证券交易所，具有较高的通信服务板块占比。 （文章来源：每日经济新闻） ...

Core Insights - Tencent has officially announced the launch of its latest version of the mixed Yuan image 3.0 on the Yuanbao App, which can generate various types of content including meme sets, four-panel comics, portrait photography, documentary photography, and design illustrations [1] Company Developments - The new features of the Yuanbao App include the ability to create diverse visual content, indicating Tencent's commitment to enhancing user engagement and creativity through advanced image generation technology [1] Industry Trends - The introduction of mixed Yuan image 3.0 reflects a growing trend in the tech industry towards integrating AI-driven tools for content creation, which may influence competitive dynamics among tech companies focusing on similar capabilities [1]

Core Viewpoint - Tencent's market capitalization has reached a new high of 5 trillion HKD, driven by the integration of AI technology with its core business, resulting in significant growth momentum [1][5]. Group 1: Financial Performance - Tencent ranked 32nd in the 2025 Fortune China 500 list, improving by 6 places from the previous year, with a net profit exceeding 26.9 billion USD, placing it 6th in the profit ranking [4]. - In Q1 2025, Tencent reported revenue of 1800.2 billion CNY, a year-on-year increase of 13%, with gross profit of 1004.9 billion CNY, up 20% [13]. - The company’s R&D expenditure reached 706.9 billion CNY for the year, with a cumulative investment of 340.3 billion CNY over seven years [12]. Group 2: AI Strategy and Developments - Tencent has heavily invested in deep learning models since the second half of last year, launching its self-developed models, including the Tencent Mixed Yuan Deep Thinking Model T1 and TurboS [6]. - The AI assistant "Yuanbao" was launched on WeChat, allowing users to interact directly within the chat interface [9]. - The daily active users of Yuanbao surged over 20 times from February to March, making it the third-ranked AI-native mobile application in China [8]. Group 3: Business Segments and Growth - AI has become a key growth driver across Tencent's three main business segments: gaming revenue increased by 24%, advertising revenue grew by 20%, and financial technology and enterprise services revenue rose by 5% [11]. - Tencent's capital expenditure has seen a significant increase, with a year-on-year growth of 221%, reaching a historical high of 76.7 billion CNY [12]. Group 4: Market Activity and Future Outlook - Tencent has been a leader in share buybacks in the Hong Kong market, with a total buyback amount exceeding 40 billion HKD this year, marking a significant increase from previous years [15]. - The company plans to repurchase at least 80 billion HKD worth of shares in 2025, reflecting its commitment to returning value to shareholders [15].

Core Viewpoint - Tencent's Q1 2025 earnings exceeded expectations, driven by strong performance in gaming and advertising, but faces challenges in Q2 due to high base effects from DNF mobile game [1][10] Group 1: Earnings Overview - Q1 gaming revenue grew by 24%, with significant contributions from long-standing titles like Honor of Kings and Peacekeeper Elite, alongside new titles [2][29] - Advertising revenue increased by 20%, surpassing market expectations, with video accounts becoming a key driver for growth [3][37] - Non-IFRS net profit rose by 22% year-on-year, with a profit margin of 24%, indicating improved operational efficiency [5][49] Group 2: Gaming Performance - Long-standing games continue to show strong user engagement, with Q1 network game revenue reaching 595 billion RMB, a 23.6% year-on-year increase [29][12] - The company is heavily reliant on established titles to maintain growth, especially as new game releases face delays [2][29] - Deferred revenue growth indicates strong future demand, with a 22% year-on-year increase, providing support for Q2 [29][12] Group 3: Advertising and E-commerce - The advertising segment is expected to accelerate growth through e-commerce partnerships, with video account ad revenue potentially exceeding 8 billion RMB in Q1 [3][37] - The establishment of an e-commerce product department within WeChat indicates a strategic focus on enhancing advertising revenue [3][37] - AI is expected to improve the return on investment (ROI) for advertisers, enhancing the effectiveness of ad placements [11][38] Group 4: Operational Efficiency - The company maintained stable operating expenses while increasing revenue, leading to a higher profit margin [5][49] - R&D expenses grew at a controlled rate, indicating effective cost management despite increased investment in AI [54][56] - Capital expenditures in Q1 reached 27.5 billion RMB, exceeding market expectations, reflecting strong demand for AI-related investments [6][59] Group 5: Future Outlook - The company is expected to face challenges in Q2 due to high base effects from previous gaming performance, but AI investments may provide long-term growth opportunities [1][10] - The strategic focus on AI and e-commerce is anticipated to enhance operational efficiency and revenue generation in the future [11][44] - Tencent's ability to adapt and leverage AI technology positions it favorably against competitors in the evolving digital landscape [13][23]