Group 1 - Tencent revealed that 85% of its programmers are using the CodeBuddy AI code assistant, which has reduced overall coding time by 40% [1] - The AI code assistant has evolved with the introduction of the Craft software development agent, moving from code completion to autonomous development [1] - Other companies like OpenAI and Google are also launching AI coding agents, such as Codex and AlphaEvolve, which enhance software development capabilities [1] Group 2 - Tencent is considering changes to its workflow due to the increased use of AI-generated code, aiming for organizational efficiency alongside individual productivity [2] - The AI code tools are being integrated with intelligent agent capabilities, which can proactively execute tasks and solve problems, enhancing their functionality [2] - Tencent upgraded its large model knowledge engine to an intelligent agent development platform based on RAG technology, enabling automatic question-answer generation for enterprises [2] Group 3 - The AutoGLM intelligent agent, released in March, can reason and search simultaneously, gaining 5,000 followers on Xiaohongshu in 14 days [3] - JD.com launched JoyAgent 2.0, which helps enterprises generate digital employees, with a code acceptance rate of over 40% for its JoyCode assistant [3] - Intelligent agent technology is still developing, with expectations of achieving 90% accuracy in complex tool calls by the end of the year [3] Group 4 - Tencent has accelerated the release of its large model products, including a 3D scene model and various parameter versions of hybrid reasoning models [4] - The planned open-source hybrid reasoning model will have parameters ranging from 7B to 14B for AI workstations, and 13B and 32B for AI servers [4] - The demand for reasoning tokens has exceeded previous expectations, prompting Tencent to optimize reasoning efficiency and customize models to save GPU resources [4]

Group 1 - The A-share market experienced a rebound in the sci-tech artificial intelligence sector, with the Huaxia Sci-tech AI ETF (589010) rising by 0.29% as of 13:35 [1] - Among the holdings, Zhongyou Technology led the gains with an increase of 17.89%, followed by Lingyun Light at 5.72% and Fudan Microelectronics at 5.3%. Conversely, Youfang Technology saw a decline of 2.79%, leading the losses [1] - Tencent Cloud launched an intelligent development platform on May 21, integrating DeepSeek-R1, V3 models, and online search capabilities, with plans to release a world model and open-source various hybrid inference models [1] Group 2 - Huatai Securities believes that the sci-tech industry still holds certain allocation value, citing the current weak stabilization of the inventory cycle and ongoing capacity clearance, with monetary policy remaining loose [2] - The firm notes that with the US-China reaching a phased tariff agreement, global investor risk appetite is recovering, which may enhance market focus on the tech sector [2] - In the medium to long term, industries such as AI, robotics, and intelligent driving are expected to gradually release performance, supported by new policies on mergers and acquisitions [2]

Core Viewpoint - Tencent Cloud has launched an intelligent development platform, integrating DeepSeek-R1, V3 models, and connected search capabilities [1] Group 1: Product Launches - Tencent plans to release a world model mixed 3D scene model soon [1] - The company will open-source enterprise-level mixed reasoning models, edge-side mixed reasoning models, and multimodal foundational models [1] - Recent updates to Tencent's large model products include the launch of the mixed T1 Vision model for visual deep reasoning, an end-to-end voice call model named mixed Voice, and the mixed Image 2.0 model [1]