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专访汤道生:元宝重兵投入这半年
Sou Hu Cai Jing· 2025-10-10 10:42
以下文章来源于语言即世界language is world,作者张小珺 汤道生 腾讯集团高级执行副总裁、云与智慧产业事业群CEO 张小珺 以下是张小珺对汤道生的访谈全文(作者做了语言优化。) 第一章 调组织、接DeepSeek、资源整合,腾讯元宝这半年 01举手 张小珺: Dowson,过去一年从我们上次访谈到现在,在你眼中,整个AI市场有哪些是最重要的变量?腾讯在AI的动作上有哪些是最重要的变化? 汤道生: 最大变化是国内大模型市场更集中了,开源成为国内各大模型的重要战略,比如DeepSeek横空出世。 对腾讯非常重要的变化是,很多产品服务从原来只基于混元,到变成开放整合多家大模型。 去年我们看到AI产品赛道起来了。年底我举手,跟TEG(腾讯技术工程事业群)再度搭配起来——他们更专注做混元大模型,CSIG(云与智慧产业事业 群)承担前端产品责任,一起打仗。 这比较像我们做云服务,TEG和CSIG紧密合作,也是类似模式——我们在前端服务客户,他们在后端提供底层技术支持。 CSIG接了元宝后不久,马上遇到DeepSeek R1发布,当时大家对于DeepSeek App有强烈需求。但DeepSeek自己的App限 ...
当AI成了你的团队:一人公司正在变现实
Sou Hu Cai Jing· 2025-09-25 08:21
从写代码到跑业务,从部署到运营,AI正在重塑创业的底层逻辑。本文以腾讯云黑客松为切口,剖析"一人公司"如何借助AI工具完成从创意到 产品的闭环,是理解AI原生创业范式的关键参考。 2023年,硅谷一位品牌设计师在推特上写下了一则实验:他拿出100美元,把所有其他工作交给ChatGPT——写方案、搭网站、跑代码。短短几周,这个 项目不仅活了下来,还意外收获投资人的关注。一时间,"一人公司"的故事在网络疯传,被当作AI能否撑起一家公司的经典注脚 。 此后,类似的尝试不断涌现。 Part 1 一人公司的前提,开发工具的转向 写代码、跑流程、上线分发,这些曾经是创业者最容易折戟的三道门槛,如今正在被AI逐步改写。 如果把"一人公司"看作一辆刚启动的车,它需要的并不是完整的高速公路,而是几条能够跑通的底层轨道:有人帮你写代码、有人能替你跑业务逻辑、有 人能保证产品在全球可用。 在腾讯云黑客松现场,最直观的变化来自于研发。腾讯AI开发者产品CodeBuddy系列,已不再是一个写几行脚本的小帮手,而是一个"对话式全栈工程 师"。根据官方数据,腾讯内部超过九成工程师已在使用CodeBuddy,编码时间缩短40%以上,AI生成 ...
2025腾讯数字生态大会|腾讯云副总裁吴运声:把智能体做成生产力工具
Sou Hu Cai Jing· 2025-09-20 08:46
Core Insights - The core issue for enterprises regarding AI is its practical application and ability to solve real problems, rather than just being a concept or demonstration [1][3] - The rise of "intelligent agents" in 2025 is driven by business needs for tools that can effectively address challenges [3][4] Group 1: Intelligent Agents Development - The Intelligent Agent Development Platform 3.0 enhances features such as RAG (Retrieval-Augmented Generation), multi-agent collaboration, long-term memory, and plugin ecosystems, allowing agents to work continuously across tasks and scenarios [3][4] - Intelligent agents can now remember user interactions and follow up on needs, moving beyond one-time responses [3][4] Group 2: Real-World Applications - Intelligent agents are being applied in various sectors, such as hotel services where they can interpret guest requests and manage room conditions, and in industrial quality inspection where they identify product defects in real-time [4][5] - The media industry benefits from intelligent agents that streamline the entire content production process, enhancing efficiency [4] Group 3: Open Source and Industry Trends - Tencent's Youtu-Agent framework has been open-sourced, gaining over 2700 stars on GitHub, positioning it as a leading project in the intelligent agent domain [6] - The company emphasizes the importance of combining technology with real industry scenarios, as frameworks without genuine data and context may lack substance [6] Group 4: Future Directions - The focus is on addressing current pain points in the industry rather than rushing to define "super intelligent agents," with an emphasis on improving reliability and reducing erroneous outputs [7] - The industry is still in an exploratory phase, and overcoming obstacles is essential for the widespread adoption of intelligent agents as effective productivity tools [7]
中金:维持腾讯控股“跑赢行业”评级 目标价700港元
Zhi Tong Cai Jing· 2025-09-18 03:00
Group 1 - The core viewpoint of the report is that the company maintains its revenue and profit forecasts for Tencent Holdings for 2025 and 2026, with a target price of HKD 700, indicating an 8.5% upside potential from the current stock price [1] - Tencent's recent advancements in AI technology were highlighted during the Tencent Global Digital Ecosystem Conference, showcasing the company's commitment to accelerating the implementation of practical AI solutions [1][2] - The report emphasizes Tencent's continuous evolution of foundational models, with the launch of the mixed Yuan 3D 3.0 model, which improves modeling accuracy by three times and supports ultra-high-definition modeling [2] Group 2 - Tencent is adapting its AI capabilities to domestic chips, which will enhance its AI computing power services and support various applications in gaming, animation, and industrial design [2] - The company is expanding its B2C and B2B application ecosystems, with notable growth in user engagement for its AI products, such as the Tencent Yuanbao and AI programming tool CodeBuddy [2] - Tencent Cloud's AI Agent development platform has been upgraded to version 3.0, which supports multiple intelligent agent development frameworks, reinforcing its ecosystem partnerships [2]
中金:维持腾讯控股(00700)“跑赢行业”评级 目标价700港元
智通财经网· 2025-09-18 02:58
C端方面,腾讯元宝在国内AI原生应用中DAU排名前三;IMA知识库文件数量已经突破1亿。B端方面, 腾讯会议近1年AI功能用户量同增150%;AI编程工具CodeBuddy支持腾讯内部50%新增代码生成,编码时 间缩短40%,研发提效超16%,内部提效明显。可以看到,腾讯B/C端正牢抓客户最真实的需求,逐步 推进落地中,尤其是C端,该行判断腾讯或基于其过往积累的对C端产品的理解以及自身强大的社交生 态,从而更具优势。此外,腾讯云AIAgent相关亦在推进——腾讯云智能体开发平台升级为3.0版本,支 持多种智能体开发框架,并发布智能体战略全景。该行认为此举既可赋能腾讯自身Agent的研发,亦可 巩固其生态伙伴。 基础模型持续进化,国产算力加速适配 腾讯最新发布混元3D3.0基模,建模精度提升3倍,支持36亿体素超高清建模,基于其打造的3DAI工作 台混元3DStudio可广泛应用于游戏开发、动画制作、工业设计等场景。同时,腾讯表示将全面适配国产 芯片,将通过异构计算平台的软件能力,整合不同类型的芯片,对外提供高性价比的AI算力服务。该 行认为,腾讯在模型领域正在快速迭代,在众多模型厂商中基于自身场景建立差异化优 ...
对话腾讯集团高级执行副总裁汤道生:AI基础设施投入巨大 算力倒逼探索“最优成本+规模化应用”路径
Mei Ri Jing Ji Xin Wen· 2025-09-17 14:37
Core Insights - The focus of the industry is on how companies can implement cutting-edge AI technologies into practical business scenarios for sustainable growth as the AI model technology hype returns to rationality [2] - Tencent's Senior Executive Vice President emphasized that "driving industrial efficiency through intelligence and revenue scale through globalization" are the two core drivers of corporate growth [2] Group 1: AI Infrastructure and Investment - Tencent is significantly investing in AI infrastructure, with a strong emphasis on providing comprehensive support from infrastructure to model training and inference acceleration tools [4] - The shift in the big model industry focus from training to inference has become an industry consensus, leading to a surge in inference demand [4] - Tencent has established 11 regional offices globally and deployed 9 global technical support centers, enhancing its international infrastructure investment [5] Group 2: AI Strategy and Development - Tencent aims to create "human-centered AI," with a clear positioning that embraces AI across all business sectors [5] - The company has released over 30 models in the past year, focusing on achieving stronger model performance at lower deployment and inference costs [6] - Tencent's intelligent agent strategy was officially launched, providing a comprehensive open development platform and support for various application scenarios [6] Group 3: Market Dynamics and User Engagement - The demand for intelligent agents is diverse, with small and medium enterprises seeking more commercial support products from Tencent's intelligent agent development platform [6] - Tencent's AI applications are still in the investment phase, with a focus on enhancing product and service experiences rather than immediate commercialization [7] - User inquiries to Tencent's AI applications have reached the total monthly inquiries from earlier this year, indicating growing engagement [7]
腾讯发布AI应用繁荣计划
Shen Zhen Shang Bao· 2025-09-17 00:14
Group 1 - Tencent officially launched the AI Application Prosperity Plan at the 2025 Tencent Global Digital Ecosystem Conference, which includes two core modules: "AI Co-Creation Camp" and "AI Hundred Schools Tour" [1] - The new phase of the AI Co-Creation Camp has started with participation from 18 partner representatives, focusing on incubating intelligent agents and large model applications in vertical scenarios through resource sharing and industry collaboration [1][2] - Over 300 companies have registered for the AI Co-Creation Camp, with nearly 3,000 participants for the first offline event, covering various industries such as finance, law, manufacturing, and consumer sectors [1] Group 2 - Tencent will provide threefold support in technology, resources, and content to assist partners in their growth and development [2] - The company will offer technical support for product co-creation, public cloud model computing resources, and training programs including industry insights and model integration [2] - Tencent has established a mature co-creation loop through the Mixed Yuan Training Camp, collaborating on over 50 practical scenarios and incubating multiple cross-domain benchmark projects [2]
2025腾讯生态大会|腾讯发布AI应用繁荣计划,报名企业已超过300家
Sou Hu Cai Jing· 2025-09-16 23:37
9月16日,在2025腾讯全球数字生态大会上,腾讯正式发布AI应用繁荣计划,涵盖"AI共创营"和"AI百校行"两大核心模块,将持续开放AI技术、深耕场景, 携手全球伙伴加速AI人才培养及"人工智能+"的突破与繁荣。 深圳商报·读创客户端首席记者 袁静娴 作为该计划的核心组成部分,腾讯新一期AI共创营正式启动,深圳市创想三维科技股份有限公司、深圳得理科技有限公司、苏州奥莱维信息技术有限公司 等18家合作伙伴代表共同参加了启动仪式,并将围绕腾讯混元大模型、腾讯云智能体开发平台以及腾讯元器,依托腾讯全局生态资源,通过技术共享、资源 开放、培训赋能、产品共创、行业共建等形式,共同孵化垂直场景中的智能体与大模型应用,推动各垂直领域协同发展。 据悉,腾讯混元训练营于今年1月启动首次招募,旨在为生态伙伴搭建"大模型产品应用孵化平台"。此次腾讯AI共创营将在此前基础上,更加聚焦各行业的 垂直领域应用场景,将提供腾讯混元大模型、腾讯云智能体开发平台和腾讯元器等腾讯生态产品能力,助力伙伴打造"好用的AI"。 腾讯将从技术、资源、内容方面提供三重助力,全程"陪跑"伙伴成长与发展。在技术支持上,腾讯将为伙伴提供产品共创技术支持,全方 ...
腾讯启动AI应用繁荣计划
Xin Lang Ke Ji· 2025-09-16 06:18
目前,腾讯AI共创营已有超300家企业报名,首次线下活动报名人数已近3000人,覆盖金融、法律、制 造、消费等多个行业领域。(罗宁) 新浪科技讯 9月16日下午消息,今日,2025腾讯全球数字生态大会上,腾讯正式发布AI应用繁荣计划, 涵盖"AI共创营"和"AI百校行"两大核心模块,将持续开放AI技术、深耕场景,携手全球伙伴加速AI人才 培养及"人工智能+"的突破与繁荣。 作为该计划的核心组成部分,腾讯新一期AI共创营正式启动,深圳市创想三维科技股份有限公司、深 圳得理科技有限公司、苏州奥莱维信息技术有限公司等18家合作伙伴代表共同参加了启动仪式,并将围 绕腾讯混元大模型、腾讯云智能体开发平台以及腾讯元器,依托腾讯全局生态资源,通过技术共享、资 源开放、培训赋能、产品共创、行业共建等形式,共同孵化垂直场景中的智能体与大模型应用,推动各 垂直领域协同发展。 责任编辑:屠欣怡 ...
腾讯AI战略驱动净利突破千亿
Xin Lang Cai Jing· 2025-08-27 02:36
Core Viewpoint - Tencent's strong financial performance in the first half of the year reflects its significant investment in AI technology, which is expected to drive long-term growth despite short-term sacrifices [5][12]. Financial Performance - Tencent's total revenue for the first half reached 364.53 billion yuan, a year-on-year increase of 14% [5]. - The net profit attributable to shareholders was 103.45 billion yuan, up 16% year-on-year [5]. - In Q2, revenue was 184.5 billion yuan, growing 15% year-on-year, with operating profit at 69.25 billion yuan, an 18% increase [5][6]. Business Segments - The three core business segments showed robust growth in Q2: - Value-added services revenue was 91.4 billion yuan, up 16% [7]. - Marketing services revenue reached 35.8 billion yuan, a 20% increase, marking a historical high [7]. - Financial technology and enterprise services revenue was 55.5 billion yuan, growing 10% [7]. Investment in AI - Tencent invested 20.25 billion yuan in AI research and development in Q2, a 17% increase [8]. - Capital expenditure surged 119% to 19.11 billion yuan, indicating a commitment to long-term growth through AI [8]. User Engagement and AI Integration - Tencent's AI product matrix has deeply penetrated user experiences, with WeChat's monthly active accounts reaching 1.411 billion, a 3% year-on-year increase [8]. - AI applications in gaming have significantly boosted revenue, with total game income in Q2 at 59.2 billion yuan, a 22% increase [9]. Global Strategy and Ecosystem Expansion - Tencent's global strategy leverages its WeChat ecosystem, with 92 countries utilizing WeChat mini-programs [10]. - The payment network has expanded, with 2.6 million merchants in Malaysia using DuitNow QR codes [10]. - Tencent Cloud services have over 10,000 overseas clients, enhancing digital capabilities for international companies [10]. Future Growth Potential - The advertising business has room for growth, driven by improvements in click-through rates, traffic growth, and ad loading rates [12]. - The gaming sector, particularly shooting games, is identified as a key growth area, with significant interest from new-generation players [12]. - AI and ecosystem collaboration will remain central to Tencent's strategy, with ongoing investments expected to yield benefits [12].