6月17日，腾讯元宝宣布，元宝电脑版AI编程模式上线。据介绍，用户将元宝电脑版升级到v2.25以上版 本，切换至DeepSeek模型，关闭深度思考，在输入框中@AI编程即可唤起AI编程模式。在AI编程模式 下，元宝自动开启双栏展示，左侧一句话提需求，右侧实时展示元宝写的代码。 ...

Group 1: Apple Developments - Apple has unified the design of six major operating systems, introducing a new "Liquid Glass" element that significantly enhances visual effects [1] - The company has opened access to on-device large language models for all apps, integrating AI functionalities such as visual search and real-time translation [1] - Major updates to iPadOS and enhanced macOS-iPhone integration were announced, but the release of the new Siri has been delayed again [1] Group 2: Developer Tools - Apple announced Xcode 26, which integrates ChatGPT to assist developers in code writing, documentation generation, and error fixing [2] - Developers can introduce AI models from other vendors into Xcode via API keys, fostering a diverse intelligent programming ecosystem [2] - The Foundation Models framework allows developers to call local AI models with just three lines of code [2] Group 3: NoCode Tool by Meituan - Meituan launched the NoCode AI Coding Agent tool, enabling users to create websites and applications without programming [3] - NoCode combines product, design, and engineering functionalities, supporting various application scenarios such as website design and game development [3] - The tool features the ability to understand implicit needs and supports collaborative work, now fully launched and available for free [3] Group 4: Tencent's Yuanbao Upgrade - Tencent's Yuanbao desktop version has upgraded its text selection feature, adding continuous selection for automatic translation [4] - A new window pinning feature allows the translation results window to remain fixed, enhancing reading efficiency [4] - The upgraded functionality is particularly useful for browsing foreign websites and reading English documents [4] Group 5: Meta's Nuclear Power Agreement - Meta signed a 20-year nuclear power purchase agreement with Constellation Energy, with a capacity of 1,121 megawatts from the Clinton Clean Energy Center in Illinois [5] - This agreement surpasses Microsoft's previous collaboration of 835 megawatts, aimed at supporting Meta's growing energy needs for data centers and AI development [5] - The partnership will retain over 1,100 jobs and increase power generation by 30 megawatts, with supply expected to start in 2027 to support Meta's planned 1.3 million GPU scale [5] Group 6: AI Chip Design by Chinese Academy of Sciences - The Chinese Academy of Sciences launched the "Enlightenment" system, achieving fully automated design of processor chips, with performance meeting or exceeding human expert levels [6] - The system has successfully designed the RISC-V CPU "Enlightenment 2," matching the performance of ARM Cortex A53, and can automatically configure operating systems and high-performance libraries [6] - The "Enlightenment" system employs a three-layer architecture and a "three-step" technical route, potentially transforming chip design paradigms and significantly enhancing design efficiency [6] Group 7: AI Voice Interaction Insights - The founder of ElevenLabs suggests that incorporating "imperfections" in AI voice can enhance user interaction, as overly perfect voices may reduce engagement [8] - Future voice agents are expected to possess contextual awareness, transitioning from passive customer service to proactive user experience guidance [8] - As AI voice technology evolves, a new trust mechanism will emerge, focusing on verifying whether content is human-voiced rather than AI-generated [8] Group 8: Richard Sutton's Vision on AI - Richard Sutton, the father of reinforcement learning, believes AI is transitioning from the "human data era" to the "experience era," learning from real-time interactions with the environment [9] - He advocates for a decentralized cooperative model for AI development, opposing centralized control based on fear [9] - Sutton categorizes the evolution of the universe into four eras, asserting that humanity is transitioning from the third to the fourth era, with the mission to design systems capable of design [9] Group 9: Sergey Levine's Perspective on AI Learning - Professor Sergey Levine from UC Berkeley posits that large language models may merely be observers in a "Plato's cave," learning indirectly from human thought through internet text [10] - He questions why language models can learn rich knowledge from predicting the next token, while video models learn less despite containing more physical world information [10] - This perspective suggests that current AI systems may only mimic human thought rather than truly understanding the world, indicating a need for AI to learn from physical experiences [10]

Investment Rating - The report assigns a positive investment rating to Tencent Holdings (700.HK) [3]. Core Insights - Tencent has launched the TurboS model, which significantly reduces response time and enhances processing capabilities, positioning it competitively against leading models like DeepSeek V3 and GPT-4o [3]. - The introduction of the Tencent Yuanbao desktop version enhances its AI capabilities, supporting various advanced features and achieving a 127% increase in monthly active users since integrating DeepSeek [4]. - Tencent's Interactive Entertainment Group has undergone a structural adjustment to focus on vertical markets and refined operations, aiming to enhance efficiency and competitive strength in specific gaming segments [5]. - The WeChat Mini Store has initiated a brand merchant incentive program to accelerate e-commerce growth, offering reduced service fees and enhanced visibility for participating brands [6]. Summary by Sections AI Developments - Tencent launched the TurboS model on February 27, 2025, which features a 44% reduction in initial response time and doubles the output speed, with a cost-effective API pricing structure [3]. - The Tencent Yuanbao desktop version was released on March 1, 2025, supporting advanced features like 64k token processing and image semantic analysis, contributing to a significant increase in user engagement [4]. Gaming Sector - On February 26, 2025, Tencent's Interactive Entertainment Group announced a new organizational structure focusing on specialized departments to enhance operational efficiency and competitive positioning in the gaming market [5]. E-commerce Initiatives - The WeChat Mini Store's brand merchant incentive program, running from March 5 to June 30, 2025, aims to boost e-commerce growth by offering reduced fees and increased exposure for new brands [6].

1.DeepSeek首次披露理论成本利润率545%！引两公司创始人互怼：硅基流动与潞晨科技创始人互指对方"抄 袭""抹黑" 2. 宇树爆火后投资人目标转向宇树供应商：懂行的、不懂行的VC都想来投 3. 蚂蚁集团调整薪酬政策，年底十三薪分摊到月薪，绩效股改季度归属 4. IBM中国投资公司停运，1800员工一夜失业，员工普遍反映没有活干，官方回应 5.莲花集团CEO疑似回应小米：对赛道的敬畏并不是单纯堆积电机与马力，弯道快的只有莲花和保时捷 6.小米SU7 Ultra第一批新车交付：雷军亲自交车，弯腰握手、揭布合影，传统豪车增换购占近九成 7.谷歌创始人要求员工每周工作60小时！努力才能赢得AGI对决 8.马斯克：特斯拉5年内利润增长1000%是有可能的 今日头条 HEADLINE NEWS 随后，尤洋发表"关于DeepSeek MaaS成本"和"坑人的硅基流动"两篇文章。尤洋表示，"我对DeepSeek 没有任何贬低。我最开始就是抨击那些倒卖DeepSeek API去赔本赚吆喝的中小云厂商，然后吹嘘自己推 理快10倍。"他还指出，春节期间DeepSeek使用体验意识到"根本就不是一个合格的MaaS产品。据悉， ...