近期，因旗下“腾讯混元”大模型在与字节豆包的能力对比中比较拉胯，以及春节营销活动表现平淡，市场对腾讯的AI能力产生疑虑，叠加腾讯年内股价已下跌约13%；若从去年683港币的高位算起，当前530港币的股价较高点已大幅回落约25%，悲观情绪有所蔓延。其中包含不少机构投资者，核心观点认为字节豆包已经在国内大模型赛道“杀死比赛”。然而，我认为这种担忧放大了短期 AI技术迭代的波动性，低估了腾讯以社交为核心...
Source Link近期，因旗下“腾讯混元”大模型在与字节豆包的能力对比中比较拉胯，以及春节营销活动表现平淡，市场对腾讯的AI能力产生疑虑，叠加腾讯年内股价已下跌约13%；若从去年683港币的高位算起，当前530港币的股价较高点已大幅回落约25%，悲观情绪有所蔓延。其中包含不少机构投资者，核心观点认为字节豆包已经在国内大模型赛道“杀死比赛”。然而，我认为这种担忧放大了短期 AI技术迭代的波动性，低估了腾讯以社交为核心...
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