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$腾讯控股(00700)$ 腾讯属于生态、游戏、云服务上全面布局 AI，拿着巨大用户池，分分钟能测出 AI 应用的可行性。要是能把大模型和社交、游戏场景结合好那真无敌

微软总裁Brad Smith周五公布了一个野心勃勃的投资计划，准备在2025年投资800亿美金用来训练AI模型，其中400亿美金拿来买芯片，此外谷歌、亚马逊等科技巨头在AI领域投入同样巨大，国内字节、腾讯等公司也在AI领域猛投钱，AI军备竞赛加剧，【算力产业链的需求今年能否持续？去年砸钱最猛的微软、字节和腾讯，你更看好哪家公司？】

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