$腾讯控股(0070_老虎社区_美港股上老虎

$腾讯控股(00700)$腾讯应该放弃大模型往全民应用上开发，专注于小模型，专注于优化自身行业。不然这个无底洞，烧的钱不一定能做出事。

5月中下旬，中概科网股新一轮财报季将正式拉开帷幕。目前腾讯Q1营收同比增9%，净利润大增21%，资本开支达370亿元；阿里巴巴Q1营收小幅增长，云收入同比增长38%，首次披露AI产品收入规模；电话会：AI ARR年底超过300亿元，服务器“没有一张卡是闲置的”，资本支出将超过3800亿元。【阿里财报目前带动华尔街大举看多中国AI，中概指数5月13日大涨，大家觉得现在是布局好时机吗？】

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精彩评论

iam杨叫兽
05-11
iam杨叫兽
没错，像苹果一样，根本不在大模型上花钱

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