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暴涨暴赚
2025-06-19
希望能赚 别破发
暴涨暴赚
2021-02-12
$Sundial Growers Inc.(SNDL)$
3.8上车就跌到2块 **
暴涨暴赚
2018-04-11
$腾讯控股(00700)$ 下午起飞 坐稳了
暴涨暴赚
2020-09-15
$特斯拉(TSLA)$
330不敢抄底的我
暴涨暴赚
2021-12-06
$阿里巴巴(BABA)$
今天刚看到有人发朋友圈清仓阿里 这就开始拉了?
暴涨暴赚
2021-12-06
$滴滴(DIDI)$
真无语啊 我抄底都亏了20个点
暴涨暴赚
2020-02-18
$小米集团-W(01810)$
股民都瞎了吗 米10横扫华为三星苹果的高端市场,应该回到20啊
暴涨暴赚
2021-08-17
$哔哩哔哩(BILI)$
抄底抄不动了 等50
暴涨暴赚
2020-04-06
$二倍做多VIX波动率指数短期期权ETN(TVIX)$
[晕]
暴涨暴赚
2022-03-07
$阿里巴巴(BABA)$
抄底成功
去老虎APP查看更多动态
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18:13","market":"hk","language":"zh","title":"大量出王炸,已无人挡得住腾讯?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131903391","media":"格隆汇APP","summary":"一夜之间,腾讯整个\"龙虾\"矩阵,便宣告完成,速度之快,令人咋舌。3月10日,腾讯控股高开高走,盘中涨幅一度超过7%,成交量急剧放大,隔夜美股腾讯ADR更是大涨超过10%。这不仅仅是一次产品发布,更像是一颗扔进深水的炸弹,市场突然意识到,那个在这场AI浪潮中一度被认为\"总是磨磨蹭蹭\"、\"快掉队了\"的腾讯,要后来居上了。更糟糕的是,随着AI的出现,腾讯大厦的裂痕在若隐若现。","content":"<html><head></head><body><p>腾讯,终于出手了!</p><p>刚发布了全场景AI智能体WorkBuddy,趁着龙虾热,一口气又推出多个"龙虾"智能体。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/700a373004bf801ff8b709d6eb9ec1d5\" alt=\"\" title=\"\" tg-width=\"879\" tg-height=\"684\"/></p><p>一夜之间,腾讯整个"龙虾"矩阵,便宣告完成,速度之快,令人咋舌。</p><p>能够与之比速的,要算股价了。</p><p>3月10日,腾讯控股高开高走,盘中涨幅一度超过7%,成交量急剧放大,隔夜美股腾讯ADR更是大涨超过10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3d84d49439c8c61ffe73888bf5a82f2\" alt=\"\" title=\"\" tg-width=\"849\" tg-height=\"492\"/></p><p>妥妥的一把久违的肾上腺素飙升。</p><p>这不仅仅是一次产品发布,更像是一颗扔进深水的炸弹,市场突然意识到,那个在这场AI浪潮中一度被认为"总是磨磨蹭蹭"、"快掉队了"的腾讯,要后来居上了。</p><h2 id=\"id_2442957693\">01、落后诟病</h2><p>在ChatGPT引爆全球AI热潮的初期,腾讯的表现确实令人失望。</p><p>与OpenAI、Google乃至国内的百度、阿里巴巴相比,腾讯在生成式AI领域的声音相对微弱,被市场贴上了"保守"、"缺乏AI基因"的标签,<strong>估值长期被压制。</strong></p><p>这种质疑并非毫无道理。</p><p>长期以来,腾讯的业务重心集中在社交、游戏、内容等消费互联网领域,虽然内部也有AILab等研究机构,但更多是支撑型而非战略性的投入。</p><p><strong>更重要的是,凭借社交媒体上巨量流量优势,腾讯似乎也不需要去开荒,反而是别人开了荒,种好地,他再去摘果子就可以了。</strong></p><p>虽然总是会被人diss,但这难道不是低成本撬动高收益杠杆的完美案例吗?</p><p>不过,现在情况发生了变化。</p><p>腾讯以一种近乎激进的速度,密集推出了一系列智能体产品,覆盖了办公、教育、金融、医疗、娱乐等多个垂直领域。</p><p>这些智能体被网友戏称为"龙虾",一方面因为数量众多、品类齐全,另一方面也因为它们在各自的细分领域展现出了惊人的能力。</p><p>以办公智能体为例,腾讯推出的"文档智能助手"能够自动完成文档起草、数据分析、PPT制作等任务;在教育领域,"AI私教"可以根据学生的学习进度自动生成个性化练习题;在金融领域,"智能理财顾问"能够基于用户的财务状况提供投资建议。</p><p>这些产品并非简单的技术展示,而是真正解决了用户的痛点问题。</p><p>更令人惊讶的是,这些智能体的推出速度极快。</p><p>从宣布立项到产品上线,平均周期不超过3个月,这在以往腾讯的产品迭代节奏中是极为罕见的。</p><p>这种"闪电战"式的打法,彻底颠覆了市场对腾讯"慢"的刻板印象。</p><p>3月10日,据The Information报道,四位知情人士透露,腾讯正为旗下应用微信秘密开发一款AI智能体,该项目被列为公司高优先级机密计划,启动时间至少可追溯至去年上半年。</p><p>市场这才恍然大悟,原来腾讯不是"慢",而是躲起来"练功"了。</p><h2 id=\"id_2760158137\">02、估值压制</h2><p>腾讯股价暴涨,引发了另外一层热议:</p><p><strong>"龙虾"智能体上桌了,能否揭开压在腾讯估值上的"锅盖"?</strong></p><p>要知道,在这一轮上涨前,腾讯的股价已经跌破500,回到去年7月份的水平,距离10月份的高位,跌幅达到28%,动态估值则跌到接近18倍,放在过去10年里,历史分位点为28%。</p><p>再这么跌下去,股东可要掀桌子了!</p><p>要回答这个问题,就得先搞清楚压估值的"锅盖"到底是什么。</p><p>一直以来,腾讯的估值主要基于其在社交、游戏领域的统治地位、微信生态的商业化潜力,以及对外投资网络的价值。</p><p>其实,最终都可以浓缩为四个字:<strong>流量入口。</strong></p><p>然而,随着移动互联网红利的见顶,这种估值逻辑面临天花板。</p><p>更糟糕的是,随着AI的出现,腾讯大厦的裂痕在若隐若现。</p><p>就说流量入口的地位吧。</p><p>微信是连接人与人的社交网络,顺便收编办公、购物、支付等等流量入口,但问题是,AI其实也可以成为另类的社交网络,而且现在已经出现了一些聊天软件,对方是一个AI虚拟人,类似于电影《her》那种,优势是她更"懂"你。</p><p>而随着AI的进化,和一个更"懂"你的"SHE"聊天,你可能就会减少刷微信、看好友动态的时间。</p><p>这只是其中一个案例,无可否认的趋势是,随着AI的发展,用户会将习惯"打开微信"转向"打开AI APP",那微信作为移动互联网第一入口的地位,就迎来了前所未有的挑战。</p><p>截至2026年2月,字节豆包月活已达3.15亿,阿里通义千问2.02亿,而腾讯元宝仅1.09亿。</p><p>社交流量入口被弱化,其附带的办公、购物、支付等等流量入口会跟着被弱化,整个生态系的商业化潜力也会随之弱化。</p><p>互联网,流量入口能够代表的东西太多太多了,一旦入口被人抢了,那就是春去秋来了。</p><p>前车之鉴,就是搜索引擎。</p><p>PC互联网时代,BAIDU是流量入口,到了移动互联网,APP成了新的流量入口,很多入口根本不需要通过BAIDU就可以进入,而且更加便捷。</p><p>结果,BAIDU的市值,2011年高峰期是460亿美元,现在最新的市值是431亿美元。</p><h2 id=\"id_4233226471\">03、估值重构?</h2><p>面对流量被AI弱化的风险,腾讯的反击不是去和字节拼大模型,和阿里拼GPU,拼独立App,而是将AI能力原生注入微信。</p><p>这里面的阳谋,是这样的:</p><p><strong>首先,让你加AI智能体为微信"新好友"。</strong></p><p>这些智能体将以对话形式嵌入用户的聊天列表,等同于微信里多了一个AI好友。</p><p>这个设计的精妙之处在于,完全符合用户已有的使用习惯,用户不需要下载新App、不需要学习新交互,微信还是那个微信,只是多了一个新好友。</p><p><strong>第二,让AI智能体成为微信服务的"统一调度员"。</strong></p><p>该智能体的核心能力是全面接入微信生态内数百万个小程序,用户只需下达自然语言指令,AI就能自动完成打车、外卖、订票、缴费等复杂任务。</p><p>这意味着,微信小程序过去八年积累的生态壁垒,并没有消失。</p><p><strong>第三,让你还是离不开微信(AI智能体)。 </strong></p><p>过去,微信的入口价值体现在"用户主动来",用户打开微信聊天、刷朋友圈、搜小程序。</p><p>而AI智能体的加入,让微信的入口价值升级为"客官请吩咐,小的马上去做"。</p><p>后面两点的厉害之处就在于,用户仍然需要从微信入口,各种想法、行为、数据等等,都留在微信的生态系内,结果也在微信系统内完成。</p><p><strong>换句话说,微信依然是流量的入口,是流量的过程,也是流量的终点,用户并不需要绕过其他APP。</strong></p><p>现在,腾讯已密集推出面向个人本地操控的QClaw、面向企业协作的企业微信机器人、以及多平台办公助手WorkBuddy。三款产品均未采用独立App形态,而是直接嵌入微信、企业微信等高频应用,而且微信团队也没有完全押注腾讯自研的混元模型,而是同步测试智谱、阿里、DeepSeek等外部模型及自研小模型,以确保在复杂多步骤任务处理中的稳定性。</p><p>虽然效果如何还需要时间验证,但至少从逻辑上讲,如果最终微信能够守住流量入口的地位,那它就守住了自己的"基本盘",<strong>估值中枢继续下跌的概率就变小;</strong></p><p>如果能顺势将微信从"社交工具"升级为"智能操作系统",<strong>那估值中枢反而有机会迎来一波提升。</strong></p><p>毕竟,投资者现在最关心的,是能否将"技术储备"转向"商业化落地",说白了就是<strong>你能用AI赚多少钱。</strong></p><p>而微信月活用户超过13亿,小程序日活超过4亿,公众号超过2000万个,就是现有的天然商业化土壤。</p><p>为了方便说明,我们还可以简单算一笔账,假设腾讯推出10个智能体产品,月活用户达到3000万,付费率提升到20%,客单价提高到30元,那么每个智能体的月营收可达1.8亿元,10个智能体就是18亿元的月收入,年化营收超过200亿元。</p><p>这还只是智能体本身的直接收入,如果考虑到由此带动的其他业务增长(如金融、电商等),整体收益将更加大。</p><p>在如此的业绩增长预期面前,那个压在估值上的"盖子",恐怕很难压住了吧?</p><h2 id=\"id_2738635433\">04、结语</h2><p>看看龙虾热潮,再看看流量入口争夺战,可以得出一个前瞻性的结论(可能还需要时间验证):</p><p><strong>AI可以消灭超级入口,也可以重塑超级入口的形态。</strong></p><p>看懂了这一点,也就看得懂了腾讯的战略意图,它依然试图用最低的成本(智能体开发成本、运营成本低),然后基于自己强大的流量和生态系统的赋能,去撬动更高的收益杠杆。</p><p>于竞争对手而言,当他们试图用独立App抢夺微信的流量入口时,微信却选择让AI"住进"自己体内。</p><p>于14亿微信用户而言,既可以找人聊天,又可以找AI办事。当那个置顶在消息列表里的AI好友,能够调用数百万小程序完成一切生活服务时,你还会去打开其他APP吗?</p><p>腾讯被各种羡慕嫉妒恨的"从不争先,但总能后来居上"的叙事,说不准会在AI时代再来一次。</p><p>这大概就是资金冲进去抢腾讯的原因吧。</p><p><strong>当然了,市场也不乏冷静的声音。</strong></p><p>今天,腾讯股价高开低走,下午还翻绿了,最终画面定格在一根大阴线,虽然可以甩锅短期市场情绪的冲高回落,有资金见好就收,套牢盘趁机跑路,但也证明了,故事再好,估值再抢跑,最后还需要"成绩单"。</p><p>关于这个,咱不也过度预测了,腾讯的智能体,到底是能端上五星级大酒店的高溢价大龙虾,还是只能上宵夜排档的平民小龙虾,等后面的数据验证吧。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大量出王炸,已无人挡得住腾讯?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/11\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d06797dbcc3b4b9e839c351ca5a14e4d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇APP </p>\n<p class=\"h-time\">2026-03-11 18:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>腾讯,终于出手了!</p><p>刚发布了全场景AI智能体WorkBuddy,趁着龙虾热,一口气又推出多个"龙虾"智能体。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/700a373004bf801ff8b709d6eb9ec1d5\" alt=\"\" title=\"\" tg-width=\"879\" tg-height=\"684\"/></p><p>一夜之间,腾讯整个"龙虾"矩阵,便宣告完成,速度之快,令人咋舌。</p><p>能够与之比速的,要算股价了。</p><p>3月10日,腾讯控股高开高走,盘中涨幅一度超过7%,成交量急剧放大,隔夜美股腾讯ADR更是大涨超过10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3d84d49439c8c61ffe73888bf5a82f2\" alt=\"\" title=\"\" tg-width=\"849\" tg-height=\"492\"/></p><p>妥妥的一把久违的肾上腺素飙升。</p><p>这不仅仅是一次产品发布,更像是一颗扔进深水的炸弹,市场突然意识到,那个在这场AI浪潮中一度被认为"总是磨磨蹭蹭"、"快掉队了"的腾讯,要后来居上了。</p><h2 id=\"id_2442957693\">01、落后诟病</h2><p>在ChatGPT引爆全球AI热潮的初期,腾讯的表现确实令人失望。</p><p>与OpenAI、Google乃至国内的百度、阿里巴巴相比,腾讯在生成式AI领域的声音相对微弱,被市场贴上了"保守"、"缺乏AI基因"的标签,<strong>估值长期被压制。</strong></p><p>这种质疑并非毫无道理。</p><p>长期以来,腾讯的业务重心集中在社交、游戏、内容等消费互联网领域,虽然内部也有AILab等研究机构,但更多是支撑型而非战略性的投入。</p><p><strong>更重要的是,凭借社交媒体上巨量流量优势,腾讯似乎也不需要去开荒,反而是别人开了荒,种好地,他再去摘果子就可以了。</strong></p><p>虽然总是会被人diss,但这难道不是低成本撬动高收益杠杆的完美案例吗?</p><p>不过,现在情况发生了变化。</p><p>腾讯以一种近乎激进的速度,密集推出了一系列智能体产品,覆盖了办公、教育、金融、医疗、娱乐等多个垂直领域。</p><p>这些智能体被网友戏称为"龙虾",一方面因为数量众多、品类齐全,另一方面也因为它们在各自的细分领域展现出了惊人的能力。</p><p>以办公智能体为例,腾讯推出的"文档智能助手"能够自动完成文档起草、数据分析、PPT制作等任务;在教育领域,"AI私教"可以根据学生的学习进度自动生成个性化练习题;在金融领域,"智能理财顾问"能够基于用户的财务状况提供投资建议。</p><p>这些产品并非简单的技术展示,而是真正解决了用户的痛点问题。</p><p>更令人惊讶的是,这些智能体的推出速度极快。</p><p>从宣布立项到产品上线,平均周期不超过3个月,这在以往腾讯的产品迭代节奏中是极为罕见的。</p><p>这种"闪电战"式的打法,彻底颠覆了市场对腾讯"慢"的刻板印象。</p><p>3月10日,据The Information报道,四位知情人士透露,腾讯正为旗下应用微信秘密开发一款AI智能体,该项目被列为公司高优先级机密计划,启动时间至少可追溯至去年上半年。</p><p>市场这才恍然大悟,原来腾讯不是"慢",而是躲起来"练功"了。</p><h2 id=\"id_2760158137\">02、估值压制</h2><p>腾讯股价暴涨,引发了另外一层热议:</p><p><strong>"龙虾"智能体上桌了,能否揭开压在腾讯估值上的"锅盖"?</strong></p><p>要知道,在这一轮上涨前,腾讯的股价已经跌破500,回到去年7月份的水平,距离10月份的高位,跌幅达到28%,动态估值则跌到接近18倍,放在过去10年里,历史分位点为28%。</p><p>再这么跌下去,股东可要掀桌子了!</p><p>要回答这个问题,就得先搞清楚压估值的"锅盖"到底是什么。</p><p>一直以来,腾讯的估值主要基于其在社交、游戏领域的统治地位、微信生态的商业化潜力,以及对外投资网络的价值。</p><p>其实,最终都可以浓缩为四个字:<strong>流量入口。</strong></p><p>然而,随着移动互联网红利的见顶,这种估值逻辑面临天花板。</p><p>更糟糕的是,随着AI的出现,腾讯大厦的裂痕在若隐若现。</p><p>就说流量入口的地位吧。</p><p>微信是连接人与人的社交网络,顺便收编办公、购物、支付等等流量入口,但问题是,AI其实也可以成为另类的社交网络,而且现在已经出现了一些聊天软件,对方是一个AI虚拟人,类似于电影《her》那种,优势是她更"懂"你。</p><p>而随着AI的进化,和一个更"懂"你的"SHE"聊天,你可能就会减少刷微信、看好友动态的时间。</p><p>这只是其中一个案例,无可否认的趋势是,随着AI的发展,用户会将习惯"打开微信"转向"打开AI APP",那微信作为移动互联网第一入口的地位,就迎来了前所未有的挑战。</p><p>截至2026年2月,字节豆包月活已达3.15亿,阿里通义千问2.02亿,而腾讯元宝仅1.09亿。</p><p>社交流量入口被弱化,其附带的办公、购物、支付等等流量入口会跟着被弱化,整个生态系的商业化潜力也会随之弱化。</p><p>互联网,流量入口能够代表的东西太多太多了,一旦入口被人抢了,那就是春去秋来了。</p><p>前车之鉴,就是搜索引擎。</p><p>PC互联网时代,BAIDU是流量入口,到了移动互联网,APP成了新的流量入口,很多入口根本不需要通过BAIDU就可以进入,而且更加便捷。</p><p>结果,BAIDU的市值,2011年高峰期是460亿美元,现在最新的市值是431亿美元。</p><h2 id=\"id_4233226471\">03、估值重构?</h2><p>面对流量被AI弱化的风险,腾讯的反击不是去和字节拼大模型,和阿里拼GPU,拼独立App,而是将AI能力原生注入微信。</p><p>这里面的阳谋,是这样的:</p><p><strong>首先,让你加AI智能体为微信"新好友"。</strong></p><p>这些智能体将以对话形式嵌入用户的聊天列表,等同于微信里多了一个AI好友。</p><p>这个设计的精妙之处在于,完全符合用户已有的使用习惯,用户不需要下载新App、不需要学习新交互,微信还是那个微信,只是多了一个新好友。</p><p><strong>第二,让AI智能体成为微信服务的"统一调度员"。</strong></p><p>该智能体的核心能力是全面接入微信生态内数百万个小程序,用户只需下达自然语言指令,AI就能自动完成打车、外卖、订票、缴费等复杂任务。</p><p>这意味着,微信小程序过去八年积累的生态壁垒,并没有消失。</p><p><strong>第三,让你还是离不开微信(AI智能体)。 </strong></p><p>过去,微信的入口价值体现在"用户主动来",用户打开微信聊天、刷朋友圈、搜小程序。</p><p>而AI智能体的加入,让微信的入口价值升级为"客官请吩咐,小的马上去做"。</p><p>后面两点的厉害之处就在于,用户仍然需要从微信入口,各种想法、行为、数据等等,都留在微信的生态系内,结果也在微信系统内完成。</p><p><strong>换句话说,微信依然是流量的入口,是流量的过程,也是流量的终点,用户并不需要绕过其他APP。</strong></p><p>现在,腾讯已密集推出面向个人本地操控的QClaw、面向企业协作的企业微信机器人、以及多平台办公助手WorkBuddy。三款产品均未采用独立App形态,而是直接嵌入微信、企业微信等高频应用,而且微信团队也没有完全押注腾讯自研的混元模型,而是同步测试智谱、阿里、DeepSeek等外部模型及自研小模型,以确保在复杂多步骤任务处理中的稳定性。</p><p>虽然效果如何还需要时间验证,但至少从逻辑上讲,如果最终微信能够守住流量入口的地位,那它就守住了自己的"基本盘",<strong>估值中枢继续下跌的概率就变小;</strong></p><p>如果能顺势将微信从"社交工具"升级为"智能操作系统",<strong>那估值中枢反而有机会迎来一波提升。</strong></p><p>毕竟,投资者现在最关心的,是能否将"技术储备"转向"商业化落地",说白了就是<strong>你能用AI赚多少钱。</strong></p><p>而微信月活用户超过13亿,小程序日活超过4亿,公众号超过2000万个,就是现有的天然商业化土壤。</p><p>为了方便说明,我们还可以简单算一笔账,假设腾讯推出10个智能体产品,月活用户达到3000万,付费率提升到20%,客单价提高到30元,那么每个智能体的月营收可达1.8亿元,10个智能体就是18亿元的月收入,年化营收超过200亿元。</p><p>这还只是智能体本身的直接收入,如果考虑到由此带动的其他业务增长(如金融、电商等),整体收益将更加大。</p><p>在如此的业绩增长预期面前,那个压在估值上的"盖子",恐怕很难压住了吧?</p><h2 id=\"id_2738635433\">04、结语</h2><p>看看龙虾热潮,再看看流量入口争夺战,可以得出一个前瞻性的结论(可能还需要时间验证):</p><p><strong>AI可以消灭超级入口,也可以重塑超级入口的形态。</strong></p><p>看懂了这一点,也就看得懂了腾讯的战略意图,它依然试图用最低的成本(智能体开发成本、运营成本低),然后基于自己强大的流量和生态系统的赋能,去撬动更高的收益杠杆。</p><p>于竞争对手而言,当他们试图用独立App抢夺微信的流量入口时,微信却选择让AI"住进"自己体内。</p><p>于14亿微信用户而言,既可以找人聊天,又可以找AI办事。当那个置顶在消息列表里的AI好友,能够调用数百万小程序完成一切生活服务时,你还会去打开其他APP吗?</p><p>腾讯被各种羡慕嫉妒恨的"从不争先,但总能后来居上"的叙事,说不准会在AI时代再来一次。</p><p>这大概就是资金冲进去抢腾讯的原因吧。</p><p><strong>当然了,市场也不乏冷静的声音。</strong></p><p>今天,腾讯股价高开低走,下午还翻绿了,最终画面定格在一根大阴线,虽然可以甩锅短期市场情绪的冲高回落,有资金见好就收,套牢盘趁机跑路,但也证明了,故事再好,估值再抢跑,最后还需要"成绩单"。</p><p>关于这个,咱不也过度预测了,腾讯的智能体,到底是能端上五星级大酒店的高溢价大龙虾,还是只能上宵夜排档的平民小龙虾,等后面的数据验证吧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131903391","content_text":"腾讯,终于出手了!刚发布了全场景AI智能体WorkBuddy,趁着龙虾热,一口气又推出多个\"龙虾\"智能体。一夜之间,腾讯整个\"龙虾\"矩阵,便宣告完成,速度之快,令人咋舌。能够与之比速的,要算股价了。3月10日,腾讯控股高开高走,盘中涨幅一度超过7%,成交量急剧放大,隔夜美股腾讯ADR更是大涨超过10%。妥妥的一把久违的肾上腺素飙升。这不仅仅是一次产品发布,更像是一颗扔进深水的炸弹,市场突然意识到,那个在这场AI浪潮中一度被认为\"总是磨磨蹭蹭\"、\"快掉队了\"的腾讯,要后来居上了。01、落后诟病在ChatGPT引爆全球AI热潮的初期,腾讯的表现确实令人失望。与OpenAI、Google乃至国内的百度、阿里巴巴相比,腾讯在生成式AI领域的声音相对微弱,被市场贴上了\"保守\"、\"缺乏AI基因\"的标签,估值长期被压制。这种质疑并非毫无道理。长期以来,腾讯的业务重心集中在社交、游戏、内容等消费互联网领域,虽然内部也有AILab等研究机构,但更多是支撑型而非战略性的投入。更重要的是,凭借社交媒体上巨量流量优势,腾讯似乎也不需要去开荒,反而是别人开了荒,种好地,他再去摘果子就可以了。虽然总是会被人diss,但这难道不是低成本撬动高收益杠杆的完美案例吗?不过,现在情况发生了变化。腾讯以一种近乎激进的速度,密集推出了一系列智能体产品,覆盖了办公、教育、金融、医疗、娱乐等多个垂直领域。这些智能体被网友戏称为\"龙虾\",一方面因为数量众多、品类齐全,另一方面也因为它们在各自的细分领域展现出了惊人的能力。以办公智能体为例,腾讯推出的\"文档智能助手\"能够自动完成文档起草、数据分析、PPT制作等任务;在教育领域,\"AI私教\"可以根据学生的学习进度自动生成个性化练习题;在金融领域,\"智能理财顾问\"能够基于用户的财务状况提供投资建议。这些产品并非简单的技术展示,而是真正解决了用户的痛点问题。更令人惊讶的是,这些智能体的推出速度极快。从宣布立项到产品上线,平均周期不超过3个月,这在以往腾讯的产品迭代节奏中是极为罕见的。这种\"闪电战\"式的打法,彻底颠覆了市场对腾讯\"慢\"的刻板印象。3月10日,据The Information报道,四位知情人士透露,腾讯正为旗下应用微信秘密开发一款AI智能体,该项目被列为公司高优先级机密计划,启动时间至少可追溯至去年上半年。市场这才恍然大悟,原来腾讯不是\"慢\",而是躲起来\"练功\"了。02、估值压制腾讯股价暴涨,引发了另外一层热议:\"龙虾\"智能体上桌了,能否揭开压在腾讯估值上的\"锅盖\"?要知道,在这一轮上涨前,腾讯的股价已经跌破500,回到去年7月份的水平,距离10月份的高位,跌幅达到28%,动态估值则跌到接近18倍,放在过去10年里,历史分位点为28%。再这么跌下去,股东可要掀桌子了!要回答这个问题,就得先搞清楚压估值的\"锅盖\"到底是什么。一直以来,腾讯的估值主要基于其在社交、游戏领域的统治地位、微信生态的商业化潜力,以及对外投资网络的价值。其实,最终都可以浓缩为四个字:流量入口。然而,随着移动互联网红利的见顶,这种估值逻辑面临天花板。更糟糕的是,随着AI的出现,腾讯大厦的裂痕在若隐若现。就说流量入口的地位吧。微信是连接人与人的社交网络,顺便收编办公、购物、支付等等流量入口,但问题是,AI其实也可以成为另类的社交网络,而且现在已经出现了一些聊天软件,对方是一个AI虚拟人,类似于电影《her》那种,优势是她更\"懂\"你。而随着AI的进化,和一个更\"懂\"你的\"SHE\"聊天,你可能就会减少刷微信、看好友动态的时间。这只是其中一个案例,无可否认的趋势是,随着AI的发展,用户会将习惯\"打开微信\"转向\"打开AI APP\",那微信作为移动互联网第一入口的地位,就迎来了前所未有的挑战。截至2026年2月,字节豆包月活已达3.15亿,阿里通义千问2.02亿,而腾讯元宝仅1.09亿。社交流量入口被弱化,其附带的办公、购物、支付等等流量入口会跟着被弱化,整个生态系的商业化潜力也会随之弱化。互联网,流量入口能够代表的东西太多太多了,一旦入口被人抢了,那就是春去秋来了。前车之鉴,就是搜索引擎。PC互联网时代,BAIDU是流量入口,到了移动互联网,APP成了新的流量入口,很多入口根本不需要通过BAIDU就可以进入,而且更加便捷。结果,BAIDU的市值,2011年高峰期是460亿美元,现在最新的市值是431亿美元。03、估值重构?面对流量被AI弱化的风险,腾讯的反击不是去和字节拼大模型,和阿里拼GPU,拼独立App,而是将AI能力原生注入微信。这里面的阳谋,是这样的:首先,让你加AI智能体为微信\"新好友\"。这些智能体将以对话形式嵌入用户的聊天列表,等同于微信里多了一个AI好友。这个设计的精妙之处在于,完全符合用户已有的使用习惯,用户不需要下载新App、不需要学习新交互,微信还是那个微信,只是多了一个新好友。第二,让AI智能体成为微信服务的\"统一调度员\"。该智能体的核心能力是全面接入微信生态内数百万个小程序,用户只需下达自然语言指令,AI就能自动完成打车、外卖、订票、缴费等复杂任务。这意味着,微信小程序过去八年积累的生态壁垒,并没有消失。第三,让你还是离不开微信(AI智能体)。 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17:56","market":"us","language":"zh","title":"Anthropic掌门人:AI技术正处于临界点,未来2-3年将决定人类未来","url":"https://stock-news.laohu8.com/highlight/detail?id=2611114263","media":"智通财经网","summary":"未来2-3年将决定人类未来两百年的走向。","content":"<html><head></head><body><p>在AI技术指数级爆发的前夜,Anthropic掌门人Dario Amodei抛出了震撼业界的预测:<strong>我们正处于“指数增长的黄昏”,最快到2026年,人类将迎来由数万个顶尖大脑组成的“数据中心里的天才国度”。</strong></p><p>近日,大模型独角兽Anthropic首席执行官Dario Amodei在与Dwarkesh Patel的深度访谈中,罕见地披露了公司惊人的营收增速预期,并对<a href=\"https://laohu8.com/S/AGBK\">AGI</a>(通用人工智能)的时间表、算力投资的财务逻辑以及地缘政治风险进行了详尽阐述。Amodei认为,AI技术正处于从量变到质变的临界点,未来2-3年将决定人类未来两百年的走向。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9885410242f0a11585f24a645146fa05\" tg-width=\"1024\" tg-height=\"563\"/></p><p>(Anthropic首席执行官Dario Amodei作客Dwarkesh Patel播客)</p><p>AI 正处于指数级增长末期</p><p>Dario Amodei在访谈伊始就指出,我们已逼近 AI 指数增长曲线的尾声,而世界尚未充分感知这场质变。</p><p>从 GPT-1 到如今的专业级模型,AI 完成了从 “聪慧高中生” 到 “博士水准” 的跃迁,编程、数学等领域甚至实现超越,底层扩展定律从未失效,算力与数据的投入仍在持续兑现明确收益。</p><p>指数增长的魔力藏在末期的爆发里。Dario表示,Anthropic 年营收 10 倍的跨越式增长,Claude Code 让工程师生产力倍增,模型上下文长度与泛化能力的快速突破,都在印证 “终点临近” 的信号。<strong>这场增长不只是参数的堆砌,更是智能本质的升级 —— 从数据拟合到自主泛化,AI 正在补齐最后几块关键能力拼图。</strong></p><p>“数据中心里的天才国度”:重新定义2026</p><p>Amodei在访谈中提出了一个极具冲击力的概念——“数据中心里的天才国度”(A Country of Geniuses in a Datacenter)。他回顾了过去三年的技术演进,认为AI模型已从“聪明的高中生”进化为“专业人士”。</p><p>他大胆预测,<strong>到2026年或2027年,单一模型所展现出的智力水平、知识深度和逻辑推理能力,将不仅等同于一名诺贝尔奖得主,而是等同于数万名顶尖天才协同工作的集合体。</strong></p><p>对于这一时间表的确定性,Amodei表现出极高的信心:</p><p>“对于10年内实现这一愿景,我有90%的把握;而对于这在未来1-2年内发生,我认为是50/50的可能性。”</p><p>他指出,唯一的变数可能来自地缘政治灾难(如芯片供应链中断)或社会剧烈动荡。</p><p>营收狂飙:从1亿到100亿美元的“恐怖”曲线</p><p>市场最为关注的财务数据方面,Amodei披露了Anthropic令人咋舌的增长曲线。他透露,<strong>公司营收正经历着“怪异的每年10倍增长”(bizarre 10x per year growth)。</strong>Amodei在访谈中直言:</p><p>“2023年,我们从0增长到1亿美元;2024年,从1亿美元增长到10亿美元;而2025年,我们预计将达到90亿至100亿美元。这一指数级增长大致符合我的预期,甚至在今年第一个月,我们又增加了数十亿美元的营收。”</p><p>Amodei强调,尽管受到经济扩散速度(Diffusion)滞后的影响,企业采纳AI需要经过法律审核、合规检查等漫长流程,但技术本身的能力提升正在推动这一疯狂的增长曲线。</p><p>算力豪赌与破产风险:CEO的财务平衡术</p><p>面对如此确定的技术前景,为何不现在就举债万亿美元囤积芯片?Amodei给出了极具现实意义的财务解释:算力扩容必须与收入增长和预测精度挂钩,否则将面临毁灭性风险。</p><p>“<strong>如果我预测2027年会有万亿级需求,从而提前购买了价值1万亿美元的算力,但只要需求爆发的时间晚了一年,或者增长率稍微从10倍降至5倍,没有任何对冲手段能阻止公司破产</strong>。”Amodei解释道,这种基于“对数收益定律”的投资回报需要精密核算。</p><p>他指出,Anthropic目前的策略是“负责任地激进”,即投入的算力规模足以捕捉巨大的上行空间,但如果市场爆发推迟,公司凭借其企业级业务的高毛利和现金流,依然能够生存。</p><p>他预计,<strong>Anthropic有望在2028年左右实现盈利,届时AI将成为历史上盈利能力最强的产业之一。</strong></p><p>软件工程的终局:从写代码到取代工程师</p><p>在具体落地场景上,Amodei将编程视为AI最先攻克的堡垒。他将AI在软件工程领域的进化分为三个阶段:</p><p><strong>第一阶段:</strong>模型编写90%的代码行(已实现)。</p><p><strong>第二阶段:</strong>模型处理90%的端到端任务,如修复Bug、配置集群、撰写文档。</p><p><strong>第三阶段:</strong>模型具备“职场经验”,能够理解复杂代码库的上下文并设定技术方向。</p><p>Amodei预测,<strong>在1-3年内,AI将能够胜任高级软件工程师的所有职责。</strong></p><p>“这并不意味着工程师会失业,而是生产力的巨大爆发。现在的模型能做到的不仅是补全代码,而是直接接管GPU内核编写等高难度任务。”</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic掌门人:AI技术正处于临界点,未来2-3年将决定人类未来</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnthropic掌门人:AI技术正处于临界点,未来2-3年将决定人类未来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-14 17:56 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1405540.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在AI技术指数级爆发的前夜,Anthropic掌门人Dario Amodei抛出了震撼业界的预测:我们正处于“指数增长的黄昏”,最快到2026年,人类将迎来由数万个顶尖大脑组成的“数据中心里的天才国度”。近日,大模型独角兽Anthropic首席执行官Dario Amodei在与Dwarkesh Patel的深度访谈中,罕见地披露了公司惊人的营收增速预期,并对AGI(通用人工智能)的时间表、算力投资...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1405540.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9885410242f0a11585f24a645146fa05","relate_stocks":{"AI":"C3.ai, Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/1405540.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2611114263","content_text":"在AI技术指数级爆发的前夜,Anthropic掌门人Dario Amodei抛出了震撼业界的预测:我们正处于“指数增长的黄昏”,最快到2026年,人类将迎来由数万个顶尖大脑组成的“数据中心里的天才国度”。近日,大模型独角兽Anthropic首席执行官Dario Amodei在与Dwarkesh Patel的深度访谈中,罕见地披露了公司惊人的营收增速预期,并对AGI(通用人工智能)的时间表、算力投资的财务逻辑以及地缘政治风险进行了详尽阐述。Amodei认为,AI技术正处于从量变到质变的临界点,未来2-3年将决定人类未来两百年的走向。(Anthropic首席执行官Dario Amodei作客Dwarkesh Patel播客)AI 正处于指数级增长末期Dario Amodei在访谈伊始就指出,我们已逼近 AI 指数增长曲线的尾声,而世界尚未充分感知这场质变。从 GPT-1 到如今的专业级模型,AI 完成了从 “聪慧高中生” 到 “博士水准” 的跃迁,编程、数学等领域甚至实现超越,底层扩展定律从未失效,算力与数据的投入仍在持续兑现明确收益。指数增长的魔力藏在末期的爆发里。Dario表示,Anthropic 年营收 10 倍的跨越式增长,Claude Code 让工程师生产力倍增,模型上下文长度与泛化能力的快速突破,都在印证 “终点临近” 的信号。这场增长不只是参数的堆砌,更是智能本质的升级 —— 从数据拟合到自主泛化,AI 正在补齐最后几块关键能力拼图。“数据中心里的天才国度”:重新定义2026Amodei在访谈中提出了一个极具冲击力的概念——“数据中心里的天才国度”(A Country of Geniuses in a Datacenter)。他回顾了过去三年的技术演进,认为AI模型已从“聪明的高中生”进化为“专业人士”。他大胆预测,到2026年或2027年,单一模型所展现出的智力水平、知识深度和逻辑推理能力,将不仅等同于一名诺贝尔奖得主,而是等同于数万名顶尖天才协同工作的集合体。对于这一时间表的确定性,Amodei表现出极高的信心:“对于10年内实现这一愿景,我有90%的把握;而对于这在未来1-2年内发生,我认为是50/50的可能性。”他指出,唯一的变数可能来自地缘政治灾难(如芯片供应链中断)或社会剧烈动荡。营收狂飙:从1亿到100亿美元的“恐怖”曲线市场最为关注的财务数据方面,Amodei披露了Anthropic令人咋舌的增长曲线。他透露,公司营收正经历着“怪异的每年10倍增长”(bizarre 10x per year growth)。Amodei在访谈中直言:“2023年,我们从0增长到1亿美元;2024年,从1亿美元增长到10亿美元;而2025年,我们预计将达到90亿至100亿美元。这一指数级增长大致符合我的预期,甚至在今年第一个月,我们又增加了数十亿美元的营收。”Amodei强调,尽管受到经济扩散速度(Diffusion)滞后的影响,企业采纳AI需要经过法律审核、合规检查等漫长流程,但技术本身的能力提升正在推动这一疯狂的增长曲线。算力豪赌与破产风险:CEO的财务平衡术面对如此确定的技术前景,为何不现在就举债万亿美元囤积芯片?Amodei给出了极具现实意义的财务解释:算力扩容必须与收入增长和预测精度挂钩,否则将面临毁灭性风险。“如果我预测2027年会有万亿级需求,从而提前购买了价值1万亿美元的算力,但只要需求爆发的时间晚了一年,或者增长率稍微从10倍降至5倍,没有任何对冲手段能阻止公司破产。”Amodei解释道,这种基于“对数收益定律”的投资回报需要精密核算。他指出,Anthropic目前的策略是“负责任地激进”,即投入的算力规模足以捕捉巨大的上行空间,但如果市场爆发推迟,公司凭借其企业级业务的高毛利和现金流,依然能够生存。他预计,Anthropic有望在2028年左右实现盈利,届时AI将成为历史上盈利能力最强的产业之一。软件工程的终局:从写代码到取代工程师在具体落地场景上,Amodei将编程视为AI最先攻克的堡垒。他将AI在软件工程领域的进化分为三个阶段:第一阶段:模型编写90%的代码行(已实现)。第二阶段:模型处理90%的端到端任务,如修复Bug、配置集群、撰写文档。第三阶段:模型具备“职场经验”,能够理解复杂代码库的上下文并设定技术方向。Amodei预测,在1-3年内,AI将能够胜任高级软件工程师的所有职责。“这并不意味着工程师会失业,而是生产力的巨大爆发。现在的模型能做到的不仅是补全代码,而是直接接管GPU内核编写等高难度任务。”","news_type":1,"symbols_score_info":{"AI":0.9}},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":447695502824312,"gmtCreate":1750322945822,"gmtModify":1750336682942,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3435615840878311","idStr":"3435615840878311"},"themes":[],"htmlText":"希望能赚 别破发","listText":"希望能赚 别破发","text":"希望能赚 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