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稳定压倒一切皆有可能
稳定压倒一切皆有可能
·
02-13 21:40
$阿里巴巴(BABA)$
春晚跳水彩排
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稳定压倒一切皆有可能
稳定压倒一切皆有可能
·
02-13
这不是骂人吗?
小摩:料腾讯控股(00700)最受惠DeepSeek新版本迭代
如果DeepSeek新版本在农历新年期间发布,真正重要的影响主要体现在可能释放平台经济效益。对互联网平台而言,该行认为腾讯控股最有可能从潜在的DeepSeek新版本中受惠最大,其次是垂直领域龙头,如携程集团-S、快手-W、贝壳-W,而对阿里巴巴-W和百度集团-SW影响较为参差。DeepSeek一直倾向于开源优先而非短期商业化最大化,因此它的竞争效应往往通过模型质量的认知以及它所验证的技术方向来传导。
小摩:料腾讯控股(00700)最受惠DeepSeek新版本迭代
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稳定压倒一切皆有可能
稳定压倒一切皆有可能
·
02-13
$恒生科技ETF(03032)$
$阿里巴巴-W(09988)$
$腾讯控股(00700)$
$美团-W(03690)$
$快手-W(01024)$
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稳定压倒一切皆有可能
稳定压倒一切皆有可能
·
02-12
$美团-W(03690)$
$阿里巴巴-W(09988)$
阿里自宫,顺便斩杀了美团
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稳定压倒一切皆有可能
稳定压倒一切皆有可能
·
01-17
$阿里巴巴(BABA)$
没错就是他。帅不过三秒。
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稳定压倒一切皆有可能
稳定压倒一切皆有可能
·
01-13
国内到底选哪个?
谷歌市值突破4万亿美元,苹果选择Gemini来驱动人工智能Siri
谷歌盘中直线拉升。
谷歌市值突破4万亿美元,苹果选择Gemini来驱动人工智能Siri
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稳定压倒一切皆有可能
稳定压倒一切皆有可能
·
2025-11-18
$Figma(FIG)$
目标价3块
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稳定压倒一切皆有可能
稳定压倒一切皆有可能
·
2025-10-14
卖菜大妈都会用豆包了
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稳定压倒一切皆有可能
稳定压倒一切皆有可能
·
2025-09-08
$20+年以上美国国债ETF-iShares(TLT)$
稳扎稳打
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稳定压倒一切皆有可能
稳定压倒一切皆有可能
·
2025-09-03
$Circle Internet Corp.(CRCL)$
画个圈圈诅咒你
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","listText":"这不是骂人吗? ","text":"这不是骂人吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532126193447816","repostId":"2610912712","repostType":2,"repost":{"id":"2610912712","kind":"news","pubTimestamp":1770879141,"share":"https://www.laohu8.com/m/news/2610912712?lang=zh_CN&edition=full","pubTime":"2026-02-12 14:52","market":"fut","language":"zh","title":"小摩:料腾讯控股(00700)最受惠DeepSeek新版本迭代","url":"https://stock-news.laohu8.com/highlight/detail?id=2610912712","media":"智通财经","summary":"如果DeepSeek新版本在农历新年期间发布,真正重要的影响主要体现在可能释放平台经济效益。对互联网平台而言,该行认为腾讯控股最有可能从潜在的DeepSeek新版本中受惠最大,其次是垂直领域龙头,如携程集团-S、快手-W、贝壳-W,而对阿里巴巴-W和百度集团-SW影响较为参差。DeepSeek一直倾向于开源优先而非短期商业化最大化,因此它的竞争效应往往通过模型质量的认知以及它所验证的技术方向来传导。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发布研报称,农历新年仍是中国消费科技领域最密集、历史上最具效力的发布窗口。如果DeepSeek新版本在农历新年期间发布,真正重要的影响主要体现在可能释放平台经济效益。如果这次迭代能在推理成本上实现效率优先的显著下降,AI就将变得经济可行,能直接嵌入高频消费产品,而不再局限于独立的聊天机器人形态。</p><p>对互联网平台而言,该行认为<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>(00700)最有可能从潜在的DeepSeek新版本中受惠最大,其次是垂直领域龙头,如<a href=\"https://laohu8.com/S/TCOM\">携程</a>集团-S(09961)、<a href=\"https://laohu8.com/S/01024\">快手-W</a>(01024)、<a href=\"https://laohu8.com/S/02423\">贝壳-W</a>(02423),而对<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>(09988)和<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>(09888)影响较为参差。</p><p>对于独立模型厂商如<a href=\"https://laohu8.com/S/02513\">智谱</a>(02513)、MiniMax-WP(00100),这些厂商同样有旗舰模型已发布或即将发布,其直接影响通常不在于立即抢夺客户,而更多体现在能力信号和技术外溢。DeepSeek一直倾向于开源优先而非短期商业化最大化,因此它的竞争效应往往通过模型质量的认知以及它所验证的技术方向来传导。如果此次发布包含真正的效率或系统性突破,这些方法会在生态中快速扩散——抬高同行基准、压缩迭代周期。在此背景下,该行重申对智普AI、MiniMax的正面看法,其能力提升最直接体现于API变现进程。</p></body></html>","source":"stock_zhitongcaijing","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>小摩:料腾讯控股(00700)最受惠DeepSeek新版本迭代</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{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\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\">\n小摩:料腾讯控股(00700)最受惠DeepSeek新版本迭代\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-12 14:52 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1404601.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,摩根大通发布研报称,农历新年仍是中国消费科技领域最密集、历史上最具效力的发布窗口。如果DeepSeek新版本在农历新年期间发布,真正重要的影响主要体现在可能释放平台经济效益。如果这次迭代能在推理成本上实现效率优先的显著下降,AI就将变得经济可行,能直接嵌入高频消费产品,而不再局限于独立的聊天机器人形态。对互联网平台而言,该行认为腾讯控股(00700)最有可能从潜在的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1404601.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1404601.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610912712","content_text":"智通财经APP获悉,摩根大通发布研报称,农历新年仍是中国消费科技领域最密集、历史上最具效力的发布窗口。如果DeepSeek新版本在农历新年期间发布,真正重要的影响主要体现在可能释放平台经济效益。如果这次迭代能在推理成本上实现效率优先的显著下降,AI就将变得经济可行,能直接嵌入高频消费产品,而不再局限于独立的聊天机器人形态。对互联网平台而言,该行认为腾讯控股(00700)最有可能从潜在的DeepSeek新版本中受惠最大,其次是垂直领域龙头,如携程集团-S(09961)、快手-W(01024)、贝壳-W(02423),而对阿里巴巴-W(09988)和百度集团-SW(09888)影响较为参差。对于独立模型厂商如智谱(02513)、MiniMax-WP(00100),这些厂商同样有旗舰模型已发布或即将发布,其直接影响通常不在于立即抢夺客户,而更多体现在能力信号和技术外溢。DeepSeek一直倾向于开源优先而非短期商业化最大化,因此它的竞争效应往往通过模型质量的认知以及它所验证的技术方向来传导。如果此次发布包含真正的效率或系统性突破,这些方法会在生态中快速扩散——抬高同行基准、压缩迭代周期。在此背景下,该行重申对智普AI、MiniMax的正面看法,其能力提升最直接体现于API变现进程。","news_type":1,"symbols_score_info":{"TCHmain":1.5,"00700":1.5}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532038849779152,"gmtCreate":1770913193257,"gmtModify":1770913195309,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"稳定压倒一切皆有可能","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3549871285956389","idStr":"3549871285956389"},"themes":[],"title":"","htmlText":"<a 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没错就是他。帅不过三秒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522632523719264","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521387523895320,"gmtCreate":1768265978540,"gmtModify":1768265980843,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"稳定压倒一切皆有可能","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3549871285956389","idStr":"3549871285956389"},"themes":[],"title":"","htmlText":"国内到底选哪个?","listText":"国内到底选哪个?","text":"国内到底选哪个?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521387523895320","repostId":"1171265777","repostType":4,"repost":{"id":"1171265777","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1768231451,"share":"https://www.laohu8.com/m/news/1171265777?lang=zh_CN&edition=full","pubTime":"2026-01-12 23:24","market":"us","language":"zh","title":"谷歌市值突破4万亿美元,苹果选择Gemini来驱动人工智能Siri","url":"https://stock-news.laohu8.com/highlight/detail?id=1171265777","media":"老虎资讯综合","summary":"谷歌盘中直线拉升。","content":"<html><head></head><body><p>周一, <strong><a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 盘中直线拉升,由跌转涨,创历史新高,总市值突破4万亿美元! <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 选择谷歌的Gemini来驱动今年推出的人工智能Siri。</strong></p><p>一份声明显示,这项为期数年的合作伙伴关系将依托谷歌的 Gemini 模型和云技术,来构建苹果未来的基础模型。 苹果在声明中写道:“<strong>经过仔细评估,我们认定谷歌的技术为‘苹果基础模型(Apple Foundation Models)’提供了最强大的基础。我们非常期待这一合作为用户开启的创新体验。</strong>”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15a8171738277fd77e7b37c384fedd27\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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\" 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tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ed03d3f06ef6d586c673a6d3f12935e","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171265777","content_text":"周一, 谷歌 盘中直线拉升,由跌转涨,创历史新高,总市值突破4万亿美元! 苹果 选择谷歌的Gemini来驱动今年推出的人工智能Siri。一份声明显示,这项为期数年的合作伙伴关系将依托谷歌的 Gemini 模型和云技术,来构建苹果未来的基础模型。 苹果在声明中写道:“经过仔细评估,我们认定谷歌的技术为‘苹果基础模型(Apple Foundation 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