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$腾讯控股(00700)$ 自2022年11月ChatGPT 3.5发布以来，年末成为观察AI行业趋势的关键节点。2025年末，国内外大厂在基建投入、模型研发与应用推广层面全面发力，在AI入口、算力等关键领域主导叙事走向。

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