610 lines
30 KiB
HTML
610 lines
30 KiB
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>腾讯混元AI发展分析报告</title>
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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<body class="p-4 md:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">腾讯混元AI发展分析报告</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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深度剖析腾讯混元大模型的技术演进、生态布局与投资价值
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</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">核心观点摘要</h2>
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<div class="highlight-box p-4 rounded-lg mb-4">
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<p class="text-lg font-semibold mb-2">腾讯混元已从"技术验证"进入"生态变现"阶段</p>
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<ul class="list-disc pl-5 space-y-2">
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<li><strong>当前阶段</strong>：技术对标GPT-4（SuperCLUE 8项第一），成本降至<strong>0.015元/千tokens</strong>（2024年9月），商业化路径清晰（广告、游戏、云服务）</li>
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<li><strong>核心驱动力</strong>：微信13亿MAU生态导流+内部700+业务场景反哺数据+MoE架构降本增效</li>
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<li><strong>未来潜力</strong>：3D/视频生成技术或复制Midjourney路径，游戏AI工具可能重塑行业成本结构</li>
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</ul>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">概念事件时间轴</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="mb-6 timeline-dot">
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<div class="font-semibold text-lg text-blue-300">2023年9月</div>
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<p class="text-slate-300">腾讯正式发布混元大模型（千亿参数），定位"通用大语言模型"，首次对外展示中文创作、复杂推理能力</p>
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</div>
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<div class="mb-6 timeline-dot">
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<div class="font-semibold text-lg text-blue-300">2024年5月</div>
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<p class="text-slate-300">混元升级至<strong>万亿参数MoE架构</strong>，推理效率提升100%、成本降低50%，并开源文生图模型（DiT架构）</p>
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</div>
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<div class="mb-6 timeline-dot">
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<div class="font-semibold text-lg text-blue-300">2024年9月</div>
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<p class="text-slate-300">混元Turbo发布，<strong>SuperCLUE测评8项国内第一</strong>，接入腾讯内部700+业务（微信、腾讯会议、广告等）</p>
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</div>
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<div class="mb-6 timeline-dot">
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<div class="font-semibold text-lg text-blue-300">2025年1月</div>
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<p class="text-slate-300">3D生成模型Hunyuan3D-1.0开源，30秒生成3D资产；<strong>混元T1深度思考模型</strong>上线元宝APP</p>
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</div>
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<div class="mb-6 timeline-dot">
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<div class="font-semibold text-lg text-blue-300">2025年5月</div>
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<p class="text-slate-300">混元图像2.0发布，<strong>毫秒级实时生图</strong>；混元游戏AI工具落地，优化美术管线效率</p>
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</div>
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</div>
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<div class="mt-6 p-4 bg-slate-800 rounded-lg">
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<h3 class="font-bold text-lg mb-2 text-purple-400">关键催化事件</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="p-3 bg-slate-700 rounded-lg">
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<div class="font-semibold text-blue-300 mb-1">技术突破</div>
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<p class="text-sm text-slate-300">2025年3月开源图生视频模型（2K分辨率+音效），5月推出<strong>HunyuanCustom</strong>多模态视频工具</p>
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</div>
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<div class="p-3 bg-slate-700 rounded-lg">
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<div class="font-semibold text-blue-300 mb-1">生态扩张</div>
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<p class="text-sm text-slate-300">元宝APP接入微信"搜一搜"入口，DAU从30万激增至<strong>3884万</strong>（2025年3月）</p>
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</div>
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<div class="p-3 bg-slate-700 rounded-lg">
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<div class="font-semibold text-blue-300 mb-1">政策/行业</div>
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<p class="text-sm text-slate-300">2025年游戏版号稳定发放，腾讯DNF手游上线首日流水超预期，AI工具加速工业化落地</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-green-400">核心驱动力</h3>
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<div class="space-y-4">
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<div class="p-4 bg-slate-800 rounded-lg">
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<div class="font-semibold text-blue-300 mb-2">技术-成本拐点</div>
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<p class="text-slate-300">MoE架构使<strong>推理成本下降50%</strong>（2024年9月），推动B端API调用量爆发（腾讯云TI平台订单增长<strong>200%</strong>）</p>
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</div>
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<div class="p-4 bg-slate-800 rounded-lg">
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<div class="font-semibold text-blue-300 mb-2">数据飞轮效应</div>
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<p class="text-slate-300">微信生态独有数据（公众号、视频号、聊天记录）训练出<strong>中文幻觉率最低模型</strong>（路演显示降低30-50%）</p>
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</div>
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<div class="p-4 bg-slate-800 rounded-lg">
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<div class="font-semibold text-blue-300 mb-2">场景垄断</div>
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<p class="text-slate-300">游戏（王者荣耀AI陪练）、广告（妙思平台素材生成效率提升<strong>80%</strong>）、会议（纪要生成节省90%人力）形成闭环</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-yellow-400">市场认知偏差</h3>
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<div class="space-y-4">
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<div class="p-4 bg-slate-800 rounded-lg">
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<div class="font-semibold text-purple-300 mb-2">预期差1</div>
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<p class="text-slate-300">市场认为混元"慢半拍"，但路演显示其<strong>3D生成速度比UE引擎快10倍</strong>（2025年5月），游戏工业化应用超预期</p>
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</div>
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<div class="p-4 bg-slate-800 rounded-lg">
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<div class="font-semibold text-purple-300 mb-2">预期差2</div>
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<p class="text-slate-300">元宝DAU被低估——微信九宫格导流后，<strong>3个月增长196%</strong>（2025年3月数据），远超豆包/Kimi</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-green-400">近期催化剂（3-6个月）</h3>
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<ol class="space-y-3 list-decimal pl-5">
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<li class="p-3 bg-slate-800 rounded-lg">
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<div class="font-semibold text-blue-300">微信全面AI化</div>
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<p class="text-slate-300">2025年Q3可能上线"AI搜索Agent"，直接调用元宝能力（内部测试已覆盖公众号、小程序）</p>
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</li>
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<li class="p-3 bg-slate-800 rounded-lg">
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<div class="font-semibold text-blue-300">游戏AI商业化</div>
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<p class="text-slate-300">混元游戏工具向中小厂商开放API，按调用量收费（参考Unity AI定价$0.01/次）</p>
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</li>
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<li class="p-3 bg-slate-800 rounded-lg">
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<div class="font-semibold text-blue-300">财报验证</div>
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<p class="text-slate-300">2025年Q2腾讯广告收入增速或超预期（AI素材占比已达<strong>42%</strong>）</p>
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</li>
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</ol>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-400">长期路径（2025-2027）</h3>
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<div class="space-y-3">
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<div class="p-3 bg-slate-800 rounded-lg">
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<div class="font-semibold text-blue-300 mb-1">阶段1（2025）</div>
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<p class="text-slate-300">技术深耕——多模态原生模型（语音/3D/视频）开源，建立开发者生态</p>
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</div>
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<div class="p-3 bg-slate-800 rounded-lg">
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<div class="font-semibold text-blue-300 mb-1">阶段2（2026）</div>
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<p class="text-slate-300">场景渗透——游戏/广告AI工具市占率超50%，云服务AI收入占比达<strong>15%</strong></p>
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</div>
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<div class="p-3 bg-slate-800 rounded-lg">
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<div class="font-semibold text-blue-300 mb-1">阶段3（2027）</div>
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<p class="text-slate-300">平台化——微信成为"AI操作系统"，元宝DAU破亿，API调用量超<strong>100亿次/月</strong></p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">产业链与核心公司深度剖析</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-4 text-green-400">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="p-4 bg-slate-800 rounded-lg text-center">
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<div class="text-lg font-semibold text-blue-300 mb-2">上游</div>
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<div class="space-y-1">
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<div class="tag tag-blue">算力：万国数据</div>
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<div class="tag tag-blue">芯片：燧原科技</div>
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</div>
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</div>
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<div class="p-4 bg-slate-800 rounded-lg text-center">
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<div class="text-lg font-semibold text-purple-300 mb-2">中游</div>
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<div class="space-y-1">
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<div class="tag tag-purple">模型：腾讯混元</div>
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<div class="tag tag-purple">开发平台：腾讯云TI</div>
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</div>
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</div>
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<div class="p-4 bg-slate-800 rounded-lg text-center">
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<div class="text-lg font-semibold text-green-300 mb-2">下游</div>
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<div class="space-y-1">
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<div class="tag tag-green">腾讯控股：游戏/广告</div>
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<div class="tag tag-green">阅文集团：AI写作</div>
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<div class="tag tag-green">岭南股份：腾讯云合作</div>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-yellow-400">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-slate-800 rounded-lg overflow-hidden">
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<thead class="bg-slate-700">
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<tr>
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<th class="py-3 px-4 text-left text-blue-300">公司</th>
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<th class="py-3 px-4 text-left text-blue-300">角色</th>
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<th class="py-3 px-4 text-left text-blue-300">核心优势</th>
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<th class="py-3 px-4 text-left text-blue-300">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-slate-700">
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<td class="py-3 px-4 font-semibold">腾讯控股</td>
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<td class="py-3 px-4">全产业链龙头</td>
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<td class="py-3 px-4">微信生态+700场景数据+MoE降本</td>
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<td class="py-3 px-4">监管对微信AI功能限制</td>
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</tr>
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<tr class="border-b border-slate-700">
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<td class="py-3 px-4 font-semibold">东华软件</td>
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<td class="py-3 px-4">腾讯云合作方</td>
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<td class="py-3 px-4">数字孪生+AI大模型联合开发</td>
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<td class="py-3 px-4">订单依赖腾讯，毛利率低</td>
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</tr>
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<tr>
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<td class="py-3 px-4 font-semibold">阅文集团</td>
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<td class="py-3 px-4">内容AI应用</td>
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<td class="py-3 px-4">IP库+混元文生视频技术</td>
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<td class="py-3 px-4">用户付费意愿待验证</td>
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</tr>
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</tbody>
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</table>
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</div>
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<div class="mt-4 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="p-4 bg-green-900 bg-opacity-20 rounded-lg border-l-4 border-green-500">
|
||
<div class="font-semibold text-green-300 mb-2">印证</div>
|
||
<p class="text-slate-300">2025年Q1游戏收入同比增18%，与路演"AI工具降本增效"逻辑一致</p>
|
||
</div>
|
||
<div class="p-4 bg-yellow-900 bg-opacity-20 rounded-lg border-l-4 border-yellow-500">
|
||
<div class="font-semibold text-yellow-300 mb-2">矛盾</div>
|
||
<p class="text-slate-300">部分研报预测混元3D生成需1年落地，但2025年5月已开放30秒生成工具，<strong>技术迭代快于预期</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-red-400">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="p-4 bg-slate-800 rounded-lg">
|
||
<div class="font-semibold text-red-300 mb-2">技术风险</div>
|
||
<p class="text-slate-300">3D生成精度仍低于人工（路演显示建筑细节缺失），需持续优化</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800 rounded-lg">
|
||
<div class="font-semibold text-red-300 mb-2">商业化风险</div>
|
||
<p class="text-slate-300">元宝DAU增长依赖微信导流，若政策限制社交数据使用，增速或放缓</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800 rounded-lg">
|
||
<div class="font-semibold text-red-300 mb-2">竞争风险</div>
|
||
<p class="text-slate-300">字节跳动"扣子空间"2025年Q2上线，可能分流开发者</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800 rounded-lg">
|
||
<div class="font-semibold text-red-300 mb-2">信息矛盾</div>
|
||
<p class="text-slate-300">路演称混元T1"免费无限量"，但腾讯云API定价<strong>0.05元/千tokens</strong>，需关注C/B端策略差异</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">综合结论与投资启示</h2>
|
||
|
||
<div class="highlight-box p-4 rounded-lg mb-6">
|
||
<p class="text-lg font-semibold mb-3">阶段判断</p>
|
||
<p class="text-slate-300">混元AI已从主题炒作（2023年）进入<strong>基本面驱动阶段</strong>（2025年Q1收入端验证）</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-green-400">高价值方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="p-4 bg-slate-800 rounded-lg">
|
||
<div class="font-semibold text-blue-300 mb-2">1. 腾讯云AI服务</div>
|
||
<p class="text-slate-300">API调用量增速（当前<strong>200%</strong>）+游戏AI工具订阅</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800 rounded-lg">
|
||
<div class="font-semibold text-blue-300 mb-2">2. 微信生态AI化</div>
|
||
<p class="text-slate-300">元宝DAU与微信九宫格渗透率（当前<strong>35%</strong>）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">关键跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-purple-400 mr-2">•</span>
|
||
<span><strong>2025年Q2腾讯广告收入增速</strong>（AI素材占比目标50%）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-purple-400 mr-2">•</span>
|
||
<span><strong>元宝DAU突破5000万时点</strong>（微信导流强度）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-purple-400 mr-2">•</span>
|
||
<span><strong>3D生成API调用单价</strong>（是否降至$0.005/次以扩大市场）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-gradient-to-r from-blue-900 to-purple-900 rounded-lg text-center">
|
||
<p class="text-lg font-semibold text-white mb-2">结论</p>
|
||
<p class="text-slate-200">腾讯混元AI是"技术+场景+成本"三维共振的稀缺标的，短期看微信导流爆发力，长期看游戏/广告AI工具市占率提升。<strong>维持腾讯控股"超配"评级</strong>，目标价上调至<strong>500港元</strong>（对应2025年AI业务PS 15x）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">关联股票数据</h2>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="text-xl font-semibold mb-3 text-green-400">腾讯大模型(241202)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-slate-800 rounded-lg overflow-hidden">
|
||
<thead class="bg-slate-700">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-blue-300">股票</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">项目</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">行业</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">合作原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">东华软件</td>
|
||
<td class="py-3 px-4">与腾讯云合作自研矩阵AI大模型</td>
|
||
<td class="py-3 px-4">云计算/AI</td>
|
||
<td class="py-3 px-4">近期唯一公告与腾讯云合作开发AI大模型</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">岭南股份</td>
|
||
<td class="py-3 px-4">与腾讯建立长期战略合作关系</td>
|
||
<td class="py-3 px-4">AI领域全方位合作</td>
|
||
<td class="py-3 px-4">在AI领域与腾讯云开展全面合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">常山北明</td>
|
||
<td class="py-3 px-4">腾讯参股子公司北明软件</td>
|
||
<td class="py-3 px-4">云计算合作</td>
|
||
<td class="py-3 px-4">子公司北明软件与腾讯云深度合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">长亮科技</td>
|
||
<td class="py-3 px-4">与腾讯生态共建</td>
|
||
<td class="py-3 px-4">产品协同</td>
|
||
<td class="py-3 px-4">与腾讯合作共建生态并实现产品协同</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">齐心集团</td>
|
||
<td class="py-3 px-4">深度融合腾讯云AI技术</td>
|
||
<td class="py-3 px-4">云计算/AI</td>
|
||
<td class="py-3 px-4">与腾讯云深度合作AI技术应用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">华宇软件</td>
|
||
<td class="py-3 px-4">云计算与人工智能战略合作</td>
|
||
<td class="py-3 px-4">云计算/AI</td>
|
||
<td class="py-3 px-4">在云计算和AI领域与腾讯云战略合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">奥尼电子</td>
|
||
<td class="py-3 px-4">AI视觉检测与数字孪生合作</td>
|
||
<td class="py-3 px-4">AI应用</td>
|
||
<td class="py-3 px-4">在AI视觉检测和数字孪生领域与腾讯云合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">奥雅股份</td>
|
||
<td class="py-3 px-4">通讯社交与数字内容合作</td>
|
||
<td class="py-3 px-4">数字内容</td>
|
||
<td class="py-3 px-4">在通讯社交和数字内容领域与腾讯云战略合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">拓尔思</td>
|
||
<td class="py-3 px-4">产业数据可信安全合作</td>
|
||
<td class="py-3 px-4">数据安全</td>
|
||
<td class="py-3 px-4">在产业数据可信安全领域与腾讯云合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">特发信息</td>
|
||
<td class="py-3 px-4">联合打造智能制造基地</td>
|
||
<td class="py-3 px-4">智能制造</td>
|
||
<td class="py-3 px-4">与腾讯云联合建设智能制造基地</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-green-400">腾讯混元大模型(250226)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-slate-800 rounded-lg overflow-hidden">
|
||
<thead class="bg-slate-700">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-blue-300">股票</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">项目</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">分类</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">行业/产业链</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">合作原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">东华软件</td>
|
||
<td class="py-3 px-4">战略合作</td>
|
||
<td class="py-3 px-4">合作伙伴</td>
|
||
<td class="py-3 px-4">数字孪生、云计算、碳中和、智慧产业数字化</td>
|
||
<td class="py-3 px-4">与腾讯开展战略合作，覆盖数字孪生、云计算等领域，资料来源为互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">常山北明</td>
|
||
<td class="py-3 px-4">优化混元模型</td>
|
||
<td class="py-3 px-4">产品融合解决方案</td>
|
||
<td class="py-3 px-4">软件开发</td>
|
||
<td class="py-3 px-4">腾讯在财报交流会表示将持续优化混元模型并与北明形成产品融合方案，资料来源为2023年财报交流会</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">南天信息</td>
|
||
<td class="py-3 px-4">金融端大模型落地</td>
|
||
<td class="py-3 px-4">卓越级合作伙伴</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">混元大模型金融端落地，公司为卓越级集成合作伙伴，资料来源为网传未见公开信息</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">中科软</td>
|
||
<td class="py-3 px-4">混元大模型合作</td>
|
||
<td class="py-3 px-4">标准级合作伙伴</td>
|
||
<td class="py-3 px-4">软件开发</td>
|
||
<td class="py-3 px-4">混元大模型标准级行业合作伙伴，资料来源为混元官网</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">神州数码</td>
|
||
<td class="py-3 px-4">金融端大模型落地</td>
|
||
<td class="py-3 px-4">标准级合作伙伴</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">混元大模型标准级集成合作伙伴，资料来源为网传未见公开信息</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">岭南股份</td>
|
||
<td class="py-3 px-4">云计算战略合作</td>
|
||
<td class="py-3 px-4">战略合作</td>
|
||
<td class="py-3 px-4">云计算服务</td>
|
||
<td class="py-3 px-4">与腾讯云计算签署战略合作协议，资料来源为公告</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">世纪恒通</td>
|
||
<td class="py-3 px-4">AI技术应用</td>
|
||
<td class="py-3 px-4">技术应用优化</td>
|
||
<td class="py-3 px-4">软件服务</td>
|
||
<td class="py-3 px-4">业务开展中运用混元大模型相关AI技术提升效率，资料来源为互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">值得买</td>
|
||
<td class="py-3 px-4">AI购物助手</td>
|
||
<td class="py-3 px-4">产品集成</td>
|
||
<td class="py-3 px-4">电商服务</td>
|
||
<td class="py-3 px-4">AI购物助手"小值"接入腾讯混元大模型，资料来源为公开资讯</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">中科金财</td>
|
||
<td class="py-3 px-4">混元大模型集成</td>
|
||
<td class="py-3 px-4">应用场景探索</td>
|
||
<td class="py-3 px-4">金融、电商、微短剧</td>
|
||
<td class="py-3 px-4">多场景多基座大模型已接入腾讯混元大模型，资料来源为互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">博思软件</td>
|
||
<td class="py-3 px-4">技术合作探索</td>
|
||
<td class="py-3 px-4">潜在合作</td>
|
||
<td class="py-3 px-4">软件开发</td>
|
||
<td class="py-3 px-4">腾讯作为股东将探索在前沿技术领域合作可能性，资料来源为互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">世纪华通</td>
|
||
<td class="py-3 px-4">数据中心合作</td>
|
||
<td class="py-3 px-4">基础设施服务</td>
|
||
<td class="py-3 px-4">数据中心运营</td>
|
||
<td class="py-3 px-4">腾讯相关算力集群租用公司上海数据中心项目机柜，资料来源为互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">天虹股份</td>
|
||
<td class="py-3 px-4">内部创新探索</td>
|
||
<td class="py-3 px-4">应用场景测试</td>
|
||
<td class="py-3 px-4">零售服务</td>
|
||
<td class="py-3 px-4">正在内部开展客服、社媒沟通等方向的混元大模型应用测试，资料来源为公告</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
``` |