$腾讯控股(0070_老虎社区_美港股上老虎

$腾讯控股(00700)$ 开源证券研报显示，11 月19 日，谷歌正式发布Gemini 3，其中Gemini 3 Pro 在几乎所有主流AI 基准测试中均显著超越了前代Gemini 2.5 Pro，并且全面压制了Claude Sonnet 4.5和GPT-5.1 等主要竞品，除了文本与逻辑，Gemini 3 Pro 还具备突出的多模态推理能力，且在事实准确性测试上表现出色，并提升了交互质感，回答简洁且直接，而Gemini 3 Deep Think 进一步拓展智能边界，在“人类终极测试”及GPQADiamond 中的表现优于Gemini 3 Pro。

英伟达vs谷歌！12月市场情绪会倾向于哪边？

甲骨文等再贷380亿美元，“OpenAI链”数据中心圈子累计负债已达1000亿美元。11月，英伟达累计跌12%，甲骨文累计跌23%，而“AI新王”谷歌累涨超14%。【算力虽然没有来到“零和”的阶段，但“GPU vs TPU”的市场分歧还是很大。大家觉得12月，市场情绪会回到“英伟达链”吗？现在两边，你的操作策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

RubyPulitzer
11-24
RubyPulitzer
Gemini这次真的碾压全场了，看好腾讯后续AI布局！
张健
11-24
张健
GOOGLE的模型，这和腾讯有啥关系

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":503509958275888,"tweetId":"503509958275888","gmtCreate":1763955400707,"gmtModify":1763955837277,"author":{"id":4109738353446520,"idStr":"4109738353446520","authorId":4109738353446520,"authorIdStr":"4109738353446520","name":"同和华彩","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":16,"starInvestorFlag":false},"themes":[{"themeId":"1b40c904088742d383556bf254d6ef7d","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达vs谷歌！12月市场情绪会倾向于哪边？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":1b40c904088742d383556bf254d6ef7d}&rnconfig={\"headerBarHidden\": true}","description":"甲骨文等再贷380亿美元，“OpenAI链”数据中心圈子累计负债已达1000亿美元。11月，英伟达累计跌12%，甲骨文累计跌23%，而“AI新王”谷歌累涨超14%。【算力虽然没有来到“零和”的阶段，但“GPU vs TPU”的市场分歧还是很大。大家觉得12月，市场情绪会回到“英伟达链”吗？现在两边，你的操作策略是？】","image":"https://static.tigerbbs.com/0e4a1027c0676517ae089bbe9f702d0a"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 开源证券研报显示，11 月19 日，谷歌正式发布Gemini 3，其中Gemini 3 Pro 在几乎所有主流AI 基准测试中均显著超越了前代Gemini 2.5 Pro，并且全面压制了Claude Sonnet 4.5和GPT-5.1 等主要竞品，除了文本与逻辑，Gemini 3 Pro 还具备突出的多模态推理能力，且在事实准确性测试上表现出色，并提升了交互质感，回答简洁且直接，而Gemini 3 Deep Think 进一步拓展智能边界，在“人类终极测试”及GPQADiamond 中的表现优于Gemini 3 Pro。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 开源证券研报显示，11 月19 日，谷歌正式发布Gemini 3，其中Gemini 3 Pro 在几乎所有主流AI 基准测试中均显著超越了前代Gemini 2.5 Pro，并且全面压制了Claude Sonnet 4.5和GPT-5.1 等主要竞品，除了文本与逻辑，Gemini 3 Pro 还具备突出的多模态推理能力，且在事实准确性测试上表现出色，并提升了交互质感，回答简洁且直接，而Gemini 3 Deep Think 进一步拓展智能边界，在“人类终极测试”及GPQADiamond 中的表现优于Gemini 3 Pro。</p></body></html>","text":"$腾讯控股(00700)$ 开源证券研报显示，11 月19 日，谷歌正式发布Gemini 3，其中Gemini 3 Pro 在几乎所有主流AI 基准测试中均显著超越了前代Gemini 2.5 Pro，并且全面压制了Claude Sonnet 4.5和GPT-5.1 等主要竞品，除了文本与逻辑，Gemini 3 Pro 还具备突出的多模态推理能力，且在事实准确性测试上表现出色，并提升了交互质感，回答简洁且直接，而Gemini 3 Deep Think 进一步拓展智能边界，在“人类终极测试”及GPQADiamond 中的表现优于Gemini 3 Pro。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/503509958275888","repostId":0,"isVote":1,"tweetType":1,"viewCount":1066,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["00700","TCEHY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":383,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":503520110543184,"commentId":"503520110543184","gmtCreate":1763957789617,"gmtModify":1763966612397,"authorId":9000000000000405,"author":{"id":9000000000000405,"idStr":"9000000000000405","authorId":9000000000000405,"name":"RubyPulitzer","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":503509958275888,"objectIdStr":"503509958275888","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Gemini这次真的碾压全场了，看好腾讯后续AI布局！","text":"Gemini这次真的碾压全场了，看好腾讯后续AI布局！","html":"Gemini这次真的碾压全场了，看好腾讯后续AI布局！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":503600308842496,"commentId":"503600308842496","gmtCreate":1763972087801,"gmtModify":1763972091736,"authorId":3577211850063582,"author":{"id":3577211850063582,"idStr":"3577211850063582","authorId":3577211850063582,"name":"张 健","avatar":"https://static.tigerbbs.com/b653ae2e82ace668d719548d4e00c808","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":503509958275888,"objectIdStr":"503509958275888","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"GOOGLE的模型，这和腾讯有啥关系","text":"GOOGLE的模型，这和腾讯有啥关系","html":"GOOGLE的模型，这和腾讯有啥关系","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/503509958275888"}