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DeepValueMaking

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- DeepValueMakingDeepValueMaking
  ·01-30 11:07
  ‌$智谱(02513)$ ‌AI的故事还没有结束，才刚刚开始。
  74 评论
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- DeepValueMakingDeepValueMaking
  ·01-28 13:07
  ‌$智谱(02513)$ ‌今天破200
  76 评论
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- DeepValueMakingDeepValueMaking
  ·01-28
  ‌$智谱(02513)$ ‌今天获利出逃，一路向下
  90 评论
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- DeepValueMakingDeepValueMaking
  ·01-23
  $智谱(02513)$ 如果智谱能解决算力瓶颈问题，股价就会恢复。
  278 评论
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- DeepValueMakingDeepValueMaking
  ·01-23
  ‌$智谱(02513)$ ‌等待利好消息
  225 评论
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- DeepValueMakingDeepValueMaking
  ·01-23
  ‌$智谱(02513)$ ‌再次挑战200
  257 评论
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- DeepValueMakingDeepValueMaking
  ·01-22
  ‌$智谱(02513)$ ‌就值200
  219 评论
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- DeepValueMakingDeepValueMaking
  ·01-21
  ‌$智谱(02513)$ ‌原形毕露
  178 评论
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- DeepValueMakingDeepValueMaking
  ·01-21
  是投资吧，不是买下
  三七互娱买下半个AI圈：智谱、月之暗面、百川智能均在其中
  、作者｜沐风编辑｜时楠你以为只会玩游戏的三七互娱，竟默默干成了AI投资大佬，闷声买下半个AI圈。光国内大模型“四小龙”，三七互娱就一口气投了三家，包括智谱AI、月之暗面、百川智能。作为智谱AI早期股东，三七互娱精准布局。通过这种“扫货”，三七互娱自研的行业大模型“小七”，已经内化了40多种AI能力。现在，三七互娱2D美术资产80%由AI生成，广告内容视频占比也超过70%。
  三七互娱买下半个AI圈：智谱、月之暗面、百川智能均在其中
  315 评论
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- DeepValueMakingDeepValueMaking
  ·01-20
  ‌$智谱(02513)$ ‌果然
  189 评论
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‌原形毕露","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524011431806440","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523993428861208,"gmtCreate":1768954677433,"gmtModify":1768954679547,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"是投资吧，不是买下","listText":"是投资吧，不是买下","text":"是投资吧，不是买下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523993428861208","repostId":"2604415483","repostType":2,"repost":{"id":"2604415483","kind":"news","pubTimestamp":1768867313,"share":"https://www.laohu8.com/m/news/2604415483?lang=zh_CN&edition=full","pubTime":"2026-01-20 08:01","market":"hk","language":"zh","title":"三七互娱买下半个AI圈：智谱、月之暗面、百川智能均在其中","url":"https://stock-news.laohu8.com/highlight/detail?id=2604415483","media":"新质动能","summary":"、作者｜沐风编辑｜时楠你以为只会玩游戏的三七互娱，竟默默干成了AI投资大佬，闷声买下半个AI圈。光国内大模型“四小龙”，三七互娱就一口气投了三家，包括智谱AI、月之暗面、百川智能。作为智谱AI早期股东，三七互娱精准布局。通过这种“扫货”，三七互娱自研的行业大模型“小七”，已经内化了40多种AI能力。现在，三七互娱2D美术资产80%由AI生成，广告内容视频占比也超过70%。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260120082816263v1631nmo0f1igzc\"/><p><strong>李逸飞成“AI圈巴菲特</strong><strong>”</strong>？</p><p>、</p><p><strong>作者｜沐风</strong></p><p><strong>编辑｜时楠</strong></p><p>你以为只会玩游戏的<a href=\"https://laohu8.com/S/002555\">三七互娱</a>，竟默默干成了AI投资大佬，闷声买下半个AI圈。</p><p>光国内大模型“四小龙”，三七互娱就一口气投了三家，包括<a href=\"https://laohu8.com/S/02513\">智谱</a>AI、月之暗面、百川智能。只剩第四家公司MiniMax，被它的同行米哈游抢先拿下。</p><p>2026年开年，智谱AI登陆港股，作为“全球大模型第一股”，市值瞬间冲破578亿港元。而三七互娱作为早期股东，也赚得盆满钵满。</p><p>事实上，三七互娱已经投资了30多家硬科技公司。在这个风起云涌的时代，三七互娱掌门人李逸飞，正带着他的三七投资<a href=\"https://laohu8.com/S/00776\">帝国</a>，搭建一个科技“硬核宇宙”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260120082825950v1631wh0lcbem0t\"/><p><strong>01</strong></p><p><strong>集齐大模型三巨头</strong></p><p>游戏大佬李逸飞，通过自研和投资，构建了一个AI帝国。</p><p>光国内大模型“四小龙”，三七互娱就一口气拿下投了三家。而值得注意的是，三七互娱投AI，不是为了蹭热度讲故事，而是为了解决游戏行业的生产力焦虑。</p><p>作为智谱AI早期股东，三七互娱精准布局。随着智谱2026年开年上市，三七不仅赚到了财务回报，更通过GLM大模型，大幅缩减了游戏素材生产周期。</p><p>同时，月之暗面（Moonshot AI）的Kimi大模型，也已被深度融入三七互娱的客服系统和AI助理“问问小七”。</p><p>此外，李逸飞看中的是百川智能搜索增强、个性化剧情能力，意在打造“千人千面”的游戏体验。</p><p>至此，李逸飞集齐了“四小龙”中的三家。那为什么没投第四家MiniMax呢？</p><p>事实上，MiniMax从天使轮起就和米哈游深度绑定，米哈游持股约6.4%，不仅给钱还给海量订单，算是米哈游的“亲儿子”。</p><p>三七互娱选择不入局MiniMax，一方面是避开竞争对手的强势领域，另一方面是因为三七的AI野心更侧重于“研运一体化”的降本，而非纯粹的内容IP交互。</p><p>为了让AI真正进场干活，李逸飞还打造了“AIGC全家桶”，扫荡了一批垂直赛道的尖兵，比如：</p><p>深言科技（文本应用）、硅心科技（自动写代码）、宸境科技（数字孪生引擎）、Yahaha（AIGC游戏社交平台）、星河视效（视频AIGC），以及2025年最新入手的仿真合成数据龙头光轮智能。</p><p>通过这种“扫货”，三七互娱自研的行业大模型“小七”，已经内化了40多种AI能力。2025年，“小七”大模型正式通过国家备案，它不再只是个聊天机器人，而是进化成了小七智能体平台。</p><p>现在，三七互娱2D美术<span>资产</span>80%由AI生成，广告内容视频占比也超过70%。李逸飞正在把一家劳动密集型的游戏厂，改造成一个全自动化的AI内容工厂。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260120082832755v163v4adtvkvydn\"/><p>（点击看大图）</p><p><strong>02</strong></p><p><strong>投资脑机接口、光刻机</strong></p><p>李逸飞的投资帝国里，不光有AIGC，还有脑机接口、光刻机等前沿技术。</p><p>2025年11月，三七互娱砸下2000万美元，战略投资脑机接口独角兽——强脑科技（BrainCo）。这一笔下注被业内形容为“开了天眼”。刚投资完没几天，脑机接口就被列为未来产业。</p><p>到了2026年1月，强脑科技又宣布完成20亿元新一轮融资，规模在全球仅次于马斯克的Neuralink。这一次，李逸飞在风口爆发前夜，完成了一次“精准抢跑”。</p><p>那三七为什么要投它呢？李逸飞看中了脑机接口是“下一代人机交互的终极入口”。</p><p>目前，三七互娱已经把华南脑控的技术，接入了辅助训练游戏《<a href=\"https://laohu8.com/S/300256\">星星</a>生活乐园》。孤独症儿童戴上头环，直接用“注意力”控制游戏。想象一下，未来你玩游戏，可能连手指都不用动，一个念头过去，技能直接全场清屏。</p><p>如果说投脑机接口有些科幻色彩，那投资星空科技就是硬核。星空科技的掌门人贺荣明，是国内光刻机领域的领军人物。</p><p>三七互娱投它，主攻的是高端封装光刻机。想要更强的AI游戏体验，就得有更强的AI芯片；想要芯片，就得有国产的光刻机设备。</p><p>为了自家的“AI大脑”不被断供，李逸飞在半导体领域还布局了一支“重装骑兵”：投了亿智电子（AI SoC芯片）、此芯科技（CPU芯片）、辉羲智能（智驾芯片）、昉擎科技（AI芯片架构）。</p><p>李逸飞的投资名单里，还有一支“院士梦之队”：北启<a href=\"https://laohu8.com/S/000504\">生物</a>由院士邓宏魁领衔，主攻生物制造；华翊量子由院士段路明领衔，负责量子计算。</p><p>此外，从雷鸟AR、影目（INMO）、燧光MR等硬件终端，到Prophesee、芯视界、索迩电子这些感官神经元（视觉/触觉传感），再到灵宇宙（机器人）、晶正电子（<a href=\"https://laohu8.com/S/600184\">光电</a>材料）、星源智（具身大脑），李逸飞包圆了人类通往未来虚拟现实的很多入口。</p><p>Mobili、光途（车载AR）涉及的智能舱驾，也都被他通过<a href=\"https://laohu8.com/S/688381\">帝奥微</a>湖杉基金和Lighthouse Founders' Fund紧紧锁死。</p><p><strong>03</strong></p><p><strong>AI投资大佬的前半生</strong></p><p>从游戏巨头变身AI投资大佬，背后神秘掌门人李逸飞，到底是什么来头呢？</p><p>李逸飞又名李卫伟，1977年出生于四川广元。学生时代的他，是那种最标准的“网瘾少年”，从单机游戏一路打到网游。</p><p>与普通玩家不同的是，他心里一直有个执念：凭什么中国人的电脑里，全是外国人的游戏？</p><p>2007年，李逸飞裸辞创业。起初，李逸飞想走研发<a href=\"https://laohu8.com/S/01188\">正道</a>，结果一年多时间投入全部身家却血本无归，资金链差点断裂。在生死存亡时刻，他带着团队从四川杀到广州，决定“曲线救国”——改做游戏代理。</p><p>2011年，三七互娱正式成立。在那个页游混战的年代，三七互娱靠着《大天使之剑》《传奇霸业》这种“4天破百服”的爆款，迅速积攒了第一桶金。</p><p>2014年，三七互娱年营收近6亿元，震惊业界。李逸飞也因此完成了人生第一次战略进化：从流量玩家变成了页游之王。次年，三七互娱借壳“顺荣股份”登陆A股，市值一度冲破500亿。</p><p>但就在资本最疯狂的时候，李逸飞迎来了创业以来最大的考验：页游增长见顶，手游浪潮压顶。当时，三七的手游占比不足30%，转型阵痛剧烈。</p><p>但李逸飞展现出了惊人的定力，他没有留恋页游的<a href=\"https://laohu8.com/S/002296\">辉煌</a>，直接砍掉旧利益，资源全部向手游研发倾斜。2017年，《永恒纪元》月流水破3.5亿。到2024年，公司的手游收入占比已高达96.8%。</p><p>这场“二次创业”的惊险一跃，让李逸飞赢回了53亿元的身家。</p><p>2019年，由于国内版号收紧，旧有的“买量模式”失灵。李逸飞再次力排众议，开启海外布局。早期出海占比不足8%，全是试错和学费。</p><p>直到2021年《Puzzles &amp; Survival》横空出世，三七互娱攻陷欧美日韩。到2024年，境外营收占比已达32.81%，海外成了三七的第二增长极。</p><p>现在，站在AIGC的新风口上，李逸飞正尝试以资本为纽带，将触角伸向AI等前沿领域。他不仅是在买公司，更是在为下一次行业巨变提前布局。</p><p><strong>04</strong></p><p><strong>结语</strong></p><p>李逸飞掌舵15年，三七互娱市值已稳步攀升至约365亿元。在他的资本棋局里，他需要的不是搜集名片，而是深度协同。他要把AI、芯片、脑机接口这些看似互不相干的领域，串联成一张能捕获未来的巨网。</p><p>这个曾经的四川游戏少年，正在定义什么是“硬核玩家”。下一次行业剧变到来时，他手里握着的，可能不仅是游戏，而是整个AI时代的底层密码。</p><p><strong>更多精彩，请点击关注：</strong></p></article></body></html>","source":"tencent","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\" 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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三七互娱买下半个AI圈：智谱、月之暗面、百川智能均在其中\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-20 08:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012008285497a27688&s=b><strong>新质动能</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>李逸飞成“AI圈巴菲特”？、作者｜沐风编辑｜时楠你以为只会玩游戏的三七互娱，竟默默干成了AI投资大佬，闷声买下半个AI圈。光国内大模型“四小龙”，三七互娱就一口气投了三家，包括智谱AI、月之暗面、百川智能。只剩第四家公司MiniMax，被它的同行米哈游抢先拿下。2026年开年，智谱AI登陆港股，作为“全球大模型第一股”，市值瞬间冲破578亿港元。而三七互娱作为早期股东，也赚得盆满钵满。事实上，三七...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012008285497a27688&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1117":"系统软件","02513":"智谱"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012008285497a27688&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2604415483","content_text":"李逸飞成“AI圈巴菲特”？、作者｜沐风编辑｜时楠你以为只会玩游戏的三七互娱，竟默默干成了AI投资大佬，闷声买下半个AI圈。光国内大模型“四小龙”，三七互娱就一口气投了三家，包括智谱AI、月之暗面、百川智能。只剩第四家公司MiniMax，被它的同行米哈游抢先拿下。2026年开年，智谱AI登陆港股，作为“全球大模型第一股”，市值瞬间冲破578亿港元。而三七互娱作为早期股东，也赚得盆满钵满。事实上，三七互娱已经投资了30多家硬科技公司。在这个风起云涌的时代，三七互娱掌门人李逸飞，正带着他的三七投资帝国，搭建一个科技“硬核宇宙”。01集齐大模型三巨头游戏大佬李逸飞，通过自研和投资，构建了一个AI帝国。光国内大模型“四小龙”，三七互娱就一口气拿下投了三家。而值得注意的是，三七互娱投AI，不是为了蹭热度讲故事，而是为了解决游戏行业的生产力焦虑。作为智谱AI早期股东，三七互娱精准布局。随着智谱2026年开年上市，三七不仅赚到了财务回报，更通过GLM大模型，大幅缩减了游戏素材生产周期。同时，月之暗面（Moonshot AI）的Kimi大模型，也已被深度融入三七互娱的客服系统和AI助理“问问小七”。此外，李逸飞看中的是百川智能搜索增强、个性化剧情能力，意在打造“千人千面”的游戏体验。至此，李逸飞集齐了“四小龙”中的三家。那为什么没投第四家MiniMax呢？事实上，MiniMax从天使轮起就和米哈游深度绑定，米哈游持股约6.4%，不仅给钱还给海量订单，算是米哈游的“亲儿子”。三七互娱选择不入局MiniMax，一方面是避开竞争对手的强势领域，另一方面是因为三七的AI野心更侧重于“研运一体化”的降本，而非纯粹的内容IP交互。为了让AI真正进场干活，李逸飞还打造了“AIGC全家桶”，扫荡了一批垂直赛道的尖兵，比如：深言科技（文本应用）、硅心科技（自动写代码）、宸境科技（数字孪生引擎）、Yahaha（AIGC游戏社交平台）、星河视效（视频AIGC），以及2025年最新入手的仿真合成数据龙头光轮智能。通过这种“扫货”，三七互娱自研的行业大模型“小七”，已经内化了40多种AI能力。2025年，“小七”大模型正式通过国家备案，它不再只是个聊天机器人，而是进化成了小七智能体平台。现在，三七互娱2D美术资产80%由AI生成，广告内容视频占比也超过70%。李逸飞正在把一家劳动密集型的游戏厂，改造成一个全自动化的AI内容工厂。（点击看大图）02投资脑机接口、光刻机李逸飞的投资帝国里，不光有AIGC，还有脑机接口、光刻机等前沿技术。2025年11月，三七互娱砸下2000万美元，战略投资脑机接口独角兽——强脑科技（BrainCo）。这一笔下注被业内形容为“开了天眼”。刚投资完没几天，脑机接口就被列为未来产业。到了2026年1月，强脑科技又宣布完成20亿元新一轮融资，规模在全球仅次于马斯克的Neuralink。这一次，李逸飞在风口爆发前夜，完成了一次“精准抢跑”。那三七为什么要投它呢？李逸飞看中了脑机接口是“下一代人机交互的终极入口”。目前，三七互娱已经把华南脑控的技术，接入了辅助训练游戏《星星生活乐园》。孤独症儿童戴上头环，直接用“注意力”控制游戏。想象一下，未来你玩游戏，可能连手指都不用动，一个念头过去，技能直接全场清屏。如果说投脑机接口有些科幻色彩，那投资星空科技就是硬核。星空科技的掌门人贺荣明，是国内光刻机领域的领军人物。三七互娱投它，主攻的是高端封装光刻机。想要更强的AI游戏体验，就得有更强的AI芯片；想要芯片，就得有国产的光刻机设备。为了自家的“AI大脑”不被断供，李逸飞在半导体领域还布局了一支“重装骑兵”：投了亿智电子（AI SoC芯片）、此芯科技（CPU芯片）、辉羲智能（智驾芯片）、昉擎科技（AI芯片架构）。李逸飞的投资名单里，还有一支“院士梦之队”：北启生物由院士邓宏魁领衔，主攻生物制造；华翊量子由院士段路明领衔，负责量子计算。此外，从雷鸟AR、影目（INMO）、燧光MR等硬件终端，到Prophesee、芯视界、索迩电子这些感官神经元（视觉/触觉传感），再到灵宇宙（机器人）、晶正电子（光电材料）、星源智（具身大脑），李逸飞包圆了人类通往未来虚拟现实的很多入口。Mobili、光途（车载AR）涉及的智能舱驾，也都被他通过帝奥微湖杉基金和Lighthouse Founders' Fund紧紧锁死。03AI投资大佬的前半生从游戏巨头变身AI投资大佬，背后神秘掌门人李逸飞，到底是什么来头呢？李逸飞又名李卫伟，1977年出生于四川广元。学生时代的他，是那种最标准的“网瘾少年”，从单机游戏一路打到网游。与普通玩家不同的是，他心里一直有个执念：凭什么中国人的电脑里，全是外国人的游戏？2007年，李逸飞裸辞创业。起初，李逸飞想走研发正道，结果一年多时间投入全部身家却血本无归，资金链差点断裂。在生死存亡时刻，他带着团队从四川杀到广州，决定“曲线救国”——改做游戏代理。2011年，三七互娱正式成立。在那个页游混战的年代，三七互娱靠着《大天使之剑》《传奇霸业》这种“4天破百服”的爆款，迅速积攒了第一桶金。2014年，三七互娱年营收近6亿元，震惊业界。李逸飞也因此完成了人生第一次战略进化：从流量玩家变成了页游之王。次年，三七互娱借壳“顺荣股份”登陆A股，市值一度冲破500亿。但就在资本最疯狂的时候，李逸飞迎来了创业以来最大的考验：页游增长见顶，手游浪潮压顶。当时，三七的手游占比不足30%，转型阵痛剧烈。但李逸飞展现出了惊人的定力，他没有留恋页游的辉煌，直接砍掉旧利益，资源全部向手游研发倾斜。2017年，《永恒纪元》月流水破3.5亿。到2024年，公司的手游收入占比已高达96.8%。这场“二次创业”的惊险一跃，让李逸飞赢回了53亿元的身家。2019年，由于国内版号收紧，旧有的“买量模式”失灵。李逸飞再次力排众议，开启海外布局。早期出海占比不足8%，全是试错和学费。直到2021年《Puzzles & Survival》横空出世，三七互娱攻陷欧美日韩。到2024年，境外营收占比已达32.81%，海外成了三七的第二增长极。现在，站在AIGC的新风口上，李逸飞正尝试以资本为纽带，将触角伸向AI等前沿领域。他不仅是在买公司，更是在为下一次行业巨变提前布局。04结语李逸飞掌舵15年，三七互娱市值已稳步攀升至约365亿元。在他的资本棋局里，他需要的不是搜集名片，而是深度协同。他要把AI、芯片、脑机接口这些看似互不相干的领域，串联成一张能捕获未来的巨网。这个曾经的四川游戏少年，正在定义什么是“硬核玩家”。下一次行业剧变到来时，他手里握着的，可能不仅是游戏，而是整个AI时代的底层密码。更多精彩，请点击关注：","news_type":1,"symbols_score_info":{"02513":1.5}},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523608446034120,"gmtCreate":1768875138008,"gmtModify":1768875140904,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ &nbsp;</a>‌果然","listText":"‌<a 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