$腾讯控股(0070_老虎社区_美港股上老虎

$腾讯控股(00700)$ 的打法不是只搞一个大模型，而是把AI塞进每个产品里。元宝、WorkBuddy全跑起来了。下半年国产算力到位后，外部商业化才能真起飞。上半年卡在算力上，下半年才是重头戏。

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