Tencent Holdings (00700.HK) reported that its R&D investment in the second quarter reached 20.25 billion yuan, an increase of 17% year-on-year; capital expenditures amounted to 19.11 billion yuan, with a year-on-year growth rate of 119%. Driven by continued investment in AI strategies, Tencent achieved revenue of 184.5 billion yuan, an increase of 15% year-on-year, and operating profit (Non-IFRS) of 69.25 billion yuan, an increase of 18% year-on-year. The benefits brought by AI technology are becoming increasingly evident.
Under the context of high AI investment, Tencent has improved the quality and diversity of data through data enhancement and synthetic technologies, and enhanced the capabilities of the Yuan model through more effective pre-training and post-training. Enhanced basic model capabilities have led to the continuous expansion of the "Yuan family." In particular, the Yuan 3D model has made a series of breakthroughs, including the release of Yuan 3D v2.5, the launch of the first art-level 3D generation large model, the open-source of Yuan 3D v2.1 and the 3D world generation model 1.0, etc. Currently, the cumulative number of downloads for the Yuan 3D series models has exceeded 2.3 million, and more game developers, 3D printing companies, and professional designers are using Yuan 3D models to generate digital assets.
At the same time, Tencent's AI applications are accelerating their implementation. Yuaan has upgraded core capabilities such as search, document understanding, and image processing, and added a video account interpretation function, deeply integrating into scenarios such as WeChat and QQ; tools such as Ima and QQ Browser continue to be iterated, and the WeChat AI function matrix is continuously enriched, driving "user-friendly AI" to penetrate multiple user groups.