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腾讯控股(0700.HK):周报

Tencent Holdings (0700.HK): Weekly Report

first shanghai ·  Oct 16

Major adjustments to Tencent Gaming's self-development team

Tencent's Chief Operating Officer and IEG game business executives recently discussed several strategic changes at an internal communication meeting:

1. Self-development team adjustment: Chief Operating Officer Ren Yuxin said that Tencent is optimizing the self-research team structure, reducing the number of small studios, and reducing internal competition in order to make more effective use of the resources of large teams and ensure project quality. Despite this, internal competition is encouraged to promote category development and meet user needs.

2. Adhere to the advantages of Evergreen Gaming: Tencent plans to focus resources on games with long-term appeal and promote the platformization of these games to reach a wider range of users and maintain players' long-term interest. Currently, Tencent has 19 games that have the potential to become popular for a long time, including 7 for the international market and 12 for the domestic market, including “Break Through the Dark Zone”, “DNF Mobile Game”, and “Operation Delta”.

3. The success of “Black Myths: Goku” inspired the team: The success of this game by executives showed that even if the development cost is low (estimated to be around 0.3 billion), high-quality games can be recognized by the market. Tencent believes in the future of high-quality games, and will continue to support the developer's game science behind it.

4. Going overseas and PC crossing will become future focus and growth: Tencent's two key self-developed games “Operation Delta” and “Dark Zone Breakthrough” are both developing PC cross-end versions, which shows the company's strategic importance to the PC market.

IEG executives mentioned that the number of users on the Steam platform has almost doubled in the past five years, and that the revenue potential of PC games in overseas markets is comparable to that of mobile devices.

Tencent Gaming's strategic adjustments have responded to recent concerns about the game business from the outside world and have clarified Tencent Gaming's internal positive attitude and confidence in future development.

WeChat Search launches “Direct Search” function

WeChat Search recently launched the “Direct Search” function. You can quickly directly access relevant settings or function pages by searching keywords, greatly simplifying the operation process. Currently, this feature has covered 46 high-frequency search scenarios for WeChat users, including but not limited to “late-night mode settings” and “caring mode settings,” and will continue to enrich more scenarios in the future. This update is undoubtedly another innovative attempt at WeChat's transformation to adapt to aging. WeChat Search's “Direct Search” function provides middle-aged and elderly users with a more convenient operation experience, further consolidates WeChat's traffic advantage among the Yinfa user community, helps meet their social, content, and e-commerce needs, and provides a safer and more convenient information and payment service experience. As the Internet platform with the highest penetration rate of the “silver hair” population in China, in the future, middle-aged and elderly people will also have more and more room for commercialization, payment, and consumption based on the WeChat ecosystem, which will benefit their future income.

The Chinese Academy of Information and Communications Technology and Tencent recently signed an artificial intelligence cooperation agreement

The artificial intelligence cooperation agreement signed between the Chinese Academy of Information and Communications Technology and Tencent aims to deepen cooperation between the two sides in the field of artificial intelligence. This collaboration will focus on many key areas of artificial intelligence, including but not limited to cutting-edge AI models, software and hardware collaboration, data resources, artificial intelligence+, security governance, and international cooperation. Jiang Jie, vice president of Tencent Group, said that Tencent will use this cooperation to conduct deeper collaboration with the Chinese Academy of Information and Communications Technology on artificial intelligence technology standards, industry research, large-scale model benchmarking, intelligent computing clusters, and implementation of large model applications to jointly promote the development of the AI industry and digital intelligence transformation.

The cooperation between Tencent and the Chinese Academy of Information and Communications Technology will promote breakthroughs in artificial intelligence technology in many key fields, accelerate the development and practical application of AI technology, and promote Tencent and China's voice in global AI competition.

The translation is provided by third-party software.


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