大行評級|麥格理:騰訊有望成爲“超級AI代理” 擴展至更廣泛垂直應用及變現
麥格理髮表研究報告指,據報微信搜尋已正式開展灰度測試,整合DeepSeek-R1的完整版本,參與測試的用戶將享受到更爲多樣化的搜尋體驗,並能與騰訊的混元AI大模型協同使用,除微信外目前騰訊多款產品都已接入DeepSeek。憧憬與DeepSeek-R1的整合將帶來流量及收入增長潛力,麥格理相信DeepSeek-R1配合騰訊的雲基礎設施和優化技術,有助提升AI準確性和提供訂製化能力,進一步增強微信搜索的用戶流量和參與度,令騰訊成爲超級AI代理,並將AI擴展至更廣泛垂直應用,最終變現成收入來源,對視頻號上的內容創作者而言,AI亦是更具成本效益的內容生產工具。麥格理表示,目前對騰訊的看法未有改變,評級“跑贏大市”,目標價爲560港元。
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