大行評級|傑富瑞:上調騰訊及阿里巴巴的目標價 微信有望成為AI超級應用程序或AI代理
傑富瑞發表報吿指,由於騰訊龐大的用户基數和高使用頻率,其產品與大型模型的整合早在意料之中。週末微信AI搜索開始與DeepSeek-R1進行測試。該行認為,考慮到購物、本地服務以及通過小程序和視頻賬户進行娛樂等場景,微信很有可能成為AI超級應用程序或AI代理。
報吿指,隨着DeepSeek的日均用户數目觸及新里程,過去數週看到內地的聊天機器人領域重新洗牌。該行預期,在小程序的支持下,微信所涵蓋的多種應用場景,領域將進一步擴大,並有助推進聊天機器人範疇的洗牌。傑富瑞認為中國互聯網的估值偏低,較海外同業有折讓,對騰訊目標價由534港元升至550港元,對阿里巴巴美股和港股目標價分別由150美元和145港元,升至156美元和151港元。
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