3月6日,腾讯控股涨超5%,股价突破530港元,创2021年7月以来新高。
消息面上,3月3日,腾讯元宝APP在中国区苹果应用商店免费APP下载排行榜上升至第一,超越DeepSeek。据悉,在2月22日,腾讯元宝超越豆包,升至中国区苹果免费APP下载排行榜第二。值得注意的是,腾讯元宝App因旧版本用户协议中“霸王条款”引发热议,随后腾讯元宝发文道歉。 针对知识产权归属问题,腾讯元宝强调用户输入和输出的内容权利归用户或相应权利人所有,使用元宝不会改变归属。
花旗此前指出,DeepSeek加速采用强化微信生态系统和CSIG(腾讯云与产业事业群),相信公司资本支出前景乐观,且微信或转型为超级AI应用程式。该行表示,随着腾讯研发的大语言模型“元宝”从2月1日的生产力下载榜第12名攀升至2月23日的第2名,超过字节跳动的“豆包”,仅次于DeepSeek、再加上腾讯最近将包括“元宝”在内的几个关键应用重组到CSIG业务群组,表明腾讯已加强了战略优先顺序,以全面迎接中国企业和个人用户加速采用人工智能的转变。
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