花旗分析师Alicia Yap在报告中称,DeepSeek在微信和腾讯云服务中的深度整合,料将推动云使用需求的加速增长,并带动腾讯企业服务收入的更快提升。
预计“元宝”应用的吸引力将进一步增强,微信的用户粘性也将提高,搜索广告收入可能从2025年开始爬坡。
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