智通财经APP获悉，腾讯概念股全线高开，截至发稿，微盟集团(02013)涨15%，报2.99港元；阅文集团(00772)涨11.97%，报35.55港元；有赞(08083)涨10.16%，报0.141港元；腾讯(00700)涨6.57%，报506港元。
消息面上，微信搜一搜近日正式灰度测试接入DeepSeek。东吴计算机团队指出，除微信外，腾讯系超级App还包括企业微信、QQ、QQ邮箱、腾讯会议（3亿MAU）等。该行指出，微信的用户覆盖量、日均时长，可能会为搜索领域带来颠覆性影响，从而带动腾讯系软硬件生态的重构。微信接入AI搜索后，小程序的想象空间也值得延展。
国盛计算机团队强调，腾讯是当前国内头部社交平台，拥有可观的流量入口属性。该行认为，接入AI大模型后Deepseek的优秀能力未来有望赋能腾讯业务的各个方面，通过其流量入口快速触达用户改善用户体验。西南证券计算机行业研究团队负责人王湘杰认为，微信接入DeepSeek从生态方来看，核心利好的还是腾讯公司本身，以及以及它的生态企业，比如微盟集团 、有赞这样的港股上市公司。
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