金吾财讯 | 华泰证券表示，根据2月15日中国基金报的报道，微信正在灰测接入DeepSeek R1模型。部分用户已经可以内测相关AI搜索功能。该行认为该事件对产业发展具有深远影响，微信生态作为触达用户的最多的生态体系，将全方位提升C端用户在AI应用的认知，大模型应用能力提升与用户持续反馈互动，形成双边网络效应，AI应用快速迭代下，商业化可期。因此，该行看好有基础AI能力的平台型公司以及垂直领域创新应用的细分龙头。此前市场担心通用大模型对细分市场的竞争，该行认为DeepSeek的模型技术的推广，显著减弱了垂类模型的技术差距，反而垂直模型基于自身细分领域的数据优势，能够在垂直应用层面获得更好的用户体验。具体来看，关注以下细分领域的AI应用：1）AI图像；2）AI教育；3）AI招聘；4）AI广告。
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