智通财经APP获悉，瑞银发布研报称，考虑到腾讯控股(00700)旗下产品逐步采用DeepSeek可带来新的营利机会，且腾讯在用户和生态系统方面有发展优势，给予腾讯“买入”评级，目标价为593港元；同时看好快手-W(01024)，其影像生成AI具有全球领先的竞争力，给予“买入”评级，目标价76.4港元。
瑞银称，目前腾讯基于腾讯混元大模型的AI应用“元宝”及微信搜寻都已采用DeepSeek，用户可使用DeepSeekR1的“AI搜寻”和“深思”功能。考虑到微信覆盖中国约14亿人口，采用DeepSeek有助于促进微信内的AI使用，并提升产品认知度。腾讯旗下产品逐步采用DeepSeek，可带来新的营利机会，为内容带来增量流量，促进微信AI代理发展。腾讯的用户和生态系统涵盖从聊天机器人、小程序至支付的全过程，有一定发展优势。
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