【华泰证券:看好2025年中国AI应用的产品升级与商业突围】华泰证券指出,微信开启“AI搜索”灰度测试,并接入DeepSeek-R1满血版模型,正式开启十亿级MAU应用的AI升级,侧面佐证了AI应用已基本具备模型成本可控、数据价值融合的规模化前提。我们认为,以腾讯、字节为代表的互联网大厂积极布局AI应用,有望带动全行业进入加速发展期,看好2025年中国AI应用的产品升级与商业突围,产业机遇明朗。

金融界
18 Feb
华泰证券指出,微信开启“AI搜索”灰度测试,并接入DeepSeek-R1满血版模型,正式开启十亿级MAU应用的AI升级,侧面佐证了AI应用已基本具备模型成本可控、数据价值融合的规模化前提。我们认为,以腾讯、字节为代表的互联网大厂积极布局AI应用,有望带动全行业进入加速发展期,看好2025年中国AI应用的产品升级与商业突围,产业机遇明朗。

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