华福证券:腾讯AI全面加速,腾讯云推理算力需求增加

AI新旗手
24 Feb

一、腾讯元宝:2月15日起元宝投流攀升根据DataEye-ADX行业版数据,元宝的投放素材量从2月15日开始迅速攀升。2月1日至14日,元宝日均投放素材量约2000组;2月15日起,投放力度迅速攀升,日投放素材量峰值超3400组;至2月18日,腾讯元宝日投放素材量再达6570组新高。现在可以在微信、知乎、B站、百度搜索广告位等位置看到“满血版DeepSeek”旗号的元宝广告。二、腾讯系AI产品矩阵...

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