大华继显分析师在一份研究报告中表示，腾讯在其微信应用中采用人工智能可能成为新的增长动力。他们表示，依托自研AI模型混元以及Deepseek，微信具备引入面向消费者的AI智能体应用的条件。分析师称，与独立的AI聊天机器人相比，微信庞大的内容生态系统和多样化的功能为开发高功能AI助手奠定了坚实基础。与此同时，分析师指出，微信的AI搜索功能可以通过Deepseek分析和优化定向广告投放，为广告业务提供新动力。大华继显预测，腾讯第四季度在线营销收入同比增长15%。大华继显维持对腾讯的买入评级，但将其目标价从551.00港元上调至608.00港元。

 

海量资讯、精准解读，尽在新浪财经APP

责任编辑：王永生

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.