华泰证券发表研究报告指，腾讯(00700.HK) 旗下多个应用开始接入DeepSeek。该行认为，腾讯的大DAU产品与DeepSeek结合，有望显著加快AI国内渗透率；AI Agent稳步推进，企业微信智能体提升办公效率，未来商业化场景可期；在AI赋能下，SaaS渗透率可望持续提升，今年的腾讯云收入可望加快增长；腾讯AI组织架构更加清晰，有望推动紧密的业务协同关系。
华泰证券维持腾讯2024至2026年的财务预测，其中，经调整净利润分别为2,209亿、2,472亿及2,809亿元人民币，按年分别增长40%、12%及14%。该行维持腾讯“买入”评级，目标价582.08元。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-27 12:25。)
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