腾讯(00700)早盘涨近6%,高见536港元,创近三年半新高。截至发稿,股价上涨5.24%,现报532港元,成交额204.49亿港元。
3月3日,腾讯元宝APP在中国区苹果应用商店免费APP下载排行榜上升至第一,超越DeepSeek。
花旗此前指出,DeepSeek加速采用强化微信生态系统和CSIG(腾讯云与产业事业群),相信公司资本支出前景乐观,且微信或转型为超级AI应用程式。该行表示,随着腾讯研发的大语言模型“元宝”从2月1日的生产力下载榜第12名攀升至2月23日的第2名,仅次于DeepSeek、再加上腾讯最近将包括“元宝”在内的几个关键应用重组到CSIG业务群组,表明腾讯已加强了战略优先顺序,以全面迎接中国企业和个人用户加速采用人工智能的转变。
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