金吾财讯 | 腾讯控股(00700)震荡走强，高见536港元，创近三年新高。截至发稿，涨4.35%，报528港元，成交额179亿港元。消息面上，3月3日，腾讯元宝APP在中国区苹果应用商店免费APP下载排行榜中跃居首位，超越了DeepSeek。回顾2月22日，腾讯元宝就已超越豆包，上升至中国区苹果免费APP下载排行榜第二名。花旗此前发布观点称，DeepSeek的加速应用强化了微信生态系统以及CSIG(腾讯云与产业事业群)。该行认为腾讯的资本支出前景乐观，且微信有可能转型为超级AI应用程序。花旗指出，腾讯研发的大语言模型“元宝”从2月1日在生产力下载榜的第12名，一路攀升至2月23日的第2名，超越了字节跳动的“豆包”，仅次于DeepSeek。此外，腾讯近期将包括“元宝”在内的几个关键应用重组至CSIG业务群组，这一系列动作表明腾讯已强化战略优先级，全力迎接中国企业和个人用户加速应用人工智能的转变趋势。
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