概念掘金 | 微信接入DeepSeek，10億級市場震撼來襲！這些公司或將受益
2月15日深夜，微信上線了一個“核彈級”功能——AI搜索接入DeepSeek-R1大模型。
微信作爲月活超13億的超級入口，接入DeepSeek-R1模型後，將直接推動AI搜索、智能客服、個性化推薦等功能的升級。
市場普遍認爲，此舉標誌着中國AI技術從實驗室邁向大規模商業化落地的關鍵一步。
2月以來，恆生科技指數已累計上漲16%，此次消息或進一步點燃AI產業鏈的炒作熱情。
近期騰訊股價也表現強勁。就在2月14日（週五），騰訊股價大漲7.42%，創出最近一年多來的最大單日漲幅。今年2月累計上漲18.34%，接近兩成。
大模型“朋友圈”正悄然爆發
近期，DeepSeek的“朋友圈”擴容速度驚人：
手機廠商——華爲、OPPO、vivo……車企——比亞迪、上汽、理想汽車……金融券商——國泰君安、廣發證券、華西證券……運營商——電信、移動、聯通……甚至地方政府的政務系統都在廣泛應用DeepSeek。
場景涵蓋智能硬件、汽車、傳媒、半導體、教育、金融、生物醫療，各行各業都在爭相試水。
面對這股浪潮，騰訊選擇在社交領域發力，將DeepSeek融入微信生態。
騰訊方面2月16日迴應記者稱，微信搜一搜在調用混元大模型豐富AI搜索的同時，近日正式灰度測試接入DeepSeek。在灰度測試範圍的用戶，可在對話框頂部搜索入口，看到“AI搜索”字樣，點擊進入後，可免費使用DeepSeek-R1滿血版模型，獲得更多元化的搜索體驗。
另外，騰訊多個產品正在探索接入DeepSeek，如騰訊雲AI代碼助手、騰訊元寶等，爲用戶提供更豐富的體驗和服務。
AI產業鏈的東風已至
微信接入DeepSeek-R1大模型，標誌着AI技術在超級應用場景中的大規模商業化落地。或將直接推動AI搜索、智能客服、個性化推薦等功能的升級，並帶動整個AI產業鏈的快速發展。
興業證券研報指出，得益於DeepSeek引發的鮎魚效應，預計2025年大模型能力將有明顯提升。隨着大模型能力提升新範式的到來，互聯網廠商在AI領域的競爭由“技術之爭”開始轉爲“生態之爭”“應用之爭”。
隨着“模型平權”與生態端的“AI賦能”到來，港股互聯網將迎來重估值，看好具有生態優勢的互聯網平臺如騰訊、阿里巴巴-W、小米集團-W、Meta，看好Agent生態廠商ServiceNow、Salesforce，端側網絡安全廠商Cloudflare，同時建議關注受益於推理需求提高的數據中心、雲廠商，如亞馬遜、甲骨文、世紀互聯等。
附：騰訊概念+騰訊雲/騰訊算力+騰訊應用相關個股梳理
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