大行評級丨花旗:維持騰訊“買入”評級 看好其將成人工智能應用強大參與者
花旗發表研報指,騰訊在QQ瀏覽器上推出新一代人工智能瀏覽器QBot,整合混元+DeepSeek雙模型能力。該人工智能瀏覽器進一步匯聚來自官方賬號及其他PGC平台的可靠數據來源,整合內外部能力,通過人工智能搜尋/瀏覽/寫作/學習及人工智能辦公功能滿足多種使用場景。該行指,QQ瀏覽器截至上月擁有4.33億月活躍用户及9700萬日活躍用户,推廣或轉移用户的瀏覽/搜尋行為以熟悉人工智能迴應和使用可能更為容易。該行認為騰訊憑藉龐大且穩健用户基礎和社交圖譜生態系統,將成為人工智能應用強大參與者,進一步推進其人工智能功能和產品。該行維持對騰訊“買入”評級,目標價695港元。
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