国信证券:微信AI搜索灰度测试接入DeepSeek 腾讯控股生态价值凸显

Group 1 - The core viewpoint of the report highlights Tencent's integration of DeepSeek into WeChat, enhancing AI search capabilities and showcasing the value of its ecosystem [1] - Tencent's AI strategy focuses on keeping up technologically while actively exploring commercialization, positioning the company as a strong contender in the AI era as competition intensifies [1] - The integration of DeepSeek into WeChat represents a powerful combination of user engagement and advanced reasoning capabilities, enhancing the user experience significantly [1] Group 2 - Tencent's overall performance remains robust, with potential growth in e-commerce, AI, and cloud sectors, indicating a positive outlook for the company's future [1][2] - The integration of DeepSeek opens up new possibilities for AI applications within Tencent's ecosystem, leveraging its unique resources and user scenarios [1]