TENCENT(HK:00700) Nan Fang Du Shi Bao·2025-05-21 14:25Core Insights - QQ Browser has upgraded to an AI browser with the launch of QBot, utilizing Tencent's mixed Yuan and DeepSeek dual models, and aims to enhance user engagement with AI functionalities [1][5] - The new interface of QQ Browser emphasizes simplicity, featuring a prominent search box that allows users to access both AI and web search results, facilitating quick document processing and translation [2][5] - QBot supports multi-modal search on mobile, including voice and file scanning, and can automatically suggest tools based on user intent [2][3] AI Features and Capabilities - QBot offers five main capabilities: AI search, AI browsing, AI office tasks, AI learning, and AI writing, with the introduction of specialized agents like the "AI GaoKao Tong" for college entrance exam assistance [3][4] - The AI GaoKao Tong distinguishes itself by understanding personalized user needs and simplifying the college application process, moving beyond traditional information queries [3][4] Market Position and Strategy - Tencent's AI upgrade for QQ Browser is part of its broader "All in AI" strategy, with significant investments in AI capabilities across various platforms, including WeChat and Tencent Docs [5][6] - The AI search sector is highly competitive, with many apps integrating AI functionalities, and Tencent views AI search as a complement to traditional search rather than a replacement [6][7] User Engagement and Growth - During the gray testing phase, user engagement increased significantly, indicating that AI features attract more users by lowering search barriers [6][7] - Tencent aims to balance traditional search strengths with AI capabilities to enhance user experience and address complex queries while maintaining existing functionalities [7]