传媒行业点评报告：腾讯系列产品接入DeepSeek，持续拓展应用新场景

Investment Rating - The report maintains a "Recommended" investment rating for the media industry [2][4]. Core Insights - Tencent Cloud has become the first domestic cloud provider to support DeepSeek API and online search, enhancing its AI application capabilities [3]. - The integration of DeepSeek technology into Tencent's products signifies a deeper strategic layout in the AI sector, lowering the barriers for enterprises to build AI applications and enhancing Tencent Cloud's competitiveness in AI infrastructure [3][4]. - The adoption of DeepSeek is expected to optimize Tencent's existing ecosystem, including advertising recommendations, mini-programs, and WeChat for enterprises [3]. Summary by Sections Recent Developments - As of February 17, 2025, Tencent Cloud has integrated DeepSeek technology into over ten products, including high-performance application services and various development platforms [3]. - Tencent's AI code assistant and other services based on DeepSeek will be offered for free and without limits, indicating a strong push towards AI accessibility [3]. Market Outlook - The report suggests that AI technology will accelerate its penetration into more industries and scenarios, supporting the positive outlook for the media industry [4]. - Key companies to focus on include 37 Interactive Entertainment, Yaoji Technology, Kunlun Wanwei, Century Tianhong, Shanghai Film, Light Media, Visual China, Tencent Holdings, and Alibaba [4].