说起大名鼎鼎的硅谷钢铁侠埃隆马斯克，大家肯定都是耳熟能详，这几年更是经常出现在各个媒体的头版头条，就在最近马斯克却表示在中国你可以只用微 信生活，他的X真的能复刻微信的玩法与生态吗？ 一、马斯克说在中国你可以只用微信生活 据环球网的报道，据Economic Times报道，在和Zerodha联合创始人尼基尔·卡马斯（Nikhil Kamath）的对话中，特斯拉首席执行官埃隆·马斯克（Elon Musk） 再次明确表示，想要把社交平台X打造成中国以外的"微信升级版（WeChat++）"，使其兼具信息发布与金融支付等多种功能。 此次交流发生在播客节目"People by WTF"中，马斯克详细阐述了他的核心目标，即把X转变为一个功能高度集成的"超级应用"。他直言自己十分欣赏拥有一 个统一平台的概念，用户在这个平台上能够随心所欲地开展各类活动。 马斯克在采访中表示："在中国你可以只用微信生活，一个软件能聊天付款，在中国以外不存在这样的软件。"对于微信的夸赞，马斯克已经不止一次。 之前，马斯克就曾直言，你在中国，基本可以生活在微信里，它什么都能做到。它有点像推特加贝宝（Paypal），再加一大堆其他东西，这些产品融为 ...

IT之家 12 月 13 日消息，科技媒体 9to5Mac 昨日（12 月 12 日）发布博文，报道称最新法庭文件显示，埃隆・马斯克（Elon Musk）旗下 xAI 起诉苹果与 OpenAI 一案出现重大转折，其核心诉求并非单纯为了 Grok 应用在 App Store 的排名，更深层的原因是为了 X 平台转型"超级应用"。 该案件可以追溯到 2025 年 8 月，因 AI 产品 Grok 在更新后未能进入 App Store 排行榜榜首，马斯克起诉苹果和 OpenAI 公司，认为后两者存在不当联盟关 系。 IT之家曾于 11 月报道，xAI 正通过国际司法协助程序，向一家韩国实体寻求关键证据。法院已正式批准 xAI 依据《海牙取证公约》提出的申请，并将签署 请求书转交至韩国法院行政处。 该媒体披露了两份法律文件，并指出马斯克真正的痛点在于，其收购推特（现 X）后的终极目标，打造西方首个"超级应用"（Super App）遭遇了挑战，而 他选择将这一挫折归咎于苹果的生态封锁。 其中一份文件显示，xAI 向经营 KakaoTalk 的韩国 Kakao 公司及经营支付宝的蚂蚁集团，发出了文件调取请求。 xAI 要 ...

那个一心想把人类送上火星的科技狂人，最近却为一个能买早餐、交水电费的手机软件操碎了心。没错，说的就是埃隆·马斯克。他不止一次地公开表示， 对中国的微信羡慕得"直流口水"，认为那才是互联网的终极形态，并誓言要把自己的X平台（就是以前的推特）改造成一个西方的"全能应用"。这听起来有 点不可思议，一个颠覆了汽车和航天工业的男人，竟然在一个社交软件面前犯了难。这背后，可不是技术行不行的问题，而是一道由文化、习惯和规则砌成 的高墙，高到连马斯克也望而却步。 在我看来，这两种模式的差异，并非简单的优劣之分，更像是两种不同环境下演化出的不同物种。微信的"一体化"，是中国移动互联网"跨越式"发展的必然 结果，它在传统服务体系尚不完善的土壤里，以社交为根基，迅速长成了一棵覆盖支付、生活、工作的参天大树，效率极高。而西方的"分立式"生态，则是 一个成熟商业社会在数字世界的投影，银行、零售、媒体等各个行业早已根深蒂固，互联网应用更多是作为它们各自的"线上触手"而存在。这种格局保护了 竞争，给予了用户更多选择权，但代价就是体验的碎片化。微信真正的可怕之处，在于它早已不单是腾讯的一款产品，而是一个拥有自我进化能力的"热带 雨林"。 这 ...

Core Viewpoint - Elon Musk aims to transform the platform X (formerly Twitter) into a "WeChat++" that integrates information sharing and financial payments, inspired by the success of WeChat in China [2][4][11]. Group 1: User Engagement and Market Potential - WeChat has over 1.3 billion global monthly active users as of 2025, showcasing its immense success and user engagement [1]. - The platform X currently has over 500 million global monthly active users, indicating a significant user base that could be leveraged for growth [11]. Group 2: Strategic Moves and Financial Aspects - Musk's acquisition of Twitter for $44 billion in 2022 and the subsequent merger with his AI startup xAI, which valued the combined entity at $80 billion, highlights a strategic financial maneuver [8][10]. - The platform has faced challenges with a single revenue model and stagnant growth, prompting Musk to explore various functionalities to enhance monetization [8][10]. Group 3: Competitive Landscape and User Sentiment - There is skepticism among users regarding Musk's ambitions, with comments reflecting doubts about whether the model will resonate with international users as it does in China [14][16]. - Users express a preference for multifunctional applications that combine messaging and payment capabilities, similar to WeChat's offerings [14].

Core Viewpoint - Elon Musk plans to transform the platform X (formerly Twitter) into a "WeChat++" that integrates information dissemination and financial payments, aiming to replicate the success of WeChat outside of China [5][9][20]. Group 1: User Engagement and Market Potential - WeChat has over 1.3 billion global monthly active users projected for 2025, showcasing its significant market presence [1]. - The platform's usage during festive occasions, such as family group chats for red envelope exchanges, highlights its deep integration into daily life [3]. - X platform currently has over 500 million global monthly active users, indicating a substantial user base that could be leveraged for growth [16]. Group 2: Business Strategy and Financial Moves - Musk's acquisition of Twitter for $44 billion in 2022 and the subsequent merger with his AI startup xAI, valued at $330 billion, reflects a strategic move to enhance the platform's valuation to $80 billion [11][15]. - The focus on diversifying revenue streams through features like long-form content, payment capabilities, and AI integration demonstrates a proactive approach to addressing stagnation in growth [15]. Group 3: User Reception and Competitive Landscape - There are mixed sentiments among users regarding Musk's ambitions, with some expressing skepticism about the feasibility of replicating WeChat's success in the U.S. market [19][20]. - The competitive landscape suggests that while Musk's vision is ambitious, the acceptance and adaptability of local users will be critical for success [20].

Core Viewpoint - Elon Musk praised WeChat in a recent podcast, expressing his ambition to transform his platform X into a "WeChat upgrade" for markets outside China, aiming to create a global super app that integrates social, payment, and AI functionalities [2][3]. Group 1: Musk's Vision for X - Musk highlighted the practicality of WeChat, noting its all-in-one capabilities for messaging, information sharing, and transactions, which he believes are absent in overseas markets [2]. - The transformation of X is seen as a continuation of Musk's long-standing vision for a comprehensive platform, dating back to his early work with PayPal and the acquisition of Twitter [2]. - X has already partnered with Visa to develop a digital wallet and is reportedly planning to launch a physical debit card, mirroring WeChat's social and payment integration [2]. Group 2: Challenges in Replicating WeChat Overseas - The success of WeChat in China is attributed to the timing of the mobile internet boom and the establishment of user habits, which differ significantly from those in overseas markets [5]. - Users in Europe and the U.S. are accustomed to using separate apps for different functions, making the forced integration of services potentially unpopular [5]. - The payment landscape is already competitive with established players like credit cards and PayPal, posing significant challenges for X to enter this market [5]. - Regulatory hurdles regarding data privacy and antitrust laws in overseas markets could impede the consolidation of social and payment data on a single platform [5]. Group 3: Public Reaction - Following Musk's comments, public reactions varied, with some humorously noting that WeChat's perceived shortcomings are now seen as a model for international platforms [6]. - Others pointed out that the technological capabilities are not the issue, but rather the differing market conditions and user preferences [6]. - Some critiques highlighted that while tech giants admire the monetization model of WeChat, foreign users may not embrace such a platform [6].

马斯克明确表示，其核心目标是将 X 转变为多功能 "超级应用（superapp）"。他指出，中国用户在日常 生活中高度依赖微信，这款应用将信息交流与转账功能无缝结合，但在海外市场暂无同类产品。因此， 他将 X 的发展方向定义为 "微信升级版"，以填补这一全球市场空白。 "我非常认同'统一应用、网站或平台'的理念，用户能在上面完成所有想做的事。要知道，中国的微信 就是这样的产品，" 马斯克说道，"你可以在微信上发消息、发布资讯、转账。在中国，人们的生活几 乎离不开微信，它的实用性极强，但在海外却没有真正能与之匹敌的产品。所以，我认为 X 的定位就 是打造一个升级版微信。" 来源：环球市场播报 在近期《WTF 人物访谈》播客节目中，特斯拉首席执行官埃隆・马斯克与印度零佣金券商 Zerodha 联 合创始人尼希尔・卡马特对话时，重申了其雄心计划：将社交平台 X 打造成中国境外的 "微信升级版 （WeChat++）"，一个整合信息传播与金融支付功能的一站式平台。 他表示，收购推特的目的是建立高效的 "资金数据库" 与金融交易结算中心。作为该布局的一部分，X 于今年 1 月与维萨（Visa）达成合作协议，计划在年内推出 ...

Core Viewpoint - Morgan Stanley expresses skepticism about the practical implementation of the Doubao AI assistant, despite its impressive demonstration of features, and maintains a positive outlook on "super apps" like WeChat, Taobao, and Meituan [2][3][4]. Group 1: Challenges in Implementation - The Doubao AI assistant requires deep system-level integration, necessitating modifications to the operating system, which directly impacts the core interests of smartphone manufacturers (OEMs) [4][6]. - The successful implementation and promotion of the Doubao AI assistant depend on extensive technical collaboration and commercial negotiations with various smartphone OEMs, which poses significant challenges [7][11]. Group 2: Competitive Landscape - Major hardware players, including Apple, Huawei, and Xiaomi, are likely to develop their own AI assistants rather than collaborate with ByteDance, leaving limited options for partnerships with Doubao [10][11]. - The competitive environment in the Chinese market presents high entry barriers for Doubao to establish a broad hardware ecosystem [11][12]. Group 3: Investment Strategy - Given the difficulties in hardware breakthroughs, Morgan Stanley recommends investing in software application giants with substantial traffic and use cases, asserting that the dominance of "super apps" remains unchallenged [13][14]. - The report reiterates "overweight" ratings for Tencent, Alibaba, and Meitu, providing specific rationales for each: - Tencent is viewed as the best AI application proxy in China, with plans to launch its next-generation AI model, Hunyuan 2.0 [14]. - Alibaba is identified as the best AI infrastructure stock, with accelerating cloud revenue growth expected [14]. - Meitu is recognized as a beneficiary of AI multimodal capabilities, particularly in its "last mile" service capabilities that general AI assistants cannot fully replace [14].

据Economic Times报道，在和Zerodha联合创始人尼基尔·卡马斯（Nikhil Kamath）的对话中，特斯拉首 席执行官埃隆·马斯克（Elon Musk）再次明确表示，想要把社交平台X打造成中国以外的"微信升级版 （WeChat++）"，使其兼具信息发布与金融支付等多种功能。 此次交流发生在播客节目"People by WTF"中，马斯克详细阐述了他的核心目标，即把X转变为一个功能 高度集成的"超级应用（Superapp）"。他直言自己十分欣赏拥有一个统一平台的概念，用户在这个平台 上能够随心所欲地开展各类活动。 马斯克以中国的微信为例进行说明："中国的微信就是这样一个统一平台的典范。用户可以在上面交换 信息、发布信息，还能进行转账。在中国，微信已经深度融入人们的生活，几乎不可或缺。它展现出了 极高的实用性。然而，在中国以外的地方，并没有真正意义上类似微信的应用。所以，我认为X的理念 有点像是微信的升级版。" ...

Core Viewpoint - Morgan Stanley expresses skepticism about the implementation of Doubao AI Assistant, despite its impressive demonstration, and maintains a positive outlook on "super applications" like Tencent, Alibaba, and Meitu [1][4]. Group 1: Doubao AI Assistant Challenges - The demonstration of Doubao AI Assistant showcased impressive multimodal and agent capabilities, but transitioning from demonstration to mass production is challenging [2]. - Deep system-level integration requires modifications to the operating system, which directly impacts the interests of smartphone manufacturers (OEMs) [2][3]. - Major smartphone OEMs are likely to prefer developing their own AI assistants rather than collaborating with ByteDance, limiting the potential partnerships for Doubao [3]. Group 2: Investment Strategy - Given the difficulties in hardware breakthroughs, Morgan Stanley suggests that investment should focus on software application giants with large traffic and scenarios [4]. - The report emphasizes that the dominance of China's "super applications" (e.g., WeChat, Taobao, Meituan) is unlikely to be undermined, as they are also building their own AI capabilities [4]. - Morgan Stanley reiterates an "Overweight" rating for Tencent, Alibaba, and Meitu, providing specific support for each: - Tencent is seen as the best AI application agent in China, with plans to launch its next-generation AI model, Mix Yuan 2.0 [4]. - Alibaba is identified as the best AI infrastructure stock, with expected acceleration in cloud revenue growth [4]. - Meitu is recognized for its "last mile" service capabilities, which are difficult for general AI assistants to fully replace [5].