With the integration of DeepSeek, Tencent will also have to reassess.
Unleashing the explosive combination of "WeChat + DeepSeek."
Tencent (00700) responds to how the integration of WeChat with DeepSeek will generate investment opportunities by expanding the ecosystem.
On February 14th, TENCENT's stock price rose by 7.42%, with a total trading volume reaching 34.5 billion Hong Kong dollars, marking the largest single-day increase in over a year.
Core AI Assets in Hong Kong Stocks: The Three Giants of MAT.
Currently, the domestic companies with advantages in these three areas include Deepseek, ByteDance, "Xiaomi + Kingsoft Cloud", Alibaba, and TENCENT, with the latter three being Hong Kong-listed companies, collectively referred to as MAT.
Express News | Tencent Holdings : Weixin App’s Search Function Is Beta Testing Access to Deepseek
Express News | Tencent Responds, Stating That While WeChat Search Is Utilizing Hunyuan LLM to Enhance AI Search, It Begins a Gradual Rollout of Integration with DeepSeek
WeChat + Deepseek: The turning point for consumer applications.
The depreciation cost of integrating WeChat with Deepseek is much lower than that of integrating with the equivalent model of OpenAI, which means that in most B2C scenarios, the cost of product trial and error is greatly reduced, allowing for coverage of more customers. It is believed that in the future, WeChat Agent will not only be a tool for improving efficiency but also a lever for building a content ecosystem and tool ecosystem.
