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.

wallstreetcn09:11

TENCENT (00700.HK): TENCENT's ecosystem accelerates AI layout.

On February 16, the company responded that WeChat Search has recently conducted a gray-scale test to integrate DeepSeek. Users within the gray-scale testing range can see the words "AI Search" at the top search entry of the dialogue box, and by clicking on it, they can access it.

China International Capital Corporation18:27

Just the beginning? The value of DeepSeek: China's stock market increased by 1.3 trillion dollars, while India's stock market experienced an Outflow of 720 billion dollars.

In the past month, Global hedge funds have surged into the Chinese stock market at the fastest pace in months, while the Indian stock market recorded the largest capital outflow in history during the same period. Analysts believe that DeepSeek's breakthrough provides a "just right narrative pivot" for capital to flow back, and the tactical long window has already opened.

wallstreetcn10:20

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.

Zhitong Finance17:17

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.

Zhitong Finance17:15

Under the drive of Technology leaders, how hot is the AI theme now?

①Currently, the sentiment in the A-share market is active, with high trading enthusiasm in the TMT and Machinery Industry driven by themes such as DeepSeek and humanoid robots. ②Drawing a comparison to the seven major companies in the US stock market, this round of China's Technology market is also driven by certain leading technology companies, and the trading enthusiasm is at a high level. ③Currently, the spring market is underway, and Technology is the main theme under the AI wave, focusing on the China version of the "M7" Concept.

Haitong strategy15:27