2025 年 9 月 11 日,摩根大通(小摩)发布《解析腾讯 AI 代理的潜力》研报,聚焦微信生态中 AI 代理(AI Agent)与电商、本地生活的融合机遇。研报核心结论明确:依托微信已有的小程序生态与支付闭环,AI 代理有望推动微信电商及本地生活 GMV 占中国零售份额从 2024 年的 6% 升至 2030 年的 8%,并带来 690 亿 - 4260 亿元增量收入,对应腾讯 2030 年...
Source Link2025 年 9 月 11 日,摩根大通(小摩)发布《解析腾讯 AI 代理的潜力》研报,聚焦微信生态中 AI 代理(AI Agent)与电商、本地生活的融合机遇。研报核心结论明确:依托微信已有的小程序生态与支付闭环,AI 代理有望推动微信电商及本地生活 GMV 占中国零售份额从 2024 年的 6% 升至 2030 年的 8%,并带来 690 亿 - 4260 亿元增量收入,对应腾讯 2030 年...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.