港股异动 | 微盟集团(02013)再涨超7% 腾讯元宝下载量飙升 微盟为头部微信生态服务商

智通财经
Jan 29

智通财经APP获悉,微盟集团(02013)再涨超7%,截至发稿,涨6.61%,报2.58港元,成交额3.35亿港元。

消息面上,凭借春节红包活动及新功能“派”的发布,腾讯元宝在各大应用商店的榜单排名迅速攀升。截至1月28日,其在苹果应用商店免费榜已跃升6位,目前位列第二。开源证券认为,腾讯元宝的新春红包活动或标志着腾讯加入对C端AI应用超级入口的争夺,红包活动或推动元宝下载量及日活用户数大增,大模型厂商对于AI入口的争夺再升级。

东北证券表示,GEO市场星辰大海,对SEO将形成取代。微盟是国内头部的微信生态AI+SaaS服务商,当前AI产品落地,叠加GEO升级,该行认为未来客户数量、客户粘性及ARPU值均具备提升空间,看好GEO率先落地打开增长空间。

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