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　　腾讯控股（00700）盘中涨超4%，截至发稿，股价上涨3.52%，现报465港元，成交额76.59亿港元。

　　5月18日，花旗发表报告指，在腾讯首季业绩后与其管理层举行了投资者视像会议，管理层对公司AI进展感到乐观，并对混元3.0模型表现改善充满信心。

　　报告引述管理层指，混元3.0模型在代码编写及agentic AI等方面应用取得进展，并已与内部产品深度整合。随着国内芯片代工产能逐渐放缓，预期下半年国内芯片交付将加快，带动下半年资本开支增加。同时，受惠于与全球存储供应商的长期策略合作，以及国内存储芯片出货增加，相信腾讯在算力及内存限制方面处于有利位置。花旗维持腾讯“买入”评级，目标价763港元。

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