花旗:腾讯WorkBuddy势头强劲,维持“买入”评级

智通财经
3 hours ago
【花旗:腾讯WorkBuddy势头强劲,维持“买入”评级】花旗发表研报指,根据最新行业数据,腾讯旗下AI代理产品WorkBuddy跨平台月活跃用户已达2000万,日活跃用户突破1300万,DAU/MAU比率介乎65%至75%,考虑到产品仅推出数月,认为用户黏性及每日参与度均表现强劲。花旗引述腾讯管理层表示,以WorkBuddy的日活跃用户计,腾讯已在AI代理部署领域领先中国同业,早期用户数据反映出CodeBuddy及WorkBuddy自然增长表现强劲,并拥有高留存率,早期用户与AI代理互动时间长且频率高,形成良性循环,预期AI产品将成为腾讯云的关键收入来源。该行认为,WorkBuddy取得成功,显示出腾讯生态系统的强大、各生产力工具之间的协同效应,以及用户对腾讯产品及安全的信任,维持对腾讯的“买入”评级,目标价763港元不变。

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