9月22日，腾讯(00700)涨超5%，截至发稿，涨5.49%，报453.6港元，成交额79.07亿港元。
消息面上，Meta旗下AI助手Muse攀升至美国苹果和谷歌应用商店免费榜首位，其关键能力在于能够读取用户在Facebook Marketplace和Instagram上的社交内容，并连接Gmail、苹果和谷歌日历、OpenTable等第三方服务，乃至通过浏览器访问其他网站。市场分析认为，对腾讯而言，其微信原生Agent“小微”与Muse产品逻辑相似。微信天然具备社交关系、公众号及视频号内容、小程序、微信支付和商户生态。
今年6月起，“小微”已陆续上线小范围灰度测试。国盛证券此前指出，就Agent而言，生态构建是核心竞争壁垒之一。微信接入Agent有望全面释放其用户与应用资源价值，建立起高效多元的Agent生态，推动微信成为AI时代新的“超级入口”，带动腾讯在AI竞争中“弯道超车”。
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