《大行》花旗:腾讯(00700.HK)微信“小微”有望成中国终极消费AI代理

阿斯达克财经
Sep 25

花旗发表报告指,腾讯(00700.HK) 的微信“小微”独特定位,有望成为中国终极消费AI代理。该行认为,腾讯并非推出独立应用,而是将“小微”原生嵌入微信,直接利用其庞大月活跃用户基数、专有社交图谱,以及已建立并验证的小程序电商轨道。该行指,相对于Meta组建第三方连接器,以及阿里巴巴(09988.HK) 、字节跳动等国内同业或面对中国“围墙花园”下较大的API阻力,微信相对中立的平台定位及已建立...

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