#腾讯 #AI股持续上涨还有哪些投资机会 #HK0700 $HK0700
Tencent, which the market views as “old guard assets” and whose AI progress is lagging, causing a lackluster stock performance, surged up yesterday against the trend, rising more than 7% intraday. The market broadly attributed it to the sentiment spillover from Meta Muse the previous night—Meta jumped 11.43% in a single day, adding nearly $195 billion to its market value—fully proving the commercial logic of consumer-grade AI Agents, and prompting capital to revalue similar assets held by Tencent.
But most interpretations haven’t gotten to the core: this isn’t Tencent suddenly unveiling a new product. It’s that Meta helped the market validate that the path of “social + Agent” works—only then did everyone remember again that Tencent not only has a comparable product, but also a more complete ecosystem loop than Meta, with an even earlier time to implementation.
On June 2 this year, media reported that WeChat’s native AI agent “Xiaowei” entered final testing; Tencent rose 10.46% in a single day, with a market value increase of HK$358.7 billion. On September 21, Meta’s Muse went live and topped the U.S. App Store for two weeks; Meta rose 11.43% in a single day.
Both market times were based on the same pricing logic: the chat entry point of a super app, combined with AI’s execution capabilities, turning massive capital expenditure into consumer-level demand that can be met.