Tencent Faces Market Jitters Over AI Lag
腾讯因AI落后引发市场担忧
Tencent Holdings Ltd. shares have fallen nearly 11% this year, wiping out around US$173 billion since October, as investors worry it lags in China’s AI race. The company’s cautious approach focuses on integrating AI into WeChat and gaming, unlike Alibaba and ByteDance, which aggressively invest in AI products. Tencent plans a 1 billion yuan (US$145 million) Lunar New Year campaign promoting AI tools, raising profit concerns. Its AI app Yuanbao records 18.3 million daily users, far below ByteDance’s Doubao and Alibaba’s Qwen. Analysts note Tencent’s large user base could help it catch up, but sentiment remains cautious.
腾讯控股今年股价下跌近11%，自去年十月以来市值蒸发约1,730亿美元，投资者担心其在中国AI竞争中落后。公司采取谨慎策略，将AI整合到微信和游戏中，而阿里巴巴和字节跳动则大力投资AI产品。腾讯计划投入10亿元人民币（约1.45亿美元）春节活动推广AI工具，引发盈利担忧。其AI应用“元宝”日活仅1830万，远低于字节的“抖宝”和阿里的“Qwen”。分析师认为腾讯庞大用户基数或助其迎头赶上，但市场情绪仍谨慎。
