Tencent’s AI Integration: A Tech Giant’s Bold Leap into the Future
It’s Monday morning, and if you’re already groggy-eyed and reaching for that extra-large coffee, perk up because there’s a seismic shift in the tech world that you need to know about! Tencent, the colossal titan of the internet, has just supercharged its search capabilities by integrating the revolutionary DeepSeek platform. Think you’ve seen Tencent do big things before? Well, buckle up because this integration is set to be a game-changer.
Tencent’s Big Play
Before the DeepSeek integration, Tencent’s daily search volume was a mere 600 million, churning out an impressive, yet comparatively modest, 1 billion yuan in advertising revenue. To put this in perspective, Baidu, with its 1.5 billion daily searches, was raking in a whopping 65 billion yuan. But now, Tencent is stepping up its game in a way that could rewrite the rules.
Unleashing AI Potential
If you thought Tencent was just about search, think again. The fusion of DeepSeek with Tencent’s ecosystem—home to WeChat, QQ, and more—is a masterstroke. Imagine the AI-driven synergy across applications, from reading your friends’ posts to playing games or attending virtual meetings. The vast swathes of data, the sprawling user base, and the endless application scenarios make Tencent the perfect playground for AI. This isn’t just leveling the playing field with competitors like Doubao and Kimi; it’s creating a new playing field altogether.
The New Gold Rush: AI Applications
The narrative around AI investment has shifted dramatically. Gone are the days when the spotlight was on AI infrastructure like semiconductors and chips. Today, it’s all about applications—real, money-making applications. Companies that can harness the power of AI and turn it into tangible profits are set to dominate. And guess who’s leading the charge? You guessed it—Tencent.
Market Movements: A Sign of the Times
Speaking of market impacts, the recent index rise of 43 points and an average stock price increase of 1.79% show that investors are taking notice. Just as the iPhone 4 revolutionized the smartphone industry, AI is poised to drive significant market movements for years to come. And with tech assets in the limelight, Tencent is at the forefront of this AI-powered wave.
Global Trends: The China Surge
The global investment landscape is shifting, with hedge funds pouring into Chinese tech stocks at unprecedented rates. Over the past month, a 1.3 trillion dollar surge in the market capitalization of Chinese tech assets underscores this trend. Meanwhile, India is feeling the squeeze, with a significant outflow of funds from the Mumbai SENSEX. The message is clear: 2025 is the year of the great revaluation of Chinese tech assets.
Tencent’s integration with DeepSeek isn’t just a tech upgrade; it’s a bold leap into the future of AI applications. With an ecosystem primed for AI-driven innovation, Tencent is not just leveling the playing field—it’s redefining it. As global investment trends shift, all eyes are on the Chinese tech giant. Whether you’re an investor, a tech enthusiast, or just someone who loves a good underdog story, this is a saga you don’t want to miss.
The Internet leader has started running again with DeepSeek.
WeChat and QQ are fully connected to DeepSeek.
How important is this access? We will know by looking at a set of data.
Before Tencent connected to DeepSeek, the daily search volume was around 600 million times, which could generate about 1 billion yuan of advertising revenue, which was a fraction of other manufacturers.
Baidu has an average search volume of about 1.5 billion times per day, more than twice that of Tencent, and can generate about 65 billion yuan in revenue, which is 65 times that of Tencent.
By comparing this way, you will know how restrained Tencent is in making money by using search.
Tencent’s connection to DeepSeek has a very big imagination to make money.
Of course, if you think that big models are only used in search, it is to take Tencent’s structure to be small. There are many connection points with big models in Tencent ecosystem.
It turns out that everyone thinks Tencent is weaker in big models and is not as good as Doubao or Kimi, but the situation is different now.
Now everyone’s model level achieves equal rights, and they are all connected to DeepSeek, which is equivalent to leveling.
What we will compete next is data, application scenarios and ecology.
These are Tencent’s strengths , including huge amounts of closed data like official accounts, application scenarios like Moments and group chats, and ecology like music, shops, reading, conferences, and games.
Tencent does not even need higher daily active data, frequency and stickiness. As long as it keeps unlocking more application scenarios, it can continuously increase revenue.
The number of AI assistants used by institutions is estimated by the institutions. The number of top APPs such as Douyin and Xiaohongshu is used about 15 times a day, while the data will reach 40 times on WeChat.
The daily usage of 40 times is multiplied by the number of active accounts of nearly 1.4 billion people on WeChat. You can calculate the commercial value yourself.
What is more worth thinking about is that the best rise now is our core technology assets such as the Internet, mobile phones, and trams, which have nothing to do with the infrastructure and hardware narratives that have been speculated around the world for more than two years.
The logic of AI investment has been over.
From selling shovels to selling gold.
From infrastructure such as semiconductors and chips to AI applications, whoever can really make money from AI is the boss of the terminal.
AI applications are the main line of the next stage of the global AI wave.
Back to the market, the index rose 43 points this week, with an average stock price rising 1.79%, and overall it looks pretty good.
After studying the seller’s views for a while, I summarized the following points.
There are two points that have a relatively consistent idea:
First, the view on AI is similar to the past New Energy or iPhone 4, which is from 0 to 1, and then from 1 to 100. This market will generally last for several years, among which markets such as hardware, software, applications, and extended industrial chain will continue to take place.
Second, before the close of the important meeting in March, there will be no major problems with the index.
Let me tell you about a global trend:
Sell India and buy China.
Over the past month, global hedge funds have poured into China’s capital markets at the fastest speed in months, driving the total market value of onshore and offshore markets to grow by more than US$1.3 trillion.
Our neighbor India is complaining.
SENSEX, India, which was still very popular last year, completely underperformed the MSCI China Index in the past three months due to major institutions reducing their holdings of Chinese stocks, and evaporated US$720 billion during the same period, setting a record of the largest capital outflow in history.
The more representative of this is the Man Group, the world’s second largest hedge fund, whose Asian fund has reduced its position in India from 21% to 18%, and our position has increased from 30% to 40%. %, this is something that has not happened in the past three or four years.
Don’t doubt, we are witnessing history:
2025 is the first year when China’s technology assets are fully revaluated!
