Jefferies has reiterated its position that TENCENT (00700) is its preferred stock, maintaining a price target of HK$795. The firm is conducting small-scale testing of its WeChat AI feature "Xiaowei," marking a significant step for the company in the field of A2A (Agent-to-Agent) interaction, with an expected official launch in the fourth quarter.
The report indicates that "Xiaowei" can be applied across multiple scenarios, including social interaction and communication, information retrieval and search, and productivity tools. WeChat Mini Program code is expected to evolve into tools utilized by AI agents within the WeChat ecosystem.
Analysts anticipate further enhancements to WeChat's AI capabilities in the coming months, with market attention focused on its progress in reasoning, memory, and dynamic interpersonal interaction features.
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