Citi: Tencent WorkBuddy mantém forte impulso, mantém classificação de "Compra".

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JinSe Finance reports that on July 7, Citigroup released a research note stating that according to the latest industry data, Tencent's AI agent product WorkBuddy has reached 20 million cross-platform monthly active users (MAU), with daily active users (DAU) exceeding 13 million, and a DAU/MAU ratio between 65% and 75%. Considering the product has only been launched for a few months, they believe user stickiness and daily engagement are both strong. Citigroup quoted Tencent management as saying that in terms of WorkBuddy's daily active users, Tencent has taken the lead among Chinese peers in the field of AI agent deployment. Early user data reflects strong organic growth for CodeBuddy and WorkBuddy, along with high retention rates. Early users interact with AI agents for long periods and at high frequencies, forming a positive cycle. They expect AI products to become a key revenue source for Tencent Cloud. The bank believes WorkBuddy's success demonstrates the strength of Tencent's ecosystem, the synergies among its productivity tools, and users' trust in Tencent's products and security. It maintains a "Buy" rating on Tencent with an unchanged target price of 763 HKD.
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