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WorkBuddy月访问量破两千万，AI转机能否终结腾讯股价颓势？

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left;\">尽管WorkBuddy带来了积极信号，腾讯股价的整体表现仍难言乐观。股价自6月低点已反弹约17%，但年初至今仍累计下跌超20%，表现弱于恒生科技指数同期约11%的跌幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4c4267abbc7487236720841ca2ee977\" data-align=\"center\" tg-width=\"954\" tg-height=\"614\"/><span></span></p><h2 style=\"text-align: left;\">WorkBuddy：从跟跑到领跑</h2><p style=\"text-align: left;\">WorkBuddy的崛起，是腾讯在AI赛道上少有的主动出击。今年3月，腾讯借助OpenClaw引发的AI用户热潮顺势推出这款产品，并迅速在竞争激烈的职场AI市场中确立领先地位。</p><p style=\"text-align: left;\">根据36氪援引易观的数据，<strong>WorkBuddy截至6月的月访问量达2097万次，在中国AI职场助手产品中排名第一，领先于字节跳动的Trae和<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>的QoderWork。</strong>这一成绩尤为值得关注，因为职场办公场景面向的是更广泛的白领群体，潜在市场规模远超面向程序员的垂直工具。</p><p style=\"text-align: left;\">晨星高级股票分析师Ivan Su指出，WorkBuddy与微信的深度整合是其核心竞争壁垒。&#34;如果要在腾讯AI战略中找出一个值得重点关注的亮点，WorkBuddy无疑是投资者的首选。&#34;他认为，借助微信的庞大用户基础，WorkBuddy的用户黏性和替换成本均高于竞争对手产品。</p><p style=\"text-align: left;\"><strong>职场AI助手正在成为全球科技公司争夺的新高地。</strong>在中国市场，<a href=\"https://laohu8.com/S/BIDU\">百度</a>及MoonShot AI均已推出各自的职场助手产品，竞争态势持续升温。据报道，腾讯正将WorkBuddy列为内部优先级最高的战略项目之一。</p><p style=\"text-align: left;\">巴克莱资本的Jiong Shao对腾讯的长期竞争力给出了较高评价。他表示，<strong>&#34;腾讯可能是全球唯一一家有能力打造出色通用AI智能体的公司&#34;</strong>，并认为公司对WorkBuddy的战略资源倾斜已形成相对于竞争对手的竞争优势。</p><p style=\"text-align: left;\">这一判断的背后，是腾讯横跨社交网络、游戏、电商与支付的庞大商业版图。部分分析人士认为，腾讯产品的高度普及性与业务多元化，使其在AI落地应用方面具备独特优势。</p><p style=\"text-align: left;\">分析师普遍认为，<strong>本周财报能否披露WorkBuddy的实质性增长数据，将是判断腾讯AI叙事能否真正落地、进而推动估值修复的关键节点。</strong></p><p style=\"text-align: left;\">除WorkBuddy的用户数据外，<strong>投资者同样高度关注腾讯本周三财报中的资本开支计划及其对利润的影响。</strong></p><p style=\"text-align: left;\">就二季度业绩预期而言，腾讯营收增速预计接近10%，净利润增速约为5%。在AI投入加速的背景下，资本开支的走向将直接影响市场对其盈利质量的判断。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWorkBuddy月访问量破两千万，AI转机能否终结腾讯股价颓势？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-11 12:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/00700\">腾讯</a>旗下AI职场助手WorkBuddy的强劲用户增长，正在为这家中国互联网巨头重燃投资者信心。</p><p style=\"text-align: left;\">WorkBuddy自今年3月上线以来迅速跻身中国最受欢迎的AI职场助手行列。据36氪援引数据提供商易观的数据，截至6月，该产品月访问量已达2097万次，超越字节跳动旗下Trae及<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>旗下QoderWork。腾讯将于本周三发布财报，<strong>市场正密切关注公司是否会随季报披露WorkBuddy的具体运营数据。</strong></p><p style=\"text-align: left;\">分析师认为，WorkBuddy的亮眼表现有望成为腾讯股价的重要催化剂。巴克莱资本驻纽约分析师Jiong Shao表示，&#34;<strong>如果腾讯开始披露WorkBuddy令人鼓舞的指标，我认为这将有助于改变市场对腾讯的看法</strong>。&#34;他补充称，腾讯近期首次在五年内跃升为巴克莱的首选标的，原因在于&#34;<strong>从长远来看，他们赢得这场竞争的机会更大</strong>&#34;。</p><p style=\"text-align: left;\">尽管WorkBuddy带来了积极信号，腾讯股价的整体表现仍难言乐观。股价自6月低点已反弹约17%，但年初至今仍累计下跌超20%，表现弱于恒生科技指数同期约11%的跌幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4c4267abbc7487236720841ca2ee977\" data-align=\"center\" tg-width=\"954\" tg-height=\"614\"/><span></span></p><h2 style=\"text-align: left;\">WorkBuddy：从跟跑到领跑</h2><p style=\"text-align: left;\">WorkBuddy的崛起，是腾讯在AI赛道上少有的主动出击。今年3月，腾讯借助OpenClaw引发的AI用户热潮顺势推出这款产品，并迅速在竞争激烈的职场AI市场中确立领先地位。</p><p style=\"text-align: left;\">根据36氪援引易观的数据，<strong>WorkBuddy截至6月的月访问量达2097万次，在中国AI职场助手产品中排名第一，领先于字节跳动的Trae和<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>的QoderWork。</strong>这一成绩尤为值得关注，因为职场办公场景面向的是更广泛的白领群体，潜在市场规模远超面向程序员的垂直工具。</p><p style=\"text-align: left;\">晨星高级股票分析师Ivan Su指出，WorkBuddy与微信的深度整合是其核心竞争壁垒。&#34;如果要在腾讯AI战略中找出一个值得重点关注的亮点，WorkBuddy无疑是投资者的首选。&#34;他认为，借助微信的庞大用户基础，WorkBuddy的用户黏性和替换成本均高于竞争对手产品。</p><p style=\"text-align: left;\"><strong>职场AI助手正在成为全球科技公司争夺的新高地。</strong>在中国市场，<a href=\"https://laohu8.com/S/BIDU\">百度</a>及MoonShot AI均已推出各自的职场助手产品，竞争态势持续升温。据报道，腾讯正将WorkBuddy列为内部优先级最高的战略项目之一。</p><p style=\"text-align: left;\">巴克莱资本的Jiong Shao对腾讯的长期竞争力给出了较高评价。他表示，<strong>&#34;腾讯可能是全球唯一一家有能力打造出色通用AI智能体的公司&#34;</strong>，并认为公司对WorkBuddy的战略资源倾斜已形成相对于竞争对手的竞争优势。</p><p style=\"text-align: left;\">这一判断的背后，是腾讯横跨社交网络、游戏、电商与支付的庞大商业版图。部分分析人士认为，腾讯产品的高度普及性与业务多元化，使其在AI落地应用方面具备独特优势。</p><p style=\"text-align: left;\">分析师普遍认为，<strong>本周财报能否披露WorkBuddy的实质性增长数据，将是判断腾讯AI叙事能否真正落地、进而推动估值修复的关键节点。</strong></p><p style=\"text-align: left;\">除WorkBuddy的用户数据外，<strong>投资者同样高度关注腾讯本周三财报中的资本开支计划及其对利润的影响。</strong></p><p style=\"text-align: left;\">就二季度业绩预期而言，腾讯营收增速预计接近10%，净利润增速约为5%。在AI投入加速的背景下，资本开支的走向将直接影响市场对其盈利质量的判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dc769a48e97e787572298bac8fa6b839","relate_stocks":{"SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) 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